Zoho Reports has added a lot of cool features recently. Let’s see some of the major features that have come in.
Scheduled Emailing of Reports with Filter Criteria
You’ve created a set of monthly sales reports. Only that you’d want to filter the region, so as the regional heads see the sales data of their own regions alone. We’ve seen how this can be done in Zoho Reports, without duplicating the same set of reports for each regional head. Now, let’s say you want the same reports to be mailed periodically to the intended recipients. This is possible now. All you’ve to do is,
- Open one of the reports to be mailed
- Click ‘Export’ -> ‘Email Multiple Views’ -> ‘As PDF’ Read more
Till now, project managers using Zoho Projects had access to limited reporting options – Gantt and resource utilization charts. Not anymore. Today, we are glad to announce the Zoho Projects Advanced Analytics Add-on, powered by Zoho Reports. Project managers can use this analytics add-on to know & track their key project metrics, and get lots of insights from their projects data.
When we published the Gain More Insight Into Sales With 3 Types of CRM Reports post, CRM user Wendy Wright wanted to know, “What % of leads were closed/won in the last month?” (i.e., how to know the total number of leads got, to those that finally got converted to sales)
This is where the Advanced Analytics Add-on for Zoho CRM, powered by Zoho Reports, comes in. It helps CRM users to slice and dice data, and get actionable insights.
There are a lot many businesses who have on-premise, legacy software systems being used for many years. While such software might have served those businesses well over the years, moving to the latest technology always brings in more benefits.
Take the case of Worldwide Express, a global logistics company and an authorized reseller of UPS. Worldwide Express handles millions of shipments for more than 30,000 customers worldwide. Read more
Zoho now has more than 8 million registered users, and we are growing at a very healthy rate. Keeping pace with this growth means we need to scale up our infrastructure periodically. We are planning one such infrastructure upgrade in our primary data center on Saturday, Aug 31, 2013 between 10 am PDT and 10 pm PDT. We have planned it in such a way that there is a minimal disruption of service during the scheduled maintenance period.
The Advanced Analytics Add-on for Zoho CRM got an update. Till now, data from Accounts, Contacts, Leads, Potentials and Users modules were synced to Zoho Reports. Now, data from the Activities module can be synced too. With this enhancement, you can get your Zoho CRM’s Calls, Events and Tasks data analyzed using Zoho Reports.
Zoho Reports added the following new set of features recently.
Advanced Summary Functions in Charts
What was possible only in pivot tables is now available in charts too. You can now use the advanced summary options like running total, difference from, percentage of etc while plotting charts.
Export Folders, Export as XLSX Read more