Wednesday, May 21, 2014

ZOHO CRM - View Report as Chart with Dashboards

With Zoho CRM Dashboard module you can present your custom reports in chart format with a few easy clicks...

  • Go to your Dashboard module, select the Dashboard to which you want to add the graph and click the Add Component
  • Choose the Chart radio button, provide a name and use the drop down to select the source report
  • Use the interface tools provided to set up the graph the way you want it: select the chart type and configure the details - the drop downs provided in the chart details window are based on the sorting established in the report definition.
  • Click finish
Your new chart will become a part of the selected dashboard!

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