Who Uses This Software?

CXOs, sales managers, analysts, consultants and anyone who have used / are using spreadsheets. And ISVs who are in need of a ready made, white label reporting solution.


Average Ratings

143 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $25.00/month
    See pricing details
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    24/7 (Live Rep)

Vendor Details

  • Zoho
  • www.zoho.com/reports
  • Founded 1996
  • United States

About Zoho Reports

An online reporting and business intelligence service that helps you get new insights from your business data. It allows you to easily create and share powerful, ad hoc reports in minutes, with no IT help. Data can be imported from applications and databases, even behind firewalls. Free for 2 users. Pricing starts at $25 per month.


Zoho Reports Features

  • Ad hoc Analysis
  • Ad hoc Query
  • Ad Hoc Reports
  • Benchmarking
  • Budgeting & Forecasting
  • Dashboard
  • Data Analysis
  • Data Visualization
  • Key Performance Indicators
  • OLAP
  • Performance Metrics
  • Predictive Analytics
  • Profitability Analysis
  • Strategic Planning
  • Trend / Problem Indicators
  • Annotations
  • Data Source Integrations
  • Functions / Calculations
  • Interactive
  • KPIs
  • OLAP
  • Private Dashboards
  • Public Dashboards
  • Scorecards
  • Themes
  • Visual Analytics
  • Widgets
  • Data Discovery
  • Data Visualization
  • High Volume Processing
  • Predictive Analytics
  • Regression Analysis
  • Sentiment Analysis
  • Statistical Modeling
  • Text Analytics
  • Analytics
  • Content Management
  • Dashboard Creation
  • Filtered Views
  • OLAP
  • Relational Display
  • Simulation Models
  • Visual Discovery
  • Customizable Dashboard
  • Data Source Connectors
  • Drag & Drop
  • Drill Down
  • Financial Reports
  • Forecasting
  • Marketing Reports
  • OLAP
  • Report Export
  • Sales Reports
  • Scheduled / Automated Reports

Zoho Reports Reviews Recently Reviewed!


Zoho reports has got a user friendly UI and is easy to explore various reports across the tool.

Jan 18, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: - The variety of pre-defined common reports generally required on regular basis are readily available for new users.

- New reports can be created with little extra efforts.

- Existing reports can be easily modified on need basis.

- Features like report sharing, mail scheduling features are extremely useful.

- Space quota availability is good enough for bigger database.

- Level-1 customer support available on chat is quick and good.

Cons: - Number of users is limited for various slabs.

- Limitation on number of email addresses while scheduling reports is restricted which makes report sharing cumbersome with larger groups.

- Post level-1 customer support should be improvised for better turn around time.

- Initial training for new Zoho Reports' users should be more effective as all the potential users for Reports are mostly PM / middle mgmt members who may not be well aware of various technical aspects of exploring around this tool

- Main dashboard is little confusing due to combination of "User filters" on dashboard level as well as "User filters" on individual reports level. Needs improvement to align both the filters either by way of "Notification" etc. on individual report where filters are conflicting. This will avoid mismatch in data presentation.

Overall: - Easy to use

- Value for money with almost all features required on regular basis for PMs

- Scalable

- Easy report sharing

Everything I loved to see in a report builder can be seen in Zohoreports at a minimal price

Aug 19, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Today reporting has become one of the important factors as well as an important aspect of the company which affects its ratings. We often talk about various top reporting tools, but we fail to recognize the best ones, Zoho Reports is considered as one of them. One of the reasons why I choose it the most because Zoho Reports integrates seamlessly. It can report in a variety of ways such as charts, graphs, etc. and built with a lot of features like report sharing, mail scheduling which seems to be extremely useful. It is very easy to implement and can create a relational database with ease. When it comes to CRM, it is one of the tools which offers the best customer service. You know what is interesting, it offers complete online reporting and especially Business Intelligence service which can be accessible anytime and anywhere.

Cons: Although Zoho Reports is the extremely useful app it has some negative aspects also. If you want to use it to the fullest, you must go through the high learning curve. Sometimes, the importer gets unsteady and on the other hand, sometimes you need to generate more and more info to work on some reports. For using slabs, its number of users is limited. It has problems regarding consolidating different entities as well as the implementation of SQL is also not proper. Even its modelled data set is not very helpful as it doesn't extract 100%. It shows some problems in creating complicated reports. If you ask about API, it's not good yet!! Some of the problems regarding loading of tables and reports should also be kept in mind!!!!

Capterra-loader

I have used zoho reports to create a complete client analytics solution.

Jun 13, 2018
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is very easy to use and can create quite sophisticated reports given the ease and speed of use. It is also very affordable and can scale quite nicely while remaining affordable.

Cons: The requirement to store the reporting data on the Zoho servers can be a little cumbersome and may not be the most secure solution for storing sensitive data. It does what it is intended to do very well and the end results are easy to use for end users and are quite sophisticated however it is not particularly customizable and we have hit a brick wall with it a couple of times.

Overall: Low cost sophisticated reports that can be created, cloned and edited in rapid fashion. I have used many report writers, some much more powerful however none as easy to use and as cost effective.

