dashboards in zoho reports
DESCRIPTION
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
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
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.
Step 1: Choosing the database● Login to Zoho Reports and select the
required Database● Select the 'New Dashboard' option
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
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
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
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
An Example Dashboard
●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
Test drive Zoho Reports @ http://reports.zoho.com
For further queries, [email protected]