Creating URL/Permalink For Views

Zoho Analytics allows you to create permanent URLs (permalink) for your reports and dashboards easily. These URLs can be made accessible with or without a secured login, and bookmarked for easy access. Users visiting these links will be able to see the latest live version of the view. Please note that only Server Administrators and Managers can create permanent URLs. To know more about the user roles in Zoho Analytics, click here.  

  1. What are the views for which I can generate a permanent URL?
  2. What are the access permissions available when generating a URL for a report/dashboard?
  3. How do I generate a URL for a report or dashboard with secured login?
  4. How do I generate a URL for a report or dashboard without login access?
  5. Is it possible to set a password for URLs that are generated without login access?  
  6. What are the interaction options available while generating a permalink?
  7. What happens when I regenerate an embedded view's random key?
  8. How do I edit the permission for the generated URLs?
  9. How do I remove the access of a generated URL?
  10. Can I apply dynamic filters while generating a URL for a view?

1. What are the views for which I can generate a permanent URL?

Permanent URLs can be generated for any table, query table, chart, pivot, tabular view, summary view, or dashboard created using Zoho Analytics. Refer this question to learn about generating a permanent URL. 

2. What are the access permissions available when generating a permalink/URL for a report/dashboard?

The following are the two access permissions available when generating a permalink for a report or a dashboard.

  • Access with Login: This is the most secure mode of generating a permalink. Only the users with whom you have shared the report will be able to view it after logging into Zoho Analytics.
  • Access without Login: This option allows users to access views without logging into Zoho Analytics. However, you can set a password or expiry date for the views to ensure secured access.

3. How do I generate a URL for a report or dashboard with secured login?

4. How do I generate a URL for a report or dashboard without login access?

5. Is it possible to set a password for URLs that are generated without login access?

Yes. The Access without Login option generates a private permalink that can also be encrypted with a password. To do this, select the Set access password option and enter the desired password. 

6. What are the interaction options available while generating a permalink?

Zoho Analytics allows you to generate interactive URLs of reports and dashboards. When you generate a URL of a report in interactive mode, users visiting the web page can view and interact with the chart easily. The following are the available interactions when a URL is generate in interactive mode:

  • Tooltips and highlights
  • View underlying data  
  • Drill down 
  • Change chart type  
  • Apply user filters, if any. 
  • Interact with legends

You can also generate URLs of reports as static images, which will load faster. This feature is applicable only to charts.

7. What happens when I regenerate an embedded view's random key? 

You can regenerate the private key for the views that are embedded without login access. This will render the previously embedded view invalid. To access the view again, the newly generated embed code has to be updated in the web page.  

8. How do I edit the permissions for the generated URLs?

Follow the steps below to do this:

  • Open the required view in Zoho Analytics, click the Share icon, and select the Edit Shared Details option. 

  • Click the Edit icon that appears on mouse over the listed details. In the page that appears, modify the permissions as needed, and click OK.

You can also edit your embedded view's permission by clicking Share > Embed. Click the Edit Permissions link. In the page that appears, edit the permissions as needed, and click Update. 

9. How do I remove the access of a generated URL?

Follow the steps below to do this:

  • Open the required view in Zoho Analytics, click the Share icon, and select the Edit Shared Details option.

  • Click the Remove icon that appears on mouse over the listed details.

10. Can I apply dynamic filters while generating a URL for a view?

Yes. By applying dynamic filters over embedded views, you can embed the same URL across several web pages by applying different filter criteria each time, to suit the allowed permissions and profile of the user accessing the URL. For example, when you use the criteria "Stores"."Region"='West', the person accessing the chart will see only data for the sales in the western region. 

Selecting the Mask Criteria in URL checkbox hides the ZOHO_CRITERIA parameter from the embed URL. This ensures the specified filter criteria is appended to the URL, but not displayed.