Zoho Reports - Contractor Experience
Anonymous | TrustRadius Reviewer
November 16, 2017

Zoho Reports - Contractor Experience

Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

Professional

Overall Satisfaction with Zoho Reports

Zoho 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  • Reports was challenging to understand initially and some of their documents were out of date so importing did not work.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.
Zoho Reports makes it easy to adjust access for each employee and is great because it is easily accessed on any computer. The mobile apps are also great and more user friendly than I have found things like Dropbox to be. There are things that we still must use quickbooks for as our accountant cannot work with Zoho Reports; namely for things like taxes.
Reports allows for the merging of data from several sources which is really great. However, we have encountered some issues in the functionality of these merges and how the data is further organized. Accessibility is great and it allows us to analyze data from a wide range of sources and functions well as a central hub of information.
The only issue we have encountered is the ability to adjust or create notifications. Many of our employees work in the field and are not at a desk where they can be constantly checking their email. If we were able to have better notifications when things are distributed that would be a definite plus. Other than this, the sharing capabilities of Reports are great. It is really easy to export reports and make things available to whatever members of the team that need it. In this, it also encourages us to be more connected by sharing information across the company and allowing everyone to be in the loop on what is going on.
It seems to be especially well designed for companies that work in industries such as retail. There have been notable challenges that had to be overcome with reports and the associated apps for us who work as contractors. It is not particularly well suited for bidded jobs, lump sum jobs, or jobs, or overtime. We managed to adapt it to make sure that the reports showed us what we needed to see, but it is apparent that this was not a key industry that was in mind when the software was designed.

Zoho Analytics Feature Ratings

Pixel Perfect reports
Not Rated
Customizable dashboards
7
Drill-down analysis
Not Rated
Formatting capabilities
5
Report sharing and collaboration
8
Publish to Web
Not Rated
Publish to PDF
8
Report Delivery Scheduling
Not Rated
Multi-User Support (named login)
9
Multiple Access Permission Levels (Create, Read, Delete)
9
Dedicated iOS Application
8
Dedicated Android Application
8
Dashboard / Report / Visualization Interactivity on Mobile
7