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Zoho Reports is a cloud-based reporting and business intelligence platform for small to medium-sized businesses. It allows businesses to know and track their key performance metrics. It has a pay-as-you-go pricing model. Various customization options allow businesses to tailor Zoho Reports to their needs.https://media.trustradius.com/product-logos/KV/zJ/2D0EOMSOTUUU.PNGZohoZoho Reviews for consolidating organizations in Zoho Books2016-12-16T18:50:56.832ZWe use Zoho reports and Zoho CRM for five legal entities of the group and run them as separate organizations. We attempted to use Zoho reports for consolidating financial data for the group from five different entities.,Billing for Zoho Reports works without a glitch.,To consolidate different entities, you should pass severn circles of hell, including compilation of difficult SQL script and setting of several integrations.
Eventually modeled data set is not helpful, as the extract is not 100% same as Zoho Books (P&L and Balance). Around 95% of data is valid only - that means, we should manually check Zoho Reports consolidation every time we make it; numerous deleted Zoho Books transactions appear in reports and you never know what else and where will come up.
The support team promised us to fix specific access and data compilation issues several times, with their usual mantra of "there will be new updated version without this bug" repeating over and over.,1,Zoho Books and Zoho CRM,We wasted our money with Zoho reports and feel that this product is not commercially ready.Sergei V. OstapenkoVery helpful for making quick reports2018-01-30T14:49:59.550ZZoho Reports is a user-friendly application. There are many reports to choose from a list which allows for quick reporting on the projects and events without too much development work and implementation required. Zoho Reports gives you the ability to automatically email reports to the team, which is very helpful. Dashboard creator is very easy to use as well. it's really great being able to automatically generate dashboards.,Integration with Zoho suite of apps and other databases
Reporting with many types of reports/charts/graphs
Features like report sharing, mail scheduling features are extremely useful.,High learning curve if you need more advanced functionality and customization.
Post level-1 customer support should be improvised for better turn around time.
You can not use "save as" for all reports,9,Wink, Qlick and Excel,9,9,Kanbanchi, Google Cloud StorageRamin SultanovImprove our data collection and Reporting2018-02-06T15:44:00.679ZZoho Reports is used across the organization for sales, orders, reporting, and Google AdWords.,Connection with Zoho Desk, google analitys and google adwords
Reporting. We uploaded several Excell spreadsheets and get in minutes a great sales reporting
Easy to implement,The connection with Zoho Desk is only in one direccion. It will be interesting the connetin in both idrecions, It means, modify datai n Zoho report and sincronixe in Zoho Desk
Authomatic connetion with finnancial apps. ie. Reviso, banks statements
Now Zoho diferenciates small letter and Cap. It will be useful the option Small=CAp,10,,8,9,Zoho Invoice, Zoho BooksDaniel BravoReview of Zoho Reports from an IT manager in South Africa2018-01-26T22:00:15.483ZWe have been investigating an embedded data visualization capability to speed up time to market of an app we have developed. Zoho costs are attractive and self service is comprehensive. We find the mapping charts to be a little limited for our use.,Loading of simple data sets
Automation of loading process
Quality of visualisations
Selection of charts available,Mapping - New feature needs refinement. Specifically a more detailed base map and an "error handling" or "representative sample" visualisation for larger point datasets.
Website usability of service / Responsiveness during building of reports
Level of control on Ranges for Legends in certain charts. A legend rang is automatically selected which does not allow the user to select a color palette suitable to the customer's requirements.,8,Qlik Clound Business,9,9,Qlik Sense, Azure SQL DatabaseEdward BothmaZoho Reports. Just about everything you need.2017-12-21T18:34:27.450ZWe are a small company and we use Microsoft Dynamics GP as our ERP system. Honestly, it's overkill, and we have to rely on partners to run custom reports and drill down into data. So instead I run sales reports in Dynamics GP as Excel Spreadsheets and import them into Zoho Reports. Zoho Reports allows me to not only examine the data on its own, but because it's a relational database I create my own tables to categorize and filter data, or in other words to extend the data that I import. This way I can put one client in multiple categories, for example. We are in manufacturing, so there aren't a lot of people on computers in the operation, and so I'm one of the only users.,Building relational databases quickly
Drilling down! It's fantastic to be drilling down into data with very little setup.
Custom reports. It's so easy to create custom reports.
The dashboard is the easiest dashboard I've ever used, and the ability to print reports on the dashboard gives me capabilities I've always wanted.,The SQL implementation is difficult at times.
