Zoho Reports Software


 

Zoho Reports is a web-based reporting and business intelligence platform. It offers several applications within its suite, including reports and dashboards, data warehousing, and more. This system is used by many different departments in small to mid-sized businesses, including sales/marketing, HR, Finance, Operations, and more.

The system includes various reports to provide real-time visibility into every aspect of the business. It contains a drag-and-drop interface, charts, widgets, and more to create a fully customized dashboard. Team members can share data and collaborate on tables and reports, with tailored access control for each user. These reports can also be published and viewed by other teammates, even if they don’t have a login, or embedded in a website or blog.

Zoho Reports is Windows, Mac, and iPad compatible, and can be accessed from anywhere, as long as there is an Internet connection. Data syncs automatically, and can be scheduled at any time. 

 

Zoho Reports - Sales graph
 
  • Zoho Reports - Sales graph
    Sales graph
  • Zoho Reports - Pipeline breakdown
    Pipeline breakdown
  • Zoho Reports - Pie chart
    Pie chart
  • Zoho Reports - Share reports
    Share reports
  • Zoho Reports - Generate dashboards
    Generate dashboards
  • Zoho Reports - Share options
    Share options
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

57 Reviews of Zoho Reports

 

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Software Advice Reviews (4)
More Reviews (53)

Showing 1-4 of 4

Amber from GroupOne
Specialty: Healthcare / Social Services

July 2015

July 2015

ZOHO is Awesome!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

the software is cheap and competitively priced. You get a good mix of features for the price.

Likes Least

The email program is the weakest part of this system.

Recommendations

Great choice when looking to redefine how you do business

 
 

Sam from Anyonehome
Specialty: Real Estate

July 2015

July 2015

Affordable, easy to use - good mix of features

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Has lots of options and features. Ability to customize for company's needs. I like how you can keep all e-mails and task management all in one place. Plus the price point is fantastic for a product like this.

Likes Least

Features are kind of buggy frequently - macros. In addition, customer support is hard to deal with. One main frustration point for me was the way e-mails are handled, kind of slow and clunky.

Recommendations

Budget is one thing but performance and needs based approach is much more important. But is a great option for the price

 
 

Lauren from RelationEdge
Specialty: Consulting

June 2015

June 2015

It's a really inexpensive product but the UI isn't the best.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

You can't beat the price and for a sole proprietor who was starting a new business, I wasn't ready to invest in a pricey platform.

Likes Least

Its functionality. While the platform is certainly "usable", it's not the ideal design.

Recommendations

Better customer support would have been a lot more helpful.

 
 

Brittney from GroupOne Healthsource
Specialty: Accounting / CPA

June 2015

June 2015

Zoho CRM Reports

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

This is a total business management package. The integration and automation is forever going and very affordable for small businesses.

Likes Least

There is so many features that aren't being used or not quite sure how to use - could use more how-to videos to get to know this stuff better.

Recommendations

Try to incorporate some of these features with Salesforce and vise versa.

 
 
 
Showing 1-20 of 53

Tori from Optimax

April 2017

April 2017

Four stars for Zoho Reports

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Zoho reports is a very easy and user friendly system. The data and charts produced are spot on and easily exported for quick usage and adjusting in an aesthetically pleasing format. If I had one wish, it would be if the reports could be viewed as dashboards, otherwise perfect!

Source: Capterra
 

Jidnyasa from Sarla Technologies
Number of employees: 201-500 employees Employees number: 201-500 employees

April 2017

April 2017

Nice experience with zoho report

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Need to enter feature to create bug tracker report for customised fields good very good application otherwise.need to add zoho help desk reports as well

Pros

Nice features

Cons

Not applicable for zoho bug tracker customised features,and zoho help desk reports

Advice to Others

No

Source: Capterra
 

Tod from thumbprint
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Zoho Reports is super easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I needed to find a solution for a client dashboard to share metrics in a graphical format. Zoho was very easy to use and I was able to engage and create reports and dashboards within minutes. A huge time saver and helped me accomplish exactly what I needed.

Source: Capterra
 

andrea from Zetlin & De Chiara
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2017

April 2017

Great Support Overcomes Difficulty in Creating Custom Reports for a Small Firm

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

No matter what I did, I could not generate the reports I needed. I am a small firm with many projects I need to manage. The shareholders need to frequent reports on progress and the reports are just too complex!

