What's New in Zoho Reports
Jan 17, 2018
HubSpot CRM Advanced Analytics
We are happy to announce the general availability of HubSpot CRM Advanced Analytics powered by Zoho Reports. This integration empowers you with deep sales analytical capabilities and helps you keep track of your Key Sales Performance metrics.
HubSpot CRM Advanced Analytics comes with over 60+ handpicked sales analytics reports and dashboards that you will find of great value. You can also create your own insightful reports to track your sales pipeline, visualize your sales conversion funnels, measure sales team performance, forecast your sales and do much more with ease.
Support for Median and Mode Function
You can now apply Median and Mode function over your columns while creating reports.
To apply this,
Import Data from Multiple Excel Sheets in a Single Click
Zoho Reports now allows you to import all the data from your Excel workbook in one go. Earlier, users were allowed to select only one sheet at a time while importing data from an Excel workbook.
From now on, when importing an Excel workbook, you can select multiple sheets at a time to be imported into Zoho Reports (in Step 2 of the Import Wizard). Each sheet will be stored as an individual table in the reporting database.
Unified Data Sources page to manage all your Data Imports
Zoho Reports has enhanced the Data Sources page to easily view and manage all the import data sources setup in a reporting database. Earlier this feature listed only the advanced analytics connectors in the reporting database. From now on this page will contain details of all the Import Sources in the reporting database.
You can access this page by clicking the Data Sources button in the Explorer tab of the reporting database.
You can view and manage the data sources from this page by selecting them.
Track Resource Usage and Manage Users of a Reporting Database
Zoho Reports allows you to keep a track of the resources that are used at the database level. This feature enables you to monitor and manage the resources used for that particular reporting database.
You can view these details by clicking Settings > Resource Usage.
You can perform operations such as adding, deleting and deactivating a user from the reporting database. Click the Users tab to perform these operations.
Option to Schedule Email on the Last Day of the Month
With this update, you can set schedules to email reports on the last day of the month. Earlier if you had to email a report on the last day of the month, you will either have to select 30 or 31.
Now, you can select the option Last day under the Repeat By section. This will automatically send emails on the last day of the month.
Zoho Survey and SurveyMonkey Advanced Analytics
These integrations enable you as an analyst to proactively manage, measure and derive analytical insights from your surveys run in Zoho Survey or SurveyMonkey. With Zoho Reports you can easily slice and dice your survey responses, derive key metrics and transform them into actionable insights with the power of analytics.
These connectors come with a unique set of hand-picked reports and dashboards that enables you to easily jumpstart your analytics.
Zoho Survey Advanced Analytics
SurveyMonkey Advanced Analytics
Show Total As
In Pivot Tables, by default, the summary function used to display the subtotals will be the same as that of the summary function applied on the corresponding data column. With this update you can customize this and apply any other summary functions such as sum, average, min and max on the sub-total and grand total that is displayed.
Public Announcement: Google AdWords Advanced Analytics
We at Zoho Reports are happy to announce the general availability of Google AdWords Advanced Analytics integration. This connector provides deeper marketing analytical capabilities for your campaign data in Google AdWords.
Product marketers and SEM analysts can 'slice & dice' their AdWords campaigns data in depth and analyze key performance metrics such as impressions, click rate, conversion rate, cost metrics, growth rate and much more. Not just that, users can blend their marketing data in Google AdWords along with other related data sources such as CRM and perform cross-functional analytics
The connector comes with 80+ handpicked default reports and dashboards organized functionally as Accounts overview, Ad group Performance, Ad Performance, Campaigns Performance and Geo Performance.
Click to learn about:
Teamwork Projects Advanced Analytics
We at Zoho Reports are happy to announce the general availability of Teamwork Projects Advanced Analytics integration. This connector empowers project managers with advanced analytical capabilities thereby giving a greater visibility & control on their project execution.
Users of this application can slice and dice their project data, derive & analyze key project metrics such as project completion rate, resource utilization rate, risk rate and do much more. The connector comes with 50+ hand-picked reports and dashboards organized functionally as Overview, Members/Users, Milestones, Tasks, Risks, and Time-tracking, thus enabling you to easily jumpstart on your analysis.