Easy to use but the reporting section is cumbersome

Oct 17, 2017
3/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
Likelihood to Recommend: 3.0/10 Not
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Pros: Zoho is easy to use and has a short learning curve. The staff in our office learned to use it in a very short time and the functions that we use it for is quite complicated. It has various features that make it easy to use and understand.

Cons: It quite often runs slowly. One day you will be doing one of the functions and the next day it won't work correctly, then the next day it might be working again. The reporting in the system doesn't seem to work correctly so we had to program a work around it which is somewhat cumbersome. We do our billing from this program and it is very awkward to print because you have to go into each invoice separately and print them individually. We have had to create other reports but Zoho limits it to 300 records so we had to divide the report up into three sections and print each section separately. I would say that the reporting is the worst feature. Also, occasionally Zoho will update something without informing us, this will often effect the functionality of the program.

Fabulous Product

Oct 17, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Love Zoho Reports- not giving it up anytime soon!

Pros: When our company was selecting a new PM software one of the reason I chose Zoho Projects was because Zoho Reports integrated with seamlessly. Reports offered the info I wanted from Projects that other PM softwares couldn't offer. Other products had costly and complicated plugins- reports is cost effective and flexible

Cons: It took some time to learn how to customize my reports and get the data that I needed. Now that I know how Reports functions I can get any of the data I need. I love that I can make reports for our clients and they update automatically everyday. If I can't accomplish what I want the customer support is great! I would love to see chat support offered in the future. Just like with Zoho Projects, often I know Zoho Reports can do what I want it to, I just need help finding the function within the software. Chat makes it super simple in Projects- please add it to Reports!!

Productivity taken to a new level

Jan 11, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

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

Zoho Reports

Aug 21, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Zoho reports features the following functuonalities that provides good data reporti g to business owners and managers. 1. Report templates 2. Drqg and drop functionalities for report creation and customization. 3. Report extraction and sharing. 4. CRM integration

Cons: You may need to have some knowledge in database relationships and SQL, at least the basics. It may feature templates that works to almost all business requirement, however, customizing it or creating an advanced report will need some background in DBMS.

Zoho Reports Review

Jul 17, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

Recommendations to other buyers: Definitely, Zoho Reports must be present in a reporting solution evaluation.

Zoho Reports Review

Nov 30, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

Recommendations to other buyers: Definitely, Zoho Reports must be present in a reporting solution evaluation.

I saved a lot of time after create a database and create reports that access live data

Feb 28, 2018
3/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The easy way to create reports, charts and dashboards that access your data and give you visualizations for great insights.

With a basic knowledge in database you can create your tables, import your data and start using it. Also, you can conect to your database and have it updated automatic.

Cons: Depending on where your data is stored (database) it will be necessary a little help from your IT team to integrate and have access to in into Zoho Reports.

Capterra-loader

Zoho Reports have help me prove that we are increasing our overall production to our customers

Apr 17, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the functionality of the reports feature and the friendly use of them. It has allowed me to show my managers that we are making great progress when it comes to bring in more money, providing faster support resolution times to issues, increased communication for sales and support.

Cons: I currently do not have any cons in regards to Zoho Reports at this time. This feature is solid and I can only tell that it is improving by the day. Great Job!

ZOHO REPORTS REVIEW

Sep 05, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The reports are so very easy to manipulate. They criteria listing is very straight forward and does not require previous experience to operate. I have never run into an issue with the reports feature.

Cons: Honestly, there isn't much not to like. The reports section works well and is very easy to navigate.

Overall: We track numerous items in Zoho, ranging from employee productivity to lead tracking and generation. I can literally pull any report I want and it's done instantly. Love it!

Favorite Zoho Feature

Nov 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: This is compatible with Zoho CRM which is awesome! I can easily whip up reports for every aspect of my job. I have customized reports that are sent on a weekly basis to different contractors and departments and I am really considering adding the entire Zoho Office to my small business in the future as we grow. Great customer service.

Cons: Sometimes it¿s hard to find the solution to a question. It¿s not always as easy as looking it up on google because of the fact that some parts of Zoho require coding. Customer service is readily available to help though, so that is sufficient for me.

ZOHO REPORTS is FANTABULOUS

Feb 08, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Don't forget if you are looking to move to ZOHO or current user not using ONE, search for ZOHO ONE, I save a lot of money every month by using their bundle.

Pros: I know Fantabulous is not a word but I used it to show my excitement over ZOHO REPORTS, after using the system for 9 months, I just started using it and boy is it a great tool. I've been able to merge my data between Books and CRM to pull reports on invoices from Books and match the data in the CRM to show great reports.

Cons: I usually say support is the con on ZOHO products, but I called ZOHO because the information was not pulling correctly, and it was a programming error, after 3 days they found the issue and corrected it, now the data flows like a small creek after a heavy rainfall.

ZOHO Reports review

Jun 12, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Comments: 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

Capterra-loader

Great collaboration tool

Sep 05, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The unrestricted possibilities of the Zoho Reports are priceless.

Cons: The cloud-based solution uses a randomizing url, this can cause an issue when creating ACL's through office firewall.

Overall: The cloud based excel type features are great for internal and external office collaboration. The dashboards are very customizable. We have been very happy with the ability to collaborate with our teams and the added productivity and time saved has been a blessing.

Zoho Reports App

Nov 22, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: 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.

