How to create a performance report in Zoho Publish

How to create a performance report

The Performance Report in Zoho Publish allows you to analyze reviews and customer actions over a selected timeframe. Comparing different periods helps identify patterns, trends, and sentiments, offering insights for informed decision-making.
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Important: You can schedule a report to be automatically stored within Zoho Publish and/or sent to stakeholders.
  1. Click My Profile at the top-right corner and select Reports.



  2. Click the Create Report button.



    NotesNote: If you've already created a report, click the +Add button at the top left corner.



  3. Select Performance Report and click Use Template.



  4. Edit the report name if needed.



  5. Select a business.



    NotesNote: You can select only one business. The Performance Summary allows selecting multiple businesses for comparison.

  6. Select the timeframe for which you'd like to get insights.



  7. Choose your preferred way to view the data. Depending on the timeframe, you can select Day, Week, Month, or Quarter.



  8. Edit the business label if needed.



    NotesNote: Charts in reports have a 20-character limit for business names. Use labels to avoid confusion, especially for longer and similar names.

  9. Click Generate Report.