Reports Tour - Dashboards


A quick introduction to Zoho Reports, the best way to get started with the service
Import and Export Charting Pivot Table Dashboards Query Table Collaboration Other Interesting Features
           

Dashboards

 

Dashboards provide a snapshot view of your key business data for quick and easy data analysis / visualization.

 

Zoho Reports offers a powerful dashboard creator with drag-and-drop based designer, flexible layout options, support for formatted text, URL links, Images etc.,

 

A dashboard consists of embedded interactive reports (any of charts, pivot tables, summary views, tabular views, data tables & query tables) along with any formatted text.


For creating a dashboard, you can choose New -> New Dashboard from the Explorer tab.

 

Drag-and-drop based Dashboard Creation

 

Dashboard creation is completely Drag & Drop based.

 

In the dashboard designer, you will see the list of reports on the left pane. Drag & drop any report into the design area to make it part of the dashboard.


 

Flexible Layout Options

 

You can arrange your reports in a single or two column layout.


Use the Expand/Contract option, which comes when you mouseover a report, to arrange it in a single column or two column layout.


You can resize the reports, to suit your needs, using the size adjustor which comes on mouseover

 

You also have options to include/exclude the Title, Description & User Filters of a report. Legend position in a chart can also be customized.


Add Rich Formatted Text

 

You can add rich formatted text along with Images and URL Links to provide a rich look & feel to your dashboard.

 

Formatted text, images and URL links can be added at any place in the dashboard

 

You can also use HTML code to provide your formatted text.

Export, Share, Publish

 

You can export a dashboard as a HTML or PDF (printer friendly) file.

 

You can also share the dashboards created, as you can do for a report created in Zoho Reports.

 

You can publish or embed dashboards into Web pages, blogs, web applications etc., 

If you require more information or have questions on Zoho Reports, you can:

 

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