Support for Inventory Modules in Advanced Analytics for Zoho CRM

Advanced Analytics Add-on for Zoho CRM now supports analytics on inventory modules data. With this, you can configure to synchronize data from the following inventory modules into Zoho Reports reporting database while setting up the add-on.

• Invoices 
• Invoice Line Items 
• Price Books 
• Products 
• Purchase Orders 
• Purchase Order Line Items 
• Quotes 
• Quote Lines Items 
• Sales Orders 
• Sales Order Line Items 
• Vendors

Existing users can synchronize the newly supported modules by editing & saving the setup again. You can edit the setup either from Zoho CRM or Zoho Reports. You can choose to include or exclude the line items (for quotes, invoice, sales order and purchase order) using the  Include (module name) Line Items Fields  checkbox in. For more details on how to edit setup,  refer here .

Support to Edit Advanced Analytics for Zoho CRM Setup from within Zoho Reports

Now you can edit Advanced Analytics setup from within Zoho Reports too. To edit setup click CRM Analytics > Edit CRM Setup from the Explorer tab of the Zoho CRM Advanced Analytics database.