Can I share custom-branded reports with my clients?
Please note that the customization features are exclusive to the Agency Edition. Learn more here.
Yes, you can share unlimited custom-branded reports with your client members.
Go to Reports. Create a custom report with a report title and save the report.
Go to Reports. Create a custom report with a report title and save the report.
Click More from the top right corner of the screen and select Share this report with Client Members.
You can share the report with all of your client members invited to your brand by clicking Select all or you can select a few client members and share with them. Only when you share a report will it be seen in the client's portal.
You can share the report with all of your client members invited to your brand by clicking Select all or you can select a few client members and share with them. Only when you share a report will it be seen in the client's portal.
You can export it as a PDF or PNG file and also email the report to your clients. The below image is an example of a custom-branded report.
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:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
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 ...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 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 ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources