zoho reports for google apps
TRANSCRIPT
Zoho Reports for Google Apps
◉ 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
How-To Guide
Adding 'Zoho Reports for Google Apps' to your Google Apps account and accessing
it
Click on the 'Add it now' button in the Google Apps Marketplace's Zoho Reports page. And proceed from there.
Adding Zoho Reports to your Google Apps account
If you are signed in to your Google Apps account, you can access Zoho Reports from the universal navigation bar
Signing in to Zoho Reports - Option A
You can also sign in using the 'Google Apps' icon in Zoho Reports 'Sign in' page (http://zoho.com/reports/login.html)
Signing in to Zoho Reports - Option B
Importing Google Docs spreadsheets into Zoho Reports and creation of reports
Click on 'Import Excel, CSV, HTML, Google Docs' option
Importing your spreadsheets from Google Docs
Click on 'File Type' and choose the 'Google Spreadsheets' option
Importing your spreadsheets from Google Docs
Choose the spreadsheet to be imported and click 'OK'
Importing your spreadsheets from Google Docs
If the spreadsheet contains multiple sheets, select the sheet to be imported
Importing your spreadsheets from Google Docs
Choose an appropriate 'Table Name', check/set the necessary parameters and click 'Create'
Importing your spreadsheets from Google Docs
Your Google spreadsheet is now imported into Zoho Reports successfully.
Importing your spreadsheets from Google Docs
You can then create reports and dashboards over the imported spreadsheet easily.
Creating reports from your Google Docs spreadsheets
Sharing the created reports with your organization's Google Apps Users
In the report to be shared, click on 'Share' -> 'Share this View to New Users'.
Sharing reports to Google Apps Users
Click on 'Add Users From' -> 'My Google App Users' ('My Google Contacts' being another choice)
Sharing reports to Google Apps Users
Choose the Google Apps users you want to share the report with, set permissions and share.
Sharing reports to Google Apps Users
Set the permissions for the report and click on 'Next'
Sharing reports to Google Apps Users
Customize the invitation mail and click on 'Share'
Sharing reports to Google Apps Users
