How to create a performance summary in Zoho Publish

How to create a performance summary

Expanding a business across multiple locations is more effective than depending on a single one. Tracking and comparing each location's performance is essential. The Performance Summary in Zoho Publish helps you compare review performance and customer insights.
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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.



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



  3. Select Performance Summary and click Use Template.



  4. Edit the report name if needed.



  5. Select two or more businesses.



    NotesNote: You can only select two or more businesses. The Performance Report provides the same insights for a single business.

  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 labels 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.