Reports Tour


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

Import data

You can easily import data from multiple data sources in a number of file formats into Zoho Reports. Also, you can import data from a wide range of applications integrated with Zoho Reports. Find a featured list of these applications here.

The screenshot below corresponds to importing data in a CSV file from your local drive.

Zoho Reports Import Data

Type in a name for the database you want to create. Providing description is optional. You can browse & load the file directly from your local drive or copy-paste the data using the 'Pasted Data' option. You can also import data directly from web URL feeds using the 'Web' option.

Check out the help documentation page on how to import data into Zoho Reports. Watch demo

Import options

Data is stored in entities called 'Tables'. You should provide a table name for the data imported into Zoho Reports.

Zoho Reports Import Options

You can also change the 'First Row Contains Column Names' setting if needed. If the data imported contains any time/date values, Zoho Reports will automatically identify the format. You can also set your own date format.

While importing the csv file, you also have customizing options like modifying the delimiter separating your columns, skipping the top n rows, specifying the comment character etc.

Zoho Reports Import Options

As shown above, Zoho Reports automatically takes the values in the first row of the imported file and lists them as column names (Date, Region, Product Category, Product etc. in this case). The first 4 rows from the file are shown as preview.

Import summary of the data imported into Zoho Reports.

Zoho Reports Import Options

The screenshot below, shows the data imported into the spreadsheet like interface of Zoho Reports.

Zoho Reports Import Options

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

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