Zoho Reports. Just about everything you need.
December 21, 2017

Zoho Reports. Just about everything you need.

Royden Wood | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho Reports

We 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.
I'm a certified Access Developer. I prefer Zoho Reports for this kind of work (sales reporting) because it is cloud-based. I can work on a report at my desk, and then when I get into the boardroom present it on the big screen, drill down, etc. The ability to work on it from anywhere is crucial. I prefer Access for more traditional database duties, but that's okay, that's why it's called Zoho Reports and not Zoho Database.
Excel imports are great. I haven't gone beyond that yet.
Having cloud-based reports makes my life a lot easier. Very easy to collaborate, very easy to share.
I recommend it to everyone I know in business. Honestly, it's that good. It's easy to use, it's affordable for small business, and the ability to import excel spreadsheets relatively easy means it's easy to get your data out of whatever accounting system you use and into Zoho Reports.

Zoho Analytics Feature Ratings

Pixel Perfect reports
10
Customizable dashboards
10
Drill-down analysis
10
Formatting capabilities
7
Report sharing and collaboration
10
Publish to Web
10
Publish to PDF
10
Report Delivery Scheduling
9
Multi-User Support (named login)
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated