Exporting a View l Zoho Analytics Help

Exporting a View

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?

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

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



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