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Zoho Reports - a must have add-on with Zoho CRM
https://www.trustradius.com/business-intelligence-biZoho Analytics (formerly Zoho Reports)Unspecified7.5116101
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December 19, 2017

Zoho Reports - a must have add-on with Zoho CRM

Score 9 out of 101
Vetted Review
Verified User
Review Source

Software Version

Standard

Overall Satisfaction with Zoho Reports

We 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.
We use both products at my company, so it isn't a matter of selecting Zoho Reports over Quick Base. But I do find Zoho Reports easily to use in combination with Zoho CRM and the other Zoho Products that we use.
For this we just pull in data from Zoho CRM but was a very easy transition/add-on for us to get better reporting for our departments.
Zoho Reports makes it easy to share reports with people in your company as well as outside. Also able to have many different formats and schedules allows this to be customized for all departments in our company.
If you are already using Zoho CRM this is a given to get the most out of your data.

Zoho Analytics Feature Ratings

Pixel Perfect reports
9
Customizable dashboards
10
Drill-down analysis
9
Formatting capabilities
10
Report sharing and collaboration
10
Publish to Web
Not Rated
Publish to PDF
10
Report Delivery Scheduling
10
Multi-User Support (named login)
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Dedicated iOS Application
Not Rated
Dedicated Android Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated