Reports Videos

Zoho Reports Video Resources

Our videos will help you get started with Zoho Reports and guide you on using our important features. Whether you're looking for a step-by-step tutorial or a quick how-to video, you're in the right place.

Getting Started

08:44 https://www.youtube.com/embed/J-Yqmi-GkEI

Zoho Reports Overview Video

Getting Started Overview video on Zoho Reports.

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04:00 https://www.youtube.com/embed/AO8qN5PVIxg

Import data into Zoho Reports

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

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5:14 https://www.youtube.com/embed/fSBZUIyeS5I

Import from Cloud storage/Drive

This section tutors you on how to import data from the cloud drive into Zoho Reports.

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03:56 https://www.youtube.com/embed/6IegPNlM8Bg

Create Charts in Zoho Reports

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

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01:46 https://www.youtube.com/embed/xIrQ3EXa7vk

Configuring Chart Drill Down

Video explains how to create and customise Drilldowns in your charts in Zoho Reports.

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02:30 https://www.youtube.com/embed/T8YxlXHvBV0

Create Pivot Tables / Crosstabs

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

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01:43 https://www.youtube.com/embed/2LivQcJ35H4

Apply Filters in charts, pivot tables and summary views in Zoho Reports

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

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01:36 https://www.youtube.com/embed/-JT6Hnwapg8

How to Create Dashboards in Zoho Reports?

Video explains how to create dashboards in Zoho Reports.

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04:36 https://www.youtube.com/embed/Eumx6ve2n9o

Easily joining multiple tables

Video explains how to use the Auto-Join feature and create reports by joining multiple tables.

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04:12 https://www.youtube.com/embed/ua6ZKaXh_ww

Create Query Tables in Zoho Reports

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

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03:13 https://www.youtube.com/embed/q5xrnIKvuxw

Share your reports and dashboards

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

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0:43 https://www.youtube.com/embed/DR2XHeiwCKo

Publish your reports and dashboards

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

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02:53 https://www.youtube.com/embed/JCxMEJ6yXO0

Zoho Reports for Google Apps

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

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Slideshow https://docs.zoho.com/show/publish/gu1wa4f9b0909d66e42888469c6bc7c746bc7

Zoho Reports with Zoho Creator

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

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Slideshow https://docs.zoho.com/show/publish/gu1wa4f9b0909d66e42888469c6bc7c746bc7

Using Scheduled Periodic Import

The presentation explains how data in a Zoho Creator application can be imported periodically into Zoho Reports using this feature.

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Zoho CRM Analytics

01:12 https://www.youtube.com/embed/0w4kT0xzG3E

Advanced Analytics Add-on for Zoho CRM

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

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02:45 https://www.youtube.com/embed/jZOnioWZGDU

Setting up the Zoho Reports Advanced Analytics Add-on for Zoho CRM

In this video we will see how to set up the Zoho CRM advanced analytics add-on.

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Slideshow https://docs.zoho.com/show/publish/hd3vb66e963f79d724c46b7ad8ae9ba34049f

Setting up the Zoho Reports Advanced Analytics Add-on

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

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Slideshow https://docs.zoho.com/show/publish/hd3vbd77f2f834927449491d8deafbd3dd109

Creating New Reports using the Advanced Analytics Add-on

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

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Slideshow https://docs.zoho.com/show/publish/hd3vb53665f2f36d24be892c5eb9b589ff6ef

Creating a Sales Funnel Report

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

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Slideshow https://docs.zoho.com/show/publish/hd3vb2ffd32b50605413cb8ae42f3ea706fd4

Creating Win % / Loss % Report

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

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Slideshow https://docs.zoho.com/show/publish/hd3vbe89e33fbe0fb4b089ca8c4a6a1af5388

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.

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Salesforce CRM Analytics

6:04 mins https://www.youtube.com/embed/9nXyXeogkCs

Setting up

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

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Slideshow https://docs.zoho.com/show/publish/z1v9008a2d72684754fc29245b40d900d3a99

Creating new reports

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

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Slideshow https://docs.zoho.com/show/publish/z1v900d91bc86ec134dc6a42028a77c0193b2

Creating a Sales Funnel Report

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

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Slideshow https://docs.zoho.com/show/publish/z1v90f87754882db34f09aa57d69575a048c3

Creating Win % / Loss % Report

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

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Slideshow https://docs.zoho.com/show/publish/z1v90c22f348f806c414b9be36ff8243dab72

Creating Top/Bottom 5 Sales Persons

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

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Microsoft Dynamics CRM

Slideshow https://docs.zoho.com/show/publish/0xohr9be42c791be94cf6a809f5c15f3cbfeb

Setting up the Analytics Connector

Video explains how to setup the Analytics Connector for your Microsoft Dynamics CRM.

