Tip of the Week - Report as Filter

Tip of the Week - Report as Filter

" My dashboard is comprised of marketing data from multiple countries. I want the countries plotted in the reports to act as filters. Say, when I click on a particular country name, I want only the values corresponding to this country to be displayed in my dashboard. How do I achieve this in Zoho Analytics? "

This requirement can be easily achieved in Zoho Analytics. You can set reports to act as filters in your dashboards.


This handy feature can be enabled easily from the Settings page of the Dashboards View Mode. You can filter all dependent reports in the dashboard to a specific data point in the report that acts as filter. Not just that, you can also filter excluding a value. You also have options to restrict certain reports in the dashboards from acting as filters.


The below video illustrates how you can use Reports as Filters.




Use this feature and get detailed insights related to a report's specific data point on your dashboard.