Click to learn about:
Stripe Subscriptions Advanced Analytics
We at Zoho Reports are happy to announce the availability of Stripe Subscriptions Advanced Analytics integration. This connector enables you as a business owner to proactively manage and drive your subscription business with deep analytical insights.
With Stripe Subscriptions Advanced Analytics you can slice and dice your subscription data, derive & analyze key SAAS subscription metrics such as revenue, growth rate, churn rate, cancellation rate, customer growth rate and do much more. The connector comes with 75+ hand-picked reports and dashboards organized functionally as Subscription, Churn Analytics, Revenue, and Customer Analytics thus enabling you to easily jumpstart on your analysis.
Click to learn about,
New Edition and Modules Support in QuickBooks Analytics
With this update we have made the following enhancements to Advanced Analytics for QuickBooks Online:
Introducing Dynamic Threshold feature for Charts
We at Zoho Reports are happy to announce the Dynamic Threshold feature. Until now, users could only set a static (constant) value as threshold. With this update, users can apply dynamic functions (value) such as Sum, Avg, Minimum, Maximum over the column in the reference axis or over a different column.
Users can now set the Scope of the threshold to the entire chart or set the threshold value for each data point (cell).
Apart from this, we have also added a new threshold line styles under the formatting option.
Applying Grid Themes at Database level
Recently, we released the Grid themes feature which allows you to customize the look and feel of your Pivot, Summary and Tabular views. This feature enables you to apply colorful and attractive themes over your grid-based views.
To set Grid Themes:
Changes in the User Filters interface
We have completely changed the User Interface of the User Filters dialog to enhance the experience. The New UI will allow you to quickly apply the necessary customizations.
Beta: Zoho Campaigns Advanced Analytics
We at Zoho Reports are very happy to announce the Beta release of Zoho Campaigns Advanced Analytics connector. The Zoho Campaigns advanced analytics integration powered by Zoho Reports enables you to easily analyze your email campaigns and derive great insights.
Product marketers and analysts can slice and dice their campaign data and derive key campaign metrics such as campaigns trend, conversion rate, click rate, open rate, unsubscription trend and do much more.
The connector comes with 50+ hand-picked reports and dashboards organized functionally as campaign & email analytics, email domain analytics, subscriber analytics and list analytics, thus enabling you to easily jumpstart on your analysis.
Support for Importing OData feeds
Zoho Reports now extends support to import data from OData feeds. Users can import their data into Zoho Reports by providing the URL of their OData feed.
Shortened Embed/Permalink URL
Please do note that the previously generated URL's will continue to work without any glitches.
Analytics on the Go: Introducing New Mobile Apps for iPhone and Android phones
We at Zoho Reports are extremely happy to announce the availability of Zoho Reports Mobile Apps for both iPhone and Android phones. This is in addition to the already existing apps for iPad and Android tablets.
With the Zoho Reports Mobile BI app, you can access the reports and dashboards that you create in Zoho Reports service, on the go.
The Zoho Reports Mobile BI application provides you with the following capabilities:
Interactive Analytics: Interact and explore reports through an immersive touch experience through actions like drill down, user filters, view underlying data and much more.
Analytics on the go: Analyze the reports and dashboards, keep track of key metrics anytime anywhere from your mobile application.
Easy Access: Easily access and traverse across your reports through visual previews, powerful search and a variety of view categorization options.
Collaborative Analytics: Collaborate with your colleagues by sharing reports and dashboards with fine-grained access control.
Do try it out and share your valuable feedback. Click to learn more.
Public Release: Microsoft Dynamics CRM Advanced Analytics
We at Zoho Reports are extremely excited to announce the public release of the Microsoft Dynamics CRM Advanced Analytics connector. This integration empowers you with deep sales analytic capabilities over your data in Microsoft Dynamics CRM. Thereby enabling you to keep track of your Key Sales Performance metrics and optimize your sales execution.
It comes with over 100+ handpicked reports and dashboards that you will find of great value. You can also create your own insightful reports to track your sales pipeline, measure sales team performance, forecast your sales and do much more with ease.
To explore further, please refer to the below links:
Zoho Creator Advanced Analytics
We at Zoho Reports are extremely thrilled to announce the general availability of the much awaited Zoho Creator Advanced Analytics Integration.