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Slideshow https://docs.zoho.com/show/publish/0xohr3e5271e8646a482d8306b8b0bc99041f

Creating new reports using the Analytics Connector

Slideshow explains how to create new reports using the Analytics Connector for Microsoft Dynamics CRM.

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Slideshow https://docs.zoho.com/show/publish/0owbt7fd70c30a64d4fa4a29c37b90f9d7dac

Creating a Sales Funnel Report

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

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Slideshow https://docs.zoho.com/show/publish/0owbtd31f9bb9ac354aa9a15880789c6b41a0

Creating Win % / Loss % Report

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

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Slideshow https://docs.zoho.com/show/publish/0owbt70cd935caa6242cfbb11f5d08197e715

Top 5/Bottom 5 Sales Persons Report

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

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Slideshow https://docs.zoho.com/show/publish/0owbt50a6181526844d59b92ad8a52bbea27a

Creating Sales Trend Report

Slideshow explains how to create Sales Trend report using the Zoho Reports Analytics Connector for Microsoft Dynamics CRM.

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Slideshow https://docs.zoho.com/show/publish/0owbt7c8e513a8a9f4efa82ae5ddbd4693e37

Creating Sales Cycle Report

Slideshow explains how to create Sales Cycle report using the Zoho Reports Analytics Connector for Microsoft Dynamics CRM.

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Slideshow https://docs.zoho.com/show/publish/0owbtb43be3f24c6d45f3b2c796dbafc2ade9

Creating Target Based Report

Slideshow explains how to create Target Based report using the Zoho Reports Analytics Connector for Microsoft Dynamics CRM.

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Slideshow https://docs.zoho.com/show/publish/0owbtfb236b117396474b88589482d25a62db

Lead to Opportunity Conversion Report

Slideshow explains how to create Lead to Opportunity Conversion Rate report using the Zoho Reports Analytics Connector for Microsoft Dynamics CRM.

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Slideshow https://docs.zoho.com/show/publish/0owbtded4bf67ac7a4dc2b2121575ac2a5490

Average Time Taken to Convert a Lead to Opportunity Report

Slideshow explains how to create Average Time Taken to Convert a Lead to Opportunity report using the Zoho Reports Analytics Connector for Microsoft Dynamics CRM.

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Stripe

Slideshow https://docs.zoho.com/show/publish/3z75h1ce07693a3ad4ef89d736ae627091ba6stripe advanced analytics

Setting up the Analytics Connector for Stripe

Slideshow explains how to setup the analytics connector for Stripe.

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Slideshow https://docs.zoho.com/show/publish/3z75ha2992c5a210b48b39e0b439a2160ddf4stripe analytics

Creating reports using Stripe Advanced Analytics connector

Slideshow explains how to create new reports using the Analytics Connector for Stripe.

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Slideshow https://docs.zoho.com/show/publish/40lr3bcf5aa81eb1342cc9bf718d5bf28fe1fretention cohort in stripe

Creating customer retention cohorts

Slideshow explains how to use the Analytics Connector for Stripe to create customer retention cohorts.

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Slideshow https://docs.zoho.com/show/publish/40lr3d53f6997fa74402b97df9f02ca91c7efstripe churn cohort

Creating customer churn cohorts

Slideshow explains how to use the Analytics Connector for Stripe to create customer churn cohorts.

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MailChimp Analytics

Slideshow https://docs.zoho.com/show/publish/128qu9dba99f7f6e84397aadc9c2767b9ece3

Setting Up Zoho Reports Advanced Analytics for MailChimp

Slide show explains how to setup advanced analytics for MailChimp.

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Slideshow https://docs.zoho.com/show/publish/128que411374d5a614819aeeaa104ddfd0df4

Creating New Reports using the Advanced Analytics connector for MailChimp

Slide show explains how to create reports with advanced analytics for MailChimp.

