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Zoho User Group Tips: Zoho Reports - September 6, 2018
By: Luke Wautier

Zoho Reports is one of the many applications within Zoho and Zoho One. It allows you to easily create and share powerful reports on the web within minutes. Since Zoho Reports is a cloud-based business intelligence solution it can be utilized as a standalone product or integrate into existing data management utilities. This application provides robust functionality while simultaneously being simple enough for non-technical users.  Zoho Reports has a short learning curve and users do not need much learning time to get up to speed. If you are familiar with using spreadsheets, you will learn Zoho Reports in no time.



As with most tools, the key to learning its capabilities rest with user experience and real-life application.  Zoho Reports provides a 15-day free trial without requiring a credit card. Using this time to import practical business data will go a long way towards understanding how this tool can help deliver value to your business.  

Importing Your Data
Most companies have an abundance of platforms from which to pull their data, and Zoho Reports has taken notice by offering a wide range of prebuilt reporting solutions and templates for most major SaaS services, including Salesforce, Microsoft Dynamics, HubSpot, Xero, Stripe, Google Apps, Google AdWords, Google Analytics, Zendesk, Mailchimp, and many more.  

In addition to the direct integration options outlined above, alternate import options include .xlsx/.csv files, Google sheets, and other local and cloud-based databases.

Automated Analytics
Once data has been loaded into the application, users can immediately generate automated reports and dashboards.  Zoho Reports will do auto analysis using an advanced rules engine to scan your data. Once generated, it creates a series of reports and dashboards automatically and then you have the ability to customize these reports and dashboards to fit your specific need for analysis.

Designing Reports
Zoho Reports makes building your own custom reports easy by providing intuitive drag and drop functionality. The following customizations are available when building your own report:
  • Choose from a pre-built theme or customize colors to fit your brand.
  • Select from multiple chart types that allow users to drag and drop fields into each axis.
    • Pie Charto
    • Ring Charto
    • Bar Chart
    • Stacked Chart
    • Scatter Chart
    • Line Chart
    • Bubble Chart
    • Combination Chart
    • Area Chart
    • Funnel Chart
    • Web Chart (aka Radar Chart)
    • Geospatial Chart (Private Beta)
  • Add filters and sorting to structure your report.
  • Add interactive options such as expand/collapse, mouse over effects, tooltips, and chart drill downs.A
  • Add relative date/time filtering for yearly, quarterly, and monthly statistics along with adding a comparison date to see increased/decreased performance.
Sharing and collaboration
Once you’ve generated your reports, Zoho offers many tools for both internal and external collaboration. You can setup roles that restrict certain actions for each type of user in your company. You can also export dashboards and reports via .csv, .xlxs, .pdf, and .html.  For public sharing, you can embed the reports in your website, or generate a link that displays your reports/dashboards in a responsive platform accessible with any mobile or tablet device. 

Helpful Links
For more information on Zoho reports, please reference the resources below:

To learn more about Zoho and its capabilities join Gravity at one of our bi-monthly FREE Zoho User Group Sessions. Our next Zoho User Group session is October 30th. Click Here to learn more

 

 

 

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