Sharing, Scheduling, Exporting, and Collaborating
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.
Can I download an entire section of a Network Report?
Yes, to download a section of a Network Report, - Go to the reports section (Eg. Twitter Audience) - On the top right, click on Export - Select the format of the file you want to download the report section to (.pdf and .png). - It will be ...
Can I share an entire section from a Network Report with my clients?
Yes, these are the different ways you can share whole Network Report sections with your clients: By adding them to Zoho Social: Simply add the client to Zoho Social with a client role so they can access the report sections. Email: - On a Network ...
What are the different ways I can share Cards?
1. Email: To Email a Card, - Go to a Card - Click on the ellipsis menu - Select Send as Mail - Type the recipients' email address separated by a comma. You can also add a subject and message and choose the format of the file (.pdf and .png). 2. ...
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, ...
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 ...
Can I view and edit my scheduled reports?
Yes, you can. To edit a scheduled report: - Go to the last section under Reports, called Scheduled Reports - Hover over a report, at the right, select the pencil button - You can add or delete the recipients of the report - Also, you have the ...
How do I schedule reports?
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 share Dashboards with my clients?
Yes, Dashboards can be shared with your clients in the following ways: 1. Share Access: If your client is added to your Brand, and Client roles have permission for 'Advanced Reports' enabled, - Go to the Dashboard you want to share - Click on the ...
What are the different ways I can share a Dashboard?
These are the ways you can share a Dashboard: 1. Access to your team members/clients on Zoho Social: You can give access to your Dashboard to people added on your Zoho Social. To do this, -Open the Dashboard -On the left click on the lock button, ...
What are the ways in which I can share different sections of a Network Report with other people?
These are the ways in which you can share different sections of a Network Report—emailing, scheduling an email or exporting them to your device. To email a section of reports: - Go to the section (ex. LinkedIn Company Page Performance) - At the top ...