What's New Monthly Digest: January 2018
New Connector Released: HubSpot CRM Advanced Analytics
The HubSpot CRM Advanced Analytics integration empowers you with deep sales analytical capabilities and helps you keep track of your Key Sales Performance metrics.
It comes with over
60+ handpicked sales analytics reports and dashboards
that you will find of great value. You can also create your own insightful reports to track your sales pipeline, visualize your sales conversion funnels, measure sales team performance, forecast your sales and do much more with ease.
Learn more,
Import Data from Multiple Excel Sheets in a Single Click
You can import all the data from your Excel workbook in one go. Earlier, users were allowed to select only one sheet at a time while importing data from an Excel workbook.
Using this feature users can select multiple sheets at a time to be imported into Zoho Reports (in Step 2 of the Import Wizard). Each sheet will be stored as an individual table in the reporting database.
Unified Data Sources page to manage all your Data Imports
The enhanced Data Sources page enables users to easily view and manage all the data sources (imported and setup) in a reporting database. Earlier this feature listed only the advanced analytics connectors in the reporting database.
You can access this page by clicking the Data Sources button in the Explorer tab of the reporting database.
You can view and manage the data sources from this page by selecting them.
Track Resource Usage and Manage Users of a Reporting Database
Zoho Reports allows you to keep a track of the resources that are used at the database level. This feature enables you to monitor and manage the resources used for that particular reporting database.
You can view these details by clicking Settings > Resource Usage .
You can perform operations such as adding, deleting and deactivating a user from the reporting database. Click the Users tab to perform these operations.
Option to Schedule Email on the Last Day of the Month
You can set schedules to email reports on the last day of the month. Earlier if you had to email a report on the last day of the month, you will either have to select 30 or 31.
Now, you can select the option Last day under the Repeat By section. This will automatically send emails on the last day of the month.
Support for Median and Mode Function
Zoho Reports allows you to apply the Median and Mode function over your columns while creating reports.
To apply this,
- Drag and drop the column into the reports designer
- Select Median or Mode function from the drop down as shown in the snapshot
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