Zoho Reports Advanced Analytics Add-on for Zoho Creator enables you to easily slice & dice your application data and create insightful reports & dashboards. Users can embed reports and dashboards within your Zoho Creator apps.
Empower your creator applications with deeper analytical capabilities from Zoho Reports. This integration is available in all the paid plans of Zoho Reports.
New Modules Support in Xero, Zoho Finance, and ServiceDesk Plus Advanced Analytics connector applications
With this update, we extend to support the following modules in Xero, Zoho Finance applications, and ManageEngine ServiceDesk Plus.
Xero Advanced Analytics
Zoho Finance Advanced Analytics (for Zoho Books and Zoho Invoice apps)
ManageEngine ServiceDesk Plus on Premise
Zoho Desk Advanced Analytics
We at Zoho Reports are happy to announce the general availability of Zoho Desk Advanced Analytics integration. This connector enables Zoho Desk users to easily analyze their help desk data and track their key help desk metrics.
The Zoho Desk Advanced Analytics connector comes bundled with over 75+ domain specific default reports & dashboards such as agents' performance, customer analytics, deadline complience, satisfaction rating, and much more. You can also create your own insightful reports & dashboards for in depth analysis.
Not just that, if you are a user of Zoho CRM and Zoho Desk, you can combine data from both the domains for cross functional reporting and analysis. Click here to view a sample dashboard created by blending data from Zoho CRM and Zoho Desk.
Zoho Reports moves from User based Model to Organization Model
Zoho Reports now allows you to manage your account and collaborate with your colleagues and users with a segregated workspace called Organization. The administrator of the organization is allowed to control the permissions, add/delete the users in his organization and manage the subscription of his organization account.
Until now Zoho Reports has been following a User Based Model where each user will be allocated an individual workspace. From now on, the members of an organization can collaborate and use a shared workspace.
Powerful Admin Console interface for Zoho Reports White Label Users
As you might now, Zoho Reports offers a powerful Embedded Analytics and White Label Solution for independent software vendors, solution developers, consultants etc., to quickly implement a ready-made BI and analytics solution into their product/service offering.
White Label users can now manage their White Label settings through a powerful administrative console from within Zoho Reports.
To access the admin console,
The White Label solution of Zoho Reports is not available for all users by default. It is available to customers only on request. If you are interested in using Zoho Reports as your White Label Solution or Embedded Analytics Service, write to us at email@example.com
New: Notifications Corner in Zoho Reports
The Notifications feed in your Zoho Reports account will notify you instantly on any new activities in your account. This will also enable you to access the relevant information from the notifications feed itself. You can access the notifications feed by clicking the Notifications icon in the top right corner of your Zoho Reports account.
New Customization options in Dashboard Themes
1. Dashboard Themes now allows you to customize the Font style and color of the title and description of individual reports embedded in a dashboard.
To use this option, open your dashboard.
2. Henceforth when you create a new dashboard by default the Border Theme will be applied. This is to enhance the look and feel of the dashboards. You can change this setting by using the Themes button in the Dashboard toolbar.
Beta Announcement: Zoho Creator Advanced Analytics (Beta)
We at Zoho Reports are extremely thrilled to announce the beta availability of the much awaited Zoho Creator Advanced Analytics Add-on.
Zoho Reports Advanced Analytics Add-on for Zoho Creator enables you to easily slice & dice your application data and create insightful reports & dashboards. Empower your creator applications with deeper analytical capabilities with this analytics add-on from Zoho Reports.
Announcing New Charts Visualizations. #MoreVariety - #MoreColors - #MoreImmersive - #MoreModern
We at Zoho Reports are extremely happy to announce the general availability of the brand new version of our charts visualizations. Our new charts brings in more variety, more pleasing & cool color schemes, offers more immersive experience and is built on a more modern technology stack.
#MoreVariety: We have now added several new chart types such as Bubble, Packed Bubble, Dial and Bullet to our library, making it more than 30+ charts visualizations to pick from...
#MoreColors: Pickup from a wide range of color palettes and customize your charts & pivots to make them look cool & trendy. You can also create your own custom palettes.