The importer is a little wonky at times.,10,Microsoft Access,10,10,Microsoft Access, Microsoft Dynamics GP, Zoho Invoice, Trello, ZapierRoyden WoodZoho Reports is what you need!2017-12-18T18:09:56.204ZWe use Zoho Reports for generating Sales and Attrition reports. This allows us to track our salespeople and figure out who is performing best, and at which rate they are increasing their monthly sales.,Visually allows you to see the data
There are loads of pre-generated reports that can be tailored to your organization
It is very user friendly,There are some reports that need a lot of tweaking in order to generate info depending on how your Zoho CRM is set up,8,9,5,Zoho CRM, Google Analytics, Zoho CampaignsTaylor Jane CarpenterZoho Reports - Amazing bang for the buck!2017-12-28T19:26:34.913ZWe use Zoho Reports to visualize data in a way that is easy to spot trends, track progress and manage our operations. We create dashboards that can be shared internally or externally with our trading partners to track performance. At this point, it is only being used across supply chain operations but will soon be rolled out to other departments. It's helping us solve visibility challenges in our organization.,Ability to quickly see how functions are trending
Drill down into a narrow data set based on what you're looking at
Apply filters to one report can become relevant to many people by allowing them to apply filters,The visuals are not as aesthetically nice as others in the market
They need to add chat support like they have for Zoho Creator
Make it easier to build combo graphs,10,Domo, Sisense and Grow,5,10,Microsoft Access, NetSuite, Zoho CreatorVerified UserZoho Reports is an easy choice when already part of the Zoho Ecosystem2017-12-27T18:32:19.387ZWe used Zoho Reports to track project and task progress with Zoho Projects. While Zoho Projects did supply graphs and charts, the easy-to-connect Zoho Reports app made it easier to do in-depth reporting and analysis of Projects data. It is an easy one-stop solution for small to mid sized businesses who need a reporting module connected to a project/task planning app and a CRM.,One small but important feature that I like is that I can show dates by ISO week, this is very helpful for multi-year reporting within a business that works and speaks by ISO week.
Zoho Reports is a good tool to use for data reporting from Zoho Projects. Very useful if you are already in the Zoho ecosystem.
We use this tool to provide reports to leadership and review team goals. This is very helpful for users who do not use Zoho Projects but want information on day-to-day operations and goal setting.,UI needs a bit of an update to match the rest of the Zoho ecosystem
There is bit of a learning curve, which is not as "steep" as other BI/reporting tools,7,,10,8,Zoho Projects, Wrike, QlikViewVerified UserZoho Reports - Contractor Experience2017-11-16T19:58:23.172ZZoho Reports is currently being used to analyze finances and view business progress. It is currently being used primarily by the finance department but we are also implementing it across management company-wide. This software allows us to visualize the inner workings of the company and find any holes or issues that may exist. Without such software, it is much harder to find these issues or gaps in our finances, job planning, and other areas.,It allows us to store data in a single easy to manage location.
Reports makes it very easy to sort through data and locate what we need.
Reports offers accurate in depth breakdowns of data as well as a simple and effective means to visualize such data.
The have great customer service availability through the chat.,Reports was challenging to understand initially and some of their documents were out of date so importing did not work.
It would be nice if the importing instructions were a little more clear for the layman as not all businesses can have an IT department or the like to set up software like this.
Due to insufficient descriptions, it can be unclear as to what a report is describing or displaying to you.,8,QuickBooks Enterprise Solutions and Dropbox,8,8,Google Analytics, Google Drive, QuickBooks Enterprise SolutionsVerified UserZoho Reports - a must have add-on with Zoho CRM2017-12-19T13:27:22.516ZWe use the Zoho Reports for two different sales teams, onboarding, account management and support. Zoho Reports allows us to gather data at a company level, but then also be able to break it down to a department and team level too.,Easily sync data with our CRM to provide more detailed look into our metrics.
Reporting options make it easy to display the information needed for each manager.
