Say Hello to the all new Reports!

Say Hello to the all new Reports!

Today, we're thrilled to announce a completely redesigned version of our Reports with a multitude of features that would make it easier for you to track your brand's performance on social media. This includes a whole new way of understanding reports, all new statistics, and a brand-new interface!


The new Reports offer a comprehensive way for you to look at numbers, help you dig deeper into data, and come with added flexibility in terms of sharing. Not just that, they've also been restructured to make them simpler for you to access and manage the numbers that matter for your business.


We have brought in a whole new range of statistics to you that cover your Facebook Page, Twitter Profile, LinkedIn Company Page, and Instagram. This version of reports includes 80+ Cards—most of which are completely new—across social networks. For example, we show you the Best Time to Tweet which shows the best time to publish on Twitter based on your audience engagement. Another example is the Performance Summary for Facebook which depicts how your page is performing overall, with data about page views, clicks, feedback etc.



The Structure

With a building block type of structure and flow, new reports are easier to understand, edit, change and navigate.

While navigating the new reports you will find that each statistic is explained with a tool tip.





The most important structural change is the introduction of Cards, Dashboards, and sections.


Cards

We have a new take on individual statistics, these are something called network specific 'Cards'. A Card displays a single type of statistic graphically and let's you in on the relevant data about it.

All data is shown in the form of Cards, which can be found under different sections of every report, sorted for each social channel.




Sections of Reports

Each social channel has its own reports that are separate sections containing their respective cards. For example Facebook has these sections:
- Summary
- Audience
- Posts & Engagement
- Performance
- Reach & Impression

A section of report is where you'll find the Cards. Every section consists of an arranged set of Cards that are related to each other under a specific category for a social channel.





Can I customize a report and add Cards of my liking to it? You may ask. Yes!

Meet Dashboards, the savvier customized reports you have been waiting for.

Dashboards

Dashboards are customizable reports that can be made with any of the Cards from any of the social channels. If you've used the custom reports available with our older version of reports, you'll note that these have now been replaced by dashboards.

Dashboards are more intuitive, with features like a dynamically customizable time range and shareability among users. You can dynamically change the Cards in them and move them around the tiles. The Dashboard's visibility can be controlled by simply changing the privacy.





Sharing and Scheduling reports

What's more? Now you can schedule all kinds of reports. This means that you can:
- Send periodic emails to your team members with Dashboards, Cards, and sections of reports.
- Email any of these instantly.
- Dashboard access can be granted to your team members on Zoho Social.
- Export these reports to your device and share them through external platforms.

We know how important privacy is to you. To protect your confidential files, you have the option to password-protect your reports when you email them.

If you are an agency using Zoho Social, you may be wondering how to share these reports with your clients. It's quite simple, you can either add your client to Zoho social so they can view network specific reports or schedule reports.If your clients aren't added, then you can either send reports to them via email, or export reports to your device and share the documents with them.

With this update we have also revamped how your Leads and Connections look, if you have integrated Zoho CRM with Zoho Social. You get reports of all the leads you have created and also have the option to export them to your device.


You can access Zoho Desk tickets from the Reports tab. All your tickets will be displayed here and you can click on one which will open the Zoho Desk on a new tab.

Now, coming to pricing, if you're on the Standard plan, you have access to the summary sections for each connected social channel. However, you can't create Dashboards. For this, you can upgrade to the Agency or Professional plans, where you can create up to 25 and 10 custom Dashboards respectively per Brand.

To learn more about the new reports, check out our handy user guide .

We hope you enjoy the newly upgraded reports!

If you have questions or feedback for us, feel free to drop us a comment here or tweet to us @ZohoSocial . You can also reach us at support@zohosocial.com

We'll be back with more exciting updates, stay tuned!

Drishya S N
Marketer, Zoho Social.



    • Sticky Posts

    • Introducing Inbox in Zoho Social

      Hey everyone, We are excited to introduce the Inbox in Zoho Social to help manage all social media interactions from Facebook, Instagram, X (formerly Twitter), Google Business Profile and YouTube for your brand in one place. You can track and assign them
    • A decade together - Thank you for being a part of the journey with Zoho Social!

      A decade ago, we started Zoho Social with a simple vision: to make social media management easier, smarter, and more impactful for your business. What began as a small idea has grown to a powerful platform that helps businesses across the globe reach
    • Advanced statistics for LinkedIn page, posts and monitor @mentions in Zoho Social

      Hello everyone,   We've made enhancements to the Monitor, Reports tabs, and Post Stats for the LinkedIn channel in Zoho Social, so we wanted to briefly share some information about the updates. Monitor LinkedIn mentions  LinkedIn is one of the most popular
    • Introducing advanced statistics for all your social media posts

      When you're publishing on social media, it's important to understand how the audience engages with your content. This insight helps you come up with ideas for different types of content and also identify the social media channel that's most effective
    • It's here! A Publishing Calendar to give you better view and more control over your posts.

