Content
- Introduction
- Video Overview
- Getting Started
- Types of Charts
- Filtering
Introduction
Zoho Reports (http://reports.zoho.com) is a 3rd party custom report and dashboard builder available as an optional add-on item. If your agency doesn’t currently have this option and you are interested in learning more, please contact sales@extendedreach.com.
Within Zoho, you have the ability to create many different charts based off of the data that comes from extendedReach. Chart creation is a great tool to help visualize data.
Video Overview
Getting Started
To get started creating a chart, click on the green Create New button and select New Report. From there, click on Chart View. Zoho will then prompt you to select a base table for your report.
Image: “Create a new chart”
Click on the desired base table to begin creating your chart and press Ok. On the right-hand side, you will see a list of fields that pull from extendedReach. On the Graph tab, you can drag and drop the fields you want into the Zoho fields.
Image: “Available chart fields”
Image: “Creating a chart”
Types of Charts
There are many ways that you can display your data in Zoho. To change your chart type, click on the chart icons next to the Sort button, or click on the More Charts button to view a wider selection of available charts. Note that some charts will be unavailable depending on the data you are using. Types of charts you can create are:
- Pie chart
- Line chart
- Bar chart
- Stacked chart
- Combo chart
- Scattered chart
- Bubble chart
- Area chart
- Stacked area chart
- Map – scatter
- Funnel chart
- Web chart
- Table view
Image: “Types of charts”
Filtering
You can also add filters using the Filters Tab. Drag and drop the fields you want to filter your data with (e.g. agency branches, placement types, dates, etc.). Similar to the Filters Tab, the User Filters Tab allows users to segment that data using a dropdown menu. Once again, you can drag and drop the fields you want to use in the box (e.g. dates, placement types, etc.)
Image: “Filters”
