dashboards in zoho reports

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Dashboar ds in Zoho Reports

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A Dashboard is a collection of reports embedded in a single page to enable quick insights into real time data. Zoho Reports provides a simple intuitive drag and drop interface for creating custom dashboards in minutes.

TRANSCRIPT

Page 1: Dashboards in Zoho Reports

Dashboards

in Zoho Reports

Page 2: Dashboards in Zoho Reports

All about Dashboards - Summary

● What are Dashboards?● How to create Dashboards?

○ Step 1: Logging in and choosing the database○ Step 2: Choosing the reports○ Step 3: Single/Double column Dashboards○ Step 4: Inserting text & images into

Dashboards● Sharing of Dashboards● Some Dashboard examples

Page 3: Dashboards in Zoho Reports

What are Dashboards?

● Dashboards are multiple reports (charts/pivots/summary views) grouped in a single page

● Using such dashboards, you get a snapshot view of your key business data easily

● You can also add your own text and images to make it look nice and readable.

Page 4: Dashboards in Zoho Reports

Step 1: Choosing the database● Login to Zoho Reports and select the

required Database● Select the 'New Dashboard' option

Page 5: Dashboards in Zoho Reports

Step 2: Choosing the reports

● A drag-and-drop dashboard maker opens up● From the left panel, drag-and-drop the

reports that are to be part of the dashboard

Page 6: Dashboards in Zoho Reports

Step 3: Single/Double Column Dashboards

● You can have single/double column layouts by using the Expand/Contract option. You see these options when you mouse over the report

● Other options to customize titles, description etc., are also provided

Page 7: Dashboards in Zoho Reports

Step 4: Inserting Text & Images● Dashboards can be enhanced by adding text (headings), images

(logos) etc.● Clicking on 'Add Text' in Toolbar will bring an editor into which text,

images can be added

Page 8: Dashboards in Zoho Reports

Sharing Dashboards● Like individual reports, Dashboards can also be shared

with users/groups. You can also "Publish" (embed in intranets, web apps, blogs etc) the Dashboards created

● Use the 'Share' & 'Publish' menu options for sharing and publishing respectively

Page 9: Dashboards in Zoho Reports

An Example Dashboard

Page 10: Dashboards in Zoho Reports

●Google Adwords Campaigns Performance Analysis - http://bit.ly/Campaigns-Analysis

●Google Adwords Ad Groups Performance Analysis - http://bit.ly/AdGroups-Analysis

●Summer Olympics 2008 - http://bit.ly/Olympics-2008

●Sachin Tendulkar in Tests - http://bit.ly/Sachin-Tests

Featured Dashboards

Page 11: Dashboards in Zoho Reports

Test drive Zoho Reports @ http://reports.zoho.com

For further queries, [email protected]