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

Good choice for flexibility

Jul 22, 2016
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: You get all the information ready to analyze every day

Cons: Not all the information from Zoho modules are in reports.

Examples:

- in books, reporting tags are not related to items

- in CRM, you need to elaborate relationships between potentials and activities to have a perfect relation, otherwise you cant really report all activities related to potentials

- THERE IS NO RELATIONSHIP BETWEEN MODULES IN REPORTS

Overall: I use reports to generate detailed information about my Zoho CRM, Projects and Books, in general its a very good tool, but there are some limitations that don't make my job easy.

Recommendations to other buyers: I believe that it its all Zoho, you should offer ALL the same info in reports that you get on the module. I would like you to work in the interaction between modules like, Books with Projects and CRM is very limited

Zoho Reports better way to get your reports

Oct 24, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Collects all the needed data

Timesheets project wise

Customized Reports

Cons: Manual synchronization of added projects needed not major though

Overall: 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.

How great of a reporting tool Zoho Reports is

Jun 23, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Having used many database solutions before i have encounter many issues with collecting data and reporting, not only doe Zoho Reports stride past the rest as it easily groups my data into tables and allows me to cross report on them via the easy to use drag and drop report creator or via the more experience SQL functions. We didn't just use it to house of small data we released Zoho Reports across our whole company from sales trackers to issue maintenance data, with the additional CRM Reporting allowing the reports module to give a deeper insight to what data our crm hold, customer journeys, rate customers change, products held by the customer ect, we create detailed and advanced reports using piviots, charts and Zoho Reports haddles it with ease.. If we do ever hit a barrier which is very very rare the great support from the developers is on hand they can create what you need for you or walk you through step by step

Pros: think i have mentioned lots in the above comment

Cons: Very rare you hit an obstacle but may have to be getting in touch with the support team usually have to leave a voice mail then wait an hour or so to get a response

Well Featured, Right Price CRM Software

Oct 17, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: I like ZOHO compared to most CRMs out there, but a few tweaks and improvements, mainly to the look and layout could go a long way.

Pros: Lots of features and abilities, integrates well with other apps, logically and appropriately priced, easy to train new hires on.

Cons: Some organization and process could be improved, some screens/pages could look cleaner and more modern.

Powerful Custom Reporting

Oct 26, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: The ability for the software to pickup our custom fields - it has replaced the need for a full ERP system and is saving us tens of thousands of dollars annually. The company also keeps updating smaller items, even without me raising a feature request ticket, that makes it easier to use the software. My example: the embed report function was a little buggy and giving restricted access to a report I hosted on a zoho.sites.com site, but I wanted it to be unrestricted. They added a new edit table functions tab that allowed me to not only change this, but also gave me additional control options on how the information is reviewed, displayed, and exported.

Cons: There's an initial learning curve on how to build a report before you can jump in and see live numbers. Also, it would have been nice if I had done an initial demo or assisted launch. I just jumped right in and it took a few reports to get it right, but if you're savvy with software this should be a breeze.

Mostly happy with it

Sep 15, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
1 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: 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.

Zoho

Jul 03, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
2 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Zoho reports is a great tool to run information that you already have stored in Zoho. The paid version has more options, but the free version of Zoho gets the job done too.

Cons: The cost might be a bit difficult for a smaller organization. There is a free version, but you are limited to what you can and can't do.

pretty easy to learn and put to use

Oct 25, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Comments: Overall, an excellent value for the price.

Pros: ease of use, friendly interface, excellent customer support. Customer support via chat is always pretty efficient and complete. I rarely feel like my issues was not addressed in its entirety.

Cons: occasional lack of intuitive solution - not every solution can be found with just a few minutes of googling or experimentation., they require a chat with customer service. This is not unusual, but can be frustrating when working on a deadline.

We use it daily!

Oct 17, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: We can track everything we need to run our business with Zoho reports. It's easily updated and shared with our entire staff in multiple locations.

Cons: Sometimes our dollar signs turn into a weird latin symbol in our reports. It's sporadic. Not all reports and not on all computers. We just live with it.

Zoho is great for small businesses

Aug 23, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: We use Zoho for HR administration, tracking leave and training which is so much better than using spreadsheets! Zoho Projects in conjunction with Reports has been a great way to track time and look at resource allocation which is very important for a small business. It's an easy product to use and the benefits are big.

Pros: Ease of use Cost effective You put in the data and get the kinds of reports that are useful to you

Cons: A more clear guide for use, I often have to google questions I have. I find the right answer but finding answers through the help modules can be onerous.

Recommendations to other buyers: Go for it! Really look at what you want to be able to drill down and see the data for and then build your reports however you wish.

Very good tool with a few shortcomings

Feb 15, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to use and intuitive to set up. Good visuals. Extremely useful support of SQL for our own custom reporting. Overall very happy with this tool - would give it 4.5 if that were possible.

Cons: Lots of built-in reports and I'd really want to hide them all as I don't use them and they distract me from the reports I built. Sharing isn't very intuitive. Sync only once daily automatically. No chat support like Zoho CRM. Zoho CRM support is amazing. Zoho Reports' support requires calling in so a lot less useful. SQL doesn't support analytical functions which is a shame.