Scheduled reporting helps free up my time to do other tasks.,A bit of a learning curve to begin with and so there could be some additional materials to help get started easier.,9,Quick Base,9,10,HubSpot CRM, Quick Base, ZapierVerified UserMy view on Zoho reports2016-09-02T21:56:11.214ZI use Zoho CRM & Projects. The Reports in the Applications are not sufficient enough. Zoho reports gives me that versatality to get the report I want. it also has some very good inbuilt reports,Charts are good
Filter options gives me to the freedom to work with data
Sharing Options helps me to share the result to my team,Inbuilt Reports
Customised dashboard,7,Zoho CRM, Zoho Projects,8,7Vijayan VZOHO reports are great for our mid sized IT shop2016-10-24T16:29:32.858ZWe use ZOHO reports to manage and track all of our internal IT project work. The reporting functions allow for the flexibility we need and the level of detail that the task owners require to do their work.,Ability to use SQL queries to generate reports
Schedule report jobs for users
Create dynamic reports that are publicly accessible,The reporting data only updates on a 3 hour basis and you have to "fetch" the data manually in between,9,We have not been using it long enough to measure.,Microsoft ProjectZach GrieshopA Business Intelligence tool for schema-less JSON data from API endpoints2016-02-11T21:34:57.871ZOur customers include large retail chain stores. In our product, we provide some big-data insights to our customers. We use Zoho Reports to come up with customised reports for our customers, tailor-made to fit their needs. With Zoho Reports, we are able to offer a consultancy service to our customers who want more than what our standard reports can provide.,Zoho Reports connects with our API endpoint to import data into Zoho Reports. It does this quite well, without enforcing specific schema restrictions on our data. Our data is stored in NoSQL database, and our API endpoint produces JSON data documents, each with different structure depending on the dataset being requested. Zoho Reports automatically interprets our data, and converts into a set of rows and columns.
Once our data is imported into Zoho Reports, creating different type of visualizations is a breeze. Zoho Reports enables us to create many types of charts, dashboards, pivot tables and more.
Zoho Reports has this feature called "Custom Formula", that allows us to create new columns in the data that are computed by applying various transformations to existing columns. For example, we are able to create a "Is Weekday" column by applying custom formula on our "Date" column. This "Is Weekday" column enables us to create visualizations that compare weekday vs. weekend performance numbers of our customers' shops.
The visualizations are "live". Zoho Reports can be set up to pull data from our API endpoint periodically (e.g. once every day). As the data gets updated, so do all the visualizations. We are able to publish these "live" visualizations via permalinks or embed them within another web page, so that our customers always see the most up-to-date visualizations.
Scheduled emails is another great feature. Once we set up a tailor-made report/dashboard for our customer, we are able to set up scheduled emails. Once set up, Zoho Reports automatically sends emails to our customers with the up-to-date copy of visualizations as attachments.,There is a fair bit of learning curve before you can get productive with Zoho Reports. It is not so steep that it'd scare off users, but it does take some effort to get used to the various features and options in Zoho Reports.
A private hosting option would be really good to have, as some of our customers might have data security concerns. Although Zoho Reports takes good measures to keep the data safe and secure, the data still gets imported from our cloud servers to Zoho Reports servers. This can be a concern for some users, for example large corporations or government entities who have their own private cloud infrastructure.
Editing of column names could have been easier. At the moment you have to right click on each column > click rename > type new name > Save. On save, the entire table is reloaded and the view focuses on the left-most column, instead of the column just renamed. If there are more than 5 or 6 columns, this quickly becomes irritating because you end up having to scroll to the right to get to the next column you want to rename.,10,Tableau Desktop, Tableau Online, Microsoft Power BI, Sisense, QlikView, Ubiq, Chartio and Roambi,Amazon Web Services, Smartsheet, Dropbox,10,10Kapil PendseGreat Reports App for Small and Medium Businesses2016-03-24T17:42:29.549ZWe use Zoho Reports to integrate all of our reporting needs. Everything goes to Zoho Reports.... that way everyone is able to access the most critical info about the company. They can not only access it but explore it, dive deep, ask questions.,It's super fast.
Easy to use.
And cheapper than the competitors.,The support team is India, sometimes that can be a problem.
You can't edit/bulk edit values in the databases. Would be great if they also work a bit more like a spreadsheet.
The API is not great. It's also not super well documented.
They should have an iPhone app version.. there is currently only an iPad version of the app.
I don't think it's real time when synced with Zoho CRM.
I don't think they have a TV view that rotates with numbers (like Geckoboard, Cyfe, etc.).,9Juan MartiteguiZoho or Uh-oh?2016-03-23T21:50:55.231ZWe use Zoho Reports to produce and visualize reports/data better than with what is built into Service Desk Plus. It offers a little more flexibility in the data that can be used and more options to display that information (charts and graphs).,Data Visualization.
Flexible data sources.
