Trail on Zoho Reports feature and service evolution.
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.
Subtle Changes in the Home page Interface
We have made the following changes in the Zoho Reports home page.
1. The Create Reporting Database option has been renamed as Import Your Data to reflect the first step any user would perform upon logging into Zoho Reports. You can continue importing your data from a wide variety of sources using this option as you used to with the create reporting database option.
2. The search bar in the Zoho Reports homepage has been made much faster. The search now suggests the database names as you type in making it extremely responsive.
Public Release: Xero Advanced Analytics Add-on
We at Zoho Reports are extremely happy to announce the general release of Xero Advanced Analytics Add-on. Till now the beta version of this connector was only available for the paid users of Zoho Reports. With this general release it is made available for all the Zoho Reports users.
The Xero add-on is priced at $15/month. This will enable you to import your Xero data into Zoho Reports, and avail all the features in the Zoho Reports free plan. This add-on is available free in all the paid plans of Zoho Reports
Zoho Reports advanced analytics add-on for Xero enables you to slice and dice your financial data and derive great insights. You can analyze and create reports such as financial overview, bills trend, pending invoices and do much more with Zoho Reports. You can also combine the data from Xero with the data from other sources/services and do cross functional analytics.
Connect Live with Amazon Redshift Database
We recently released a new and simple method to import data directly from various cloud databases such as Amazon RDS, Amazon Redshift, Microsoft SQL Azure into Zoho Reports. In addition to that we are introducing a simple and easy method to connect live with your Amazon Redshift database.
In this method data will not be imported from Amazon Redshift and stored in Zoho Reports. Instead for every report that you create, Zoho Reports will generate appropriate queries to fetch the required data from Amazon Redshift to show you the report.
Zoho Reports now allows you to dynamically select the drill down path from the Zoho Reports chart interface itself. Earlier, when you define a drill down path, you will be allowed to traverse only through the defined path. Now, the path that you define will be listed along with a wide list of connected columns that you can drill down with.
You can also configure the list of additional columns that are to be listed as a part of the drill down while sharing a chart.
In order to dynamically drill-down, click on the chart area and select Drill Down by.
You can now update the week settings such as start day of the week, week format and week mode at the database level. All the reports in the database will use this week setting subsequently.
To set this,
A simple approach to import data from Cloud Databases
We are introducing a very simple model to import data stored in your Cloud databases such as Amazon RDS, Amazon Redshift or Microsoft SQL Azure into Zoho Reports for reporting & analytics. You can setup the import process using a simple setup wizard.
Till now, users had to download and configure the Upload tool to import data from the cloud databases. This new model does not require any software to be installed. You can completely setup and manage the import process from the Zoho Reports web interface itself. You can also set up periodic schedules to have the latest data updated automatically into Zoho Reports.
To import the data from the cloud databases, click the Import from Cloud Databases option in the Zoho Reports homepage.
New Revamped Subscription page
We have completely revamped the interface design of our subscription page. You can now completely manage your subscription including upgrades and downgrades from this page.
Incase you have purchased more than one Zoho Product, you can manage the subscription for all the products from this page.
Introducing the Google AdWords Advanced Analytics Add-on (Beta)
We at Zoho Reports are extremely excited to present to you the Google AdWords advanced analytics add-on (Beta). This add-on enables you to import your Google AdWords campaign data into Zoho Reports for powerful reporting and analysis. You can easily create reports to track your key ad campaign metrics such as best performing campaigns, conversion funnel, clicks vs conversion, ad analytics and much more...
Custom Fields support in ManageEngine SDP analytics add-on
If you are using the ManageEngine ServiceDesk Plus advanced analytics add-on, you can now import the custom fields available in ServiceDesk Plus account into Zoho Reports. These custom fields will be automatically fetched upon updating your SDP pack to version 9229 or above.
Enhancements in User Filters
In continuation with our updates on the user filter feature (Timeline Filter), we have once again come up with a list of enhancements to increase its usability.
In this update the following features have been supported:
1. Highlighting applied filters: This feature automatically highlights the user filter that has been applied on your report/dashboard with a subtle green color. This helps you quickly identify the filter that has been applied.
2. Filter Level Reset: You can now reset a particular user filter that has been applied. To reset individual filters, click the Reset link available on the top of the corresponding filter.
3. Excluding Dashboard Filters: You can now choose to exclude a particular report in a dashboard if you do not want the user filter to be applied on it.
To exclude a report,
4. Default Value in Timeline Filter: You can now set a default value for the .
To set a value as default,
We are extremely happy to announce the Beta releases of two much-awaited integrations with Zoho Reports.
MailChimp Advanced Analytics Add-on (Beta)
The beta version of Zoho Reports Advanced Analytics Add-on for MailChimp enables you to easily analyze your email campaigns in MailChimp and derive great insights, with the in-depth reporting and analytical capabilities of Zoho Reports. Product marketers and analysts can slice & dice their campaigns data, measure and track key campaign metrics and effectively execute their email campaigns.
