Zoho Reports for iPad

    Zoho Reports for iPad

    Zoho Reports for iPad is a native application that enables you to access and work with your Online Zoho Reports data & reports from your iPad. With this application you can currently access a read only version of Zoho Reports from your iPad on the go, anytime and anywhere. This application is available for free.

    You can access your Zoho Reports data, reports & dashboards from your iPad on the go, anytime and anywhere. You can mark the frequently viewed databases and views as Favoutite for easy access. You can share the reports and views from your iPad to your colleagues and client.

    Prerequisites

    A Zoho Reports account (including free version) Internet connectivity (cellular or Wi-Fi connection)

    Supported iPad Devices

    Zoho Reports app supports devices with iOS 7.0 and above.

    Installing Zoho Reports for iPad

    You can install Zoho Reports application in your iPad in two ways: Download and Install the Zoho Reports application from the App Store within iPad. Download Zoho Reports application through iTunes and synchronize with your iPad.

    To install Zoho Reports from the App Store

    1. You can access this from the App Store app in iPad.
    2.  Search for Zoho Reports in the App Store.
    3. Tap Zoho Reports in the product Info screen.
    4. Tap Free > Install. The application will be automatically installed.
    5. You will be prompted to login. Specify your Zoho Reports credentials. On successful authentication your Zoho Reports data will be downloaded. 

    To install Zoho Reports from iTunes

    1. Open your iTunes application on your desktop.
    2.  In iTunes, search for Zoho Reports.
    3. Download the Zoho Reports app from iTunes.
    4. Connect your iPad to your computer and synchronize.
    5. You will be prompted to login. Specify your Zoho Reports credentials. On successful authentication your Zoho Reports data will be downloaded.

    Working with Zoho Reports in iPad

    You can view the table, reports and dashboards in your Zoho Reports account and analyze the same from your iPad.

    Accessing Databases

    The application home page will list the databases that you have access with.

      • My Databases will list databases in your account. 

      • Shared Databases will list the databases that are shared to your account. 

      • You can bookmark the frequently used databases as favorite, using the star icon, which will be listed in the Favorites tab.

      • You can also search for databases using the option at the top right. 

      • The Recent Views link at the top left will list the views you have recently accessed from this app.

    Accessing Database Views Explorer

    Tapping a database will open it listing the views in the same. You can browse the views through different ways of categorization.

    • Types - Views will be grouped by its type. i.e., all charts will be listed together under Charts, pivots under Pivots etc.,.
    • Folders - Reports will be grouped as you have organized your folders in Zoho Reports.
    • Relative Views - Related reports will be grouped together i.e., reports will be grouped under the base table over which it was created.
    • Favorites - Reports that you mark as favorites will be listed here. You can bookmark the required views using the star icon adjacent to the views.
    • Recent - Reports that you recently viewed in this database will be listed here. 

    You can also search for the views in this database, using the search option at the top right. Once you have selected a view, tap to open it.

    Accessing Views

    Zoho Reports app for iPad allows you to access all your report & dashboard views in read only mode with various mobile specific interactive options. The following are the option available for all view types.

    • You can dynamically filter the reports using the User filters created in the report.
    • You can refresh the report using the icon at the top right. 
    • You can share the view using the share icon. For more details on how to share, refer to Sharing Views section in this document.

    Note: It is mandatory to get connected to the Internet to access the reports. When offline you can only view the database and views list. You cannot open the actual report.

    Charts

    Zoho Reports Charts for the iPad offers wide range of mobile optimized options to interact with your charts, including accessing tooltips, legend filtering and viewing underlying data.

      • You can view the chart tooltip on tapping the corresponding data point.

      • The underlying data will be shown on further tapping.

      • The Legend Filters allows you to dynamically filter the data series in a chart by selecting/deselecting the corresponding legend item.

    Pivot Table and Summary Views

    You can view the Pivot Table and Summary Views in your database with the following options:

    • On tapping the header you will see a sorting icon which can be used to sort the column in the desired order.
    • You can access the underlying data of a specific point by tapping the same which will show you a blue link, which on further tapping will display the underlying of the corresponding data point.
    • You can navigate across the table by swiping through the rows. You can also navigate to the top and bottom of the table using the navigation bar displayed at the bottom right.

    Table, Query Table and Tabular View

    Tables, Query Tables and Tabular Views when accessed from this app will have the following options:

      • On tapping the header you will see a sorting icon which can be used to sort the column in the desired order.
      • On the top right you can find the Show or Hide column icon. This allows you to show or hide the columns which are displayed.  
      • You can navigate across the table by swiping through the rows. You can also navigate to the top and bottom of the table using the navigation bar displayed at the bottom right.

    Dashboard

    Zoho Reports Dashboard for the iPad allows you to interact with the embedded views using the supported option for each view type. For details refer to the corresponding sections above.

    Sharing Views

    You can collaborate with your users or colleagues by sharing your reports and dashboards as required from your iPad. Follow the steps below to do this:

    • Open the required view.
    • Tap the Share icon. The Sharing option will open. 

      • Set specific permission and share with your users. For more details on the permissions setting, refer to the Granting Permission section
     

    Copyright © 2016, ZOHO Corp. All Rights Reserved.