Zoho Reports: Reasons to Implement Business Intelligence Solution to your Reporting
Last Updated on: April 27, 2023
If you are already a Zoho CRM user, then you must be using its in-built reporting and dashboard feature. And, then you must be thinking what is the need for Zoho Reports in the first place. Zoho Reports are instrumental over Zoho CRM’s for their in-built reporting feature because Zoho Reports comes with a lot of advanced data mining and data analysis capabilities.
Zoho Reports is a great intelligence software that helps businesses make better sense of their company data. It is an application that comes with comprehensive and powerful reporting capabilities to provide businesses with useful insights. Zoho Reports integration can help you with a lot of advanced data analysis, report customization and sharing, and data mining capabilities such as Query table, Formula columns (calculated fields). In this blog, we will be sharing with you how you can make the most of the Zoho CRM with Reports.
First, let’s understand what is Zoho Reports, and what are its features?
This blog post covers:
- What is Zoho Reports?
- Features of Zoho Reports
- Reasons to Implement Zoho Reports for Enhanced Business Reporting
- Systango as your Certified Zoho Partner
- How We Helped ExpertLabels with Zoho Product Integration
What is Zoho Reports?
Zoho Reports is an on-demand reporting as well as SaaS business intelligence solution that helps you get powerful reports in just a few minutes and without any IT assistance. Zoho Reports supports a huge suite of report creation options, which includes tabular views, charts, pivot tables, summary views, and dashboards.
Here are some of the latest features of Zoho Reports:
Push Data from any Application:
Transfer data from your in-house or hosted business applications to Zoho Reports for reporting and analysis.
Upload and share data online:
Quickly and easily upload spreadsheet data in XLS, CSV, TSV and HTML format. You can also add data directly using the Zoho Reports spreadsheet interface.
Embed your Zoho Reports:
Embed your Zoho Reports anywhere including web pages, blogs and other web applications as well as a corporate intranet.
Business Reporting Components:
Zoho Reports comes with business reporting components that make use of a wide variety of charting components and tools to build your reports.
Zoho Reports integration offers easy drag and drop functionality that makes generating real-time reports a piece of cake without the assistance of IT professionals.
Do Online Data Analysis:
Develop detailed business reports online, share and collaborate them online with colleagues. Get the right business intelligence to your team at the right time.
Zoho Reports supports secure encrypted connections so you need not worry about your data at all.
Apart from this, Zoho Reports comes with many other features such as:
Online access from anywhere.
API support as well as SQL query for power users
Wide range of reporting components
“Spreadsheet-like” interface which is user-friendly.
Here are a few reasons to implement Zoho Reports for enhanced business reporting:
Cost-effective and easy to set-up:
Zoho Reports involve completing a few basic technical steps, after which your Zoho Partner can customize the portal in 10-15 days.
As the administrator, you will get complete control over user and data management, and also a feature-rich reporting platform for your customers.
Get domain-specific business insights as a service:
Let us consider an e-commerce company that deals in clothing and fashion accessories.
A re-branded tool such as Zoho Reports will enable such companies to bring in clients’ data from various sources such as Google Ads, Analytics, Shopify Store, Social Channels etc., blend it together and derive client-specific data through dashboards and charts that they can share with their customers.
Users from across the globe can gain access to the Zoho Reports on demand, which means you can share it to the digital marketing company you are working with. Furthermore, the re-branding capability of the tool enables any data-driven business to commercially leverage the power of embedded analytics.
Let you focus on the core of the business:
In order for any business to succeed, it must focus on the efforts and measures on the core of the business. A business cannot focus on the core and deliver quality services until and unless it has a full-fledged reporting solution.
A good option for organizations with complicated business reporting is to implement a Saas based BI solution. You can take assistance from authorized Zoho Partner to integrate Zoho Reports with Zoho CRM and other tools you are already using.
Big Data Analytics:
Business Intelligence typically involves analyzing historical data as well as data collected from various sources on the regular basis. This amount of data stacks up over time. Processing such a huge chunk of data requires robust and scalable supporting infrastructure.
Zoho Reports integration offers you an advanced and efficient solution which can be scaled to meet such demand.
Most reporting solutions focus largely on the report creation aspect only. But specialized tools like Zoho Reports further push the boundaries by allowing users to collaborate amongst themselves. This is achieved through features such as report sharing and the adding comments/annotations to the reports.
You can take assistance from Zoho partners to understand the collaborative functionalities of Zoho Reports. The organization can experience immense benefits through informed decision-making and enhanced productivity.
Despite its importance, reporting is one of the last features that businesses consider. As a consequence, most in-built reports are basic and include only a set of static tables and charts.
However, when reporting is handled by integrated and re-branded SaaS-based Business Intelligence solutions like Zoho Reports, it enables companies to create disseminate rich, dynamic and interactive reports to all stakeholders.
Functionalities such as Filtering, Search, Drill-down, Commenting and Annotations are some of the useful interactivity options offered by Zoho Reports.
Regular Service Updates:
Frequent and effortless product updates are intrinsic benefits of the SaaS model, where constant innovation is the norm. And, this holds true in the case of Zoho Reports as well.
Choosing Zoho Reports service lets you offer your users a continually evolving analytical and reporting platform that is up to date with the latest advances so that your customers remain satisfied and ultimately, remain your customers.
Systango as your Certified Zoho Partner
We, at Systango, offer comprehensive Zoho Integration services and are a certified Zoho Analytics partner. We work with our clients to build a fully customizable system for your business. Our services mainly cover Zoho Consultation, Zoho Development, Zoho Analytics integration services, Zoho Training and Support. Over the last 4+ years, we have worked as Zoho Authorised partners with several clients and helped them set up and integrated Zoho Products. Our Zoho offerings include configuration, implementation, and development of more than 40+ Zoho products.
Here is How we Helped ExpertLabels with Zoho Products Integration
ExpertLabels helps breweries, cosmetics, food or pharmaceutical companies label their products. They were facing serious order processing delays in terms of the order to fulfilment times. They needed to upgrade from their manual processes to a powerful system that’s scalable and powerful.
We helped ExpertLabel unleash the full potential of the Zoho Products Suite including Zoho Reports for leads capture, engagement and delivery and built an integrated business solution.
We identified exactly what the issues were and recommended integration with Zoho. We did a full integration of their current system with Zoho Reports, Zoho Books and Zoho CRM. We also helped the client with Zoho Analytics integration services. We connected their current discourse forum to Zoho ASAP and then involved Zoho inventory integration that synced all contacts, products, and vendor-related information.
We built a Zoho CRM for them by connecting all Zoho platforms and transferred all data from Quickbooks to Zoho Books, setting up B2B invoicing. We also helped the client with the integration of Zoho Reporting.
We helped ExpertLabels in achieving the following milestones:
-Interactive reporting and dashboards created through BI based Zoho Reports.
– Setup of Zoho suite that enabled reduction of turn around to almost half.
– Reduced Manual Processing by 10% in every business function.
Check out the complete range of our range of Zoho offerings here.
If you also want to enhance the capabilities of your business with Zoho Analytics Integration services or want to integrate any other Zoho product, then feel free to get in touch with us. Our services include consultation implementation, integration, customization, automation, and support.