      Hello!   Just a couple of days back my colleague Vishal announced that you can now do more on Twitter with the Advanced Search Filters, along with a bunch of other cool stuff. I hope you got a chance to check it out.  In fact, I'm itching to you tell you all about the latest updates we have lined up, but I'd rather give you doses of excitement every week to last until the very end. ;) Alright, I hear you. That's enough tease for the day.  Here we go! Introducing... an all-new Publishing Calendar,
      • Recent Topics

      • Confirmation prompt before a custom button action is triggered

        Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
      • How to create auto populate field based on custom module in Zoho CRM?

        Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification
      • Rich Text For Notes in Zoho CRM

        Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
      • Change Last Name to not required in Leads

        I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
      • Office 365 and CRM mail integration: permission required

        Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying
      • Tables improvement ideas / features

        Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one
      • Deluge - Can't get phone number SalesIQ

        Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,
      • Zoho Desk - Community

        As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.
      • access to quartz for my customers

        Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/
      • Issue with Inline Images in Email Reply via Zoho Desk API

        Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply
      • How to search a value stored in a subform?

        Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,
      • Field Dependency Not Working on Detail Page in Zoho Desk

        Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear
      • How do the keyword critera work?

        Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteria
      • Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

        I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO
      • Improving Collaboration Features in Zoho Portal

        Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if we
      • Automated Shopify Emails Not Being Delivered

        I have an ecommerce store with Shopify. I recently set up my email to be served through Zoho. Since doing this, customers are not receiving some of our automated emails from Shopify itself. Our initial email that confirms their purchase goes through but our Shipping Notification that is automatically sent out upon fulfillment is not going through. Sometimes we get a notice that it's been classified as spam, sometimes nothing. I can send/receive email via Outlook on my desktop and I can send/receive
      • I can't log in to my account on Thunderbird

        I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,
      • Send a campaign to one recipient.

        Very often I speak to a customer and they say they didn't see my email (maybe it went in Junk, maybe they deleted it). Anyway, I just want to go into the Campaign and send it to one person. You already have a feature very close to this - when sending a Test. While developing a campaign, I can send tests to anyone. Why can't we have this AFTER  the campaign has been sent? I know, there's a caveat, and that's in the use of merge tags. Most of the time I only use FNAME, but maybe you could check if
      • Try FSM again for our business

        We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.
      • Use Zoho Books to bill for work done in Zoho Desk??

        I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the time
      • Get Cliq Meetings in my O365 calendar

        Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365
      • Issue with Zoho Help Portal – Tickets Missing or Not Answered

        Hi, How are you? I think there may be an issue with the Zoho Help Portal. I opened a few tickets directly in the help portal a some time ago but never received any response I also opened ticket 148356451 by email. I did receive a reply to it, but the
      • DUNS & Bradstreet and Credit risk monitoring integration with Zoho books

        Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. That have small businesses can
      • Zoho Forms - Form Rules based on attachment fields

        Many businesses use forms to collect documents and images from customers. In many cases, you may want to trigger a notification or other automation based on whether or not an attachment was added. I've noticed that attachment fields do not appear in Rules
      • Add multiple users to a task

        When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
      • Can't open draft email for editing

        Last night I started composing an email and I let it save in drafts. This morning I want to continue working on the email. It is in my Drafts folder but it will not open. The only option there is to delete it. This is not the first time it has happened. On previous occasions I have just deleted the draft and started afresh, but I really want this one back. Windows 10 with Pale Moon 28.10.0 browser.
      • Open filtered deals from campaign

        Do you think a feature like this would be feasible? Say you are seeing campaign "XYZ" in CRM. The campaign has a related list of deals. If you want to see the related deals in a deal view, you should navigate to the Deals module, open the campaign filter,
      • Change scheduling emails time

        When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, Glenn
      • Zoho CRM: how can I control which contacts to sync with Outlook?

        I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.
      • How to overcome limitations in meetings

        As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting  in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is the
      • Different MRP / Pricing for same product but different batches

        We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 
      • Add a 'Log a Call' link to three dot icon in Canvas

        Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and
      • Syncing Zoho Forms with Bigin - Embedding issue?

        Hello everyone, I created a Zoho Form for a page on my GoDaddy website to collect leads, which then transfers the data to Bigin. However, I'm facing an issue where it doesn't seem to work properly. I've integrated Zoho Forms with Bigin and tried embedding
      • Can not add fields to a Section

        I feel like I'm missing something obvious: I can add new Sections to my form but I can not add fields to the Sections. I've tried fields already on the form as well as dragging and dropping new fields into the Section but nothing will go into it. What
      • Record Logged in User while using CRM lookup field

        Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submitted
      • Form Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS

        I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:
      • Collaps Notes

        There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note
      • Zoho Down

        I have a drop in my Zoho One services.
      • Runing RPA Agents on Headless Windows 11 Machines

        Has anyone tried this? Anything to be aware of regarding screen resolution?
      • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

        Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication
      • Next Page