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

Immersive Dashboards App for Zoho Analytics

The Zoho Analytics - Dashboards application is an immersive native mobile app to access and explore the business dashboards in Zoho Analytics. This app is available for Apple and Android phones, and tablets.

Benefits of the Zoho Analytics Dashboards app

  • Immersive native application: An immersive purpose-built app to access, explore, and get insights on the go from your dashboards. Enjoy analytics like never before with intuitive gestures.
  • Access advanced analytics - anywhere, anytime: Easily access your Zoho Analytics dashboards whenever required. Stay up-to-date with changing data trends and enjoy insightful analytics on your mobile devices. 
  • Powerful visualizations with a myriad of options: The Zoho Analytics dashboards app supports a wide range of interactive options through creative gestures that allows you to interact with your data and gain deeper insights. You can drill down, filter, change visuals and much more, with just a few taps.
  • Filter data: Dynamically filter your data to include or exclude specific values from your visualizations. 
  • Ease of organization: Workspaces and dashboards are organized within an intuitive explorer for ease of access. Various contextual options allow you to sort, bookmark and search your dashboards and workspaces, and mark them as default to enhance user navigation. 
  • Optimized for both Android and iOS devices: Built to work seamlessly on both Android and iOS devices, with an optimized layout that adapts to every smartphone and tablet. 

Note: 

  • Your mobile device should be connected to a network where the Zoho Analytics On-Premise is accessible in order to access reports and dashboards. When offline, you can only see the list of dashboards and workspaces, but will not be able to access them. 
  • The Zoho Analytics dashboards app is supported for devices with iOS 12.0 and above, and android versions 7.0 and above.
  • The mobile app allows you to access and interact with your Zoho Analytics On-Premise dashboards. However, you will not be able to create new dashboards or workspaces using the app. 

Getting started with the Zoho Analytics Dashboards app

The Zoho Analytics Dashboards app allows you to access analytics whenever required with an intuitive and immersive mobile app. You can view and access the reports and dashboards created in Zoho Analytics, and gain insights on the go. 

Installing the Zoho Analytics - Dashboards app

This app is available for free in iOS devices running on iOS 12.0 and above, and Android devices with versions 7.0 and above.

Follow the steps below to install the Zoho Analytics Dashboards app on iOS devices. 

  • Open the App Store, search for the Zoho Analytics - Dashboards app and open it.
  • Click the Get button, and the application will be installed automatically. 
  • Open the installed application, and click the Connect to On-premise link.

  • To login to Zoho Analytics account with the application's website address, click the Website address toggle button, enter the Zoho Analytics website address, and click Connect

  • To login with the hostname, navigate to the Hostname tab, enter the hostname and port number, and click Connect.

On successful authentication, your Zoho Analytics dashboards and workspaces will be synchronized with the mobile app. 

Note: Only users who have an account in Zoho Analytics On-Premise can login to this  app. To download the Zoho Analytics On-Premise application, click here

Working with the app

The Zoho Analytics Dashboards app's home screen contains three sections: Favourites, Workspaces and Dashboards. The Favourites sections displays the bookmarked dashboards and workspaces, while the Workspaces and Dashboards section displays every owned and shared workspace and dashboard respectively. You can also access your profile details by clicking the Profile icon on the top left corner, and search for specific visualizations using the search bar on the top right corner. 

Workspaces

To view every workspace in your Zoho Analytics application, navigate to the Workspaces tab. The Owned and Shared tabs allow you to filter between the workspaces that you own, and those that have been shared with you. 

The following operations can be carried out using the More icon that appears next to each workspace listing: 

  • Favorites: This icon allows you to bookmark a workspace.
  • Default: The default icon allows you to configure the required workspace as a default workspace. 
  • Information: This icon provides the created time and the last modified time of the corresponding workspace. For shared views, you can additionally view the Created by and the Modified by details.
  • Delete: This icon allows you to delete the corresponding view. 

You can also sort the workspaces in ascending and descending order using the Sort icon on the top right corner. 

Dashboards

To view every dashboard in your Zoho Analytics application, navigate to the Dashboards tab. The Owned and Shared tabs allow you to filter between the dashboards you own, and those that have been shared with you. 

The following options are available in the Dashboards tab:

  • Dynamic user filters: You can dynamically filter the values in the dashboard using the user filters listed at the top of the dashboard. Click on a user filter to view the listed values, select the required values, and click Apply

  • Drag and resize: You can easily rearrange the KPI widgets and reports in the dashboard by long pressing on the required report or widget. Drag it to the required position, and resize it as needed using the semi-circular Resize marker. Click the Done button to reflect your changes. 

  • Expand report: You can maximize the required report by tapping on the report name. 

  • Report view: To view a report, click the Open icon on the top right corner of every report. To learn more about the report view, click here

  • Cumulative analysis: When you click on any data point in a report, all the reports in the dashboard will be filtered accordingly. 

