Zoho Reports - a must have add-on with Zoho CRM
December 19, 2017

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

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

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.

Pros

  • 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.

Cons

  • 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.
If you are already using Zoho CRM this is a given to get the most out of your data.

Zoho Analytics Feature Ratings

BI Platform ()
Not Rated
Supported Data Sources ()
Not Rated
9.5
Pixel Perfect reports
9
Customizable dashboards
10
9.7
Drill-down analysis
9
Formatting capabilities
10
Report sharing and collaboration
10
10.0
Publish to Web
Not Rated
Publish to PDF
10
Report Delivery Scheduling
10
Data Discovery and Visualization ()
Not Rated
10.0
Multi-User Support (named login)
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Not Rated
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated
Application Program Interfaces (APIs) / Embedding ()
Not Rated

Comments

More Reviews of Zoho Analytics

  1. Home
  2. Business Intelligence (BI) Tools
  3. Zoho Analytics Reviews
  4. User Review of Zoho Analytics