Somewhat friendly to use.,At least one subscription should be included with Service Desk Plus (at enterprise level). One thing that we have found with Zoho/ManageEngine is that everything seems to have 70% functionality. That additional 30% costs more.,5,6,5Jason DupuisZOHO evangelist!2016-03-18T19:19:47.296ZZOHO is being used across the organization as the go-to source for any data within the company. All systems ultimately map into Zoho reports. Before implementing it, we had scattered data across the organization and little to no transparency on data across subsidiaries. With ZOHO we get direct access to almost live data and can share it easily across the organization,Outstanding User Support & Maintenance (have never experienced something like this before)
Flexibility to arrange and combine data
Sharing to other platforms via embed or public links
Pricing is absolutely unbeatable,ZOHO is particularly hard to use for financial data. We are managing around the kinks but it is not easy. Especially multi-currency functionalities and standard report structures like P&Ls, Cash Flows and Balance Sheet reports can only be done by tweaking and "cheating" the system
Sometimes, performance is not the greatest but nothing highly critical (i.e. Loading times of reports)
We have a huge database by now and it is not always easy to track which reports are most current and which ones just a draft especially when working in a multi-user environment. Maybe adding some statuses to more easily manage reports and folders could help...,10,Anaplan, Sisense, Dell Spotlight, Microsoft Access, Microsoft Dynamics AX and SAP Crystal Reports,SAP Business One, Salesforce.com, Slack, Asana, Google Drive,8,9Daniel NowackZoho Reporting to the rescue!2016-03-08T21:31:02.457ZDifferent departments are using Zoho Reports for different tasks. It's been very helpful for us for testing purposes against our own APIs as well as for aggregating data from multiple sources. Our executives use it for heavy data analysis to help create models for both financial and forecasting purposes. Our technology department uses it more for testing.,Automation - The ability to pull in an API feed using a scheduled task makes it as easy as "set it and forget it".
Scalability and performance - We have never run into an issue with too much data, it always performs well.
Ease of use - The easy to use interface makes it usable for all levels of technological sense.,Wizards - It might be helpful to have some cookie cutter type wizards to help new (and less experienced) users get started quickly.
Tutorials and Help - One thing that I find is that some of my team who are not as tech savvy end up coming to us to ask questions as they can't seem to find answers to their questions easily.,10,,Zoho CRM, Zoho Chat,10,10Michael WeiselGood Analysis Tool, Could be better-looking2016-02-23T17:17:58.246ZI'm the only one who uses Zoho Reports. I am using it to identify and better track key performance indicators for our business, to better understand what's working, and what's not.,It is able to pull together many different tables of data, without having to pay an IT consultant to do it.
I can quickly make changes, add or rearrange data myself. I feel I'd have to spend as much time explaining it to someone else than doing it myself. In our business, change comes quickly and often, and I was finding that past reporting tools couldn't keep up without a huge IT spend.
I know a little about databases, but am by no means a programmer. Zoho Reports allows me to manage and make sense of the data on my own,The design of the dashboards is a little clunky, and could be much improved by allowing a feed (without branding) to other tools.
This is very specific, but I do find some of the SQL functions available to be quite limited. In particular, I am currently struggling with how Zoho uses the "Join" function to bring two tables together - it doesn't seem to allow for the more specific "Inner" or "outer" joins.
I'd love to be able to automate and save specific snapshots in time. I have my data set to update regularly, and need to save pdfs of reports monthly. It might be possible to automate that process, but I haven't found a way yet.,8,10,8Jarrett NixonZoho Reports is great, Unfortunately the rest of the Zoho Products are not...2016-02-22T16:23:19.022ZWe looked into Zoho Reports as a possible solution for our company as we are looking for a full featured CRM and I reviewed and tested the full suite of Zoho products.,Zoho Reports was one of the strongest features of the Zoho CRM suite and was a large reason why we were looking at Zoho overall.
Very easy to use pre-built templates.
Was able to understand how to utilize the tool without "reading the instructions" initially.,This is more of a problem with the Zoho suite overall. When you look at a product like Zoho you expect all the different modules to interact with each other and integrate extremely well. However the different Zoho modules are similar to SalesForce plugins in that they all integrate into the CRM but don't necessarily integrate with each other.
Unable to create instant, live updating reports from Zoho Projects in Zoho reports. The reports have to be generated manually and the integration is just not done well.
The customer service I received while using Zoho was the worst customer service I received from all the CRMs reviewed. While it wasn't bad customer service (compared to the cable company) it was the lowest quality of all the enterprise level CRMs.
The Zoho Suite overall is very well suited for a small business but doesn't have the capabilities to properly support an enterprise level company.,6,salesforce and SugarCRM,Salesforce.com, SugarCRM, WORK[etc],1,5Aaron FisherZoho Reports - The single source for all reporting needs2016-02-17T22:40:47.686ZCurrently we make use of ZOHO reports to assist us in managing our help desk environment. These reports help us to identify problems and trends on an ongoing basis. We also make use of our ZOHO reports to present all our help desk statistics monthly to the board and to ensure that we a distributing work load correctly across all of our resources,,Out of the box reports allow for easy set up with very little knowledge required to get the information you need.