Pros

That it works with Zoho projects. The support is outstanding

Cons

So difficult to get what you want in the reports and schedule running them.

Advice to Others

Take your time to study it and take advantage of the trial

Source: Capterra
 

Jean-Philippe from Hypotheque Lupien Inc

April 2017

April 2017

Great products

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Zoho reports replace 7 reports done with excel. We saved about 15 hours each week in employees time, not counting all the errors that were introduced in the old reports.

Source: Capterra
 

Daniel from Pixup Media GmbH

April 2017

April 2017

Great Tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Great Tool to get some better insights! Especially the connection with other Zoho services is pretty easy and the default templates are easy to use.

Source: Capterra
 

Audra from Student Support Services - MISD
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

April 2017

April 2017

Zoho Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Functionality
Product Quality
Quality
Value for Money
Value
Support

My experience using Zoho is that it is simple to use and easy to understand. It is a very well crafted feature that organizes data in many ways. I have had no problems up to date.

Source: Capterra
 

Aurélien from Blacksales
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

Zoho report for startup

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are a small startup who needs to analyze the data of our emailing campaigns. Zoho reports provide a good platform to create charts and analyze data and recombine them in an interesting way.

Pros

Easy to import data from other online sources using API calls

Cons

Since it offers a lot of options to combine and present data, the interface is not very intuitive at first

Source: Capterra
 


March 2017

March 2017

Zoho Reports enable deep dives into data to assist in making informed decisions

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It integrates well with Zoho suite.
The customer support for Zoho Reports is above average.
Pricing for SMEs is in the affordable range for the functionality it provides

Cons

Customer support can improve. Also, the support teams between Zoho Books and Reports need to get used to each others' features since many a time we get bounced between the two teams before a workable solution to certain queries are found.

Source: GetApp
 

Randa

March 2017

March 2017

Great tool to manage your business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It's easy to get familiar with it, even if there're some issues it can be reported and fixed right away!

Cons

Sometimes tasks are getting messy, filters aren't that efficient, sometimes filters list is too long and you can't catch the end of the filter's list!!!!

Source: GetApp
 


March 2017

March 2017

High Value Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Zoho Reports provides access to detailed information at a fraction of the price their competitors charge. It's very useful to use for reports from their other products - CRM, Projects, etc.

Source: GetApp
 

Joseph from Sunny Energy
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2017

March 2017

Great report writing and dashboard tool

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support

We use this app for our internal process dashboards. The flexibility has allowed us to emulate our process flow for 14 major milestones on ever project. Projects move from dashboard to dashboard, with different staff members handling different milestones. The only real complaints are a lag time in updating data of up to 3 hours, and some lack of flexibility. Customer service is amazing - excellent! They really want this to be a great product!

Pros

Customer service is the best! Overall, a fairly easy app to use.

Cons

Some flexibility is not available. Data updates delayed by up to 3 hours.

Advice to Others

Zoho should consider allowing data updates on a more frequent schedule during working hours. Right now, it updates at best every 3 hours. If we could update it 5 times during working hours, we could set a better schedule for us to use, and the total number of updates per day would not change. We do not need updates after 6:00 PM or before 6:00 AM.

Source: GetApp
 

David from Basecamp Franchising
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2017

January 2017

A lot more limitations than I'd hoped for

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I was hoping to see some specific data from the CRM with regard to the progression of leads in my sales process. I hired an expert programmer to help me customize it but it was too limited to see that data I'd hoped for. I was able to see pretty basic information pretty easily so if that's what you're looking for it will work well.

Pros

Integrates with Zoho CRM pretty flawlessly.

Cons

Limited on the data it can pull from CRM so limited in how specific of data you can see.

Advice to Others

Great if you're looking to pull basic information from your CRM.

Source: GetApp
 

David from Stevens Transport
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

January 2017

January 2017

Productivity taken to a new level

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have been using Zoho Projects and Zoho Reports for over a year now and our experience has been nothing less than amazing. After searching around for a month, we decided on Zoho due to the great reviews, unbelievable features, and low cost. All I can say is, wow. The synergy between the various apps places them way ahead of the competition. You can waste your money on more costly solutions that deliver half the features that Zoho has, or you can give them a shot. There's not much to lose with a free trial. I can brag about Reports all day but it's best experienced.