#MoreImmersive: Indulge into an immersive & exploratory experience with dynamic drill-downs, sleek filters, faster loading, pleasing animations and much more...
Try the new charts visualizations and let us know what you think about it. We would love to hear your feedback.
Also, help us spread the word by tweeting with #VisualizeMore.
Improvements in the Lookup Column Feature
We are rolling out a few enhancements to the lookup column feature to further enhance its usability.
Specify data type for lookup column: Users can now change the datatype of the lookup column. Until now, the child column will share the data type of the parent column. With this update, you can set a specific data type for the child column. You can change the data type of the lookup column using the Edit Design option in the table.
Support for Default and Mandatory Values: You can now specify Default and Mandatory values for a lookup column. You can do this using the Edit Design option in the table.
Lookup column over a looked up column: You can now make a looked up column (in the parent table) to also be a lookup column referring to another table (grandparent). This feature was not supported until now.
Behavior change - Action on deleting values in a lookup column: From now on when you create a lookup column, by default no action will be taken on the child column upon deleting the values in the corresponding parent column.
Until now Zoho Reports provided options to delete the values in the child column when you delete the values in the corresponding parent column. This option has been removed with this update as it was found to be less frequently used and had high performance overhead. For users who have already been using this option, we will continue to support it. However, we would like to emphasize on the fact that "Delete the corresponding values in the child column" option will not be supported for the new lookup columns that you create henceforth.
Beta Release: Zoho Desk Advanced Analytics Add-on
We at Zoho Reports are happy to announce the availability of Zoho Desk Advanced Analytics (Beta). This add-on enables Zoho Desk users to easily analyze their help desk data and keep track of their key help desk metrics.
The Zoho Desk Advanced Analytics connector comes bundled with over 75+ domain specific default reports & dashboards such as agents' performance, ticket inflow, satisfaction rating, and much more. Apart from this, you can also create insightful reports & dashboards for indepth analysis.
You can quickly review the default reports and dashboards from the Zoho Desk Sample Reporting database.
View Underlying Data Enhancement for Related Tables
So far when you create a report using multiple tables, you will be able to view the underlying data of the tables separately. Zoho Reports has now enhanced this feature in such a way that when you access the View Underlying Data option, the data from all the related tables will be joined and displayed as a single table. This will be of great use to those who wish to view the joined data in a single shot.
Before this update:
The below screenshot highlights how the data tables used to be listed separately in the View Underlying Data. You need to select each of the table seperately to view the underlying data of that table.
After this update:
By default the View Underlying Data displays the data from the base table joined with the columns from the related table. You can also access the tables individually to view the underlying data.
In the below screenshot the Employee and Related tables (ie.. the Employee and the Department table) is selected by default. If you wish to view the data pertaining to the Department table alone, you can do so by selecting Department from the View Data from dropdown.
While sharing the report you can select the columns that you wish to display under "View Underlying Data" option. Refer Sharing and Collaboration to learn more.
In the user interface, you can also choose to Show/Hide the columns as you wish using the Show/Hide icon as highlighted below.
Homepage - Import Options in a Single Page
The new Zoho Reports homepage layout will allow you to easily spot all the import options in a single page. Until now, users had to navigate across pages to check out the available import options.
We request you to check out our new layout and share your feedback.
Send Email - Option to Append Email Sent Time
You can now choose to display the exact time when the report was generated in the subject line of the email while emailing reports and dashboards. To use this feature select the option "Append email sent time in subject" in the Email Settings window.
Beta Release: Teamwork Projects Advanced Analytics Add-on
We at Zoho Reports are very happy to announce the release of Zoho Reports Advanced Analytics Add-on for Teamwork Projects (Beta). This add-on empowers the users of teamwork app with advanced analytical capabilities thereby giving a greater visibility & control on their project execution.
The Teamwork Advanced Analytics connector comes bundled with over 50+ default reports and dashboards that will help you keep track of your Key Project Metrics. You can also create insightful reports & dashboards over your Teamwork data for indepth project analytics.
