Zoho Reviews for consolidating organizations in Zoho Books
Updated May 30, 2018

Zoho Reviews for consolidating organizations in Zoho Books

Sergei V. Ostapenko | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho Reports

We 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.
It does not even stand close to the Books or CRM system we use today. Much work is needed and the price of $50 per month per seat is absolutely unjustified.
  • We wasted our money with Zoho reports and feel that this product is not commercially ready.
I am not sure, given the limited use of it for even for own Zoho products' data feeds.

Zoho Analytics Feature Ratings

Pixel Perfect reports
5
Customizable dashboards
2
Drill-down analysis
2
Formatting capabilities
2
Report sharing and collaboration
5
Publish to Web
5
Publish to PDF
5
Report Delivery Scheduling
5
Multi-User Support (named login)
1
Multiple Access Permission Levels (Create, Read, Delete)
1
Single Sign-On (SSO)
Not Rated
Responsive Design for Web Access
Not Rated
Mobile Application
1
Dashboard / Report / Visualization Interactivity on Mobile
1
REST API
Not Rated
iFrames
Not Rated