How do I create a custom Dashboard on Zoho Social?

How do I create a custom Dashboard?

To create a Dashboard,
1. Open Zoho Social.
2. Go to the Reports tab.
3. Click on the Dashboard Icon:

4. Click on the + button
5.Click Add Cards.
6. Select the required Cards from each social network to add to you Dashboard.

Your first Dashboard is ready! You can now share it with your team members and clients or email it.

Note: You can only add individual Cards to a dashboard and cannot select an entire section of report at once.

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                                                                                                        • Related Articles

                                                                                                        • Who can view the custom Dashboards that I create?

                                                                                                          The Dashboards that you create are set by default to "Me Only" privacy. Only you and the Portal Admins have access to it. However, you can choose to make them visible to them  to  your team members this way: 1. Go to the Dashboard you'd like to share ...
                                                                                                        • How do I customize a Dashboard?

                                                                                                          These are the different ways you can customize a Dashboard: Under Reports, click on Dashboards and select the Dashboard you want to customize 1. Adding Cards to a Dashboard: - Click on Add Cards on the top right - Click on the Cards you want on your ...
                                                                                                        • What is a Dashboard and how does it differ from a Network Report section?

                                                                                                          A Dashboard one of the three types of reports for Zoho Social. A Network Report section shows the network-specific Cards that are related to each other under a particular social channel. A Dashboard is simply a report that can be customized with any ...
                                                                                                        • How many Cards can you add to a Dashboard?

                                                                                                          You can add 25 Cards from the available social networks to a Dashboard. A particular Card can only be added once to each Dashboard.
                                                                                                        • How do I enable my team members to create and edit the custom Dashboards?

                                                                                                          To let your team members use the Dashboard feature, follow these steps: Go to Settings from the top right of Zoho Social. Then head to Brand Settings. Click on Roles and Permissions Enable 'Advanced Reports' for the roles that you want to enable ...
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