Great tool to manage your business

Mar 15, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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!!!!

fantastic

Mar 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: no comments

Pros: Is easy to use and very flexible to configure I love the product and we have been increasing the usage through the years.

Great report writing and dashboard tool

Mar 15, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Comments: 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.

Recommendations to other buyers: 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.

Vendor Response

by Zoho on July 18, 2017

Joseph: Thanks for your nice review of Zoho Reports. About the 3 hours lag time in data syncing, you can use the 'Sync Now' option, which would get the data synced till then.

Zoho Reports

Apr 19, 2017
3/5
Overall
1 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
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Cons: Lack of hands on training classes for admins.

Overall: 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.

Better Than Tableau

Mar 21, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Comments: If you're trying to find a BI Solution for a small company, this is what you want. In building our reports, we were able to pick up the phone and talk to a tech support person immediately to help us with SQL and other issues we had. The result was we were able to be up and running in just a few days. Compared to Tableau which wanted to charge us to build our reports and then required a per-user license fee - this software is super affordable and easy to get up and going with.

Pros: The software provides single page reports with a filtering capability across the top. This allow our clients the ability to use different filters and generate a custom report based on their individual needs without us having to build one for them.

Cons: The dashboard and data tables are not fully CSS compliant so they are not responsive in web pages. To get around this we set our page with to a static width, but that is not ideal for users on tablets and phones. Also, there is are no mapping options yet.

Good

Oct 17, 2017
4/5
Overall
2 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
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Comments: Wish you could import all sections of online quickbooks not just a few. I am on the fence about keeping zoho because very few people use it because of the functionality and ease of use being poor.

Pros: Visuals are good, it is a good way to visualize your data. You can make whatever report you want which is a nice feature.

Cons: Very hard to use for people that are not data-savvy, the UX/UI is not the best, not pretty on the eyes. If it was a similar experience the quickbooks online has for their report building, it would be easier for my whole team to use.

Powerful analytical platform for insightful report generation.

Jul 07, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: You can upload any kind of tabular data. Supports import of data from a cloud storage system. Several varieties of charts and pivot tables can be employed. You can share your reports with the team and also interact with them. You can attach the reports at your blogs or page to increase its reach. Application simple and easy to use, you can, in fact, create reports without investing a huge effort. The customer service is very responsive, you can keep in touch by just leaving a message in the chat window. It is a very affordable solution for the creation of sophisticated reports with ease. You can personalize your dashboard by using the themes option.

Cons: There is a limit to the number of users who can access the account. You will find the main dashboard to be a little complicated. Hyperlinking features are absent.

Easy to use

Nov 28, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The fact that I can schedule the reports and send them via email makes it great, I can also automate from which department name I want them to be sent.

Cons: The new platform version changed many things from the old one which made us lost many features, it looks more nice but there are somethings me and my team don't feel confortable with.

Versatile, simple and gets the job done

Apr 16, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
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Pros: -After a short learning period, it becomes fairly easy to use. I am teaching others on my team to use it now and while there are a few features I'd like to see implemented, it's working well for what we need it to do. -Report Sharing is a big plus for us -Scalable -Great tool for a Product Manager or Account Manager -Customer Support has been helpful and responsive

Cons: -Sharing reports between team members is a bit too cumbersome -Really wish there were more formatting capabilities in the Dashboards. Making good looking reports to hand over to clients in a PDF format is not very feasible. -Wish you could create user filters for each chart individually in a Dashboard -The person I spoke with during the pre-sale process was not helpful and gave me incorrect information

Good but could be better

Jul 15, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: I use Zoho to create development reporting metrics. It does a good job in allowing me to create relational data in ways that I can't using a spreadsheet. The product still feels immature in many ways. While it's not necessarily buggy, the user interface still leaves room for improvement.

Pros: The WYSIWYG editor for creating reports is powerful and allows for creating new report quickly. Also, importing data is straightforward and there are many useful options

Cons: Updating data in the browser does not provide for real-time updates, meaning that you have to remember to hit save prior to navigating elsewhere. This has resulted in lost data and lost time on several occasions. Also, relational data feels very static. For example, if you create a report on a view, columns cannot be changed without deleting the associated report. In my case, this makes views very inflexible.

A lot more limitations than I'd hoped for

Jan 23, 2017
3/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Comments: 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.

Recommendations to other buyers: Great if you're looking to pull basic information from your CRM.

Easy to use!

Jul 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Pros: Drag and Drop feature for report building

Cons: When live chatting with support sometimes I do not receive the answer to my question. I then start a new live chat with a different individual and they are able to provide the answer right away.

Overall: I love how easy to use Zoho reports is for creating dashboards within our CRM. When I first started with Zoho reports I loved the introductory video! By watching the video a few times I was able to teach myself on the product and implement new dashboards into our CRM.

Simple and easy reporting tools that won't break your bank

Mar 22, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: Zoho reports has the ability to sync data from our private network using the upload tools that is reliable and effective. The user interface is simple and self explanatory, most user will be easy to get familiar with the system. Many possible use scenario with the ability to have custom formula.

Cons: No predefined function for some statistical analysis such as NPS, but can be overcome with adding custom formula.

