Zoho Reports is an easy choice when already part of the Zoho Ecosystem
Anonymous | TrustRadius Reviewer
December 27, 2017

Zoho Reports is an easy choice when already part of the Zoho Ecosystem

Score 7 out of 10
Vetted Review
Verified User
Review Source

Software Version

Professional

Overall Satisfaction with Zoho Reports

We used Zoho Reports to track project and task progress with Zoho Projects. While Zoho Projects did supply graphs and charts, the easy-to-connect Zoho Reports app made it easier to do in-depth reporting and analysis of Projects data. It is an easy one-stop solution for small to mid sized businesses who need a reporting module connected to a project/task planning app and a CRM.
  • One small but important feature that I like is that I can show dates by ISO week, this is very helpful for multi-year reporting within a business that works and speaks by ISO week.
  • Zoho Reports is a good tool to use for data reporting from Zoho Projects. Very useful if you are already in the Zoho ecosystem.
  • We use this tool to provide reports to leadership and review team goals. This is very helpful for users who do not use Zoho Projects but want information on day-to-day operations and goal setting.
  • UI needs a bit of an update to match the rest of the Zoho ecosystem
  • There is bit of a learning curve, which is not as "steep" as other BI/reporting tools
I selected Zoho Reports because of the Zoho ecosystem. We adopted it because it seamlessly combines with the Zoho task management application, Zoho Projects. This was a unique offering since many project applications have poor or limited reporting features or not a standalone reporting module separate from the projects application.
Zoho Reports works really well with the Zoho project planning application Zoho Projects. It is beneficial for us to be able to give leadership members these reports instead of having them go through the individual projects. By connecting tasks to users, it also helps our team see who is doing what and who is behind on what so we can allocate additional resources to a task.
Zoho Reports sharing works really well with Zoho Projects, by allowing granular user permissions with the zoho reports app we can have project managers and sales managers report their project progress. Sharing data and distributing reports was quite a simple process once we got up to speed within the Zoho Ecosystem.
Good for analyzing data within the Zoho ecosystem, I use it for Zoho Projects however this can be used for the CRM system from Zoho as well. Not perfectly suited for a BI/reporting software that is taking imports from multiple data streams. Reports are not for offline use, which can be problematic based on the physical internet presence

Zoho Analytics Feature Ratings

Pixel Perfect reports
Not Rated
Customizable dashboards
7
Drill-down analysis
7
Formatting capabilities
8
Report sharing and collaboration
8
Publish to Web
7
Publish to PDF
7
Report Delivery Scheduling
7
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