What's New Monthly Digest: July and August 2017

What's New Monthly Digest: July and August 2017

August
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Zoho Desk Advanced Analytics



The Zoho Desk Advanced Analytics integration which was previously in beta has been rolled out. This connector enables Zoho Desk users to easily analyze their help desk data and track their key help desk metrics. 

The Zoho Desk Advanced Analytics connector comes bundled with over  75+ domain specific default reports & dashboards such as agents' performance, customer analytics, deadline compliance, satisfaction rating, and much more. You can also create your own insightful reports & dashboards for in depth analysis.  

Not just that, if you are a user of Zoho CRM and Zoho Desk, you can combine data from both the domains for cross functional reporting and analysis.  Click here to view a sample dashboard created by blending data from Zoho CRM and Zoho Desk.

Click to learn more about Zoho Desk Advanced Analytics.

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Zoho Reports moves from User based Model to Organization Model


Zoho Reports now allows you to manage your account and collaborate with your colleagues and users with a segregated workspace called Organization . The administrator of the organization is allowed to add/delete the users in his organization, control the permissions, and manage the subscription of his organization account.

Until this update, Zoho Reports has been following a User Based Model where each user will be allocated an individual workspace. With the Organization model, the members of an organization can collaborate and use a shared workspace.

Click to learn more about organizations.

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Powerful Admin Console interface for Zoho Reports White Label Users

As you might know, Zoho Reports offers a powerful Embedded Analytics and White Label Solution for independent software vendors, solution developers, consultants etc., to quickly implement a ready-made BI and analytics solution into their product/service offering. 

White Label users can manage their White Label settings through a powerful administrative console from within Zoho Reports.

To access the admin console,

  • Click the  Settings  link in the top right corner of your white label account
  • Click the  Rebranding  tab

Click to learn more .

Note - The White Label solution of Zoho Reports is not available for all users by default. It is available to customers only on request. If you are interested in using Zoho Reports as your White Label Solution or Embedded Analytics Service, write to us at  support@zohoreports.com

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Notifications Corner in  Zoho Reports


The  Notifications feed in your Zoho Reports account will notify you instantly on any new activities in your account. This will also enable you to access the relevant information from the notifications feed itself. You can access the notifications feed by clicking the  Notifications icon  in the top right corner of your Zoho Reports account.

Click here to learn more.

July
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Customization options in Dashboard Themes


Font style and Color: The Dashboard Themes feature allows you to customize the Font style and color of the title and description of individual reports embedded in a dashboard. 

To use this option, open your dashboard.

  • Click the Themes button.
  • Select the appropriate theme and click  Customize .
  • In the  Dashboard Themes dialog that opens, you can customize the font style, size, and color for the title and description. 

Default Theme: When you create a new dashboard by default the  Border Theme will be applied. This is to enhance the look and feel of the dashboards. You can change this setting by using the Themes button in Dashboard toolbar.




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