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how to create a report in zoho analytics

How To Create Reports Inside Zoho Analytics – 2021 Tutorial

  • Posted on August 4, 2021

In this tutorial, we walk through creating Zoho Analytics reports including pivot tables and charts. In case you missed the last video in this tutorial series, check out Explaining Your Data .

Key Takeaways

After adding raw data to Zoho Analytics, if the box is checked to yes, some reports will automatically be created from that data. These reports are in the Reports tab pre-organized into folders for your convenience. If you are just starting out with Zoho Analytics, begin by going through these premade reports.

Creating a report from scratch gives you full control of what data to use and how to filter that data. Start creating any type of report by using the Create button in the upper left. Then select what kind of report you would like. Choose which Base Table will be used as the baseline for the report to pull data out of. Keep in mind this doesn’t limit the data to this specific table, you can add in others once you start creating the report. Don’t forget to name your report at the top of the screen and save it before closing!

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Creating a Zoho Analytics Pivot Table Report

  • Start by adding different columns to the Columns, Rows, and Data sections in the top Pivot section.
  • When you drag and drop a column into one of the sections, you will be able to then specify the details of the column using the drop-down. In this example, we use the Closing Data column and are able to select what date formatting we would like to use.
  • Once you have the columns you would like to use, select the generate report button to create the Pivot Table.
  • Easily add more columns by dragging and dropping them into the Rows or Data sections.
  • Keep in mind that when you add more columns they will group together from top to bottom.
  • Dragging and dropping columns into the Column section will group the columns into their own sections within the pivot table.
  • Under the Filters tab, you can set specific filters to break down your data even more within the report. User Filters are a nice addition that gives you the ability to quickly filter the report data by a certain user.
  • Within the pivot table, you can right-click and make edits as well, often for hiding columns that you might not need to see.

Creating a Zoho Analytics Chart Report

  • Drag and drop one of the columns into the x-axis to start.
  • At the top under the title of the report, you can select which type of chart you would like to use. There is a huge variety of report types to choose from. It is important to dig into these options and decide which one is the best way to represent your data.
  • Add columns to the y-axis to change the way the data is represented in your chart. In this example, we add the Amount column to the y-axis. This changes the data to be sized based on the amount of deals instead of the count of deals.
  • Dropping a column into the Text section will add a callout to the chart that adds the information from the selected column.
  • Use the sort button near the top to organize the chart to your specific needs. This provides some general options as well as an option to custom sort.

Additional Resources

Want to learn more about Zoho Analytics?  Check out our other resources which include videos, articles, and guides by clicking here to visit the  Zoho Analytics resource page . 

how to create a report in zoho analytics

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Understanding the insights you gather from your customer data is the key to business success. Zoho CRM's reports let you analyze, monitor, and track your business health and provide you with the ammunition you need to make important decisions. Choose from over 40 standard reports or create a customized report from scratch in minutes.

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  • Visualize sales data by converting reports into charts

Build full-fledged reports from scratch

The easy-to-use visual builder makes generating complex and precise reports a breeze. Just click to select the modules you want to make data sets from, add the fields you want in your report, and even get a real-time preview of the report before you save it.

Visualize hidden opportunities by drilling deep into your data

Transition from a high-level view of your sales data down to the gritty details. Zoho CRM's reports give you total freedom to arrange your data sets however you want to generate the insights you need to make business-critical decisions.

Expand your perspective by combining reports

Joining multiple reports lets you uncover deeper insights into your CRM data and how it can directly impact your business decisions. For example, you can combine your expense reports with your deal reports and analyze the costs of each campaign compared to the number of deals it generated.

Keep your reports organized and in reach

Use the advanced search filter to quickly locate reports, or add them to your Favorites folder for immediate access. All the reports you create are automatically organized into folders like Campaign Reports, Forecast Reports, and Deal Reports.

Share and schedule reports with fine-grained access

Share your reports with full control over their visibility: choose to share with individual users, or with groups of users based on their role or territory. Zoho CRM lets you automatically schedule daily, weekly, monthly, or yearly reports sent to your colleagues, executive management, and even non-Zoho CRM users.

Convert reports to dashboards and visualize your data in seconds

Turn reports into charts or tables on demand and add them to your customized dashboard. You can convert your reports into column, donut, pie, bar, line, table, funnel, area, and heat map charts at the click of a button.

Get a complete picture of your AdWords spending

See which of your Google AdWords campaigns is giving you the highest ROI with our dedicated Google AdWords reports in Zoho CRM. Dig into the details of your sales team's performance by running call or activity reports. Visitor reports help you understand your customers with in-depth data on the contacts looking at your website.

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Sales reports.

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Freshsales Review 2024: Features, Pricing, Pros & Cons

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Freshsales is a robust CRM software that offers a variety of AI-powered tools to create custom pipelines and increase sales conversions. Its Freddy AI tool helps businesses segment and run campaigns that can generate, qualify, route and track incoming customers.

Freshsales can support organizations of any size, but if you’re looking for a powerful, free CRM with more integration capabilities, there are other options. Though Freshsales offers a free version that includes many features, like email templates and a sales dashboard, that tier only supports up to three users.

