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.    

                        Zoho Marketing Automation
                                • Sticky Posts

                                • Tip #61: 5 different ways to create Cards in Qntrl

                                  Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning
                                • 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

                                Manage your brands on social media

                                        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

                                                        Qntrl Resources

                                                          Zoho Creator Resources

                                                            Zoho WorkDrive Resources

                                                              Zoho Campaigns Resources

                                                                Zoho CRM Resources

                                                                • CRM Community Learning Series

                                                                  CRM Community Learning Series

                                                                • Tips


                                                                • Functions


                                                                • Meetups


                                                                • Kbase


                                                                • Resources


                                                                • Digest


                                                                • CRM Marketplace

                                                                  CRM Marketplace

                                                                • MVP Corner

                                                                  MVP Corner

                                                                • Word of the Day

                                                                  Word of the Day

                                                                      Design. Discuss. Deliver.

                                                                      Create visually engaging stories with Zoho Show.

                                                                      Get Started Now