Dashboards are a very quick way of obtaining information on the fly and provide a very extensive amount of information.
The ability to drill down in reports is also really useful when trying to expand on information that is displayed by default.
Being able to schedule reports for automatic delivery to email recipients at specific times and having the ability to share reports via a web link makes life a breeze as once it is all set up, it goes out as and when you want them to.,Defining custom views and reports are not always that straight forward and can take some time and numerous changes before they return the data in the format you want.
Being given the ability to customise the layout of the reporting portal would also be nice. Haven't found a way of doing that yet.
Sometimes when trying to create a new report, the entire portal freezes up after selecting the report type and you have to go out of the portal and then sign back in again before everything starts working.,8,Azure SQL Database, Microsoft Dynamics CRM, Power BI For Office 365,8,7Ryan WalkerUnique way to create Reports2016-02-12T16:21:23.434ZZoho Reports is a very intuitive and understanding tool to help professionals create reports based on data inserted by the user. The upside: It's very easy to use and doesn't need any help desk to create any "easy" report. The downside: If I'm looking to create a complicated report it and need customer support; unfortunately I'm not able to get any help due to a lack understanding the language. And it's not easy to get them on the phone. As much as I love Zoho Reports, I can do the same reports in Zoho Creator. That's my perception and unfortunately I wasn't able to get anyone on the phone to explain to me what's the difference between the two. I'm willing to pay the monthly payment but that's not going to continue if I don't receive customer support.,Easy to understand
Price is right
Unique interface,Difficulty in creating complicated reports
Not able to utilize same functionality as Excel
Customer service not willing to help out,6,,6,5Leonardo DidonnaZoho - easy to use Bi tool2016-02-10T22:45:22.829ZZoho reports are used to display analytical detail and insights on the instore promoter activity. Everything from number of sales, demos, copetitor activity to items cost comparisons.,Gread dashboard
Variety of reports
Abilitity to embedded to web
Simple as excel.,Can't really find any issue with Zoho yet.,8,Tableau Online,QlikView,9,9Mladen PejanovicBest Reporting Platform2016-02-10T22:44:32.076ZZoho reports is used by management to analyse helpdesk. It gives us an insight into how we are performing and meeting or missing SLA from the helpdesk.,Simple reports
Indepth analysis
Simple integrations,Give at least 60 days trial
integrate/interface with other CRM systems
Create different themes,9,,Altus Dynamics CRM, Microsoft Dynamics CRM, SugarCRM,5,9Chin Uba (MBA, MSc, MCITP, MCSE)Zoho Reports Delivers !!!2016-02-10T20:40:01.019ZI love the way Zoho Reports integrates with ZohoCRM. It also stands alone very well. The ease in which in connects to our external data sources and visualized that data is exactly what I was looking for. The charts and tools are many, and they are very responsive to suggestions for my custom needs as well. The experience has been very professional and I expect to grow my use of Reports even more in the coming months.,I needed a good tool for proprietary stock market data. This data is NOT publicly available and required a stand alone tool to visualize it. ZohoReports was a very good fit. We will be integrating it into client tools for deeper reporting analytics.,I'm working with the Reports teams to add some very high level functionality to proprietary stock trading data. This will be something not found in the world of financial charting. Zoho Reports will potentially be breaking new ground and opening up a whole new area of market data visualization.,9,10,10Brad KlineA boon for any small business2016-01-28T22:18:43.151ZMy organization uses Zoho Reports for tracking paid marketing campaigns across Google, Facebook and real-time bidding platforms. We track metrics like CPM, CPC, CTR etc., across all ad campaigns across multiple platforms for all our clients. Zoho Reports is an excellent tool for tracking and optimizing campaigns. I especially like the capability to write MySQL codes which enables us to implement custom optimizaton logics. In addition, the automated mailers let us send weekly reports to all our clients in an automated fashion. This has made things very easy for us and I would recommend it to any mid-size company which deals with data,Ability to write MySQL codes including Inner and Left joins has helped immensely in putting together data from disparate sources.
Ability to send automated mailers has helped in sending weekly reports to clients without any manual intervention.
Ability to sync data automatically from MySQL tables has helped in moving data seamlessly into Zoho Reports.,Should improve the visual aspects of charts and tables. For some of our clients we had to consider other visualization tools for generating good looking reports.
Should enable multi level SQL codes on over another. Currently it lets only 3 Select statements one inside other.
Should make it more fast, some of the reports and tables take time to load.,9,Klipfolio,Unbounce,9,9Anshuk Aggarwal
Windows, Linux
Zoho Analytics (formerly Zoho Reports)
114 Ratings
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