Freshsales pricing

  • Free CRM: Free for up to three users and offers email templates, a sales dashboard and more.
  • Growth: $15 per user per month, billed annually, or $18 per user when billed monthly.
  • Pro: $39 per user per month, billed annually, or $47 per user when billed monthly.
  • Enterprise: $69 per user per month, billed annually, or $83 per user when billed monthly.

Key features of Freshsales

Chat campaigns.

Freshsales’ Freshmarketer tool can create and run chat campaigns through an organization’s website to engage with potential customers at the right time, qualify leads and accelerate sales conversions ( Figure A ). Sales reps are able to choose customized messages that can be triggered by a visitor’s actions or build out entire chatbots to automate support engagement.

Screenshot of Freshsales campaign creation tab.

Sales sequences

Sales sequences are workflows that help sales reps automate their outreach of scheduled series of sales touch points like emails, phone calls, SMS and reminders ( Figure B ). This feature allows reps to create, send and track personalized outbound campaigns.

Screenshot of Freshsales sales sequences creation page.

Configure price quote

Freshsales CPQ allows an automation of creating new quotes for each individual client ( Figure C ). Sales reps can create preset templates that allow edits for document accuracy and better visibility and control over all customer quotes and documents. This feature integrates with Dropbox Sign to enable the delivery, signing and tracking of documents directly from the platform.

Sample quote within the Freshsales software.

Contact scoring

Contact scoring identifies high-intent leads based on who they are and their engagement with an organization. Within the CRM, sales reps are able to define the positive and negative scoring signals based on the ideal customer profile ( Figure D ). Freshsales’ AI-assistant, Freddy, will then assign each client profile a score based on those signals and then recommend the best actions to engage with them.

Screenshot of sample contact scoring signal dashboard on Freshsales.

Freshsales pros and cons

Alternatives to freshsales.

Depending on the size of your organization, what software and tools you currently use and how you anticipate using a CRM, an alternative to Freshsales might be a better choice. There are also industry-specific CRM software that could cater to your specific needs.

The most notable alternative CRMs to Freshsales include HubSpot, Zoho CRM, Pipedrive and Insightly. Most of those alternatives also offer a capped free version of its software and offer similar core features to Freshsales. Some do offer more sales-specific, marketing-specific or data-backed features, making each slightly different.

SEE: For a full breakdown of these CRM software and others, check out our list of the best enterprise CRM software .

* Pricing is based on annual subscription plans. Month-to-month billing options will differ.

HubSpot logo.

HubSpot offers a free version that can support up to 2,500 users, which is drastic compared to Freshsales’ three-user limit. This free tier provides a large variety of sales, marketing and customer support tools for organizations to track and engage with leads and clients. HubSpot can integrate with over 1,500 applications, making it easy to adapt it to current tech stacks.

SEE: Considering HubSpot? See how HubSpot compares to Salesforce .

Zoho CRM logo.

Zoho CRM offers advanced sales and marketing functionality through its omnichannel tool. Target and engage with high-intent leads and current clients through multiple outlets on one platform. This includes email, social media, live chat and webform campaigns that are branded and effective.

SEE: For a full breakdown, check out our independent review of Zoho CRM.

Pipedrive logo.

Pipedrive is a great lead and pipeline management tool that allows users to create easy-to-navigate pipelines. Within these pipelines, organizations can use analysis and reporting tools to identify client trends and forecasts. Compared to Freshsales, Pipedrive doesn’t offer a free version and has limited marketing capabilities beyond email campaigns. This makes Pipedrive most ideal for sales teams.

SEE: Explore this side-by-side comparison of Pipedrive and HubSpot .

Insightly logo.

Insightly is another CRM software that offers a generous amount of integration capabilities. Track and monitor individual tasks as well as entire projects by copying all corresponding details and records for complete visibility. In addition to its own price books and quotes features, Insighlty also offers a free-for-life version of their CRM that supports up to 2 users and 2,500 records.

Review methodology

To review Freshsales in detail, we used an inhouse rubric that consists of criteria deemed most important when evaluating CRM software. We then compared Freshsales against the industry standard for each criteria in that scoring tool. We relied on Freshsales’ own resources as well as some real user feedback and scores.

The criteria we used to score Freshsales include:

  • Cost: Weighted 25% of the total score.
  • Core features: Weighted 25% of the total score.
  • Customizations: Weighted 15% of the total score.
  • Integrations: Weighted 15% of the total score.
  • Ease of use: Weighted 10% of the total score.
  • Customer support: Weighted 10% of the total score.

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IMAGES

  1. Creating a Dashboard

    how to create a report in zoho analytics

  2. Zoho Analytics How To Create Reports Beginner's Tutorial

    how to create a report in zoho analytics

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COMMENTS

  1. Creating Reports

    Creating Reports Zoho Analytics, as a reporting software, offers a wide variety of reporting options such as Charts, Pivot tables, Summary views and Tabular views. This enables you to easily analyze your data and derive great insights. The intuitive drag and drop based designer of Zoho Analytics allows you to easily construct the required reports.

