Sharing Zoho reports in extendedReach is easy!
From an open report or dashboard within Zoho, click Share > 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.
Foster Care - Custom Side Menu
General Case Management - Custom Side Menu
Now your report should be available when you click 'Custom' in the side bar in extendedReach!
