Reports Tour


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

Chart creation

To create a chart, click on New -> New Chart View, after selecting the corresponding table or Query Table on which you would like to create the
chart upon. Watch demo

Chart Creation

Drag and Drop based chart creation

Use the intuitive drag and drop based designer to construct the required chart.

Drag and drop the columns listed on the left pane and place them in the appropriate shelves in the design area.

  • Select the X and Y axis columns. Note that you can have multiple columns in Y axis.
  • Drop the data column that is to be plotted for coloring, in the 'Color' field.
  • Drop the column whose value is to be displayed as data label on the chart, in the 'Text' field.
  • Drop the necessary columns to be shown in the tool tip.
  • In each of the columns dropped, select the function to apply using the drop-down box provided over the column.

Click on the "Click here to Generate Graph" link.

Drag and Drop based Chart Creation

A Bar chart generated based on the columns dropped.

Bar chart

Multiple Y - Axis

You can create charts with multiple Y - axis. Below is an example chart having Sales, Cost & Profit in the Y-axis.

Multiple Y - Axis

Applying powerful filters

You can apply powerful filters over charts by selecting the "Filters" tab in the design area.
These are design time filters applied when you create a chart.

Below is a screenshot of the Sales-Cost-Profit data chart with the filter applied for the year 2014 alone.

Applying Powerful Filters

Dynamic Filters for user interaction

Zoho Reports allows you to include dynamic filtering capability in the reports you create, known as User Filters.

User filters enable your users who access the report, to apply filters on the data displayed.

You can include any column to be exposed as a part of User Filters by selecting the "User Filters" tab.

The screenshots have the columns, Date & Product Category listed as user filters.

Dynamic Filters for User Interaction
Dynamic Filters for User Interaction

Drill Down

With the drill down feature, you can start with a category in the chart to drill down the hierarchy. This helps you to perform exploratory analytics of the category, right away in the same window.

Drill Down

The series of screenshots above shows a sample drill down.

Navigate to your right and find the drill down process.

View Underlying Data

The highlighted area in the top portion of the screenshot above, shows the drill down path.

View Underlying Data

The highlighted area in the top portion of the screenshot above, shows the drill down path.

Drill Down

The highlighted area in the top portion of the screenshot above, shows the drill down path.

Drill Down

The highlighted area in the top portion of the screenshot above, shows the drill down path.

Drill Down

The highlighted area in the top portion of the screenshot above, shows the drill down path.

Drill Down

The highlighted area in the top portion of the screenshot above, shows the drill down path.

Drill Down

The highlighted area in the top portion of the screenshot above, shows the drill down path.

Drill Down

The highlighted area in the top portion of the screenshot above, shows the drill down path.

Drill Down

The highlighted area in the top portion of the screenshot above, shows the drill down path.

Drill Down

View Underlying Data (data drill-down)

Data underlying the overall chart or a point in the chart can easily be viewed by clicking on specific point in the chart.

In the above screenshot, sales data from the region "East" in the year "2014" is displayed by clicking on the corresponding bar in the chart.

Chart types

You can choose to view your chart in any of the wide range of chart types offered by Zoho Reports, depending on the data.

Zoho Reports supports Line, Bar, Combination, Scatter, Stacked Bar, Pie, Funnel, Ring, Area, Stacked Area, Web and Table chart types.

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

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