Zoho Reports Video Demos


Watch screencast videos of Zoho Reports

Click on any of the Videos below explaining the various features in Zoho Reports:

 

Zoho Reports Getting Started Overview

 

 

Getting Started Overview Video on Zoho Reports

 

7.25 Mins
Zoho Reports Quick Overview

 

 

A quick introduction video about Zoho Reports

 

1.42 Mins
How to Import data into Zoho Reports

 

 

Explains how to import data from a CSV file into Zoho Reports.

 

2.30 Mins
How to Create Charts in Zoho Reports

 

 

 

Video explains how to create charts and use its features in Zoho Reports

 

2.30 Mins
How to Create Table/Crosstabs in Zoho Reports

 

 

 

Video explains how to create pivot tables and use its features in Zoho Reports

 

2 Mins
How to Apply Filter in Charts, Pivot and Summary View in Zoho Reports

 

 

 

 

Video explains how to apply filter criteria while creating charts, pivots and summary views in Zoho Reports.

 

3.20 Mins
How to create Dashboards in Zoho Reports?

 

 

Video explains how to create dashboards in Zoho Reports.

 

1 Mins
How to create reports by joining columns from multiple tables?

 

 

 

 

Video explains how to use the Auto-join feature and create reports by joining (combining) columns across multiple tables.

 

2.47 Mins
How to Create Query Table in Zoho Reports?

 

 

 

Video explains how to create a simple SQL Query Table in Zoho Reports.

 

4 Mins
How to share your reports and dashboards in Zoho Reports?

 

 

 

 

Video explains how to share your reports and dashboards created in Zoho Reports to other users.

 

3 Mins
How to publish your reports and dashboards in Zoho Reports?

 

 

 

 

Video explains how to publish as well as embed your reports and dashboards in your websites/blogs.

 

1 Mins
Zoho Reports for Google Apps

 

 

 

Video explains the integration of Zoho Reports service into the Google Apps Marketplace and how it could be used.

 

2.40 Mins
Integrating Zoho Reports with Zoho Creator

 

Slideshow explains how to create reports for data in Zoho Creator applications using Zoho Reports.

 

Using Scheduled Periodic Import

 

Slideshow explains how to use the Scheduled Periodic import feature to import data periodically into Zoho Reports. The presentation explains how data in a Zoho Creator application can be imported periodically into Zoho Reports using this feature.

 

Advanced Analytics Add-on for Zoho CRM

Advanced Analytics Add-on Quick Overview

 

Quick Overview video introducing the Zoho Reports advanced analytics add-on for Zoho CRM.

 

1.12 Mins
Setting up CRM analytics add-on

 

Slideshow explains how to setup the Zoho Reports advanced analytics add-on for Zoho CRM.

 

Creating new reports in CRM analytics add-on

 

Slideshow explains how to create new reports using the Zoho Reports add-on for Zoho CRM.

 

Creating a Sales Funnel Report

 

Slideshow explains how to use the Zoho Reports add-on for Zoho CRM to create a sales pipeline funnel.

 

Win/Loss Rate Report of Sales Persons

 

Slideshow explains how to create a win/loss rate report on your sales performance using the Zoho Reports add-on for Zoho CRM.

 

Creating Top/Bottom 5 Sales Persons report

 

Slideshow explains how to create the top/bottom 5 sales persons report based on their performance, using the Zoho Reports add-on for Zoho CRM.

 

Advanced Analytics Add-on for Salesforce CRM

Setting up CRM analytics add-on

 

Video explains how to setup the Analytics Connector for your Salesforce CRM

 

Creating new reports in CRM analytics add-on

 

Slideshow explains how to create new reports using the Analytics Connector for Salesforce CRM

 

Creating a Sales Funnel Report

 

Slideshow explains how to use the Analytics Connector for Salesforce CRM to create a sales pipeline funnel.

 

Win/Loss Rate Report of Sales Persons

 

Slideshow explains how to create a win/loss rate report on your sales performance using the Zoho Reports Analytics Connector for Salesforce CRM.

 

Creating Top/Bottom 5 sales persons report

 

Slideshow explains how to create the top/bottom 5 sales persons report based on their performance, using the Zoho Reports Analytics Connector for Salesforce CRM.

 

Advanced Analytics Add-on for Zoho Projects

Advanced Analytics Add-on for Zoho Projects

 

Quick Overview video introducing the Zoho Reports advanced analytics add-on for Zoho Projects.

 

1.21 Mins
Zoho Reports Advanced Analytics Add-on for Zoho Projects

 

Video explains how to setup the Zoho Reports advanced analytics add-on for Zoho Projects.

 

6.14 Mins
Creating New Reports

 

Slideshow explains how to create new reports using the Zoho Reports add-on for Zoho Projects.

 

Creating Project Revenue Reports

 

With Zoho Reports Projects Connector Add‑on you could easily create reports to analyze your projects revenue by following three simple steps

 

Creating Projected Revenue Report

 

Slide show explains how to calculate projected revenue for your ongoing/upcoming projects.

 

Creating Effective ROI Report

 

Slide show explains how to create a report calculating ROI per Project over your Zoho Projects data in Zoho Reports.

 

Creating Burndown Reports

 

A burndown report is a graphical representation of how much time is left in a project vs how much work is left to be done.

 

Quicklinks

The charting ability is awesome! I love the product- Stephen Crescenti (Account Executive)
EmailCleaners.com

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