Zoho Reports

Oct 19, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: I work for a large healthcare organization and was tasked with developing a database that would track non-clinical work unit for faculty members within Pathology. I used Zoho Creator to develop the database and intended to use its report functionality but it came up short of what I needed it to do. So, I, along with a developer, turned to Zoho reports. Zoho reports solved my issue and I was able to create a dashboard that would update all metrics based on filters selected.

Pros: Dashboarding Ease of Use Linking to other Zoho Application i.e. Zoho Creator Automation - Scheduling of imports

Cons: Dashboard Layout - I wish there was more flexibility in designing the layout Help documents aren't as robust as I would like, but I guess that's why the forums are there.

Recommendations to other buyers: It is easier to use if you have some data analytics knowledge and coding. I had to learn on the fly, but once you get it, it's easy to use.

Zoho Reports helps my team visualize and understand the KPIs that I want them to stay focused on.

Oct 19, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Comments: My next goal is to set up direct API connectivity to my ERP software so I don't have to manually update my data.

Pros: Very powerful charts and graphs that are much easier to use than Excel. It's like a pivot table combined with a chart. I love the ability to dynamically change the charts just by turning data sets on and off in order to drill down and analyze individual data sets without having to create dozens of new charts.

Cons: There is a bit of a learning curve to working with the spreadsheets, charts and graphs to get them to present the data. But that is to be expected with such a powerful set of tools.

Use Zoho for Sales and CRM puposes

Oct 17, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: I have been using Zoho CRM for about a year now and have enjoyed it thoroughly. I have used a few other CRM tools over the years but I believe that Zoho is the easiest to use and the most organized. It may not be perfect (nothing is) but I would highly recommend.

Cons: There are technical issues every once in a while with updates to Zoho but usually fixed quickly and effectively

Zoho Reports Review- 6 Months In

Oct 19, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: 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.

Nice experience with zoho report

Apr 20, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Nice features

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

Overall: 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

Recommendations to other buyers: No

Zoho Reports

Aug 16, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: I utilize Zoho Reports to provide dashboard reporting for our recruiting team that works out of Zoho recruit. I loved the fact that it automatically syncs with Zoho Recruit every 3 hours so management always has up to date information. You can create advanced queries, charts and graphs and display an array of data. You can also link to other data sources and integrate all the data into one report. I would defiantly recommend this product to small business looking for live dashboard functionality.

Pros: Dashboard Reporting Automated Subscriptions Data Sync with other Zoho Apps

Cons: It would be nice to be able to directly sync data with a sql server. You currently have to download an application to your computer and use that to send data to Zoho Reports. A web service integration would be great.

Recommendations to other buyers: Great to get dashboards and reports up and running quickly.

Capterra-loader

A Necessary Add-On but Should Be Easier to Get Basic Reports

Jan 17, 2018
3/5
Overall
1 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: This software is very powerful. It generates some reports that we cannot do without. It allows you to automatically email reports to the team, which is very helpful.

Cons: It is ridiculously complicated to get what it seems like should be basic reports. It should be easier to customize reports with static information such as dates and titles. Some in-use pointers might be helpful... I try to make adjustments to reports and the entire thing disappears. I call to ask for help and get differing results, oftentimes though they simply tell me something cannot be done - this is for basic reports that should be simple.

Overall: We no longer have to hand compile reports based on our various databases, which saves so much time.

Zoho Reports

Aug 16, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Pros: Ease of use, accuracy and details of reports

Cons: Learning curve for us was difficult at first, but with some help is simpler to understand and we continue to evolve with it

Overall: We had a bad experience with our previous CRM company, Zoho is rather new to us but we find it very functional and can adjust it to meet our needs. Zoho reports brings us a quality snapshot of our efforts

Recommendations to other buyers: None at this time

Not very user friendly

Aug 16, 2016
2/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Comments: We tried using Zoho reports to get better insights into our project resources. We found it to be incredibly frustrating to use, nearly impossible to get help from tech support, and in general, the way the pricing is presented is very misleading regarding how the setup would be managed. Overall I would never recommend Zoho reports as an add on to Projects. We are using Projects just fine without all of those extras.

Pros: Didn't really see any - way too hard to use and tech support only give you links to their self-help center, they refuse to actually write out a thought out response to your question, so overall we couldn't even really use it enough to establish any pros.

Cons: Every single aspect of it, from pricing to the features to setup and ease of use. Nothing about Reports was helpful. Technical support is really killing my satisfaction with your products. Any time I run into an issue, I contact tech support and get a link to the self help knowledge base back. I realize you would like to automate as much of your technical inquiries as possible, but this is really poor customer service and has led to great dissatisfaction overall with Zoho.

Recommendations to other buyers: Save your money

Used before - Will use Again!

Mar 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Can't think of any! Zoho overall is a great service and we currently use both CRM and Reports. I implemented both systems immediately upon arriving at this company because I have used it in the past.

Pros: Easy to use, easy to learn with no experience, amazing ability to be customized. Couldn't be more happy.

Capterra-loader

Cheap and simple CRM

Jan 31, 2018
3/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It is a very easy crm to use. Comes with a free version to try and use and then move to the paid version. It is easy ti find things in the search and once you start typing all of the clients that you have already added to zoho start poppin up.

Connected across mobile, social media, email or in person. It is much better to use analytics and reports for particular metrics regarding your team's productivity and your clients' life cycle.