  • More options: The following options are available under the More icon on the top right corner of the dashboard:
    • Refresh: This option allows you to refresh your dashboard to access the latest values.  
    • Favorites: This toggle button allows you to bookmark the dashboard. 
    • Information: This option lists the workspace in which the dashboard is created, and the created and modified time.
    • Delete: The delete option allows you to delete the dashboards you own.

Note: You can view the dashboards in your Zoho Analytics - Dashboards app in portrait and landscape orientation. However, in landscape orientation, you can only view, sort and resize the reports in the dashboard. 

Reports

You can view every report in a dashboard by clicking the Open icon on the top right corner of every report. 

Charts

You can access the charts in read-only mode with the following interactive options:

  • Dynamic Tooltip: You can view the chart's tooltip by tapping the corresponding data points in your chart. You can toggle between consecutive data points using the Previous and Next options. You can also filter specific values by clicking the legends listed at the top of the chart.

  • Drill Down: To drill down on a value, tap the required data point, click the Drill Down option that appears, and search for the required value. Click the Undo icon to navigate back to the chart view. 

  • Dynamic User Filters: Use the Filter icon to dynamically filter your report using the corresponding dashboard's user filters. 
  • Exclude value: You can exclude a value from the report by selecting a data point in the chart and swiping it down. 

  • Zoom: Long press and swipe horizontally across the chart's data points to focus on each value. 

  • Horizontal Scroll: Lengthy charts come with a horizontal scroll bar. You can scroll the chart right to left using the scroll bar at the bottom.
  • Undo: Use the Undo icon at the top right corner to reverse immediate changes.
  • Cancel: This option at the top left corner allows you to cancel all changes and navigate to the original chart view. 
  • Back: The Back icon on the top left corner allows you to exit the report view.

Pivot, Summary, and Tabular views

You can access the pivot tables, summary and tabular views in your dashboards in read-only mode with the following interactive options:

  • Dynamic User Filters: Use the Filter icon to dynamically filter your report using the corresponding dashboard's user filters. 
  • Resize: You can easily rearrange the rows and columns in the report by long pressing on the required row or column. Drag it to the required position, and resize it as needed using the rectangular Resize marker.

  • Scroll: Swipe as required to scroll through the data in your pivot, summary and tabular views. 
  • Back: The Back icon on the top left corner allows you to exit the report view

More options

The following options are available under the More icon on the top right corner of the dashboard:

  • Refresh: This option allows you to refresh your report to access the latest values.  
  • Favorites: This toggle button allows you to bookmark the report. 
  • Information: This option lists the workspace in which the report is created, and the created and modified time.
  • Delete: The delete option allows you to delete the dashboards you own.
  • Tips: This section displays the various interactions that can be carried out with the selected report.
  • Change chart type: This option allows you to change the chart type, and is only applicable to chart views. Choose the required chart type and click Save to reflect the changes across both Zoho Analytics and the Zoho Analytics Dashboards app. 

Commenting

The Zoho Analytics' Dashboards app offers a way to foster collaboration with both colleagues and clients. By enabling real-time commenting on a shared dashboard, users can engage in discussions about crucial business metrics to make informed decisions together.

To allow users to comment, share the dashboard with them and ensure they have the "Allow Commenting" permission. To learn about sharing and publishing your dashboard, click here.

Commenting on a dashboard

  • Open the required dashboard where you want to comment.
  • Click the Comment icon at the top right corner of the dashboard.

  • Type your message in the Comments section. You can add emphasis to your comment using the following formatting options: Bold, Italic, Underline, or Strike-through. You can also insert an emoji, by selecting it from the emoji picker.
  • Click the Send button to share the comment with others. You can view comments from all the users on the comments page.

To perform actions on a specific comment, long-press on that comment. You can Like, Reply, Copy, or Delete the comment.

Adding attachments to comments

Follow the steps below to add attachments to your comments.

  • From the comments page, click the + icon on the right side of the comment box.
  • Select and attach images, screenshots, or documents related to your comment.

Including specific dashboards and reports in comments

Zoho Analytics lets you include specific dashboards and reports in the comment section to enhance discussions. For this,

  • Click the Reports icon on the left side.
  • Add the relevant dashboards and reports to your comment section.

Managing users who can comment

To view the list of users who can comment on your dashboard, follow the steps below.

  • Click the Users icon on the top right of the comments page.

  • Click the + icon to enable the commenting for a new user.

  • In the page that appears, add the required users email id.
  • Select Allow Commenting from the Access level section to grant commenting privileges to users.
  • Click Share.

App settings

You can access the Zoho Analytics Dashboards app settings page by clicking the profile icon on the top left corner of the home page. 

The following options are available: 

  • Default Workspace: This section lists the default workspace and allows you to modify it as required. 
  • Dark Theme: Use this toggle to switch between the light and dark themes for the app.  
  • Tips: This section provides useful interaction guidelines and mobile gestures, to interact with your dashboards and gain insightful information efficiently. 
  • Privacy & Security: This section displays Zoho Analytics' security policy. 
  • Feedback: Use this option to provide valuable feedback.  
  • About: This section lists an overview of the Zoho Analytics Dashboards app. 

 

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