How to create an overall report
The Overall Report in Zoho Publish provides a detailed analysis of customer actions over a selected time period. It offers in-depth insights into reviews and how each business location handled them, along with data on customer actions like phone calls, map clicks, and search keywords.
Important: You can schedule a report to be automatically stored within Zoho Publish and/or sent to stakeholders.
- Click My Profile at the top-right corner and click Reports.
- Click the Create Report button.
Note: If you've already created a report, click the +Add button at the top left corner.
- Select Overall Report and click Use Template.
- Edit the report name if needed.
- Select a business.
Note: You can only select a single business. The Overall Summary provides the same insights for multiple businesses.
- Select the timeframe for which you'd like to get insights.
- Choose your preferred way to view the data. Depending on the timeframe, you can select Day, Week, Month, or Quarter.
- Edit the report label if needed.
Note: Charts in reports have a 20-character limit for business names. Use labels to avoid confusion, especially for longer and similar names.
- Click Generate Report.
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