Effortlessly analyze a report with contextual quick-view filter | Zoho CRM
Dear Customers,
We hope you're well!
We are here with nifty enhancements to the reports feature in Zoho CRM.
Now, to derive fine-grained data from your reports, we have enhanced the scope of the filter. Let's learn more!
Introducing the quick-view filter
The quick-view filter comes with the ability to add about five filter criteria to a processed report. It lists all fields from the participating modules in the following types: Date, Date Time, Checkbox, User Lookup, Picklist, Multi Pick List.
By ascribing desired filter attributes, you can narrow down your reports to meet your requirements while analyzing the resulting data in tandem.
The next time you share a sales report with your team, they can quickly sift and view products-based revenue, individual contribution and performance, channel-wise split, and more, without having to download a physical copy to derive these insights.
Owing to this update, we have repositioned the filter to the left-side panel of the report page. Now, as you search, the results will be rendered simultaneously.
Pre-define your filters:
In addition to filtering data on-demand, you can also determine filter criteria in the report preview stage itself. Once you have configured your modules, a preview is displayed with data applicable to the configuration. As you define the columns, rows, and aggregation patterns, you can also pre-define your filters. Predefining filters at this stage will ensure the report you share with your peers will be sent with the attributes applied.
Let's say, for example, your sales reporting executive draws a sales report for the quarter and distributes it with the sales managers to assess lead conversions by sales reps during that period. Now, instead of sharing the report as a whole, you can pre-define the same using this filter in the preview stage itself. The sales managers can directly look at the number of conversions and value of conversions by their representatives for the quarter without any hassle.
Along with these updates, the picklist values participating in the report will also bear the designated color codes henceforth.
That's about the enhancements to the reports in Zoho CRM. We believe these enhancements help you access your reports with improved dexterity. If you have feedback or concerns, please comment below. Let's connect!
Help document: Understanding and building reports
FAQs: Reports
Release plan: This is released for all users in JP and AU DCs. For the rest of the DCs, we will gradually release.
That's all folks!
Saranya Balasubramanian
Marketing - Zoho CRM
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Saranya Balasubramanian
Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—someGain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparencyContext and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー