Setting up the add-on◉ You will get a Sync is in progress dialog, as the initial import happens◉ Once the import of your Zoho CRM data into Zoho Reports is complete, youll get an email saying the process is complete.◉ This might take upto day to complete.
Setting up the add-on◉ Once the initial import is complete, your Advanced CRM Analytics setup page will look like the above◉ It will contain the Settings & Deactivate links. Also, you will see the Next Sync Time updated
Setting up the add-on◉ Once the Add-on is setup and initial data import completed, you can access add-on as follows◉ Click the Reports tab and you will now see the Advanced CRM Analytics (powered by Zoho Reports) link
Setting up the add-on◉ Clicking the Advanced CRM Analytics link will open the Zoho CRM Reports database in a new browser window.◉ It will have 70+ default reports/dashboards created based on your CRM data. Click to open them
Pricing & Trial◉ To use this, you need to purchase the Standard Plan or any plan above it in Zoho Reports (Refer to the Zoho Reports pricing page)◉ By default when you setup this add-on, your Zoho Reports account will be automatically subscribed to a 15-day trial of the Standard plan
Zoho Reports Advanced Analytics Add-on for Zoho CRM http://zoho.com/reports/crm Support Contact: firstname.lastname@example.org +1 888 900 9646 (toll free)