Frequently Asked Questions

Yes, you can embed tables and reports created in Zoho Analytics in your website, web application or blog. Follow the steps below to achieve the same:

• Open the report/dashboard that you wish to embed.
• Click on the Publish icon and select Embed in a Website/Blog.
• In the Embed snippet for dialog that opens, select the necessary options for customization.
• You may also specify filter criteria if needed
• Access with login prompts the user to enter their login credentials to view the report/dashboard. Also, the workspace owner/account administrator should have shared the report with the user
• Access without login does not require the users to log in hence, the report will be accessible by anyone.
• Once you select the necessary options copy the HTML snippet and paste it in the HTML code of your website/blog, wherever you wish to embed the report.

To learn more, refer to Embedding Views in Web Pages, Web Applications and Blogs section in Zoho Analytics.

Yes, you can allow other users to edit (add, modify & delete data) the data in your workspace. Follow the instruction below to do the same:

• Open the data table to be shared from the Explorer tab of the corresponding workspace.
• Invoke Share > Share this View to New Users option in the toolbar.
• Provide the list of user email addresses to whom you want to provide Write permission to the data table.

  Note:

  • Users should have a Zoho Analytics account registered with this email address. If they do not have an account at the time of sharing they need to create one using the email id to which it is shared.
• Select the required Write Options (Add row, Modify Row, Delete all rows and add new rows and Add new, replace existing and delete missing rows) and Import Options.
• Provide the necessary email message for notification.
• Click Share button.

Your data table is now accessible to the shared users for editing. For more details about granting permissions for your user, refer to Granting Permissions to Users section.

Yes, you can allow others to create reports in your workspace by sharing the data table over which you want them to create reports. You can do this as follows:

• Open the corresponding base table over which you want to allow your users to create reports.
• Invoke Share > Share this View to New Users option in the toolbar.
• Specify the users’ email address (one per row) to whom you want to allow to create reports in your workspace.

  Note:

  • Users should have a Zoho Analytics account registered with this email address. If they do not have an account at the time of sharing they need to create one using the email id to which it is shared.
• Provide the permission you want to grant for the users. Read-Only permission is sufficient to allow your user to create a report over the shared table.
• Provide the necessary email message for notification.
• Click the Share button.

Your data table is now accessible to the shared users. And they can create reports over the shared table. For more details about sharing, refer to the Sharing and Collaboration section.

Yes, you can allow other users to upload data in your workspace. Follow the steps given below to do this:

• Open the data table in the corresponding workspace.
• Click Share > Share this View to New Users option from the toolbar.
• Specify the users’ email address (one per row) to whom you want to provide permission to upload data.

  Note:

  • Users should have a Zoho Analytics account registered with this email address. If they do not have an account at the time of sharing they need to create one using the email id to which it is shared
• Select the required Import Options (Only Append Rows, Add or Update Rows, and Delete All Rows and Add new Rows).
• Provide the necessary email message for notification.
• Click Share button.

Your data table is now accessible to the shared users. And they can upload data into your workspace, by logging into their Zoho Analytics account. For more details refer to Granting Permission to users section in Sharing Views to a User topic.

Yes, you can generate a standalone URL (permalink) for the reports created in Zoho Analytics. Follow the steps given below to do this:

• Open the report/view for which you want to generate URL.
• Click Publish > URL/Permalink for this View option in the toolbar.
• In the dialog that opens, set the required options to be provided for the corresponding view.
• The standalone URL (permalink) for this view will be generated and displayed in a text area (present at the bottom of the dialog) which you could copy and use.

For more details on this, refer to Creating URLs to Views section.

Yes, you can export your reports & dashboards created in Zoho Analytics into various file formats. Zoho Analytics supports exporting into the following formats.

• CSV - Exports the underlying data of a report as a Comma Separated Value (CSV) file.
• PDF - Exports the report / dashboard as a printer friendly Portable Document Format (PDF) file format.
• HTML - Exports the report / dashboard as a HTML document.
• Excel (XLS) - Exports the underlying data of a report as an Excel file.
• Image - Exports Charts as a GIF or PNG image.

For more details about exporting, refer to Exporting a Chart section. You can also mail the exported reports. For details refer to FAQ #8.

Yes, you can email the reports & dashboards created in Zoho Analytics as attachments to your users. You can also schedule the emails to be sent automatically at specified time intervals. You can setup this as follows:

• Open the corresponding view which you want to email as an attachment.
• Click Export > Email this View or Click Email > Email this view and then choose the required format.
• In the Email tab that opens, specify the email address of the users to whom you want to send the reports.
• Change the Subject and Message as needed.
• In the Schedule this Email section, set your preferred time interval for automatic scheduling.
• By default schedule will be set to Send Now (Once).
• Click Send.
• The report will be automatically sent as an email attachment at the specified time intervals.

You can email multiple reports together.