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Google AdWords Analytics

Slideshow https://docs.zoho.com/show/publish/xdk7nf129db33d3994c8593daafac3ee8ece9

Setting Up Zoho Reports Advanced Analytics for Google AdWords

Slide show explains how to setup advanced analytics for Google AdWords.

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Slideshow https://docs.zoho.com/show/publish/2k1uof52bf0c71f6449c7aa92c29e18b9b9ae

Creating New Reports using the Advanced Analytics connector for Google AdWords

Slide show explains how to create reports with advanced analytics for Google AdWords.

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Zoho Survey

Slideshow https://docs.zoho.com/show/publish/4jpyv1e151b06e7c34aac9c0ba78405ba86f0setting up zoho survey

Setting up the Analytics Connector for Zoho Survey

Slideshow explains how to setup the analytics connector for Zoho Survey.

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Slideshow https://docs.zoho.com/show/publish/4jpyvcabdcdf6a3b1447cb9947bb78268de82zoho survey analytics

Creating reports using Zoho Survey Advanced Analytics connector

Slideshow explains how to create new reports using the Analytics Connector for Zoho Survey.

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SurveyMonkey

Slideshow https://docs.zoho.com/show/publish/4jeyabfea86b72b92487b9df2dfd88da60f3fsurveymonkey advanced analytics

Setting up the Analytics Connector for SurveyMonkey

Slideshow explains how to setup the analytics connector for SurveyMonkey.

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Slideshow creating reports using surveymonkey analytics connector

Creating reports using SurveyMonkey Advanced Analytics connector

Slideshow explains how to create new reports using the Analytics Connector for SurveyMonkey.

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ServiceDesk Analytics

Slideshow https://docs.zoho.com/show/publish/yizs605a276bbcde34e38a860d6389223cf0f

Setting up Zoho Reports Advanced Analytics for ManageEngine ServiceDesk Plus

Slide show explains how to setup advanced analytics for ServiceDesk Plus.

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Slideshow https://docs.zoho.com/show/publish/d8ctx9a3bd8c0aa1143178ad0bc49c30ae3e5

Creating New Reports using the Analytics Connector for ManageEngine

Slide show explains how to create reports with advanced analytics for ServiceDesk Plus.

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Zoho Desk

Slideshow https://docs.zoho.com/show/publish/2cboc774cf64da21f4ee882bb8b4585ed13ab

Setting Up Zoho Reports Advanced Analytics for Zoho Desk

Slide show explains how to setup advanced analytics for Zoho Desk.

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Slideshow https://docs.zoho.com/show/publish/2cboc190ea48974df4a539272c56ec02a4fcc

Creating Reports using the Advanced Analytics connector for Zoho Desk

Slide show explains how to create reports with advanced analytics for Zoho Desk.

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Zendesk Analytics

Slideshow https://docs.zoho.com/show/publish/mnvi511e3f68be5c94f1b9e14b9ea0a6b82da

Setting Up Zoho Reports Advanced Analytics for Zendesk

Slide show explains how to setup advanced analytics for Zendesk.

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Slideshow https://docs.zoho.com/show/publish/mnvi55c9ecf0018c445399194e807f4cafbea

Creating Reports using the Advanced Analytics connector for Zendesk

Slide show explains how to create reports with advanced analytics for Zendesk.

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Zoho Projects Analytics

1:21 mins https://www.youtube.com/embed/OcjQbPgqKtU

Zoho Reports Advanced Analytics Add -on for Zoho Projects

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

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5:50 mins https://www.youtube.com/embed/FdQqFFBNVEc

Setting up the Zoho Reports Advanced Analytics Add-on for Zoho Projects

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

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Slideshow https://docs.zoho.com/show/publish/z1g20230b8cad398b413c90dd2b62dc9c1425

Creating New Reports using the Advanced Analytics Add-on for Zoho Projects

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

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Slideshow https://docs.zoho.com/show/publish/z1g2060aacf5d20a749fba1abcbc9d8c3f6ad

Create Project Revenue Reports using the Advanced Analytics Add-on

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

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Slideshow https://docs.zoho.com/show/publish/z1g20077fd4aa23544b84a87d9c00bade857e

Created Projected Revenue Report using the Advanced Analytics Add-on

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

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Slideshow https://docs.zoho.com/show/publish/o319t6530811102cc4bab9a3881197fccc1cb

Creating Effective ROI Report using the Advanced Analytics Add-on

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

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Slideshow https://docs.zoho.com/show/publish/z1g20c367dae1b7cf4eabaf9a895741255c0e

Creating Burndown Reports using the Advanced Analytics Add-on

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.

