Reports

Visualization tool in ZenBase produces visualizations that are normally difficult to produce with other software.  ZenBase has a very specificated visualization tool built-in with the goal of making the visual representation of complex data easy for everyone.

In our tutorial, we will visualize our data in “bar chart”.  The table must contain at least two columns: one containing the name of the categories (for X-axis), the second one containing their values (for Y-axis).

1. Click “Visualization” button

First of all, once the table is loaded on the screen, select “Visualization” from the table tools.

2. Choose a chart layout

After click “Visualization” button, for the sake of simplicity, select the “bar chart” visual model, which is the simplest chart type. You can certainly choose other chart types you prefer.

3. Map your dimensions

It’s time to map your data and create the visualization. On the left, you have the list of dimensions in your dataset, on the right the available visual variable of the bar chart layout.

4. Refine and export

To reach the final results we can customize the visualization with some parameters you can find next to the visualization.

5. Download or Embed the Reports

You can choose to download the visualization directly in SVG, PNG, or JSON, then share with others as an email attachment. You can also directly embed the generated report visualization in your own web page.

Demo: Video walk-through (click to view in full screen)

Next, you’ll see a quick demonstration of the basic features of the visualization tool. Simply click the “Visualization” and pick your model, then map your dimensions and you’re ready to go.

Common Questions:

Can I edit the visualizations?

Yes. You can export the visualization in vector format (SVG) and open it with any vector graphics editor (e.g. Adobe Illustrator, Sketch, Inkscape, …)

Can I embed a visualization on my website?

Sure! You can just copy and paste the code you find at the bottom of the app into any HTML page to embed it.

 

The Custom CRM Template

zenbase custom crm

Customer Relationship Management (CRM) manages customer interactions and data throughout the customer lifecycle between the customer and the company across different channels where a sales team can use to track customers through the entire sales cycle.

The Custom CRM has the following essential components:

  • Leads: initial contacts
  • Accounts: Information about the companies you do business with
  • Contact: Information about the people you know and work with. Usually, one account has many contacts
  • Opportunities: Qualified Leads
  • Activities: Tasks, meetings, phone calls, emails and any other activities that allow you to interact with customers
  • Sales: Your sales team
  • Dashboard: CRM dashboards are much more than just eye candy. They should deliver key information at a glance and provide links to drill down for more details.
  • Login: Salespeople and managers have different roles in the system. Managers have access to reports and sales pipeline information.

Who uses the Employee Timesheet Template?

Sales Team:

  • Access their tasks
  • View their leads
  • Create new tasks for each lead
  • Create new opportunity
  • Lose a sale

Sales Managers:

  • Manage all customers
  • Manage sales team
  • View current sales activities

The Simple Payroll Template

The Simple Payroll Template provides employee payroll and tax management for small businesses. Keeping an accurate payroll tax record is required for every business owner. It is specifically designed to organize payroll tax. 

There are four main components of this template:

Taxable Entities

The first section in the tax payroll template is the taxable entities. This section allows users to record the tax entities along with the types and cost. The taxable entities and payments box is divided into three parts to accommodate different management purpose.

Tax Types

The next section in the tax payroll access template is the tax type. As the name suggests, the tax types section organize the type of the tax which users should pay. A company may have more than one tax types to pay, so, it is important to have the tax list. 

Payments

It simply keeps a record of entities and gross pay at a given period. 

Applicable Taxes 

Applicable Taxes tracks any taxes imposed with respect to the payroll, in each case, if the non-payment of such taxes could result in a withhold.



The Employee Management Template

The template is fully customizable and editable for managing staff and workforce information for modern businesses. It can easily organize and maintain employees essential information in a database designed for staff management. 

Who should use the Employee Management Template?

  • Business owners or Human Resources (HR) who need to manage their staff and workforce more efficiently
  • Department managers who keep track of employees and their salaries

Major Components

  • Departments
  • Employees
  • Salaries
  • Managers
  • Titels