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.Zoho CRM Training Programs
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