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.    


    Access your files securely from anywhere

        Zoho Developer Community







                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation
                                              • 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
                                              • Qntrl's 2023 year in review

                                                This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new
                                              • 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 #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


                                              Manage your brands on social media



                                                    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

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now