Can I share reports on the Collaborate tab?
Yes, you can share Cards to the Collaborate tab but not Dashboards and sections of Network Reports.
To share a Card to the Collaborate tab,
- Go to Reports, head to the desired social channel
- Hover over a Card and click on the ellipsis on the top right
- Select Discuss
- You'll be redirected to the Collaborate tab where you can add a message with the Card
- You can attach an image to this post and also choose who can see the discussion
- Click on Share.
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How do I share reports with a client or team member who is not part of my Brand on Zoho Social yet?
To share reports with a team member who is not part of your Brand, follow these steps, To share Dashboards, Email: Go to the Dashboard - Click on Email at the top right - Select Send as Mail - Type the recipients email id, and add a subject, ...
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To schedule a Dashboard: - Go to the Dashboard - From the top right, click on Email, select Schedule - Type the name of the recipients from your team. - You can choose to add a message to the email. (The subject will be preset) - Select the Date ...
Can I discuss any section of Network Report with people from my team?
No, you cant share entire sections of Network Report to the collaborate tab to discuss with your team. However, you can collaborate over individual Cards.