Skip to product menu
close
  • Recent Launches
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Recent Launches

New

Payroll software with automated tax payments and filing.

Try now
New

Robotic process automation software to automate high-volume, rule-based tasks.

Try for free
New

Low-code IoT platform and solutions for connected businesses.

Try now
New

Business formation service to launch and grow your businesses.

Try now
New

Privacy-friendly application analytics solution.

Try for free

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace

Zoho Analytics has been recognized in the 2024 Gartner® Magic Quadrant™ for ABI PlatformsRead more

Skip to main content

Working with Dashboard

Zoho Analytics offers a wide range of interactive options for dashboards when accessed by an end-user. The options include Viewing Underlying data, sorting, exporting, sharing and publishing. In this section, we will discuss each of the below-mentioned options in detail.

Interactions with Dashboards

Dashboards enables you to do exploratory analysis using immersive and interactive features. In this section, we are going to learn about the advanced interactive features such as View Underlying Data, Drill down and Change Chart Type.

Note

All these capabilities are available in the View Mode only.

View Underlying Data

Users of a dashboard can view the underlying data of a report in the dashboard.

To view the underlying data of a chart,   

  • Click the data point for which you wish to view the underlying data.

  • Select View Underlying Data

  • The underlying data of the data point will be displayed as shown below.

Alternatively, you can also view the entire underlying data of the report by clicking the More option and selecting View Underlying Data.

Drill Down

The Drill Down option allows you to perform powerful exploratory analysis. Using this feature, you can click on any data point in a chart and visualize the underlying data as a chart. You can either drill down using the path that is already set for the chart or choose from the list of compatible columns suggested by Zoho Analytics. Click to learn more about the drill down option.

To drill down a chart,   

  • Click the data point that you wish to drill-down.

  • Zoho Analytics offers two options to drill down - Drill Down and Drill Down By.
    • Drill Down will only allow you to drill down the chart based on the column that is set as a drill down path while creating the chart.
    • Drill Down By option will allow you to dynamically select a column from the wide list of columns that you can use to drill down the chart. 
  • In this example, we are going to see how to drill down a chart using the Drill Down By option.

  • Select the column by which you wish to drill down.

  • The chart will get drilled down/get structured based on the path selected by you. The path will be displayed as a breadcrumb on the top.

Click to learn more about the drill down option.

Note

  • It will be available only if the user who has shared the dashboard with you has granted the Drill down permission for you while sharing the dashboard.

Change Chart Type

Zoho Analytics allows you to visualize the chart that you have created using different chart type options. You can change the chart type of individual charts in a dashboard by clicking the Change Chart Type option. Please do note this is applicable only for a particular session and cannot be saved.  

Maximize Embedded Report

You can maximize the embedded report to view in full dashboard layout by following the below steps. 

  1. Click the Maximize icon in the top left corner of the report. You can also Double-click on the header to do the same. 
  2. The report will open in full dashboard layout. Rest of the components will be hidden, except the user filter. However, when you apply the user filter in this mode, it will be applied to all components in the dashboard. 
  3. If required, you can choose to edit the report by clicking the Edit icon. The reports in edit mode will open in new tab. You can modify the report as needed. 
  4. Click Minimize icon to revert to the embedded size. 

Exporting and Emailing Dashboards

Zoho Analytics offers exporting and emailing capabilities which enables you to view the dashboard when you work offline and share them securely with users who do not have a Zoho account.

Exporting Dashboard

Zoho Analytics allows you to export your Dashboard as an HTML zip file or as a PDF.

Export as HTML

Follow the steps given below to export a dashboard as HTML.

  1. Click the Export icon and then select Export as HTML.
  2. The Export As HTML : Settings page will open.
  3. Specify a name for the exported HTML file in the File Name field.
  4. Select required options to display title and description. The possible options to customize the layout of title and description are: At Top, At Bottom and None (without title or description correspondingly).
  5. Select Show User Filter Criteria option to add a label for user filter applied.
  6. Click Export. Your dashboard will be exported into an HTML file.

Export as PDF

Zoho Analytics allows you to export the dashboard as PDF in two different layouts.

Layout as in Dashboard

This option will export the dashboard in the same layout as arranged in the dashboard.

Note

  • This PDF export option is optimized for Dashboards containing charts and KPI widgets. Export may fail if it contains table styled reports, especially with huge data.

Follow the given steps to export with Layout as in Dashboard.

  1. Click Export icon and then select Export as PDF > Layout as in Dashboard.
  2. This opens the Export as PDF: Settings page as shown below.

Format and Options tab

This tab provides options to format the exported PDF.

