1. Navigate to Analytics: From your Home page, go to Reports > Analytics > Create Report.
2. Enter report details: Provide a name for your report.
3. Select report type: Choose between Chart or Summary under Report Type.
4. Choose data source: Under Report Based on, select the relevant form from which the data will be pulled.
5. Create the report: Click Create to proceed.
   
   
   
   
6. Customize Chart Data: On the left panel, drag and drop the required columns to set the X-axis and Y-axis.
   Under Color, drag and drop a column to categorize data points by different colors, making it easier to distinguish between different data series.
   Once completed, your report will display insights based on the selected parameters. To view the report immediately, click "Click here to Generate Graph" button.
   Under Text, drag and drop the column that should be used as a data label in the chart, according to the function applied on the column.
   
   

INFO - USING FILTERS IN REPORTS

1. Filters help refine data displayed to the viewer.
2. Once a column is dropped, a list of available filtering options appears in the second box to the right of the Filter Shelf.
3. Filtering options vary based on the data type of the selected column.
4. User Filters allow dynamic filtering in reports view mode, enabling users to filter displayed data.
5. The filter columns in User Filters can be presented using different display components, such as:
   > Drop-down boxes
   > Sliders
   > Date range choosers
   > And more, based on your needs.

1. Create a workflow to select recipients.
2. Map the appropriate reports to this workflow.
3. Schedule reports to be delivered via email at a chosen frequency (e.g., weekly, monthly) and at a preferred time.
   

Exporting a Report

1. Navigate to Reports > Analytics tab.
   
2. Select any report. Once the report loads, click on the Share icon.
   
3. You will see a host of different formats to export. Select the desired format to export the report. 
   

Analytics Owner - Changing Ownership

Important points to note regarding People Analytics ownership change:

1. The person who creates the first report by default becomes the analytics owner. Only the analytics owner has access to aggregate formulas* while creating reports.
2. When super administrator is not the analytics owner they can take ownership. (ownership cannot be assigned to someone else as they would need the owner's authentication) the option to take ownership will be shown to super administrators only (when they are yet to take ownership)
3. Employee role, employee status, and login status of the analytics owner cannot be changed. The analytics owner cannot be converted to an employee profile as well.
4. In case the analytics owner leaves the organization, or if the analytics service is disabled for this person, the report's data from Zoho analytics will no longer be accessible. Data sync will also not take place. So it is imperative to transfer the ownership of the analytics owner before they leave the organization.
5. To transfer ownership, the analytics owner should contact the super administrator. Only they can transfer the ownership.

To change ownership of Analytics owner,

1. Navigate to Analytics
2. Click the ellipsis icon
   
3. Click Change Analytics Owner
   

The process of changing the Analytics Owner will be initiated and a success or failure mail will be sent to the Super Administrator.

*Aggregate Formulas: These are formulas where you use aggregate functions (SUM, AVG..) in the calculation. The result of Aggregate Formulas will not be added as another column in the base table. They will just be associated to the table on which it has been created and can be used while creating reports (Charts, Pivot Tables and Summary Views) like any other table column Click here to learn more about Aggregate Formulas.