Pros

Intuitive Design
App Synergy
Scale-ability
Support
Fast Rollout
Cost

Cons

Would like to see a little more customization in Projects.
Would like to see more tables integrated from Projects to Reports.

Advice to Others

Give it a shot, you have nothing to lose, and you just may come in under budget.

Source: GetApp
 

George

November 2016

November 2016

Zoho Reports Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Zoho Reports is used as the primary reporting tool for the projects at our consulting company. The team of more than 30 consultants use Zoho Projects to manage multiple projects for private and public sector. The interface between the two applications is seamless and stable, we also use extra Zoho Reports static tables (with non transactional data) and we plan to include connections to other data from our ERP.

Pros

We ended up to Zoho Projects and Zoho Reports, after a significant evaluation among several on-premise and cloud platforms. Cost, ease of use, licensing model, integrations with other Zoho (and external) applications, wealth of functionality and user interface, was our decision drivers.
We like the distinction between standard and user filters.

Cons

A short of programmability would be great like conditional formating, hyperlinking.

Advice to Others

Definitely, Zoho Reports must be present in a reporting solution evaluation.

Source: GetApp
 

Jon from Squint/Opera
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2016

November 2016

Zoho Reports App

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I work for a Creative Agency and Production House in London. We use Zoho reports to analyse the performance of our pipeline across our divisions. The interface allows easy customisation of data and has been useful for predicting future work we expect to come in to the business.

Pros

The ease with which different data sets can be combined and manipulated through a combination of aggregate formulas and drag and drop design. The connectivity with other data apps is also useful.

Cons

It is disappointing that the Campaigns and Forecasting modules within Zoho CRM are not available in the Reports tool. It seems like these could be easily integrated to provide a bigger picture of sales performance.

Advice to Others

It takes a little bit of perseverance to find the right reports for your business but the effort is worth it.

Source: GetApp
 

Umesh from SoftDEL
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2016

November 2016

Best Reporting as per your choice !

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

As we need a focused and task wise reporting on demand, Zoho offered this on simple clicks and filters. Very easy to use.

Pros

Simple and easy to use, simple clicks for reporting

Cons

Weekly entered data for reference during new addition is missing which will be helpful as it will reduce the entry efforts

Advice to Others

-

Source: Capterra
 

Shitalkumar from SoftDEL systems pvt ltd
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2016

October 2016

Zoho Reports better way to get your reports

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I am using Zoho Reports plugin since past several months. It is good add-on to get additional required details for Zoho Projects. The project wise filters, user wise reports, milestone based data and so on are really good features. Time sheet data feature is the most popular and is found more useful for use. The filters can be customized as per needs and modified with desired options when needed is good feature. Exporting report in desired format is good and easy to use feature. The improvements needed are in-terms of auto synching of new added projects data capture. Users creation should have field to hold employee id.
Overall it is great experience using Zoho Projects and it is must to have along with Zoho Projects.

Pros

Collects all the needed data
Timesheets project wise
Customized Reports

Cons

Manual synchronization of added projects needed not major though

Source: Capterra
 

Raul from Delta Research

October 2016

October 2016

One of the most cost effective dashboards I've tested

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Zoho Reports is a very cost effective and complete dashboard. It is friendly and has good cloud connectivity. It still needs some improvements on some kind of reports or charts, It would be great if it can connect with Zoho Surveys (for example). But overall is recommended. Support responses are slow. At the beginning , in our trial we asked for lots of things but it took more than expected to get responses.

Source: Capterra
 

Michael from Fabrication Enterprises Inc
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2016

October 2016

Zoho Reports Review- 6 Months In

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
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Quality
Value for Money
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Support

Zoho reports is an easy to use business intelligence tool. There are many integration options; we integrate Google Analytics, Zoho CRM, Zoho Projects as well as our custom ERP system. The recommend tables are often useful. Creating custom charts and tables, then organizing them into dashboards is where this software shines. For more advanced table creation it has a built in sql editor. The ability to publish links that are dynamically updated let's us view any report in Zoho CRM and our custo ERP.

Source: Capterra
 
 
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