How do I create a custom Dashboard?

How do I create a custom Dashboard?

To create a Dashboard,
1. Open Zoho Social.
2. Go to the Reports tab.
3. Click on the Dashboard Icon:

4. Click on the + button
5.Click Add Cards.
6. Select the required Cards from each social network to add to you Dashboard.

Your first Dashboard is ready! You can now share it with your team members and clients or email it.

Note: You can only add individual Cards to a dashboard and cannot select an entire section of report at once.

    • Related Articles

    • Adding Components for Dashboard

      Add Components After creating a dashboard you must add components (representing the exact data in pictorial form), which includes Bar, Pie, Line, Funnel, or Table charts. You can select the charts to display the data in a pictorial form and also ...

    • Custom Dashboards

      Creating a new Dashboard You can create customized dashboards to collate and analyze data across social channels. You will be able to add the different Cards available for each network in your Custom Dashboard as per your requirements. Adding Cards ...

    • Who can view the custom Dashboards that I create?

      The Dashboards that you create are set by default to "Me Only" privacy. Only you and the Portal Admins have access to it. However, you can choose to make them visible to them  to  your team members this way: 1. Go to the Dashboard you'd like to share ...

    • Setting Custom Module

      Here is a list of features that will help you make the custom module function for your Recruitment process. Tab Settings Organize tabs in such a way that only the relevant tabs are visible for use and the unwanted tabs are hidden. You can also rename ...

    • How do I enable my team members to create and edit the custom Dashboards?

      To let your team members use the Dashboard feature, follow these steps: Go to Settings from the top right of Zoho Social. Then head to Brand Settings. Click on Roles and Permissions Enable 'Advanced Reports' for the roles that you want to enable ...