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
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
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, ...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 ...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, ...