Enhanced data privacy and security

Zoho Analytics allows you to set a password for views that are exported, emailed or published. This way, your reports and dashboards can be viewed only by the intended recipients.

Set passwords while exporting and emailing views 

To set passwords for exported views, open the required report, dashboard or table. Click Export and choose one of the supported formats. In the page that appears, select the Set Password checkbox and specify the required password. The same process can be carried out while emailing views and configuring email schedules. Click here to learn more about the various export and email options.

Note: 

• Formats such as HTML, Image, and CSV are compressed before password protection. The PDF and Excel exports are directly password-protected without being compressed.

• The specified password will have to be shared separately to all intended recipients as Zoho Analytics does not offer options to share your password through the application interface.  

Set passwords while publishing and embedding views

You can set passwords while publishing views, or embedding them on a website. This is particularly useful while embedding dashboards in your intranet portal where you want only a certain section of your users to view the published content.   

To set a password for views that are embedded without login access, open the required view, and click Share. Select the Embed option, choose the Access without Login access permission, and click the Set access password check box to provide your required password. Users who access the embedded link will now be prompted to enter the password. The same process can be carried out while creating permanent URLs (permalink) for your views. Click here to learn more about creating permalinks. 

Note: 

• The Access with Login option in the publish section does not support passwords as only users with valid login credentials to Zoho Analytics will be able to view the published dashboards and reports. Click here to know more about the various publishing options.

• The specified password will have to be shared separately to all intended recipients as Zoho Analytics does not offer options to share your password through the application interface. 

Marking personal data 

Zoho Analytics allows you to mark columns as Personally Identifiable Information (PII). This could be any information that could potentially identify an individual, such as name, email address, company name, etc. 

Exporting tables that contain personal data

Columns marked as 'personal data', i.e. columns that contain Personally Identifiable Information (PII), will be excluded during export operations. Users can opt to include these columns manually using the column picker while exporting the view.

Data encryption

Any personal information stored in the Zoho Analytics server is encrypted for enhanced security. We have handled data encryption at various levels.

• Any field marked as PII will be encrypted and then stored. 

• Any private information provided for authenticating third-party applications will automatically be identified with due diligence and stored in our databases in an encrypted manner.