Tips #26: Business Scenario for Orchestly's Custom Reports

Tips #26: Business Scenario for Orchestly's Custom Reports



There are times when some business activities and tasks are required to be managed and tracked diligently. At such instances, you can always create Orchestly's Custom Reports where you can drill down the data you actually wish to track and analyze.

Benefits of using Orchestly's Custom Reports 
  • Saves a lot of time and energy. Forget crunching and filtering all the data through spreadsheets.
  • Tailored for your specific needs.
  • Various chart types to view and understand the data.

Business Case


Problem: Cindler Bank wants to track and manage specific EMI payments that could not be performed by the customers on time. 

Solution: Custom reports in Orchestly can be used to track delayed EMI payments with respect to the stage span in EMI related jobs.

Ensure to create the required layouts and blueprints initially. You can then create custom reports based on the data collected from the layouts, and stages of the blueprint.






This custom report helps the bank track jobs and their duration in each stage for the "Cindler-Blueprint" specifically. This helps them track the delay in EMI payment and charge penalty accordingly.

Similarly, organizations can build reports to solve their business problems and gain insights into their work processes. Have you built any interesting custom reports using Orchestly? Do let us know in the comments below! 

Visit our help center to get detailed insights in to Orchestly. Explore our Tutorials, Short help videos, and How-to videos to familiarize individual features and onboard faster.    


    • Sticky Posts

    • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

      Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates
    • Tip #17: Stay informed of significant business impact using Orchestly

      With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business
    • Onboard faster with Orchestly's Tutorials

      We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric
    • We’d love to hear your thoughts

      Orchestly has been successful in providing workflow automation solutions across different verticals for more than a year. We are constantly exploring new solutions for our customers in the form of new features and enhancements.    We value customer opinion
    • Work remote using Orchestly

      As the current global pandemic forces us in the confinement of our homes, businesses around the world are looking for ways to automate and track their everyday work. We, at Orchestly, have been effective in coordinating our releases even from scattered workspaces using our very own orchestration software.   Here's a sneak peek of how Orchestly helps our teams to plan, collaborate, and automate the processes. Product Manager's (PM) Blueprint  Purpose: To approve new features, prepare UX design, develop,


          Zoho TeamInbox Resources

            Zoho DataPrep Resources


                Zoho CRM Plus Resources

                  Zoho Books Resources


                    Zoho Subscriptions Resources

                      Zoho Desk Resources

                        Zoho Projects Resources


                          Zoho Sprints Resources


                            Zoho Orchestly Resources


                              Zoho Creator Resources


                                Zoho WorkDrive Resources




                                    Zoho Campaigns Resources

                                      Zoho CRM Resources

                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now


                                                      Zoho Show Resources


                                                        Zoho Writer Writer

                                                        Get Started. Write Away!

                                                        Writer is a powerful online word processor, designed for collaborative work.

                                                                  有料プランをご利用の方