Author Archives: Arvind

About Arvind

Marketing & Business Development, Zoho Reports, http://zoho.com/reports, P: +1 408 916 9191 x 8064
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TeamSupport.com integrates Zoho Reports

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TeamSupport.com, provider of web-based customer support and help desk software solutions had earlier integrated with Zoho CRM. Now, TeamSupport.com’s integrated with Zoho Reports too. With this integration you can create custom reports and dashboards on a variety of TeamSupport data – tickets, ticket status history, portal logins, KB traffic and chat requests – and share them throughout your organization.

Read more about the TeamSupport.com – Zoho Reports integration.

If you are an Independent Software Vendor (ISV) like TeamSupport, you too can take advantage of Zoho Reports’ reporting capabilities, and make it the reporting module of your product/service. We of…


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Zoho Reports: Email your Business Dashboards as PDF

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Creating business dashboards have always been easy with Zoho Reports. Dashboards thus created can be shared and accessed from web URLs. But you may have clients (or colleagues) who would like to view the dashboards as PDF files. Now, how nice would it be if your dashboards were to be emailed as beautifully formatted PDFs with your own company’s logo?

Till recently, it was possible only for individual reports to be exported/mailed as PDF. Now, dashboards can be exported/emailed as PDF too.

You can even schedule the dashboard PDF files to be emailed at regular intervals using the scheduled emailing of reports feature.

Note: The PDF generation is optimized for charts. Just make sure that the dashboards …


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Case Study: Measuring Marketing Effectiveness with Zoho Reports

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An important part of every marketer’s job is to know how each of his/her campaigns are performing. “What’s the ROI (return on investment) from this campaign?” is a question in every marketer’s mind. Based on that, the marketer proceeds with making decisions on which campaigns to continue and which ones to stop.


Chris Swanson is the owner of BMA Marketing, a firm that manages paper coupon programs for bowling centers. As a marketer, Chris was interested in knowing the returns each of his campaigns generate. He not only studies the returns, but also shares the info transparently with all his clients. This is crucial for his clients as they get to know how the coupon campaign that …


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The Smart Way to Share your Business Reports

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Consider this. You have created a beautiful monthly financial report using Zoho Reports, that you need to share with your CEO and the various business heads of regions. The CEO would like to see the data across regions while the regional heads would like to see the data from his/her
own region alone. Previously, you would have made multiple copies of the report you created and shared a report each, to your CEO and to each business head. Now, this has been made simpler. You can apply filter criteria for each of the users you are sharing the report with and achieve it all with just a single report. This brings in two big benefits:

  • Avoid unnecessary crowding of reports due to duplication
  • More fine-grained control over da

    • …


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Visualize your data better: Conditional formatting and more!

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A chart makes it easy to see a trend over time or to compare how different figures stack up. To achieve a similar effect with plain tabular data is difficult, but not impossible! That’s what conditional formatting in Zoho Reports achieves.


Conditional Formatting of Tabular Data

You often see conditional formatting applied to financial data, where positive values are typically in green and negative values in red. A similar example below, where we show the best ‘CTR’s in green, the bad ones in red and the intermediate ones in yellow. You can apply color to the cell background and to the font (‘Clicks’ column in the below example).

Definitely easy to identify outliers and easy to …


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Stay on Top of your Numbers With Scheduled Reports

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So, you have brought in all the relevant data from the diverse business applications you use, into Zoho Reports, and created all those beautiful reports and dashboards. Now comes the hardest part. How do you share them with your colleagues/clients and make them consume the reports/dashboards regularly? This is where scheduled emailing of reports comes in handy.

You can create appropriate schedules based on the reports you need to share. Say, you can create a schedule that will mail a bunch of monthly reports to your CEO every first of the month. Or a weekly report on every Monday to your Sales Manager of how the previous week’s sales have been.

There are lots of schedule options available, ranging from da…


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Zoho Reports: Cascading User Filters

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As you get to use a piece of software or application more and more, you tend to discover more and more about its capabilities. A little icon here, a shortcut key there – finding those hidden jewels results in Eureka moments that make you go, “Aha, so it’s done that way!” Sometimes, you may even find Easter eggs, cleverly placed by fun-loving programmers.

Before I digress further, let’s take the case of ‘User Filters’ in Zoho Reports. While continuing to use the drag-and-drop report designer, one day you might have noticed the third tab and asked yourselves, “How different is this ‘User Filters’ tab from the other ‘Filters’ tab?&…


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