You can embed every view you create using Zoho Analytics, such as tables, charts, pivot views, tabular views, summary views, query tables and dashboards. To embed a view created in Zoho Analytics, you need to get the corresponding HTML code snippet generated for the view by Zoho Analytics, and paste it within the <body>...</body> HTML tags of the destination page.
The following are the two access permissions available when embedding a report or a dashboard.
Access with Login: This is the most secure mode of embedding a view. Only the users with whom you have shared the report will be able to view it, after logging in to Zoho Analytics.
Access without Login: When this option is selected, Zoho Analytics will generate an embed URL within an iframe code. This contains a randomly generated private key, ensuring security. Users can view this embedded report without logging in to Zoho Analytics.
To learn about editing the permissions for the embedded report or dashboard, click here.
To learn about editing the permissions for the embedded report or dashboard, click here.
Yes. The Access without Login option generates a private permalink that can also be encrypted with a password. To do this, select the Set access password option and enter the desired password.
Zoho Analytics allows you to embed interactive reports and dashboards. When you embed a report in interactive mode, users visiting the web page can view and interact with the chart easily. The following are the available interactions when a chart is embedded in interactive mode:
You can also embed reports as static images, which will load faster. This feature is applicable only to charts.
You can regenerate the private key for the views that are embedded without login access. This will render the previously embedded view invalid. To access the view again, the newly generated embed code has to be updated in the web page.
Follow the steps below to do this:
Open the required view in Zoho Analytics, click the Share icon, and select the Edit Shared Details option.
Click the Edit icon that appears on mouse over the listed details. In the page that appears, modify the permissions as needed, and click OK.
You can also edit your embedded view's permission by clicking Share > Embed. Click the Edit Permissions link. In the page that appears, edit the permissions as needed, and click Update.
Follow the steps below to do this:
Open the required view in Analytics, click the Share icon, and select the Edit Shared Details option.
Click the Remove icon that appears on mouse over the listed details.
Yes. By applying dynamic filters over embedded views, you can embed the same view across several web pages by applying different filter criteria each time, to suit the allowed permissions and profile of the user accessing the page. For example, when you use the criteria "Stores"."Region"='West', the person accessing the chart will see only data for the sales in the western region.
Selecting the Mask Criteria in URL checkbox hides the ZOHO_CRITERIA parameter from the embed URL. This ensures the specified filter criteria is appended to the URL, but not displayed.
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