Cons: Features are very transactional. and bad integration to third party apps. Only Zoho apps work properly with this CRM.

Overall: Good CRM for companies with less marketing and more direct sales.

Zoho reports

Jun 15, 2016
4/5
Overall

Comments: I locked into zoho reports as an overlay to zoho creator. Creator is a system that allows non-programmers to step into programming mainly at the data collection and manipulation level. Zoho reports is an integrated visualization layer.

Pros: Reports ties in pretty neatly to creator. A user can stand-up a report and present into a web page with refresh automatically and drill down.

Cons: Connecting multiple tables is not intuitive and help desk struggled to understand my requirements and get them solved. Different types of manipulation I thought should be easy were not and when I put out suggestions..I got very little feedback. The number of of visualizations should increase substantially. I think this platform could be great but a user group is needed and zoho needs to publish its roadmap (at some level). You don't want users riding the learning curve and jumping ship for absence of visibility.

Simple BI tool

Aug 24, 2016
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to use and start out of the box.

Google docs Integration.

Data transfer scheduler.

Zoho apps integration.

Cons: 3 levels of sql requests only.

Execution time limits.

Not all tables of Zoho.CRM exported to Zoho.Report. Why? Support team answer: "The function is not supported" But WHY? (Comments and Price Line Items for example) I need to use api to transfer the data.

Query Builder is absent.

Overall: We use Zoho.Report integrated to Zoho.CRM, Google.Docs and other apps by API.

But not all tables of Zoho.CRM transferred to Zoho.Report. Support team can not explain the reason, just "not supported".

Good usability but a query builder is absent. And no in-line helper for SQL editor.

Recommendations to other buyers: look at cons )))

Overall, very reasonably priced and does what we need

Oct 17, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Very easy to use, allows customization, and works well for our needs. Customer service is much more responsive than before, which is a plus.

Cons: sometimes it takes a while for fixes if there are issues, but c/s is much more responsive than before, which is good

Great BI tool.

Oct 05, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Zoho reports is a pretty good business intelligence tool. It is very user friendly. My favorite part about this software is that it has a very short implementation plan. You can set it up and implement in no time at all.

Cons: There needs to be a lot of training for the end user. I do though think once staff are used to this software they can either keep playing with the software to get really good at it, or stay stagnant and only do the basics.

Best Reporting as per your choice !

Nov 08, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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

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

Recommendations to other buyers: -

Zoho Reports is Excellent and the Support is Second to None

Oct 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I am now trying out other products in the Zoho portfolio

Pros: Zoho Reports is very useful for our business. The support offered (from Titus Andrews) over the phone and with screensharing to get us started up was exceptional and really made a difference.

zoho is our go to for all business needs

Jun 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Keep pumping out great products!

Pros: These guys offer great tools at great pricess. Zoho reports is no different. 1. integrates with all your apps. 2. Beautiful visual charts 3. Couldn't be easier to generate reports

Cons: No cons what so ever. They're ahead of the curve as far as when they need to integrate with popular apps.

My ZOHO Review

Aug 23, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use. Keeps everything very organized.

Cons: Sometimes if I copy some text, the software freezes and I have to exit and come back.

Overall: ZOHO CRM has helped me to stay organized with all of my leads. It has been great. I love how I can tasks and keep track of all the people I need to call.

Zoho Reports is super easy to use

Apr 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Price, ease of use, integrations

Overall: 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.

A key tool for daily reporting on leads, sales and revenue

Feb 28, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Zoho reports was easy to setup and make a configuration for data entry and displaying dashboards showing KPI's

Cons: I would like more support with integration of Facebook and Google Adwords campaigns into the reports.

Very helpful for making quick reports

Sep 27, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money

Pros: Easy to use, simple web-based reporting/dashboarding/charting.It's so simple to setup and get started. Zoho Reports allows for really nice data visualizations with a lot of flexibility

Zen Zoho

Oct 23, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Comments: An additional thing i would like is if they found me new clients so i could afford the pro version :-)

Pros: Very easy to use, provides free portal till one can generate sufficient flow of clients to purchase. Excellent templates

Cons: I keep losing drafts.

Great for a user tracking dashboard

Jul 19, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Fast, reliable, User friendly

Cons: None

Overall: We use the report system to track our users performance. The end-users enjoy the interface and feel that it loaded consistent and quickly, Providing them quick access to the scorecard data.

Hard to get set up and started, limitations to data aggregation

Oct 17, 2017
2/5
Overall
1 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Comments: In theory, this product could be useful and do great things, but in execution, it's cumbersome, difficult to access and use, and doesn't provide as much possibility and flexibility as we'd like.

Pros: You can really manipulate the data and inputs in a lot of ways, which is great for tracking or seeing specific sets of data.

Cons: It is nearly impossible to set up with a team. If you have a company or team of people in Books and CRM, and one person initiates the Reports, everyone else is basically locked out, and it's very frustrating and difficult to reset the account and/or expand access, even with Customer Service help. Additionally, you can only look at and report on one input at a time (e.g. only Books or only CRM). You cannot combine the data from the two sources to cross reference fields which only exist in one and not the other (like margin), and custom fields aren't always available.

