Embedded Reports

ZMP's Embedded Reports reporting tool allows marketers to use prospect marketing, customer marketing, programmatic, CDP+, or any other data to build reports using their own tools (BI or any other web-based tool) and embed those reports directly into the Zeta Marketing Platform.

Zeta’s Embedded Reports tool makes it easier to:

• Simplify the management and organization of multiple reports and dashboards

• Access reports and dashboards that were custom-built for your business

• Upload supported files directly to ZMP from your computer

In the menu on the left, navigate to Analytics > Embedded Reports.

Key Highlights of Embedded Reports

• Ability to categorize a report with one or more tags

  • This allows users to group similar reports together for seamless retrieval.

  • All weekly updates can be tagged as weekly-updates

• Ability to search, filter, and sort reports

  • To view any recent reports that are tagged as weekly-updates, users simply filter by that tag in the side panel and sort by recent date
    

    

    
    

• Ability to preview the report prior to report creation

  • This allows users to save time by screening a report prior to creating
    

    

• You can add in reports from various tools, such as the following,g for easy access to data:

  • Tableau

  • Looker

  • MicroStrategy

Set Up an Embedded Report

1. Under the Embedded Reports section, click on New Embedded Report.

• Provide a Name for the report and add an optional Description for it.

• Select Embed Link or File Upload and click on Next.

• Enter the URL or upload the file as per the instructions.

In order for the embed link to work for Tableau views, it must be in a specific format otherwise Tableau blocks the embedding. Here is the specific format that works with the ZMP -

Format: http://<servername>/#/views/<workbook>/sheet?:param1=value1 

Example: Base URL: https://10az.online.tableau.com/t/zetainteractivecorporation/views/Coke_Insight_Portal_v41/Dashboard

Parameter: ?:embed=y

Final shareable URL:
https://10az.online.tableau.com/t/zetainteractivecorporation/views/Coke_Insight_Portal_v41/Dashboard?:embed=y

More details can be found here.

2. Validate that the preview for PDF and Embed Link are correct.

3. Verify that the file was uploaded/embedded by reviewing the Embedded Reports list

• In the case of URL, ensure that the URL loads as expected.

• In the case of a PDF, ensure that the PDF is rendering correctly.

• In the case of XLS or PPT, ensure that the download functionality is working correctly.

SSO

Single Sign-On (SSO) is also available for non-public reports for use cases including the following. Zeta supports standard SAML 2.0 Integrations.

• BI Tools such as Tableau and MicroStrategy

• Reports that sit on your company intranet