How do I share reports with a client or team member who is not part of my Brand on Zoho Social yet?
To share reports with a team member who is not part of your Brand, follow these steps,
To share Dashboards,
Email: Go to the Dashboard
- Click on Email at the top right
- Select Send as Mail
- Type the recipients email id, and add a subject, message etc to the mail.
Export: Go to the Dashboard
- Click on Export at the top right
- Select the format of your choice (.pdf or .png)
- You can now share this Dashboard externally.
To share Cards,
Email: Go to the Card
- Click on the ellipsis menu
- Select Send as Mail
- Type the recipients email id, and add a subject, message etc to the mail and click Send.
Export: Go to the Card
- Under the ellipsis menu, click on Export as pdf or Export as png.
- The Card will be downloaded to your device and you can then share it externally.
To share a section of Network Report,
Email: Go to the section, ex. Facebook Summary
- At the top right click on Email, select Send as Mail
- Type the recipients email id, and add a subject, message etc to the mail and click Send.
Export: Go to the reports section
- Click on Export at the top right
- Select the format of your choice (.pdf or .png)
- The set of Cards will be downloaded to your device. You can now share this section externally.Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Managing your team in Zoho Social
When you sign up for Zoho Social, a Portal will be auto-generated for you in your company name, and you'll be the Portal Owner and assigned the role of a Portal Admin. What's a Portal? A Portal in Zoho Social is an entity where you can manage all ...Purchasing Team Member Add-Ons
Team member add-ons are the number of additional users you can add to your Brand inside your portal on Zoho Social. Free and Standard plans cannot add in additional team members as Add-Ons. If you are on a Professional, Premium, Agency, or Agency ...An Introduction to Zoho Social
There's so much to social media marketing—scheduling and publishing content, listening to and engaging with your audience, and analyzing performance across social networks. We understand that your presence on social media is an integral part of ...Overview of Brands and Portals in Zoho Social
What is a Portal? In Zoho Social, a Portal houses all your Brands. You can connect and manage your pages and profiles to different Brands on Zoho Social. When you first sign up for Zoho Social, a Portal is automatically created for you. To change ...Can I share Dashboards with my clients?
Yes, Dashboards can be shared with your clients in the following ways: 1. Share Access: If your client is added to your Brand, and Client roles have permission for 'Advanced Reports' enabled, - Go to the Dashboard you want to share - Click on the ...