Zoho Dashboard Overview

Overview & Administration - Zoho

Getting Started

Your subscription will include a number of "Zoho users" who have full access to Zoho.

The Zoho help material is designed to help the Zoho users understand how to modify, create or pubish/share the dashboards. If you do not have access to Zoho, please contact support and we will set you up with a login.

Every file is assigned a workspace which consists of a series of dashboards. A workspace can be copied from one file to another and you can also create or modify the dashboards in Zoho.

To view the dashboards in Magnifi, you need to "make views public" in Zoho. This determines which dashboards you would like to show within Magnifi. To make views public;
1. Click on Explorer and select the dashboards that you would like to appear in Magnifi


 2.  Click "Share" and "Make Views Public"




3. Select "Public on the Web" and include permissions to "Export Data" (eg print). Only users with the link will be able to view the dashboards and you can add an optional password from within Magnifi which is explained further below. 




Zoho Analytics is a sophisticated BI tool with approx. 2 million users worldwide and has a comprehensive support library. Our support material includes the key features based on our experience and you can access further material from the Zoho Help Centre.

Key concepts explained

Workspace; A workspace is essentially the Zoho file that house all of the data, charts and dashboards.
Tables; A table is like a spreadsheet that includes all of the raw data required to build the charts.
Reports; The main type of report is a chart, however you can also build other reports in Zoho including pivot tables. 
Dashboard; The dashboard contains the reports and you build the dashboard by dragging/dropping the reports into the layout.
Filter; You can apply filters to capture the relevant data from the table. Eg, filter by Expense type "Direct Labour" to report on the direct labour costs.
User Filter; Similar to the filter, however it appears as a filter on the chart or dashboard. This interactive feature allows the user to filter the charts as they desire. Eg, filter by income account. 

What is the role of a Zoho user?

The Magnifi subscription will include a specified number of Zoho users and additional licences can be purchased. All users can view the dashboards regardless of whether they have a licence. The role of the Zoho user is to manage the dashboards. This is undertaken within Zoho (via direct login) and includes such tasks as;
  1. Modifying the existing charts or dashboards including titles, descriptions, filters, colours etc.
  2. Creating new charts or dashboards.
  3. Sharing the dashboards with the users.
  4. Importing excel worksheets to prepare charts for other KPI's that fall outside the Magnifi data. 
The dashboards are scheduled to update regularly, however the Zoho user can force an update at any time by clicking on "Update Zoho" which appears under the Zoho menu item within the client file. 

How does Zoho integrate with Magnifi?

We have built a workspace template (series of Dashboards) within Zoho which is automatically assigned to a new Magnifi file.

We embed the Dashboards within Magnifi which appear under the "Zoho" menu item. These dashboards are scheduled to update nightly, however a Zoho User can force an update at any time by clicking on "Update Zoho".

The workspace template that is assigned to the new file may need to be modified for the client by modifying or removing existing charts/dashboards or creating new ones. This can be easily achieved by following the support material provided and will ensure that the dashboards are relevant and meaningful for the client.

How to assign a Zoho workspace to a Magnifi file?

When you create a new file, a "default" workspace will be automatically assigned to the file. You can easily customise the workspace in Zoho. For example, you may want to remove the Divisional filter, or if it's a new business, you may want to remove "Last Year" from the charts.

The workspace mapping to the Magnifi file will show under the Zoho menu item at your organisation view (ie not client view). 




If you have another workspace that  would be a better fit for your client, you can create a copy of the workspace by clicking on "Copy" under the "Action" column above. The workspace will then appear under the Workspace column and you can assign the workspace to the organisation.


How to make dashboards accessible to non Magnifi users?

Once you have finished modifying or building the dashboard and you are ready to share with non-Magnifi users, you need to make the views public. To do this;

  1. Login to Zoho
  2. Click on the "Explorer" menu item 
  3. Select the relevant Dashboards and click "Share"


4. Click "Make views Public" and tick "Export Data" (allows user to print) and "View Underlying Data" (click on data point within chart to see the detailed data).



5. Click "Make Public" and a URL link will be provided. However you can manage the sharing within Magnifi. The URL will appear under the Zoho menu item and you share the link and also include a password by clicking on "Dashboard Password".



How to change the year start month?

 Under "Settings" on the left hand panel, you can change the year start month;



This will determine the date range when you use the year as a date filter.