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How to Embed the Zoho Analytics Report in the Zoho CRM Record with Dynamic Filtering

Learn how to embed or display Zoho Analytics reports directly within Zoho CRM records as a related list, complete with dynamic filtering

Overview

If you're using Zoho CRM to manage customer data and performance metrics, you know how important it is to have all the important information in one place. But did you know that you can add reports from Zoho Analytics directly inside your CRM so you don't have to switch between tabs?

In this blog post, I'll guide you through the process of showing useful analytics information right within Zoho CRM. Your team will never have to leave the CRM in order to rapidly acquire the data they need.

Why Is ZOHO Analytics Added to ZOHO CRM?

There are a few great reasons to bring your ZOHO Analytics reports into ZOHO CRM:
  • Makes Work Easier: You can check your important data without switching to another tool.
  • Better Decisions: You’ll get data insights straight from the client records, making it easier to make smart choices.
  • Teamwork: Share the reports with your team quickly and easily.

The Zoho Analytics Report I Want to Add as a Related List:-

Embed Zoho Analytics Report






How to Get the ZOHO Analytics Report Permalink

Follow these simple steps to get the Permalink link for your report:

  1. Log into your Zoho Analytics account and go to your report workspace.
  2. Open the report and on the right side, click the Share option.
  3. Select URL/Permalink and copy the report URL.

For more detailed instructions, check out the external link I’ve provided below.

HTML Code Example to Display Zoho Analytics Report in Zoho CRM (Related List):

Below is the sample HTML code that will display the Zoho Analytics report in the Zoho CRM account module as a related list:

<!DOCTYPE html>
<html>
  <head>
    <meta charset="UTF-8">
	<style>
      .widget_frame_relatedList {
        width: 100%;
        height: 1000px;
        border: solid 0 #ded9d9;
        max-width: 100%;
        background: #fff;
      }
    </style>
  </head>
  <body>
	<iframe 
      id="relatedlist_analytics_Invoices" 
      class="widget_frame_relatedList">
    </iframe>
    <script src="https://live.zwidgets.com/js-sdk/1.0.5/ZohoEmbededAppSDK.min.js"></script>
    <script>
      ZOHO.embeddedApp.on("PageLoad",function(data)
      {
        var iframe = document.getElementById("relatedlist_analytics_Invoices")
		console.log("widget Test :"+data.EntityId);
		// Fetching specific record data
        ZOHO.CRM.API.getRecord({
          Entity: "Accounts",
          RecordID: data.EntityId
        }).then(function(response) {
          var recordData = response.data[0];
          console.log("Record Data: ", recordData);
		  var accountName = response.data[0].Account_Name;
          var accountId = response.data[0].id;
          console.log("Account Name: ", accountName);

// Constructing the URL with criteria
          var analyticsURL = "https://analytics.zoho.com/open-view/733xxxxxxxxxxxxxxx?";
         analyticsURL += "ZOHO_CRITERIA=Accounts.Id=" + accountId ;
		  // Setting the iframe source to the constructed URL
          iframe.src = analyticsURL;
		 console.log("Account url: ", analyticsURL);
          // Now you can use the recordData object to access specific fields
		  
        }).catch(function(error) {
          console.error("Error fetching record: ", error);
        });
		
      })

      ZOHO.embeddedApp.init()
    </script>
  </body>
</html>

Final Output:-











Note:

When you add a filter to your ZOHO Analytics report, you’ll use the ZOHO_CRITERIA parameter.To ensure functionality, copy the report URL along with the criteria and open it in a browser to test it.

Analytics Report Permalink with Criteria

External Links

Here are some helpful links to explore:

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