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Online Reporting and Business Intelligence Reports Tour - Collaboration
A quick introduction to Zoho Reports, the best way to get started with the service
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Import and Export Charting Pivot Query Table Collaboration Other Interesting Features
 

 

Collaboration - Sharing & Publishing

Accessible over the web, Zoho Reports helps you collaborate easily with whoever you choose to - peers, clients, vendors - with its intuitive sharing and publishing options.

Multiple sharing options are available. You can Share with contacts, Share with Group or publish a table or report so that it becomes public and is accessible by all.

You can share an entire report database or individual reports. Select the report to be shared and click "Share" -> "Share this View to New Users" option in the toolbar. Add user email address(es) for sharing.


  You can provide fine-grained access control like Read/Write permissions, Export permissions etc., while sharing.

  The sharing invitation mail that gets sent can be customized.

Click on Share. Each user receives an email with a URL to the shared view.


 

Once a view (table/report) has been shared, you can further edit the shared details. You can either add more participants or delete the present ones.


 

Sharing to Group

A group is nothing but a collection of email addresses of individuals. Setting a Database Group helps in easy collaboration within a group of people.

You can add/edit a group as shown in the snapshot.

 


 

You can share any report to a Database group as you share them to inviduals.

All collaborative features available for individuals, are also possible at the group level..





Publishing Options

Zoho Reports offers variety of publishing options.

You can choose to make the views (tables/reports) public, thus making it accessible to everyone without login. The views can be accessed by knowing the access URL.

If you wish to list the database under Zoho Reports Public Reporting Databases listing, to be seen by any user, then you could select the option 'Show in Zoho Reports Public Databases Listing'.

Reports in a database can be made public only by the database administrator.


 

Embed Reports in your Application

Reports can be embedded in your Websites, Intranet, Blogs, Sharepoint Server and other Web Applications for wider access.

Embedding a chart is easy. Just copy-paste the embed code given in your website or blog (make sure you are in the HTML mode of your website page /blog)

You can opt to have the embedded chart as an interactive chart (visitors can interact live with the chart) or as a static image. You also have the options to vary the width/height of the chart embedded & to have the toolbar or not.


 

Example of a chart embedded in a III Commonwealth Youth Games 2008 page. The URL given below
http://www.cygpune2008.com/graphical-reports/cygpune2008-report.php

The charts and reports you embed are live and interactive. Changes done to the data in Zoho Reports gets reflected in the embedded chart/report. You can mouse over or click on data points, legends etc., to interact with the embedded data

Also checkout Summer Olympics 2008 Dashboard built using Zoho Reports:

http://olympics2008.wiki.zoho.com



 

Selecting the "Publish-> URL for this view" gives you the URL to access the particular view (table/report) selected, directly from the browser.

You can also customize the view options to be available for the report being published as shown in the screen shot.

 
Try it for Free!
No installation. No software to maintain. Nothing to lose.
 
Import and Export Charting Pivot Query Table Collaboration Other Interesting Features
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