How to create an overall report in Zoho Publish

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.
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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 click 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 Overall Report and click Use Template.



  4. Edit the report name if needed.



  5. Select a business.



    NotesNote: You can only select a single business. The Overall Summary provides the same insights for multiple businesses.

  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 report 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.