Tip of the Week - Embed View into Zoho CRM with Dynamic Filter

Tip of the Week - Embed View into Zoho CRM with Dynamic Filter

You can embed the views created in Zoho Analytics into Zoho CRM as a Web Tab using the Permalink of the view. Zoho Analytics allows you to dynamically filter your embedded views based on the user logged in. You can achieve this using Variable. 


Using Variables you can embed the same report with different filters for each user thereby controlling the data that could be accessed by the users dynamically. 


The following video illustrates how to embed with a dynamic filter based on the users' email address. 




System Variable Name
Description
System.login.email
Returns the email id of the user who has logged in 
System.login.firstname 
Returns the first name of the user who has logged in 
System.login.lastname 
Returns the last name of the user who has logged in
System.login.fullname 
Returns the full name of the user who has logged in

You can also use your own custom variable


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