What are the different ways I can share a Dashboard?
These are the ways you can share a Dashboard:
1. Access to your team members/clients on Zoho Social: You can give access to your Dashboard to people added on your Zoho Social.
To do this,
-Open the Dashboard
-On the left click on the lock button, select All Members so it can be accessed by all the Members of your team.
-Under Custom Share, you can choose who can view and edit your Dashboard on Zoho Social.
If you don't want to share with anyone anymore, choose Only Me.
2. Via email, instantly:
To share a Dashboard via email just once,
-Go to the Dashboard
-From the top right, click on Email
-Select Send as Mail
-Add the recipient(s) email address.
-You can also choose to add a message, edit the subject and choose the format of the Dashboard file (.pdf and .png)
3. Schedule as email:
To schedule a Dashboard automatically go out at a set frequency,
- Go to a Dashboard
- From the top right, click on Email, select Schedule
- Type the names of the recipients from your team.
- You can choose to add a message to the email. (The subject will be preset)
- Select the Date range, frequency and time
- You also have the option to change the format of the Dashboard file (.pdf and .png).
The Dashboard will be sent at the set frequency to the recipients through email.
4. Export:
You can download and export a Dashboard externally, this way:
- Go to a Dashboard
- At the top right, select Export
- Choose to download as either a .pdf file or .png file.
- You can now share it on external platforms from the download destination folder.
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:
Create. Review. Publish.
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
Design. Discuss. Deliver.
Related Articles
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 ...Sharing and Scheduling Reports
The Reports tab in Zoho Social consists of various metrics and statistics that convey information about a business' social media channels. The sharing of reports to the various people involved in social media, such as social media managers and social ...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, ...Can I share an entire section from a Network Report with my clients?
Yes, these are the different ways you can share whole Network Report sections with your clients: By adding them to Zoho Social: Simply add the client to Zoho Social with a client role so they can access the report sections. Email: - On a Network ...How do I schedule reports?
To schedule a Dashboard: - Go to the Dashboard - From the top right, click on Email, select Schedule - Type the name of the recipients from your team. - You can choose to add a message to the email. (The subject will be preset) - Select the Date ...