5. Can I add custom columns or new fields?

Yes, you can add custom columns or new fields. Follow the steps given below to synchronize your custom columns into the Advanced Analytics Add-on for Zoho CRM:

1. Login to your Zoho CRM account.
2. Click Setup > Apps and Add ons > Zoho Apps.
3. Select Advanced CRM Analytics. The Advanced CRM Analytics page will open.
4. Click Configure button. The Zoho Reports Configuration screen will open, listing all the supported modules.
5. Click the required module. The Fields column will list all the fields available in the module.
6. Select the checkboxes adjacent to the fields you want to sync with Zoho Reports.Note that default fields will be disabled and you will not be able to deselect them. It is mandatory to sync these fields.
7. You can also select Custom modules and the required fields.
8. Schedule the synchronization time and then click Save & Sync Now.

Data will be synced and the new field will be imported into Zoho Reports at the scheduled synchronization time. In case you have already set up the Zoho Reports Add-on in your Zoho CRM account, then you can open the Zoho Reports Configuration screen as given in the following question.

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