  2. Creating Reports l Zoho Analytics Help

    Creating Reports Zoho Analytics, as a reporting software, offers a wide variety of reporting options such as Charts, Pivot tables, Summary views and Tabular views. This enables you to easily analyze your data and derive great insights. The intuitive drag and drop based designer of Zoho Analytics allows you to easily construct the required reports.

  3. Understanding and building reports

    Building a report Reports can be created and shared in different formats by CEOs, managers, sales reps, and other CRM users, and are built using data from one or more modules in your CRM.

  4. Zoho Analytics How To Create Reports Beginner's Tutorial

    In this Zoho Analytics tutorial Tyler covers:-Creating Reports-Pivot Views-Formulas-Chart Views🚨 UPCOMING LIVE STREAMS 🚨Marketing Automation 2.0 Full Produ...

  5. Creating Reports

    Creating Reports Zoho Analytics offers a wide variety of reporting options such as Charts, Pivot tables, Summary views and Tabular views. This enables you to easily analyze your data and derive great insights. The intuitive drag and drop based designer of Zoho Analytics' allows you to easily construct the required report.

  6. How to Create Reports on Zoho Analytics

    Intro How to Create Reports on Zoho Analytics Erphub 343 subscribers Subscribe Subscribed 9 534 views 10 months ago In today's video, we'll show you how to create reports on zoho...

  7. Creating Reports

    Click the Reports tab. On the Reports Home page, click Create Report. On the Create Report page, do the following: Select the primary module from the drop-down list. Select the cross-functional modules from the Related Modules list box.

  8. Getting Started l Zoho Analytics Help

    Solutions Get started with the introduction video that captures the basic concepts in Zoho Analytics. Learn how to import your data, build insightful reports and dashboards and effectively share them with users. Account Setup Learn how to setup your Zoho Analytics account and manage it

  9. Analytics

    Bienvenido a Soporte de Zoho. Search our knowledge base, ask the community or submit a request. Knowledge Base. Community. Add Request ; Add Topic ; Knowledge Base; Analytics; User Guide; Creating Reports; Introduction to Creating Reports. Introduction to Creating Reports. 1 Article; Charts. Charts. 7 Articles; Geo Map Visualization. Geo Map ...

  10. Report Formula l Zoho Analytics Help

    Follow the below steps to create a Report Formula. Open the report in Edit mode. Click the icon. For Charts, this will be available on the left of the data shelves. For Pivot Table and Summary View, this will be available on the right of the data shelves. The Add Formula dialog will open. Provide a name for your Formula.

  11. How To Create Reports Inside Zoho Analytics

    Start creating any type of report by using the Create button in the upper left. Then select what kind of report you would like. Choose which Base Table will be used as the baseline for the report to pull data out of. Keep in mind this doesn't limit the data to this specific table, you can add in others once you start creating the report.

  12. Creating Custom Reports

    1. Head over to the Reports tab on the dashboard. 2. Now click on Custom Reports. 3. Click on the Create Dashboard (+ icon) and give in a name for your report. 4. Finally, click on Add Cards button to add report sections of your choice to include in your custom report. Divya Parameswaran Updated: 2 years ago Helpful? 2 0 A Cancel (Up to 20 MB )

  13. Customizable Reports in Online CRM

    Choose from over 40 standard reports or create a customized report from scratch in minutes. Sign Up For Free Track critical sales metrics with over forty pre-built reports Customize reports and include data from multiple modules Visualize sales data by converting reports into charts Build full-fledged reports from scratch

  14. Creating Charts

    Click New button in the top left corner of the database and select New Report. In the New Reports tab that opens, click Chart View. In the Select Base Table dialog that opens, select the required table in your database on which you want to create the chart and then click OK. The Chart Designer opens as shown below.

  15. Sending Scheduled Reply to Tickets

    Go to the Tickets module and open the desired ticket.; Click the dropdown next to Send & Close and select Schedule Reply.; Select the predefined time from the options or select Custom Duration or Specific Date and Time and choose an appropriate duration.; Click Schedule and Close Ticket. Once an email is scheduled, agents can view the date and time when the email will be sent by hovering on ...

  16. Zoho CRM 2024: Monthly product update summary

    Rather than manually rebuilding the criteria for each component or report, the CRM system will now offer an option to migrate the dashboard components and report to the corresponding Tasks, Calls, and Meetings modules automatically. ... Best time analytics and VoC forecast charts in Zia Presentation; Learn More. Learn More. Customer Early ...

  17. Zoho CRM Review 2024: Pricing, Features, Pros & Cons

    We explore the features, pros and cons of Zoho CRM, one of the leading customer relationship management software on the market. Zoho CRM's fast facts Overall score: 4.3 Pricing: Offers a free ...

  18. Freshsales Review 2024: Features, Pricing, Pros & Cons

    Explore Freshsales CRM in our in-depth review. Learn about their features, pricing, and pros and cons to make an informed decision for your business. Freshsales' fast facts Overall score: 4.3 ...