How do I schedule reports?

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 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 in the set frequency to the recipients via email.

 

To schedule a Card:

- Go to Reports and head to the social network from which you want to schedule the Card

- When you hover over a Card, an ellipsis will show up at the right 

- Click on the ellipsis and 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 range, frequency and time

- You also have the option to change the format of the Card file (.pdf and .png).

 

The Card will be sent in the set frequency to the recipients via email.

 

To schedule a section of a Network Report,

- Go to the section (like Instagram Summary)

- Click on Email at the top right

- 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 range, frequency and time


- You also have the option to change the format of the file (.pdf and .png).

    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com

                                                                       
                            



                            





                              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.




                                  Manage your brands on social media

                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day


                                      Zoho Marketing Automation

                                        Zoho Sheet Resources

                                         

                                            Zoho Forms Resources


                                              Secure your business
                                              communication with Zoho Mail


                                              Mail on the move with
                                              Zoho Mail mobile application

                                                Stay on top of your schedule
                                                at all times


                                                Carry your calendar with you
                                                Anytime, anywhere




                                                      Zoho Sign Resources

                                                        Sign, Paperless!

                                                        Sign and send business documents on the go!

                                                        Get Started Now





                                                                Zoho TeamInbox Resources



                                                                        Zoho DataPrep Resources



                                                                          Zoho DataPrep Demo

                                                                          Get a personalized demo or POC

                                                                          REGISTER NOW


                                                                            Design. Discuss. Deliver.

                                                                            Create visually engaging stories with Zoho Show.

                                                                            Get Started Now










                                                                                                • Related Articles

                                                                                                • 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 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 ...
                                                                                                • 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, ...
                                                                                                • How do I view network-specific reports (Cards)?

                                                                                                  To view Cards on Zoho Social, go to the Reports tab. It will open to show the network-specific Cards for one of your social networks. Switch to other social channels from the bar on top. Only account summaries are available for the Standard plan. On ...
                                                                                                • Can I share reports on the Collaborate tab?

                                                                                                  Yes, you can share Cards to the Collaborate tab but not Dashboards and sections of Network Reports. To share a Card to the Collaborate tab, - Go to Reports, head to the desired social channel - Hover over a Card and click on the ellipsis on the top ...
                                                                                                Wherever you are is as good as
                                                                                                your workplace

                                                                                                  Resources

                                                                                                  Videos

                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                  eBooks

                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                  Webinars

                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                  CRM Tips

                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                    Zoho Show Resources