Creating reports with advanced analytics add on for zoho crm

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Creating reports with advanced analytics add on for zoho crm

  1. 1. How To Create Reports with the AdvancedAnalytics Add-on for Zoho CRM - Zoho Reports Advanced Analytics Add-on for Zoho CRM -
  2. 2. Creating Reports using Zoho Reports Add-on Sign in to your Zoho CRM account
  3. 3. Creating Reports using Zoho Reports Add-on Go to Reports tab and click the Advanced CRM Analytics link
  4. 4. Creating Reports using Zoho Reports Add-on ◉ Clicking the Advanced CRM Analytics link will open the Zoho CRM Reports database in a new browser window.
  5. 5. Creating Reports using Zoho Reports Add-on In the tables (CRM modules) listed, open the one you want to create reports on. Say Potentials
  6. 6. Creating Reports using Zoho Reports Add-on Click New -> New Chart View
  7. 7. Creating Reports using Zoho Reports Add-on ◉ The tables columns will get listed in the left, with a drag and drop designer area to the right ◉ Other tables related to Potentials are also listed on the left. You can pull in columns from those tables too.
  8. 8. Creating Reports using Zoho Reports Add-on ◉ Lets say you want to know how the sales trend has been for the past few months ◉ You can drag and drop Closing Date to the X-axis and Amount to the Y-axis ◉ Choose Month & Year function for Closing Date and Sum for Amount
  9. 9. Creating Reports using Zoho Reports Add-on ◉ The sales has to be filtered to only the deals won ◉ Add the Stage to the Filter tab and only select Closed Won deals alone.
  10. 10. Creating Reports using Zoho Reports Add-on ◉ Similarly, you can have User Filters too, where you could allow the users/viewers of this report to dynamically apply filters on the report. ◉ For example, lets have Potential Owner. Drop this column in the User Filters tab
  11. 11. Creating Reports using Zoho Reports Add-on You can change the Settings of the chart to suit your needs
  12. 12. Creating Reports using Zoho Reports Add-on The final Sales Trend Report on saving and clicking the View Mode button in the toolbar
  13. 13. Creating Reports using Zoho Reports Add-on ◉ Lets now see how to create a Pivot Table (Matrix View) ◉ Click New -> New Pivot View
  14. 14. Creating Reports using Zoho Reports Add-on ◉ Lets pivot sales done by each sales person across years ◉ Drag Closing Date to Columns and Potential Owner to Rows and Won Amount to Data shelfs ◉ Select Year function for Closing Date and Actual function for other two columns dropped
  15. 15. Creating Reports using Zoho Reports Add-on ◉ The pivot generated looks like the above. You can double click on a column to rename it. ◉ You can apply Filters and User Filters as in Charts
  16. 16. Creating Reports using Zoho Reports Add-on The final pivot view in View Mode
  17. 17. Creating Reports using Zoho Reports Add-on
  18. 18. Creating Reports using Zoho Reports Add-on
  19. 19. Creating Reports using Zoho Reports Add-on ◉ You can drag and drop the reports from the left to form the dashboard
  20. 20. Creating Reports using Zoho Reports Add-on ◉ You can Contract a report, so that two reports can be placed side by side. ◉ You can increase/decrease a reports height/width by dragging a reports bottom/right edges
  21. 21. Creating Reports using Zoho Reports Add-on ◉ You can add HTML text elements wherever you need by clicking Add Text ◉ You can have User Filters at the top that will get applied to all reports in the dashboard
  22. 22. Creating Reports using Zoho Reports Add-on An example dashboard with stylized HTML heading and a dashboard level user filter.
  23. 23. Learn & Explore More....Check the following Video Demos & Help documntation tolearn more about using Zoho Reports◉How to Create Charts◉How to Create Pivot Tables◉How to Create Dashboards◉How to Apply Filters◉More Videos...◉Zoho Reports Help Documentation
  24. 24. Zoho Reports Advanced Analytics Add-on for Zoho CRM http://zoho.com/reports/crmSupport Contact: support@zohoreports.com +1 888 900 9646 (toll free)

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