Linking Zoho modules in Reports

Linking Zoho modules in Reports

Hi,

I find that we do reporting to Stakeholders in different Regional areas. This report includes: Projects in their area, Help Desk usage by end users in their area, enrollment Potentials from the CRM, and can also include Training Survey comments/answers.

Currently, I use the Organization's zip code to then add addtional information, our designated Region names, and different grant/programs labels we participate with to add a columns. These columns are then used to filter dashboards to different regional areas or grant/programs views.

When I want to link Zoho Projects, Zoho Desk, Zoho Survey Analytics, and Zoho CRM, they are locked into different virtual databases. I can't use the data from each one to represent a 'whole' view. Any custom tables I've loaded into the CRM database aren't available to use in the other ones.

I would like to request a method to join them in a single GUI view to work with. Check boxes next to the databases on your Zoho Reports home page with the open to choose 'Show in common GUI'.

I acknowledge that due to your subscription level you might not have all the products but this is a huge limitation.

The 'work around' is creating dashboards in each module and then embedding them into a website to give the 'appearance' of a single dashboard.