Zoho reports for google apps

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Zoho reports for google apps

  1. 1. Zoho Reports for Google Apps
  2. 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. 3. Adding Zoho Reports for Google Apps to your Google Apps account and accessing it
  4. 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. 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. 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. 7. Importing Google Docs spreadsheets into Zoho Reports and creation of reports
  8. 8. Importing your spreadsheets from Google DocsClick on Import Excel, CSV, HTML, Google Docs option
  9. 9. Importing your spreadsheets from Google DocsClick on File Type and choose the Google Spreadsheets option
  10. 10. Importing your spreadsheets from Google DocsChoose the spreadsheet to be imported and click OK
  11. 11. Importing your spreadsheets from Google Docs If the spreadsheet contains multiple sheets, select the sheet to be imported
  12. 12. Importing your spreadsheets from Google DocsChoose an appropriate Table Name, check/set thenecessary parameters and click Create
  13. 13. Importing your spreadsheets from Google DocsYour Google spreadsheet is now imported into ZohoReports successfully.
  14. 14. Creating reports from your Google Docs spreadsheetsYou can then create reports and dashboards over theimported spreadsheet easily.
  15. 15. Sharing the created reports with your organizations Google Apps Users
  16. 16. Sharing reports to Google Apps UsersIn the report to be shared, click on Share -> Share thisView to New Users.
  17. 17. Sharing reports to Google Apps UsersClick on Add Users From -> My Google AppUsers (My Google Contacts being another choice)
  18. 18. Sharing reports to Google Apps UsersChoose the Google Apps users you want to share the report with, set permissions and share.
  19. 19. Sharing reports to Google Apps UsersSet the permissions for the report and click on Next
  20. 20. Sharing reports to Google Apps UsersCustomize the invitation mail and click on Share
  21. 21. Zoho Reports for Google Apps http://goo.gl/rLNet

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