Reports Tour - Dashboards
A quick introduction to Zoho Reports, the best way to get started with the service
New to Zoho Reports?
| Import and Export | Charting | Pivot Table | Dashboards | Query Table | Collaboration | Other Interesting Features |
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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.,
Sample Dashboards
Also, go through
"Creating Dashboard in Zoho Reports" video
"Dashboards in Zoho Reports" slideshow.
If you require more information or have questions on Zoho Reports, you can:
