Zoho Analytics: Sharing Zoho Reports in extendedReach
Sharing Zoho reports in extendedReach is easy!
From an open report or dashboard within Zoho, click Share > URL/Permalink: Set up the URL/Permalink:
- Click 'Toolbar' to allow end users to interact with the report, including refresh, change chart type, sort, and export the report.
- Select the carat next to 'Access with Login'.
- Select 'Access without Login.'
- Click OK.
Edit permissions to allow end users to Export Data, View Underlying Data, and Drill Down in the report.
Copy the URL/Permalink:
In extendedReach, paste the URL into the Settings > Custom Side Menu box [Org Preferences (FC) or System Configuration (GCM)] and Save.
Now your report should be available when you click 'Custom' in the side bar in extendedReach!