This add-on comes bundled with over 40+ insightful reports such as campaign conversion funnel, active days of a campaign, customer domain specific analytics etc. that enables you to analyze your data deeper. You can also create your own reports using the easy to use drag and drop interface.
Xero Advanced Analytics Add-on (Beta)
Zoho Reports advanced analytics add-on for Xero empowers your financial data and helps you derive great insights. You can create and analyze reports such as financial overview, bill trend, pending invoices and do much more. The Xero Analytics add-on comes with 45+ insightful reports and dashboards that are capable of giving you a greater visibility on your financial data.
Support to Set 'Column Width Ratio' while Exporting as PDF
Zoho Reports now provides you with options to set the column width ratio while exporting any tabulated report (Pivots, Tabular View and Summary View) as a PDF. You can choose to either export the report with
Sep 20, 2016
Zoho Reports has introduced a new feature called Variables. Variables are placeholders that helps database administrators/owners to assign dynamic values for individual users of the database.
You can use these variables as a part of the Sharing filter criteria to filter reports dynamically based on the user who has logged in. You can currently use variables in Sharing Filter criteria. We plan to support variables in features such as user filters, formulas etc. very soon.
You can create and manage variables from the Variables tab in the Settings page. Click here to know more.
Support for Bubble Charts
We have introduced a new "Bubble Chart" type into Zoho Reports charting library. Bubble charts can be really useful if you want to visualize your data highlighting the magnitude/weightage of a data point with sizing. You can use a bubble chart wherever a Scatter plot is used, with scatters points being replaced by bubbles. The size of the bubble will be determined by the data column dropped in the new Size shelf of the Chart designer.
Aug 24, 2016
Chart Chooser Dialog Revamped
In our continued efforts to provide visually rich and powerful chart engine, we recently revamped our entire charting library and announced its public beta. In continuation of that, we have now revamped our Chart Chooser dialog. Our new intuitive and smooth Chart Chooser dialog will help previewing the chart types available and switch between them real fast (with lesser clicks).
This dialog can be invoked using the Other Charts option in the toolbar. Try out and post your feedback!!
Enhanced Formula Editor with Suggestions
Zoho Reports formula editor has been enhanced to support features such as keyword highlights, suggestions, error messages etc.
In this update the following features have been supported:
Jul 27, 2016
We are glad to announce the availability of two important features for public beta testing. As these features are in beta, we would love our users to try and share their valuable feedback. You can share your feedback by clicking the Feedback link inside Zoho Reports.
You can try the new charts (beta) by clicking Try New Charts link present in the top right corner of Zoho Reports.
Coming Soon in General Release: New chart types, New KPI widgets, New set of customization options and much more...
The beta version of the Zendesk data connector enables you to view and analyze your helpdesk metrics in Zendesk. You can slice and dice your data and create insightful reports such as active tickets by agents, resolved tickets trend, escalations and do much more
Coming Soon in General Release: More than 50+ sample reports and dashboards.
Jul 14, 2016
Announcement: Zoho Reports Advanced Analytics for Zoho Books and QuickBooks Online
We are extremely happy to announce that Zoho Reports has now released Advanced Analytics Add-on for the two most popular accounting softwares - Zoho Books and QuickBooks Online.
Zoho Reports offers seamless integration with these two softwares. This add-on empowers you with analytical capabilities over your Zoho Books/QuickBooks data. It also gives you a greater visibility on your financial data and helps you stay on top of the cashflow.
The add-on comes with a set of 75+ pre-packaged reports and dashboards, which you will find useful and valuable. Besides this, you can also create your own reports and dashboards for in depth financial analysis.
Refer to the below links to know more about this advanced analytics add-on
Jul 07, 2016
FTP Import Support in Zoho Reports
Zoho Reports now supports data imports from your FTP and SFTP servers. This will be extremely beneficial for users who store their data on these servers. Zoho Reports also allows you to periodically schedule importing of data from your local/remote servers. With this, you can have the latest data synced into Zoho Reports.
Timeline Filter for Dashboards
Zoho Reports has introduced a new type of user filter named Timeline Filter. This feature allows you to create a common Date/Period user filters that can be applied on all reports in the dashboard. This user filter is different from the other filters, as it is not tightly bound to any (date) column in a table.
With this timeline filter you will be able to setup a common Date/Period user filter independent of the tables on which the reports have been created.When you use the timeline filter in a dashboard, Zoho Reports will apply the criteria on all reports, matching it with the best possible date column associated with the report. By default, if the report has a date column, it will filter using it. The matching date columns can also be customized Since this is a common period filter, you can setup only one timeline filter in a dashboard
May 24, 2016
New Settings Page for Reporting Databases
Zoho Reports has now introduced a new settings page that is specific for each reporting database. You will be able to manage your database preferences from this settings page. With this option, you will be able to configure a wide range of features such as starting day of the week, starting of a financial year, data backup and so on.
To access the settings page, click the Settings button in the Explorer tab of the corresponding reporting database.
Refer to this help documentation to know about the available options.
May 13, 2016
Zoho Reports API - Client libraries for PHP & GO released
Zoho Reports has now included the API client libraries for the popular and languages. This enables developers to easily build/integrate the powerful reporting and analytical capabilities of Zoho Reports into their PHP or GO applications.
