1. How To Create Reports with the Advanced
Analytics Add-on for Zoho CRM
- Zoho Reports Advanced Analytics Add-on for Zoho CRM -

2. Creating Reports using Zoho Reports Add-on
Sign in to your Zoho CRM account

3. Creating Reports using Zoho Reports Add-on
Go to 'Reports' tab and click the 'Advanced CRM Analytics'
link

4. Creating Reports using Zoho Reports Add-on
◉ Clicking the 'Advanced CRM Analytics' link
will open the 'Zoho CRM Reports' database in
a new browser window.

5. Creating Reports using Zoho Reports Add-on
In the tables (CRM modules) listed, open the one you
want to create reports on. Say 'Potentials'

6. Creating Reports using Zoho Reports Add-on
Click 'New' -> 'New Chart View'

7. Creating Reports using Zoho Reports Add-on
◉ The table's columns will get listed in the left, with a
drag and drop designer area to the right
◉ Other tables related to 'Potentials' are also listed on
the left. You can pull in columns from those tables
too.

8. Creating Reports using Zoho Reports Add-on
◉ Let's say you want to know how the sales trend has
been for the past few months
◉ You can drag and drop 'Closing Date' to the X-axis
and 'Amount' to the Y-axis
◉ Choose 'Month & Year' function for 'Closing Date' and
'Sum' for 'Amount'

9. Creating Reports using Zoho Reports Add-on
◉ The sales has to be filtered to only the deals won
◉ Add the 'Stage' to the Filter tab and only select
'Closed Won' deals alone.

10. Creating Reports using Zoho Reports Add-on
◉ Similarly, you can have 'User Filters' too, where you
could allow the users/viewers of this report to
dynamically apply filters on the report.
◉ For example, let's have 'Potential Owner'. Drop this
column in the 'User Filters' tab

11. Creating Reports using Zoho Reports Add-on
You can change the 'Settings' of the chart to
suit your needs

12. Creating Reports using Zoho Reports Add-on
The final Sales Trend Report on saving and
clicking the 'View Mode' button in the toolbar

13. Creating Reports using Zoho Reports Add-on
◉ Let's now see how to create a Pivot Table (Matrix
View)
◉ Click 'New' -> 'New Pivot View'

14. Creating Reports using Zoho Reports Add-on
◉ Let's pivot sales done by each sales person across years
◉ Drag 'Closing Date' to 'Columns' and 'Potential Owner' to
'Rows' and 'Won Amount' to 'Data' shelfs
◉ Select 'Year' function for 'Closing Date' and 'Actual'
function for other two columns dropped

15. Creating Reports using Zoho Reports Add-on
◉ The pivot generated looks like the above. You can
double click on a column to rename it.
◉ You can apply Filters and User Filters as in Charts

16. Creating Reports using Zoho Reports Add-on
The final pivot view in 'View Mode'

17. Creating Reports using Zoho Reports Add-on

18. Creating Reports using Zoho Reports Add-on

19. Creating Reports using Zoho Reports Add-on
◉ You can drag and drop the reports from the
left to form the dashboard

20. Creating Reports using Zoho Reports Add-on
◉ You can 'Contract' a report, so that two reports
can be placed side by side.
◉ You can increase/decrease a report's height/width
by dragging a report's bottom/right edges

21. Creating Reports using Zoho Reports Add-on
◉ You can add HTML text elements wherever
you need by clicking 'Add Text'
◉ You can have 'User Filters' at the top that
will get applied to all reports in the
dashboard

22. Creating Reports using Zoho Reports Add-on
An example dashboard with stylized HTML heading
and a dashboard level user filter.

23. Learn & Explore More....
Check the following Video Demos & Help documntation to
learn more about using Zoho Reports
◉How to Create Charts
◉How to Create Pivot Tables
◉How to Create Dashboards
◉How to Apply Filters
◉More Videos...
◉Zoho Reports Help Documentation

24. Zoho Reports Advanced Analytics
Add-on for Zoho CRM
http://zoho.com/reports/crm
Support Contact: support@zohoreports.com
+1 888 900 9646 (toll free)