Customize report views in portals
Reports can be filtered and customized to show exactly the data you need. The various ways to customize the report view are:
Filtering by duration: This method can be used to get records for a specific time period: the last week, the last month, or a custom time frame. For example, you can use this in the Recently added clients report to get a list of clients added in the Last 30 days.
This method is not available for MFA Reports. Furthermore, reports older than 90 days cannot be viewed.
Filtering by client: This method can be used to see the records of a specific client. For example, you can click on a client in the Successful sign-ins report to see only the records of that client.
Filtering by location: This method can be used to see the list of clients signing in from a specific work location. For example, you can click a location in the Most signed in locations to see a list of clients who signed in from that location.
Filtering by app: This method can be used to view the records for specific apps. For example, you can use this in the Client sign-ins in apps report to get a list of clients with the most sign-ins in Zoho CRM.
This method is available only for Application Reports.
Filtering by MFA mode: This method can be used for viewing the clients who use a specific MFA mode to authenticate themselves. For example, you can use this to get a list of clients who use Zoho OneAuth's Face ID to verify themselves.
This method is available only for the MFA mode usage report.
To filter reports
The steps to filter reports vary between the three User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow.
One Experience UI
Spaces UI
Unified UI
One Experience UI
- Sign in to Zoho One, then click Admin Panel icon
on the top-right corner.
- Click Portals on the left menu, then click Reports tab.
- Click the report you need.
- Use the filters in the top-left corner to filter the report view.
Spaces UI
- Sign in to Zoho One, then click Directory Settings icon
on the top-right corner.
- Click Portals on the left menu, then click Reports tab.
- Click the report you need.
- Use the filters in the top-left corner to filter the report view.
Unified UI
- Sign in to Zoho One, then click Directory in the left navigation menu.
- Click Portals in the left menu and then go to Reports tab.
- Click the report you need.
- Use the filters in the top-left corner to filter the report view.
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