  • Specify the files name in the File Name field.
  • Set the paper size on the Paper Size option, in the Paper section.
  • Set the orientation as Portrait or Landscape.
  • In the Zoom Factor in %, specify a value in percentage to scale the font size in your dashboards to fit the page size appropriately. This could be scaled between 1 to 100%.
  • Select required options to display title and description. The possible options to customize the layout of title and description are: At Top, At Bottom and None (without title or description correspondingly).
  • Specify the column width radio for the table styles reports (pivot, summary, table etc.,) in your dashboard. Available options are:
    • Equal width for all columns - Choose this to have an equal width for all columns.
    • Proportionate width as in the report - Choose this to set proportional column width based on the design of the original report.
  • Select Show User Filter Criteria option to add a label for user filter applied.

Page Layout tab

This tab provides the page layout option.

  • Specify the Margin (in Inches). Margin value should be between 0.0 to 1.0.
  • Click Export. Your dashboard will be exported into a PDF file with the layout as in dashboard.

Each Report in a New Page

This layout will export the dashboard in a single column layout displaying each report in a new page in the PDF.

This type provides the following benefits.

  • Supports exporting dashboard containing tabular views with large data.
  • Supports adding a Table of Content.
  • Supports adding Header and Footer on each page.
  • Supports customizing the language.
  • Supports more file size for the exported PDF.
  • Supports displaying filter criteria applied at the dashboard level and in the reports level.

Follow the given steps to export the dashboard with each report in a new page.

  1. Click the Export icon and then select Export as PDF > Each Report in a New Page.
  2. This opens the Export as PDF: Settings page as shown below.

The Format and Options tab

This tab provides formatting options for the exported PDF.

  • Specify the files name on the File Name field.
  • Select the Language.
  • Set the paper size on the Paper Size option, in the Paper section.
  • Set the Orientation as Portrait or Landscape.
  • Select required options to display title and description. The possible options to customize the layout of title and description are: At Top, At Bottom and None (without title or description correspondingly).
  • Select Show User Filter Criteria option to add a label for user filter applied.
  • Select Generate TOC checkbox to include a table of content of your dashboard in the exported PDF file.
  • Specify how to add KPI widgets in the exported file. Available options are.
    • None - Select this to exclude the widget from the exported copy.
    • Each in a New Page - Display each widget in a new page.
    • Associate to Nearest Report - Display widget along with the nearest page.

The Page Layout tab

This tab provides the page layout option.

  1. Specify the Margin (in Inches). Margin value should be between 0.0 to 1.0
  2. You can choose to add Header and Footer for this layout. There are three positions (Left, Right or Center) and you can choose to display one of the following in these positions.
    • Blank - Displays nothing in this position
    • Title - Displays the title of the file
    • Date Time - Displays the date and time of export
    • Page # - Displays the page number
    • Page # of # - Displays the page number out of total pages
    • Custom Text - Displays the custom text that is entered in the nearby field
    • Logo - Displays the logo
  3. Click Export. Your dashboard will be exported into a PDF file with each report in a new page.

Export a Report  

Apart from exporting the dashboard as a whole, Zoho Analytics also provides an option to export the individual reports in the dashboard.  

To export a report, 

  • In the View Mode, select the More icon that appears on mouse over 
  • Select Export and choose the file type that you wish to export the report as.

Emailing Dashboard

Zoho Analytics allows you to e-mail your dashboard to your colleague and clients. You can also schedule emailing your dashboards.

To e-mail your dashboard follow the given steps:

  1. Click the E-mail icon and select one of the following options.
    • Email as HTML - Email the dashboard in HTML file format.
    • Email as PDF - Email the dashboard in Portable Document Format (PDF) file format.
  2. E-mail tab provides various options to specify users email addresses and to customize your message.
  3. Specify the email addresses in the Enter E-Mail Addresses text box. You can enter the email addresses by typing them or by selecting from Zoho Contacts/Shared User list.
  4. Customize your e-mail subject and message using the Subject box and the Message box respectively.
  5. Specify whether the dashboard should be mailed As an in-line Message or As Attachment in the Mode. This option is available only for emailing as HTML file.
  6. You can also schedule to send the exported copy at a recurring date and time using the Schedule this Email options.
  7. Click Send to send the report to the specified users.

Other settings will be similar to that on Exporting option. For details refer to the corresponding section in the Exporting Dashboard document.

Sharing your Dashboard

Zoho Analytics allows you to share your Dashboards to your Users and set permissions like Read, View Underlying Data, Drill Down, Export, and Share such that the shared users would be allowed to do only permitted actions when they access the shared dashboard.

Refer to the topic Sharing and Collaboration to know how to share your dashboard.

Publish your Dashboard

Zoho Analytics also allows you to embed the dashboards you create in a website, web application, blog or an intranet page.

Refer to the topic Publishing Options to know how to publish your dashboard.

x
Thanks for your interest. We shall get back to you shortly.