Reports can now be filtered using dynamic criteria values
Dear All,
Greetings!
We are here with a quick and a useful update to the new reports feature in Zoho CRM.
As you may know, the new reports feature lets you create different types of reports in just a few clicks. Just select the parent module, choose the child module, and determine their relationship. Additionally, using column grouping and filter criteria, you can neatly organize the datasets for a targeted analysis.
Today's announcement is about data filtering in the new reports. Let's get into the details!
Adding a filter to a report is a great way to cleanse your data. You can define one or more criteria based on the fields from the selected modules and ascribe values to tabulate the records, as desired.
For example, to conduct a campaign revenue analysis, you can use the criteria to view only those records whose actual cost have crossed the defined threshold - USD 50,000. This way, you can ensure only the qualified data are displayed.
Thus far, you were only able to add a static value to the criteria. USD 50000 is a static value, where the reports will bring in records that meets the said value.
While denoting a value to sift your report is useful, for a more granular analysis, mere static value becomes insufficient.
Imagine you want to assess your campaigns spends and you want to look at all the campaigns in your organization whose actual cost is above than the budgeted cost. Here, the budgeted cost could be higher than the static value (USD 50,000) or the actual value itself could be lower than the static value. In both cases, the resultant report will be insufficient and inaccurate.
To address this discrepancy is why we have introduced the ability to denote another field from the selected modules as criteria value.
For the same example, you can use the fields—actual cost and budgeted cost from the selected modules as filter criteria and draw a contextual and meaningful report.
Likewise, you can use CRM fields as dynamic values in criteria and derive insightful analysis on your business performance.
Here are some more examples.
- Example 1: You can add a filter to the report to display quotes whose allowed adjustment is greater than the discount offered. You can retrieve this information and investigate the process error.
- Example 2: By adding the following criteria, you can view all your deal closures that are neck and neck to the actual due date.
and so on.
Note:
- The fields used in a criteria should be of the same data type. That is, if the field type in your LHS of your criteria is a date type field, the field in the RHS should also be of the same date type field.
- All the fields present in the selected module(s) will be displayed in the criteria.
- For joined reports, the filter will be configured and applied for each report.
Limitations:
- Currently, you can only use the following field type as criteria value:
- Date, date and time
- Checkbox
- Number, decimal, percentage, and long integer
- Currency
If multicurrency is enabled in your organization, you can use the fields from the same module to compare and filter. If multicurrency is not enabled, fields from both the selected module and its related modules are listed. You currently cannot use other data types like picklist or look up fields to compare and qualify. - In the filter, you can compare fields belonging to the immediate parent modules and immediate child modules.
- Even if you choose fields with empty values in a criteria, the report will run and tabulate results based on the criteria.
- If one of the fields has a value and the other doesn't, then based on the selected operator, the report will or will not be displayed.
- You can add up to four filter criteria for a report.
That's it for the update. This update is now open for all users in all DCs. Click here to access help documentation.
Thanks and have a good one!
Kind regards,
Saranya Balasubramanian
Saranya Balasubramanian
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
Ash-Tech.co.il
Ishwarya SG
Sticky Posts
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingZoho CRM Digest - February 2024
We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activityCanvas templates can now be shared with different CRM organizations
----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our helpIntroducing Zia Presentation in Zoho CRM
----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in theBlueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
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 WorkDrive 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