Reports Tour


A quick introduction to Zoho Reports, the best way to get started with the service

Spreadsheet-like interface

New users will feel comfortable working with Zoho Reports as the interface closely resembles a spreadsheet. You can use the "spreadsheet-like" interface for easy data collection (add/edit), analysis and reporting.

Spreadsheet-like Interface

Data integration and blending

Zoho Reports helps you to combine data across different datasets enabling you to do cross data analytics. Zoho Reports supports a model called "look up" which is used to merge two different datasets using a common column. This process is known as "Joining of tables".

Data integration and blending

From the above screen shot, two tables Sales and Sales Person have a common column "Sales Person ID". Now, a relationship between Sales and Sales Person tables is established through the lookup column Sales Person ID.

Data integration and blending

Once tables are related with each other using lookup columns, you can create the report by selecting any of the table with lookup relationship. Zoho Reports will automatically join the data from these tables and generate the report, when you drag and drop columns from across tables.

Formula Engine

Zoho reports has simple to use, click & apply pre-built analytical functions. It has excel-like easy to use formula engine, with an extensive library of mathematical & statistical functions to extract the required business metrics from your data.

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Click on "Add"->"Custom Formula" or "Aggregate Formula" in the table view, to create your own formula column based on your need.

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The screenshot above shows a sample custom formula column created.

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The screenshot above shows a sample aggregate formula column created. Aggregate formula will not be added as a column in the table, but will be available for report creation on the associated table.

Query Table

In Zoho Reports, you can query the data using SQL (Structured Query Language), to create powerful and flexible reports. You could construct SQL SELECT queries in any of the known database SQL dialects like Oracle, SQL Server, IBM DB2, MySQL, PostgreSQL, Informix and ANSI.

Click on New -> New Query Table for creating your SQL query. Watch demo

Query Table

Slide shows

Using this feature you can now organize your reports share them in the form of slide shows. You can choose the reports you want to share and edit access permissions while sharing your slide show.

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Go to "Publish" in any view and click "Create Slide show" to create a new slide show.

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In the dialog box that appears, you can give access permissions, include or exclude slide show views. Upon completion, click "Create Slide show" to get a URL for your slide show.

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Your slide show is now published. You can now use the URL generated (from the screenshot) for others to access these reports and tables as slide shows.

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In the above screenshot, you can see a slide show shown in fullscreen view. You can either use "autoplay" or the dedicated navigation buttons to move between the slides.

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To make any modifications in an existing slide show, go to Publish-->Manage Slide show to edit the settings.

Model Diagrams

Model diagrams give a panoramic view of your reporting database. They give a visual representation of the tables and their relationships.

Go to the explorer tab and click on "Model Diagram", to view the model diagram of your database.

Model Diagrams

Printer friendly reports

All the reports can be exported into a printer-friendly PDF files. You can customize the headers and footers in the PDF. You can also generate page numbers and table of contents.

Zoho Reports also supports exporting your reports & dashboards into CSV, XLS, PDF, image and HTML file formats.

Printer friendly

Mobile BI

Access and interact with the reports & dashboards that you create in Zoho Reports service, on-the-move, from your iPad. Support for other mobile platforms/devices are in the pipeline.

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If you require more information or have questions on Zoho Reports, you can

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