Zoho Finance Analytics expands with support for Zoho Invoice
The Zoho Finance advanced analytics add-on (so far called as Zoho Books Advanced Analytics) gets much more power packed with the Zoho Invoice integration. You can now import your Zoho Invoice organization data into Zoho Reports for advanced reporting and analysis. Till date, this add-on supported analytics only for Zoho Books. From now on you can import and analyze both your Zoho Books as well as Zoho Invoice modules.
We have plans to support more applications of the Zoho Finance suite in the future.
Renamed Custom Formula to Formula Column
We have renamed the option Custom Formula to Formula Column. The Formula column option adds a new column to your data table, whose values are derived based on the calculation/formula defined. You can define any powerful mathematical formula by invoking Add > FormulaColumn from the table.
New Packed Bubble Chart type for Zoho Reports
The Packed Bubble chart type is used to display data in a cluster of circles or bubbles. They are used to display the values disregarding the axes. The difference between a normal bubble chart and a packed bubble is that the latter is tightly packed rather than spread over a grid. You can use a packed bubble chart to visualize large amount of data in a small space.
Please do note that, this chart type is available only as a part of the New Charts feature which is currently in Beta.
Enhanced Chart chooser dialog for Dashboards and Embedded views
We have now revamped our Chart Chooser option for dashboards and Embedded Views. Our new intuitive and smooth Chart Chooser option will help previewing the chart types available and switch between them real fast.
New Edit view option in Explorer
You can now easily edit your reports and dashboards by invoking the Edit option in the contextual menu of the corresponding view in the Explorer. This will directly open the view in the Edit mode real fast, thereby saving few clicks.
Support to Export upto 3 million cells in Excel file format
You can now export table like views (Pivot, Summary, Tabular View, Tables & Query Tables) with up to 3 million data cells as Excel files. Until now, it was possible only to export up to 1 million cells.
Microsoft Dynamics CRM Advanced Analytics (Beta)
We at Zoho Reports are extremely excited to present to you the Microsoft Dynamics CRM advanced analytics add-on (Beta). This add-on empowers you with analytical capabilities over your Microsoft Dynamics CRM data thereby giving you a greater visibility on your Sales data.
The add-on comes with over 100+ handpicked reports and dashboards that you will find of great value. You can also create insightful reports to predict your sales pipeline, know your sales win/loss rate, Top 5/Bottom 5 sales persons and do much more with ease.
To explore further, please refer to the below links:
New option to Setup Zoho CRM Analytics from Zoho Reports
You can now setup the Zoho CRM Advanced Analytics Add-on from within the Zoho Reports interface itself. Till now, this was possible only from the Zoho CRM interface. This feature provides a much easier option for the Zoho Reports users to setup and manage the integration from within Zoho Reports.
Watch the below presentation to learn about setting up the Zoho CRM Advanced Analytics Add-on from Zoho Reports.
Zendesk and MailChimp Analytics - Public Release
We at Zoho Reports are extremely happy to announce the general release of advanced analytics connectors for Zendesk and MailChimp.
Until now the beta version of these connectors were only available for the paid users of Zoho Reports. With this general release it is made available for all Zoho Reports users.
The add-ons are available Free in all paid plans of Zoho Reports. It is priced at $15 per add-on/month in free edition.
Zendesk Advanced Analytics Add-on - Key Highlights:
MailChimp Advanced Analytics Add-on - Key Highlights:
Import Data from popular CRM Solutions using Flatly
Zoho Reports now allows you to import data from various CRM services using a web automation app called Flatly. You can seamlessly pull data from popular CRM services such as Insightly CRM, Pipedrive and Base CRM into Zoho Reports for Advanced Sales Analytics.
Variable Support for Groups
Zoho Reports has now enhanced the Variable feature which was introduced recently to setup groups. You can now create variables and map the values to groups. If you have created groups for sharing and collaboration, you can map variable values to them.
To map a variable to a group
Cloud Databases: Hourly Periodic Import Schedule
Zoho Reports recently released a very easy and simple approach to import data from Cloud databases. With this update we are supporting hourly periodic schedules to fetch the latest data automatically. The available options are:
You can set this hourly periodic schedule while setting up the reporting database. Please do note that, this option is available only in the paid plans of Zoho Reports.
Existing users, who have already setup the reporting database can change the interval using the Edit Setup option. Click to know more.