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

69 Reviews of Zoho Reports

 

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Software Advice Reviews (7)
More Reviews (62)

Showing 1-7 of 7

Deni from Delta Think Inc.
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Mostly happy with it

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Customer support is awful. The company is based in India and getting someone to respond is a trial, let alone having a chat. It typically takes us 2-3 days to schedule a call when we need in-depth support (we are in the US).

Pros

Zoho Reports allow for really nice data visualizations with a lot of flexibility in presentation, type of graphic, etc. Downloading underlying data is also easy to do.

Cons

There could be some additional features making it easier to use, such as including data in the downloads that is not included in the visualization. When downloading data, ID numbers and keyword information isn't helpful, but if additional data was provided the user could get a much better idea of what they're looking at in order to use the data externally from Zoho. There's lots more that could be done to make it more flexible and increase functionality, but it serves our purposes.

 
 

James from Victory Training and Development Institute
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2017

June 2017

ZOHO Reports review

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Zoho reports in general is a great reporting tool, although it may require some optimization when it comes to relationships.

Pros

Ease of use
Building reports and dashboards are easy
Gives better insight to businesses compared to some reporting tools
Very affordable
Supports multiple file types

Cons

Linking modules without relationship can be challenging
Report updates are either based on the automated sync or by updating it manually

 
 

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

 
 

Ryan from GroupOne Healthsource
Specialty: Software / Technology

July 2015

July 2015

Zoho Reports

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

There are no upfront costs and no hardware/software to maintain. The best is it's easy to set up and use.

Recommendations

Use this product the most you can, after all, it is accessible from anywhere!

 
 

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 62

Phil from SCS
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Easy to use, free to get started and very functional reporting 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

Easy to use, simple web-based reporting/dashboarding/charting.

Pros

It's so simple to setup and get started. We use this to chart out sample charts with customer data to show how information that flows in and out of our systems can be used by C-level staff. Instead of using an expensive tool for this, we found Zoho Reports and have been delighted with how easy it to setup and chart.

Cons

I honestly can't think of a single con, because I'm using the free version of the software and therefore don't have very high expectations.

Source: Capterra
 


August 2017

August 2017

Bang for the buck

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

Zoho Reports is quite easy to use, at least for someone who has worked with other reporting and data visualization tools. Sharing with non-technical users is quite easy and straight forward. We, mostly, use tabular reports and the performance has been quite good.

Cons

The tech support lacks the promptness and sometimes don't quite understand the need and the urgency.

Source: GetApp
 

Ken from Litmus World
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2017

July 2017

Has improved visibility in my org

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

Has preset templates. Dynamic and can drill down. Can bring in as many filter dimensions you like. Dashboard options are many.

Cons

Is not real time. There is absolutely no support given initially to train you to use. Its all on faq docs and youtube videos. If you have queries you will need to schedule appointments.

Source: GetApp
 

George

July 2017

July 2017

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
 

Lesa from UMA
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

June 2017

June 2017

Has some nice features

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

gathered knowledge of what we really needed an ATS to do

Pros

ease of navigating the system is nice, clean look, auto updating fields pre-written Workflow rules and templates

Cons

lack of custom functions, not native to CRM sync does not work support not there on a needed basis, it could take days before anyone gets back to you, and then they really cannot provide the support needed

Source: Capterra
 

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
 

Deborah from TruTeam
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

April 2017

April 2017

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

I would prefer a hands on training class instead of having to read the admin guide which I dont believe is very user friendly. I tried to create a folder and tried to use the help menu and the first step was click the reports tab and step 2 in the reports home page click create report folder. There is NOT a create a report folder in this tab....while creating a report you have to go to the last step basic information and select a folder or create folder OR you can select a report and select move to folder drop down which has a create folder option. I had to call the support line to get this information as the guide was NOT accurate.

Cons

Lack of hands on training classes for admins.

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.

Pros

Price, ease of use, integrations

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
Usability
Functionality
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
 
 
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