New in Zoho Reports – Combo and Smooth Line Charts

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There are situations when you would want to plot two different metrics over time. Say how your sales have trended against your website traffic or, leads got. Until now, the options in Zoho Reports was to have a multi-bar or multi-line chart. Now, you get the best of both worlds with the Combo Chart (also known as Combination Chart or Bar-Line Overlay Chart). One of the metrics can be plotted as bar and the other can be plotted as line, as in the example below.

The other new chart type that’s been added is the Smooth Line Chart (also known as Spline Chart). This chart comes in handy when you want the data plotted to look continuous or when there is some data interpolation involved. Instead of the data points being connected by straight lines, a smoothened curve results.

What scenarios will you be using the above two chart types? Do leave your comments.

Just In: Advanced Analytics for your Zoho CRM Data​ – Powered by Zoho Reports

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We’re thrilled to announce the Zoho CRM – Reports integration, an important new update that gives access to a host of advanced analytics features to Zoho CRM users. These are features that enable you to be on the top of your CRM data and help you make better, informed business decisions.

Seamless Integration

Typically, CRM software providers depend on third-party BI vendors to provide plug-ins. The obvious issues with this model being the users now have to use two different systems, and such BI connectors can be cost prohibitive too. With this add-on, Zoho becomes a unique vendor who not only does both CRM and business intelligence, but also offers a seamless CRM/BI solution.

Advanced Analytics
Zoho Reports being a full-fledged business intelligence and reporting tool, makes it easy to ‘slice and dice’ your CRM data. With more than 70 100 pre-packaged reports and the ability to create any number of ad-hoc reports, this add-on is a must have for all those who see their Zoho CRM data as a goldmine that’s to be extracted for full value.

Sharing, Scheduled Emailing and Printing of Reports
Zoho Reports being accessible online with just a browser, makes sharing and collaboration with your colleagues easy. Not just sharing reports online, for those who like to see their reports as pdf/xls/jpeg, scheduled emailing and printing of reports is possible too.

Other than the above, Zoho Reports has a drag-and-drop report designer, which all sales managers will find very easy and intuitive to use.

All the above is now available with just a few clicks in your Zoho CRM account. The below slideshow explains how to set up this add-on.

As of now, we have launched this add-on for Zoho CRM Enterprise accounts alone, with plans to open it for CRM Professional accounts in the near-term. UPDATE: This add-on is now available for all Enterprise, Professional and Standard accounts.

Try out the 15-day free trial of the Zoho CRM Advanced Analytics Add-on now! More details about the add-on is available at

Analyse your Business Reports – Now in 9 Languages!

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Besoin d'informations plus détaillées sur vos données Google Adwords?
Möchten Sie analysieren, wie sich Ihr Umsatz nach Produkten/Regionen entwickelt hat?
Mi chiedevo come stia andando ciascuna delle sue campagne di marketing?
Gostaria de acompanhar continuamente a métrica de desempenho dos seus colaboradores?
¿Necesita un análisis profundo de los indicadores de sus finanzas?

We humans usually tend to think and question in our native language. And then we convert those thoughts to the language we want to speak in. As a non-native speaker of English, I hear this advice quite often:

If you want to master English, think in English.

But asking everyone to change their way of thinking is not possible/fair. When it comes to using a product, how nice would it be to experience the UI not just in English but to have it in your own native language?

Whatever language you are asking your business questions in, Zoho Reports now makes it a bit easier for you. Yes, Zoho Reports’ UI is now available in 9 different languages – Chinese, English, French, German, Italian, Japanese, Portuguese, Portuguese (Brazil) and Spanish.

If you are a speaker of any of the above languages and have your browser’s locale set to your native language, you will see the Zoho Reports UI in that language. In case you have a different language setting in your browser, you can go to and change to your native language there.

Try Zoho Reports in your own native language. Let us know how the experience was and what more languages you would like support for.

ps: The questions at the beginning of the post in English.

Need to drill down deep into your sales numbers?
Need insights into your Google Adwords data?
Want to analyze how your sales has performed for different products/regions?
Wondering how each of your marketing campaigns are faring?
Need to analyze your website traffic?
Like to continually track your employees' performance metrics?
Need an in depth analysis of your finance numbers? integrates Zoho Reports

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0, provider of web-based customer support and help desk software solutions had earlier integrated with Zoho CRM. Now,’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 – 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 offer a white label solution too that you can use for making your own private labeled (re-branded) reporting solution for your clients. Read more.

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 you convert as PDF don’t contain large data tables.

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 Chris is running for them is performing.

For analysis and easy sharing of the marketing campaign info, Chris tried various options but each had their own difficulties. He searched for a solution that will allow him to share the campaign results with his clients in the easiest way possible. And he finally zeroed in on Zoho Reports. Says Chris,

The thing I like most with Zoho Reports is the ability to have my reports hosted on the web instead of having to create reports using PDF files or other formats that must then be attached to emails and sent to clients who may or may not be able to even open the file. Now I simply email my clients a URL that they can click to instantly view their own custom Zoho report.

Read in detail about the problems Chris faced, the ideal solution he was searching for and how Zoho Reports became the answer for him and his clients to know how their coupon campaigns are performing.

Go Cloud this Shopping Season

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​It’s that time of the year when you run to the shop to kick start your shopping season.

​Economy is not exactly in the pink of health at the moment. It is believed and proven that one of the factors that drive the economy is the growth of small business in the community. Boosting the economy is not a priority on your agenda or mine but what if we contribute little in the way we shop?

This was the underlying idea behind the creation of the Small Business Saturday. ​It started out last year when the American Express OPEN (small business services wing of Amex) created the Small Business Saturday to bring alive the spirit of neighborhood shopping. Their motto is ‘Shop small, Shop local’. Today more than 2.4 million people are aware and have ‘liked the ‘Small Business Saturday’ and many have pledged a small portion from their wallet to the neighborhood store. 

Now while the community gets ready to support the cause, small business owners need to get their act together and be equipped to welcome the eager shoppers and the efficient management that follows soon after. During this season, the number and frequency of visits by shoppers increases tremendously. There’s money flowing in and out and inefficient management can often lead to unhappy results.

The ‘special personal touch’ is what differentiates a small business from the rest. Managing a small business is not an easy task. The fundamentals of running a business are the same, be it small or big. You need plenty of time and resources to brace this period. Unfortunately, there is no magic wand to increase the 24 hour limit but there is a magic trick to save time and make your work life more productive. 

Go Cloud.

Cloud computing comes to the aid of small business owners by providing simpler and smarter solutions for efficient management. Zoho was built exactly on that notion and we constantly strive to help our customers save time and increase their productivity. The online applications manage your customers, send invoices, provide intuitive reports and manage your accounting among many other things. You don’t have to do everything by yourself. Delegate it to cloud. So giddyup. 

Be armed with cloud computing this shopping season and spend the saved moments to add that ‘special personal touch’ to everything you do.