Been using Creator for a few years and bought Reports to expand my offerings to my clients

Jan 17, 2018
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Simple to integrate with creator. Dashboard creator is very easy to use as well. I like being able to automatically generate dashboards.

Cons: Sometimes the tools are quirky and have unexplained behavior. Also I pay more for Creator and there are some built in analytics for my Creator data as well as published views. They are very minimal compared to Reports. It would be nice if all the Reports features could automatically be applied to Zoho Creator App data

Overall: Makes my business easier to manage

Commercially, Zoho makes a lot of sense

Apr 19, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: For me, Zoho Reports it is essential a good table design, design tools capable of allowing reports and above all others that allow you to upload and update your data quickly and without excessive formalities and security. I recommend it to all of my colleagues and partners. Honestly, it's so good. It is easy to use, it is available to any type of business, and the ability to import Excel spreadsheets is relatively easy means that you can easily get data from any accounting system that you use, and into Zoho reports.

Cons: Support is great but it would be amazing if they offer help in different languages. The connection with Zoho Desk is only in one direction. It will be interesting the connection in both directions. It means, modifies data in Zoho report and synchronize in Zoho Desk

Great for a value Analytics Tool

Mar 14, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It is pretty intuitive - even users with little experience can learn how to use the software. There barrier to entry, cost-wise, is very low.

Cons: There are limitations when it comes to creating query tables. It doesn't automatically allow you to build query tables past the third level - which really limits your ability to go deeper in the data if you are needing to clean the data after it comes in. It also doesn't allow you to do a subquery.

ZOHO is Awesome!

Jul 14, 2015
5/5
Overall
4.5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: the software is cheap and competitively priced. You get a good mix of features for the price.

Cons: The email program is the weakest part of this system.

Recommendations to other buyers: Great choice when looking to redefine how you do business

I use the software to report on weekly sales and review trends.

Oct 17, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Great product

Pros: I like that the data is stored and accessible by my whole team on-line. It's also very easy to import and append new data sets.

Cons: It can take a little time to get used to creating your own reports. But once you have it down there are many different options available.

Zoho Reports

Jul 20, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Very Easy to use and configurable. You can create reports very quickly and summarise complex data into much simpler and readable format in minutes.

SQL syntax to manipulate your data is very useful and powerful and means you don't need to make changes to your existing data structure.

Cons: Some UI components e.g graphs feel a bit dated and don't look quite as clean as other BI tools.

Can slow down if you are using a large data set, not sure what the recommended maximum data set size is.

Overall: Good value for money tool, generally very flexible and easy to use. UI is intuitive and you can start making progress very quickly.

Has a good range of data input/ import options that allow you to summarise data from many sources.

I use this to generate a number of different reports from this, once you have everything setup it's very easy to generate/ export everything I need.

Zoho CRM Reports

Jun 30, 2015
5/5
Overall
4.5 / 5
Ease of Use
5 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: This is a total business management package. The integration and automation is forever going and very affordable for small businesses.

Cons: 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 to other buyers: Try to incorporate some of these features with Salesforce and vise versa.

Overall a good product, could include some more features and built in support

May 28, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: - Integrates with Zoho CRM and Zoho Desk - Fairly easy to use and navigate - Ability to email and embed reports

Cons: - Would be better if there was live chat support, this service is available with Zoho Desk and Zoho CRM - Cannot be embedded into SharePoint 2010 on Internet Explorer - works better with Chrome - Would be good if Zoho Reports could be added into Zoho CRM dashboard

Bang for the buck

Aug 29, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Zoho Reports the best analytics tool to explore the clients Engagements

Jun 16, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Zoho Reports is the best analytics tool with low monthly cost which suites the pockets of even the starter company. the zoho reports also provide the powerful api to customize the reports as the company needs.

Cons: zoho reports suites the best for all size if the company. and has no negativity marking to the services. has the best customer support tooo

Has some nice features

Jun 01, 2017
3/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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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

Overall: gathered knowledge of what we really needed an ATS to do

It's a very easy to use dashboard with very comprehensive ways to sync the data

Jul 31, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: the data sync is very easy and simple, and the dashboards are very simple to use too, you can take only 10 mins to understand the functions and create the dashboard for share.

Cons: The free plan is limited for sharing the dashboard but it's sufficient for small business. And the layout of the report is also simple and not much to choose.

Track parts of the business without having another team member spend their days creating tools

Dec 28, 2017
3/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: I like that it integrates with our application so we can pull reports together without having to build them ourselves. It is nice that you can create many different types of graphs to visualize your data.

Cons: It isn't super intuitive on how to built the reports and it can be difficult to figure out which data points are what.

Overall: Organizes data

Zoho report for startup

Apr 12, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
2 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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

Overall: 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.

Has improved visibility in my org

Jul 19, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
2 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

It's a great comprehensive tool with meaningful pre-defined reports for management

Jan 17, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: User friendliness

Easy to tailor made own reports fit for our use

Dashboards are very effective and optimized for internal management

Cons: We cannot "Save as" all reports to make it usable for our own use. Tool is little complex for beginners who doesn't have any technical background.

