Exporting a View

Exporting Views

Zoho Analytics allows you to export the tables and reports in a few simple steps so that you can access them offline and email them to your colleagues who are non-Zoho users.

  1. What are the Views that I can Export form Zoho Analytics?
  2. What are the file formats I can export my views into?
  3. How do I export a Table from Zoho Analytics?
  4. How do I export a Query Table from Zoho Analytics?
  5. How do I export a Chart from Zoho Analytics?
  6. How do I export a Pivot View from Zoho Analytics?
  7. How do I export a Summary View from Zoho Analytics?
  8. How do I export a Tabular View from Zoho Analytics?
  9. How do I export a Dashboard?
  10. How do I export a View into a CSV?
  11. How do I export a View into an Excel?
  12. How do I export a View into Zoho Sheet?
  13. Can I view the report in Zoho Sheet?
  14. How do I export a View into a PDF?
  15. How do I export a View into an HTML? 
  16. How do I export a View into an Image?
  17. Can I export files with password protection?
  18. How do I add Watermark to the Views I export?

1. What are the Views that I can Export form Zoho Analytics?

Zoho Analytics supports exporting and emailing the following views.

2. What are the file formats I can export my views into?

Zoho Analytics allows you to export the views in a few simple steps. You can export views in various file formats such as,

  1. CSV - Exports the underlying data of a report as a Comma Separated Value (CSV) file.
  2. Excel - Exports the underlying data of a report as an Excel file.
  3. PDF - Exports the report as a printer-friendly Portable Document Format (PDF) file.
  4. HTML - Exports the report as HTML file.
  5. Image - Exports the chart as a JPG or PNG image. (applicable only for charts)

3. How do I export a Table from Zoho Analytics?

Zoho Analytics allows you to export the Table into the following file formats in a few simple steps. 

  1. CSV - Exports the data as a Comma Separated Value (CSV) file.
  2. Excel - Exports the data as an Excel file.
  3. PDF - Exports the table as a printer-friendly Portable Document Format (PDF) file.
  4. HTML - Exports the table as HTML file.

4. How do I export a Query Table from Zoho Analytics?

Zoho Analytics allows you to export the Query Table into the following file formats in a few simple steps. 

  1. CSV - Exports the data as a Comma Separated Value (CSV) file.
  2. Excel - Exports the data as an Excel file.
  3. PDF - Exports the table as a printer-friendly Portable Document Format (PDF) file.
  4. HTML - Exports the table as HTML file.

5. How do I export a Chart from Zoho Analytics?

Zoho Analytics allows you to export the Charts into the following file formats in a few simple steps. 

  1. CSV - Exports the underlying data of the chart as a Comma Separated Value (CSV) file.
  2. Excel - Exports the underlying data of the chart as an Excel file.
  3. PDF - Exports the chart as a printer-friendly Portable Document Format (PDF) file.
  4. HTML - Exports the chart as HTML file.
  5. Image - Exports the chart as a JPG or PNG image. (applicable only for charts)

6. How do I export a Pivot View from Zoho Analytics?

Zoho Analytics allows you to export the Pivot View into the following file formats in a few simple steps. 

  1. CSV - Exports the underlying data of the pivot or the current view as a Comma Separated Value (CSV) file.
  2. Excel - Exports the underlying data of the pivot or the current view as an Excel file.
  3. PDF - Exports the pivot as a printer-friendly Portable Document Format (PDF) file.
  4. HTML - Exports the pivot as HTML file.

7. How do I export a Summary View from Zoho Analytics?

Zoho Analytics allows you to export the Summary into the following file formats in a few simple steps. 

  1. CSV - Exports the underlying data of the summary view or the current view as a Comma Separated Value (CSV) file.
  2. Excel - Exports the underlying data of the summary view or the current view as an Excel file.
  3. PDF - Exports the summary view as a printer-friendly Portable Document Format (PDF) file.
  4. HTML - Exports the summary view as HTML file.

8. How do I export a Tabular View from Zoho Analytics?

Zoho Analytics allows you to export the Tabular View into the following file formats in a few simple steps. 

  1. CSV - Exports the underlying data of the pivot or the current view as a Comma Separated Value (CSV) file.
  2. Excel - Exports the underlying data of the pivot or the current view as an Excel file.
  3. PDF - Exports the pivot as a printer-friendly Portable Document Format (PDF) file.
  4. HTML - Exports the pivot as HTML file.

9. How do I export a Dashboard from Zoho Analytics?

Zoho Analytics allows you to import Dashboard in few easy steps. Refer to the Exporting a Dashboard section, to know how to export a dashboard. 

10. How do I export a view into a CSV?

11. How do I export a view into an Excel?

12. How do I export a view in Zoho Sheet?

13. Can I open the view in Zoho Sheet?

Yes, you can open the view in Zoho Sheet. The data in each of the view will be displayed in Zoho Sheet retaining the same structure. The following view types can be viewed in Zoho Sheet.

  • Table 
  • Pivot Table
  • Summary View
  • Tabular View
  • Query Table

Follow the below steps to open the view in Zoho Sheet. 

  1. Open the report which you want to view in Zoho Sheet. 
  2. Click the Export icon and then click Zoho Sheet View. 
  • The report will open in Zoho Sheet. You can choose to save this. 

14. How do I export a view into a PDF? 

15. How do I export a view into an HTML?

16. How do I export a view into an Image?

17. Can I export files with password protection?

Yes, you can secure the exported file with a password. To do this select the Set Password option in the Export Settings page and then specify the password in the given fields. 

18. How do I add Watermark to the Views/Dashboards I export?

Zoho Analytics allows you to add a watermark to your views while exporting them as PDF files. Watermarks help to establish ownership over the reports and dashboards that are exported and they also enhance visual appeal.

Watermarks are completely customizable in Zoho Analytics. You can choose to add text or image as a watermark.You can also customize the watermark position, size and opacity.

The following steps explain how to add Watermark to a view.

  1. Open the View/Dashboard you intend to export.
  2. Click the Export icon and select As PDF from the drop down menu.
  3. Click Watermark Settings.
  4. Select Text or Image as needed. Selecting None will export the view/dashboard without watermark.

To add Text as Watermark

  1. In the Text as Watermark field, enter the text that needs to be added as watermark.
  2. Customize the Font settings as needed.
  3. Select Horizontal or Diagonal, the Direction in which the watermark must be added.
  4. Click Export.

The below image shows a view exported with text as watermark

To add Image as Watermark

  1. Click Add Image.
  2. Select the image to be used as watermark.
  3. The uploaded file name will be displayed next to the Change Image field.
    • The supported file types for watermarks are .jpeg, .jpg, .png.
    • Click Change Image to replace the file if needed.
    • Click the Remove icon to remove the uploaded image.
  4. Adjust the Zoom slider from 0 to 200% according to your preference.
  5. Adjust the Opacity slider from 0 to 100% according to your preference.
  6. Click Export

The below image shows a view exported with image as watermark.

Note: After you initially configure the watermark settings for a view, it will be taken as default setting for further PDF exports in the workspace. You can choose to change it later. 

18. Can I e-mail the reports form Zoho Analytics?

Yes, you can also the email reports using the Email tab. Refer to the Emailing Reports section to learn more on this.

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