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Teamwork Projects

Slideshow https://docs.zoho.com/show/publish/0fdmd091b62b9d5074db4a9fa1e163c86d8a9setting up teamwork projects analytics

Setting up the Analytics Connector for Teamwork Projects

Slideshow explains how to setup the analytics connector for Teamwork Projects.

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Slideshow https://docs.zoho.com/show/publish/1vl96ca8e0a11957e4383bf037ed496c55346creating reports using teamwork projects analytics connector

Creating reports using Teamwork Projects Advanced Analytics connector

Slideshow explains how to create new reports using the Analytics Connector for Teamwork Projects.

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Zoho Recruit

Slideshow https://docs.zoho.com/show/publish/w3e497f6018e22c984a28a2f91e61c3c602a1

Setting up Zoho Recruit Advanced Analytics Add-on

Slideshow explains how to setup the Zoho Reports Advanced Analytics Add-on for Zoho Recruit.

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Slideshow https://docs.zoho.com/show/publish/xhrpb06beb5d8d3eb4f8fbc1d43474abac46d

Creating Reports using Zoho Recruit Advanced Analytics Add-on

Slideshow explains how to create new reports using the Zoho Reports Advanced Analytics Add-on for Zoho Recruit.

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Zoho Creator

Slideshow https://docs.zoho.com/show/publish/33kat09f48a0ac6634169a13317b248237cf3

Setting up Zoho Creator Analytics Add-on

Slideshow explains how to setup the Zoho Reports Analytics Add-on for Zoho Creator.

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Slideshow https://docs.zoho.com/show/publish/33katb736ccff299a42059d249e6f025337ba

Creating Reports using Zoho Creator Analytics Add-on

Slideshow explains how to create new reports using the Zoho Reports Analytics Add-on for Zoho Creator.

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Zoho Books

5:34 mins https://www.youtube.com/embed/9N1wp9BU8hE?rel=0&wmode=transparent%3Bshowinfo%3D0...

Setting up Zoho Books Advanced Analytics Add-on

In this video we will see how to set up the Zoho Books advanced analytics add-on.

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Slideshow https://docs.zoho.com/show/publish/qqpl5a330414e1c934a5fa41ad15b358d64ab

Setting up Zoho Books Advanced Analytics Add-on

Slideshow explains how to setup the Zoho Reports Advanced Analytics Add-on for Zoho Books.

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Slideshow https://docs.zoho.com/show/publish/qqpl5abba69f5644a425a8b2d771923a4dce6

Creating Reports using Zoho Books Advanced Analytics Add-on

Slideshow explains how to create new reports using the Zoho Reports Advanced Analytics Add-on for Zoho Books.

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Slideshow https://docs.zoho.com/show/publish/3fy4o600234aa80264b2bb144431879baa5a8

Creating a Profit/Loss Report using Zoho Books Advanced Analytics Add-on

Slideshow explains how to create Profit/Loss report using the Zoho Reports Advanced Analytics Add-on for Zoho Books.

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Slideshow https://docs.zoho.com/show/publish/a2fst3f705400b1d540d29888c42f1ffd83e1

Creating a Balance Sheet using Zoho Books Advanced Analytics Add-on

Slideshow explains how to create a Balance Sheet using the Zoho Reports Advanced Analytics Add-on for Zoho Books.

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QuickBooks Online

Slideshow https://docs.zoho.com/show/publish/rxdap1605f9e0e52f412db1994f7fba579350

Setting up QuickBooks Advanced Analytics Add-on

Slideshow explains how to setup the Zoho Reports Advanced Analytics Add-on for QuickBooks Online.

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Slideshow https://docs.zoho.com/show/publish/rxdap5f2df5110a9e42d6aa0018fffab0ee5f

Creating Reports using QuickBooks Advanced Analytics Add-on

Slideshow explains how to create new reports using the Zoho Reports Advanced Analytics Add-on for QuickBooks Online.

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Xero

Slideshow

Setting up Xero Advanced Analytics Add-on

Slideshow explains how to setup the Zoho Reports Advanced Analytics Add-on for Xero.

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Slideshow

Creating Reports using Xero Advanced Analytics Add-on

Slideshow explains how to create new reports using the Zoho Reports Advanced Analytics Add-on for Xero.

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