Perfect for small business

Jul 26, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: Report Automation feature is very cool, you don't require too much of BI know-how to use, great visualization great tool for small and medium-sized biz owners

Cons: Not as intuitive as other players in the BI market, automated reports may become set as default, thereby limiting users ability to drill down

User friendly reporting tool

Mar 21, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to use, user friendly, no need of technical assistance for the end user and also Flexible and integrated well with other applications

Cons: lack of ability to connect to SAP systems. Cannot perform analytics from source database without importing data to Zoho

Nov 03, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Nov 03, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Zoho cloud report is customer friendly and various option to sync live database from different providers

May 23, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Cloud based solution, User friendly, easy to configure. User management with filter access. Live database sync with different providers.

Cons: Zoho cloud report platform has limited user license. there is no unlimited user Plan from zoho cloud report platform.

Aug 08, 2016
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Zoho Reports

Jul 14, 2015
5/5
Overall
5 / 5
Ease of Use
4.5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: There are no upfront costs and no hardware/software to maintain. The best is it's easy to set up and use.

Recommendations to other buyers: Use this product the most you can, after all, it is accessible from anywhere!

Great and easy to use system.

Oct 17, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Zoho reports give us many opportunities to have plenty selfexplanatory reports important for our daily business.

Cons: I would still recommed to have more functionalities is basic unpaid version of zoho reports. In general I have no major objections.

Positive Experience Largely, Slightly Cumbersom

Oct 17, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: The ease of use and of making reports. It's easy to channel and funnel data into reports. Overall great UI.

Cons: I don't like that it is rather slow in responding during certain operations. High ping times sometimes, but largely OK.

Zoho

Apr 16, 2018
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It was great to see what going on in the business. it Allows us to do a lot more in regards to staff goals

Cons: You can only set it up to an automatic update once a day. with is not as you can get live info which would be helpful

Does not integrate well with Zoho CRM

Jun 10, 2014
1/5
Overall

Comments: The integration with Zoho CRM is a little misleading. It is not a full integration. So if you are making the investment into the integration, keep in mind it is limited currently. There is no integration with the Quotes, Orders or Invoice Modules. These are essential with regards to sales. So it is a little disappointing. I will update this review when they have added something here.

Pros: Very nice chart forms, many customization options

Cons: pricey currently poor integration with Zoho CRM need app sometimes a little buggy depending on browser

Cost-effective and powerful application

Dec 11, 2013
5/5
Overall

Comments: Zoho Reports successfully fills the gap in the market between general-purpose software, used by SMBs for reporting and data analysis, and enterprise-level business intelligence tools. Being just one out of a suite of SMB-focussed Zoho applications, Zoho Reports is a cost-effective and powerful application that provides unparalleled inbuilt integration, meaning there¿s no need for an ineffectual patchwork system cobbled together from multiple vendors. Zoho Reports is built for the job and it shows it

Pros: Intuitive user interface Built-in Integration Designed to scale

very powerful

Apr 19, 2018
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: many function e powerfull, many chart and drill down data find, good integration with ZoHo CRM data base

Cons: in set-up step and report design the wizard is not easy, there are few examples for design dashboard

Super-friendly to beginners. Automated report generation. Superior user supportZoho Reports is a hidden gem among self-service business intelligence (BI) apps. Springing from small to midsize business (SMB) roots and keeping its base "overworked, low-budg

Nov 15, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Regardless of the edition you choose, the learning curve is a short, relatively gentle slope that nearly any user can quickly masterThe system also prompts the use of two-factor authentication (2FA) to increase security.

Pros: Zoho Reports is one app of many in an entire software suite of productivity tools and business apps. However, like most of the other apps in Zoho's portfolio, Zoho Reports is not dependent on the suite or any single element thereof; it works well as a standalone app.

Cons: Automated reports can easily become users' default. More advanced and complex queries can confuse beginners.

ZOHO REPORTS

Sep 05, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Zoho Reports is great! You can pull any data needed and manipulate the reports to your liking. The criteria is easy enough to follow along with and the report is generated in seconds.

Cons: There really isn't anything I dislike about the reporting app. It has proven itself to work well in my encounters.

Overall: Whatever data you have loaded into the zoho system is right at your disposal. The reports have always been functional.

Good product for the value but interface takes some practice navigating

Oct 17, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: n/a

Pros: Affordable option for manipulating data/reports, very quick and seamless setup and integrates into Zendesk quite easily.

Cons: Hard to use interface, Support team is helpful but it takes a few attempts in outreach before they are responsive

Perfect Reports

Aug 18, 2016
5/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: I needed of a solution to generate my reports of various solutions that my company uses, and Zoho Reports helped me. Too easy and fast, and the support team is very effective.

Pros: Easy of use Support team is very effective

Zoho reports

Jun 30, 2016
3/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Comments: We use Zoho CRM, Recruit, Support, and Reports to help us manage sales and client service. Reports is a very robust and comprehensive tool. I'm sure a lot can be done with it. I usually need to have my reseller help me as I find the learning curve is quite steep. If I could learn how to use it better I would get more use out of it. This type of software I feel is crucial for any business. Tutor Doctor is a leading in-home tutoring franchise in 15 countries. We are constantly analyzing data to stay ahead of the curve.

Pros: Very robust and powerful

Cons: User interface is clunky and could be more slick.

Recommendations to other buyers: You'll need some help in learning how to use it.