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Zoho reports for google apps

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  • 1. Zoho Reports for Google Apps
  • 2. How-To Guide◉ Adding Zoho Reports to your Google Apps account (Google Apps administrators)◉ Accessing Zoho Reports using your Google Apps account (all Google Apps users)◉ Importing spreadsheets from Google Docs to Zoho Reports easily◉ Sharing the reports you create in Zoho Reports with your Google Apps / Gmail contacts
  • 3. Adding Zoho Reports for Google Apps to your Google Apps account and accessing it
  • 4. Adding Zoho Reports to your Google Apps accountClick on the Add it now button in the Google AppsMarketplaces Zoho Reports page. And proceed fromthere.
  • 5. Signing in to Zoho Reports - Option AIf you are signed in to your Google Apps account, you canaccess Zoho Reports from the universal navigation bar
  • 6. Signing in to Zoho Reports - Option BYou can also sign in using the Google Apps icon inZoho Reports Sign in page(http://zoho.com/reports/login.html)
  • 7. Importing Google Docs spreadsheets into Zoho Reports and creation of reports
  • 8. Importing your spreadsheets from Google DocsClick on Import Excel, CSV, HTML, Google Docs option
  • 9. Importing your spreadsheets from Google DocsClick on File Type and choose the Google Spreadsheets option
  • 10. Importing your spreadsheets from Google DocsChoose the spreadsheet to be imported and click OK
  • 11. Importing your spreadsheets from Google Docs If the spreadsheet contains multiple sheets, select the sheet to be imported
  • 12. Importing your spreadsheets from Google DocsChoose an appropriate Table Name, check/set thenecessary parameters and click Create
  • 13. Importing your spreadsheets from Google DocsYour Google spreadsheet is now imported into ZohoReports successfully.
  • 14. Creating reports from your Google Docs spreadsheetsYou can then create reports and dashboards over theimported spreadsheet easily.
  • 15. Sharing the created reports with your organizations Google Apps Users
  • 16. Sharing reports to Google Apps UsersIn the report to be shared, click on Share -> Share thisView to New Users.
  • 17. Sharing reports to Google Apps UsersClick on Add Users From -> My Google AppUsers (My Google Contacts being another choice)
  • 18. Sharing reports to Google Apps UsersChoose the Google Apps users you want to share the report with, set permissions and share.
  • 19. Sharing reports to Google Apps UsersSet the permissions for the report and click on Next
  • 20. Sharing reports to Google Apps UsersCustomize the invitation mail and click on Share
  • 21. Zoho Reports for Google Apps http://goo.gl/rLNet

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