Getting started with the Zoho Analytics Dashboards app
The Zoho Analytics Dashboards app allows you to access analytics whenever required with an intuitive and immersive mobile app. You can view and access the reports and dashboards created in Zoho Analytics, and gain insights on the go.
Installing the Zoho Analytics - Dashboards app
This app is available for free in iOS devices running on iOS 12.0 and above, and Android devices with versions 7.0 and above.
Follow the steps below to install the Zoho Analytics Dashboards app on iOS devices.
Open the App Store, search for the Zoho Analytics - Dashboards app and open it.
Click the Get button, and the application will be installed automatically.
Open the installed application, and click the Connect to On-premise link.
To login to Zoho Analytics account with the application's website address, click the Website address toggle button, enter the Zoho Analytics website address, and click Connect.
To login with the hostname, navigate to the Hostname tab, enter the hostname and port number, and click Connect.
On successful authentication, your Zoho Analytics dashboards and workspaces will be synchronized with the mobile app.
Note: Only users who have an account in Zoho Analytics On-Premise can login to this app. To download the Zoho Analytics On-Premise application, click here.
Working with the app
The Zoho Analytics Dashboards app's home screen contains three sections: Favourites, Workspaces and Dashboards. The Favourites sections displays the bookmarked dashboards and workspaces, while the Workspaces and Dashboards section displays every owned and shared workspace and dashboard respectively. You can also access your profile details by clicking the Profile icon on the top left corner, and search for specific visualizations using the search bar on the top right corner.
Workspaces
To view every workspace in your Zoho Analytics application, navigate to the Workspaces tab. The Owned and Shared tabs allow you to filter between the workspaces that you own, and those that have been shared with you.
The following operations can be carried out using the More icon that appears next to each workspace listing:
Favorites: This icon allows you to bookmark a workspace.
Default: The default icon allows you to configure the required workspace as a default workspace.
Information: This icon provides the created time and the last modified time of the corresponding workspace. For shared views, you can additionally view the Created by and the Modified by details.
Delete: This icon allows you to delete the corresponding view.
You can also sort the workspaces in ascending and descending order using the Sort icon on the top right corner.
Dashboards
To view every dashboard in your Zoho Analytics application, navigate to the Dashboards tab. The Owned and Shared tabs allow you to filter between the dashboards you own, and those that have been shared with you.
The following options are available in the Dashboards tab:
Dynamic user filters: You can dynamically filter the values in the dashboard using the user filters listed at the top of the dashboard. Click on a user filter to view the listed values, select the required values, and click Apply.
Drag and resize: You can easily rearrange the KPI widgets and reports in the dashboard by long pressing on the required report or widget. Drag it to the required position, and resize it as needed using the semi-circular Resize marker. Click the Done button to reflect your changes.
Expand report: You can maximize the required report by tapping on the report name.
Report view: To view a report, click the Open icon on the top right corner of every report. To learn more about the report view, click here.
Cumulative analysis: When you click on any data point in a report, all the reports in the dashboard will be filtered accordingly.
More options: The following options are available under the More icon on the top right corner of the dashboard:
Refresh: This option allows you to refresh your dashboard to access the latest values.
Favorites: This toggle button allows you to bookmark the dashboard.
Information: This option lists the workspace in which the dashboard is created, and the created and modified time.
Delete: The delete option allows you to delete the dashboards you own.
Note: You can view the dashboards in your Zoho Analytics - Dashboards app in portrait and landscape orientation. However, in landscape orientation, you can only view, sort and resize the reports in the dashboard.
Reports
You can view every report in a dashboard by clicking the Open icon on the top right corner of every report.
Charts
You can access the charts in read-only mode with the following interactive options:
Dynamic Tooltip: You can view the chart's tooltip by tapping the corresponding data points in your chart. You can toggle between consecutive data points using the Previous and Next options. You can also filter specific values by clicking the legends listed at the top of the chart.
Drill Down: To drill down on a value, tap the required data point, click the Drill Down option that appears, and search for the required value. Click the Undo icon to navigate back to the chart view.
Dynamic User Filters: Use the Filter icon to dynamically filter your report using the corresponding dashboard's user filters.
Exclude value: You can exclude a value from the report by selecting a data point in the chart and swiping it down.
Zoom: Long press and swipe horizontally across the chart's data points to focus on each value.
Horizontal Scroll: Lengthy charts come with a horizontal scroll bar. You can scroll the chart right to left using the scroll bar at the bottom.
Undo: Use the Undo icon at the top right corner to reverse immediate changes.
Cancel: This option at the top left corner allows you to cancel all changes and navigate to the original chart view.
Back: The Back icon on the top left corner allows you to exit the report view.
Pivot, Summary, and Tabular views
You can access the pivot tables, summary and tabular views in your dashboards in read-only mode with the following interactive options:
Dynamic User Filters: Use the Filter icon to dynamically filter your report using the corresponding dashboard's user filters.
Resize: You can easily rearrange the rows and columns in the report by long pressing on the required row or column. Drag it to the required position, and resize it as needed using the rectangular Resize marker.
Scroll: Swipe as required to scroll through the data in your pivot, summary and tabular views.
Back: The Back icon on the top left corner allows you to exit the report view
More options
The following options are available under the More icon on the top right corner of the dashboard:
Refresh: This option allows you to refresh your report to access the latest values.
Favorites: This toggle button allows you to bookmark the report.
Information: This option lists the workspace in which the report is created, and the created and modified time.
Delete: The delete option allows you to delete the dashboards you own.
Tips: This section displays the various interactions that can be carried out with the selected report.
Change chart type: This option allows you to change the chart type, and is only applicable to chart views. Choose the required chart type and click Save to reflect the changes across both Zoho Analytics and the Zoho Analytics Dashboards app.
App settings
You can access the Zoho Analytics Dashboards app settings page by clicking the profile icon on the top left corner of the home page.
The following options are available:
Default Workspace: This section lists the default workspace and allows you to modify it as required.
Dark Theme: Use this toggle to switch between the light and dark themes for the app.
Tips: This section provides useful interaction guidelines and mobile gestures, to interact with your dashboards and gain insightful information efficiently.
Privacy & Security: This section displays Zoho Analytics' security policy.
Feedback: Use this option to provide valuable feedback.
About: This section lists an overview of the Zoho Analytics Dashboards app.