Reports - Video Demo

Getting Started

Zoho Reports Overview Video

Getting Started Overview video on Zoho Reports.

https://www.youtube.com/embed/aPLg4dp-f28 9:43 mins

Zoho Reports Quick Overview

A quick introduction video about Zoho Reports.

https://www.youtube.com/embed/T47d0_vsFE0 1:42 mins

How to import data into Zoho Reports

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

https://www.youtube.com/embed/AO8qN5PVIxg 4:00 mins

How to create Charts in Zoho Reports

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

https://www.youtube.com/embed/eVsdOxBECo8 2:41 mins

Zoho Reports: Configuring Chart Drill Down

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

https://www.youtube.com/embed/HucjaUHqxjQ 2:14 mins

How to create Pivot Tables / Crosstabs in Zoho Reports

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

https://www.youtube.com/embed/T8YxlXHvBV0 2:30 mins

How to 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.

https://www.youtube.com/embed/SV5uZSISn54 3:27 mins

How to create Dashboards in Zoho Reports?

Video explains how to create dashboards in Zoho Reports.

https://www.youtube.com/embed/qjvat9EU17w 1:28 min

Auto-Join: How to create reports by easily joining multiple tables?

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

https://www.youtube.com/embed/Eumx6ve2n9o 4:36 mins

How to Create Query Tables in Zoho Reports

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

https://www.youtube.com/embed/ua6ZKaXh_ww 4:12 mins

How to share your reports and dashboards to users in Zoho Reports?

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

https://www.youtube.com/embed/GpHbipl-JMA 3:11 mins

How to publish your reports and dashboards in your websites/ blogs?

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

https://www.youtube.com/embed/jKtaSYKythE 0:40 min

Zoho Reports for Google Apps

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

https://www.youtube.com/embed/JCxMEJ6yXO0 2:40 mins

Integrating Zoho Reports with Zoho Creator - Step 1

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

https://docs.zoho.com/show/published.do?rid=gu1wa4f9b0909d66e42888469c6bc7c746bc... Slideshow

Using Scheduled Periodic Import - A demonstration using Zoho Creator

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.

https://docs.zoho.com/show/published.do?rid=gu1wa4f9b0909d66e42888469c6bc7c746bc... Slideshow

Advanced Analytics Add-on for Zoho CRM

Zoho Reports Advanced Analytics Add-on for Zoho CRM

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

https://www.youtube.com/embed/0w4kT0xzG3E 1:12 mins

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

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

https://show.zoho.com/embed?id=193336000000063831 Slideshow

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

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

https://show.zoho.com/embed?id=193336000000058187 Slideshow

Creating a Sales Funnel Report

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

https://show.zoho.com/embed?id=193336000000057003 Slideshow

Creating Win % / Loss % Report on your sales performance

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

https://show.zoho.com/embed?id=193336000000059722 Slideshow

Creating Top/Bottom 5 Sales Persons Report based on performance

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.

https://show.zoho.com/embed?id=193336000000060115 Slideshow

Advanced Analytics Add-on for Salesforce CRM

Setting up the Analytics Connector for Salesforce CRM

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

https://www.youtube.com/embed/jbdd53SCr6g 6:04 mins

Creating new reports using the Analytics connector for Salesforce CRM

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

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

Creating a Sales Funnel Report

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

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

Creating Win % / Loss % Report on your Sales Performance

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

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

Creating Top/Bottom 5 Sales Persons Report based on performance

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.

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

ServiceDesk Analytics

Setting Up Zoho Reports Advanced Analytics for ManageEngine ServiceDesk Plus

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

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

Creating New Reports using the Analytics connector for ManageEngine Salesforce CRM

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

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

Advanced Analytics Add-on for Zoho Projects

Zoho Reports Advanced Analytics Add-on for Zoho Projects

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

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

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.

https://www.youtube.com/embed/FdQqFFBNVEc 6:14 mins

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.

https://docs.zoho.com/show/published.do?rid=z1g20230b8cad398b413c90dd2b62dc9c142... Slideshow

Create 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.

https://docs.zoho.com/show/published.do?rid=z1g2060aacf5d20a749fba1abcbc9d8c3f6a... Slideshow

Created Projected Revenue Report

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

https://docs.zoho.com/show/published.do?rid=z1g20077fd4aa23544b84a87d9c00bade857... Slideshow

Creating Effective ROI Report

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

https://docs.zoho.com/show/published.do?rid=o319t6530811102cc4bab9a3881197fccc1c... Slideshow

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.

https://docs.zoho.com/show/published.do?rid=z1g20c367dae1b7cf4eabaf9a895741255c0... Slideshow

Advanced Analytics Add-on for Zoho Recruit

Setting up Zoho Recruit Advanced Analytics Add-on

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

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

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.

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

Advanced Analytics Add-on for Zoho Books

Setting up Zoho Books Advanced Analytics Add-on

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

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

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.

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

Creating a Profit/Loss Report

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

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

Creating a Balance Sheet

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

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

Advanced Analytics Add-on for QuickBooks Online

Setting up QuickBooks Advanced Analytics Add-on

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

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

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.

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