May 5, 2016
Support to Auto Identify Look-up Columns
Zoho Reports has now made the process of defining the look up easier. We now support auto identification of columns that can be linked (looked-up) with your existing tables in the same database at the time of import. It just needs a review and confirmation.
Support for Email Schedules with Default User Filter
Zoho Reports now allows you to set email schedules by applying the associated default user filters on the reports that are mailed. To apply this feature, select Apply Default User Filter in the Email: Settings dialog.
Apr 26, 2016
Enhancements in Conditional Formatting
Conditional Formatting in Pivots and Summary Views offers enhanced features like adding/formatting text and icons to highlight your condition in addition to the earlier formatting capabilities. Click to know more.
Wrapping Column Headers in Pivots and Summary Views
Zoho Reports now allows you wrap lengthy column headers in Pivots and Summary Views. You can use this feature by clicking the Settings button in the toolbar and selecting Wrap Text in Column Headers.
Apr 13, 2016
Use 'Look-up' Fields in Formula columns
Zoho Reports now supports 'Look-up' fields in formula columns. Previously, it was not possible to use formulas on a lookup field. You can refer to the section in this to learn about creating a lookup.
You can use the lookup field to create both custom and aggregate formulas. Refer to the topic 'Adding Formulas' to learn about creating a formula column.
Full Join Support for Query Tables
Zoho Reports now supports full join for query tables. The FULL JOIN combines the results of both left and right outer joins.
The joined table will contain all records from both the tables and will fill in 'null' in the case of missing values. You can refer to this on 'How to create a query table'.
Custom Field Support in Zoho Projects Advanced Analytics Add-on
You can now include the custom fields available in your Zoho Projects portal in the reports that you create in the advanced analytics add-on. These custom fields will be automatically fetched upon the next schedule. Refer Zoho Projects: Advanced Analytics add-on to know more.
Apr 05, 2016
Introducing API Usage Metrics and Pricing
Zoho Reports now introduces a daily API usage limit in accordance with your pricing plan. Zoho Reports API usage will be measured based on units consumed and the frequency of API calls. The API usage limit is capped to your pricing plan. You can refer to the below table to know the API usage limit for your plan.
You can also purchase API units as add-ons. To know more about the usage limit or how it is calculated, refer to this help documentation.
To purchase API units as add-ons:
Mar 30, 2016
Campaign Module Support For Zoho CRM
Zoho Reports now supports the following modules in Zoho CRM:
Existing users can include these modules using the Edit Setup option.
Refer to "Zoho Reports Advanced Analytics Add-on for Zoho CRM" help documentation to know more about the default fields and formulas that will get synchronized for these modules on setup.
Mar 24, 2016
Display Missing Value Option
Zoho Reports now supports the Show Missing Values feature for Pivots too. Recently, this feature was introduced in charts. This allows you to view the in-between missing values in your data. This can be applied on a Date or a Category column.
So far when you create a pivot with a date or category column, if a particular category does not have any value, then the Pivot would skip displaying that data. With this new option you can choose to display the record which does not contain a value.
You can apply this function for the columns in both "Rows" and "Columns" shelves. You can also enforce hierarchy on the selected columns. Click to know more.
Mar 14, 2016
10 Fold Increase in Rows Limit in Free Plan !!
Zoho Reports now offers 100,000 rows limit to all Free plan users. This is 10x increase from the current limit of 10,000 rows. Existing free plan users can avail this by visiting the Subscription page and following the directions from there on to upgrade their account.
Microsoft Edge Browser Support
In addition to Google Chrome, Firefox, Safari and Internet Explorer, we now support Microsoft Edge browser.
Mar 2, 2016
KPI Widget Enhancement
Customizing "Null Value" Display:
Zoho Reports now provides an option to customize the display of unknown values in your widget. You can now customize both the label as well as the value for displaying null values.
Feb 25, 2016
Schedule E-mails in your own Time Zone
Zoho Reports now offers support to schedule emails in your preferred time zone. Previously only Greenwich Mean Time(GMT) was supported.
To schedule an email :
Jan. 8, 2016
Show Involved Columns Option in Reports Designer
Recently there was an update to filter, sort or expand the fields in the reports designer. We have now additionally implemented an option to Show Involved Columns. This will be useful to quickly list only the data fields used in creating a particular report.
Share your Feedback with a Screenshot
We now allow you to take a screenshot of the issue you are facing and attach it, while sharing your valuable feedback to the Zoho Reports team. This will help us serve you better. To use this feature click on Feedback link in the top right corner and select Capture Screen.
You can click to capture the entire screen or drag to select a section of the screen. With this feature you will be able to
Jan. 5, 2016
Support to Export/Email Multiple Reports in a HTML Format
Zoho Reports now supports exporting/emailing multiple reports in a HTML file format. So far these features were only available for a single report.
Now you can export or email multiple views as a single zipped HTML file by clicking Export -> Export Multiple Views -> As HTML (ZIP).
So far this multiple export feature was supported for PDF file format.