Getting started with Dashboards app | Zoho Analytics On-Premise

Getting started with 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. 


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                            Manage your brands on social media

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  Zoho Sheet Resources

                                                   

                                                      Zoho Forms Resources


                                                        Secure your business
                                                        communication with Zoho Mail


                                                        Mail on the move with
                                                        Zoho Mail mobile application

                                                          Stay on top of your schedule
                                                          at all times


                                                          Carry your calendar with you
                                                          Anytime, anywhere




                                                                Zoho Sign Resources

                                                                  Sign, Paperless!

                                                                  Sign and send business documents on the go!

                                                                  Get Started Now




                                                                          Zoho TeamInbox Resources



                                                                                  Zoho DataPrep Resources



                                                                                    Zoho DataPrep Demo

                                                                                    Get a personalized demo or POC

                                                                                    REGISTER NOW


                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now









                                                                                                          • Related Articles

                                                                                                          • Zoho Analytics - Dashboards App

                                                                                                            The Zoho Analytics - Dashboards application is an immersive native mobile app to access and explore the business dashboards in Zoho Analytics. This app is available for Apple and Android phones, and tablets. Benefits of the Zoho Analytics Dashboards ...
                                                                                                          • Getting started with Zoho Analytics On-Premise

                                                                                                            Get started with the introduction video that captures the basic concepts in Zoho Analytics. Learn how to import your data, build insightful reports and dashboards and effectively share them with users.  ​ Account Setup Learn how to setup your Zoho ...
                                                                                                          • Accessing Zoho Analytics

                                                                                                            Startup and shutdown Zoho Analytics Zoho Analytics installs the Zoho Analytics windows service on the host server. By default, this will be started on installation. You could choose to shut down and start as needed.   Start Zoho Analytics You can ...
                                                                                                          • Zoho Analytics - Mobile BI App

                                                                                                            This app allows you to access your Zoho Analytics data on to go, and stay up-to-date on key performance metrics. The Zoho Analytics Mobile BI app allows you to access your reports and dashboards, and provides various sharing features that facilitate ...
                                                                                                          • Dashboards

                                                                                                            A Dashboard is an effective way of organizing reports into a single page to have a quick insight into the Key Metrics at a glance. Zoho Analytics provides a simple & intuitive drag and drop interface for creating dashboards in minutes. Please note ...
                                                                                                            Wherever you are is as good as
                                                                                                            your workplace

                                                                                                              Resources

                                                                                                              Videos

                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                              eBooks

                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                              Webinars

                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                              CRM Tips

                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                Zoho Show Resources