Enhancements in Advanced Analytics for Zoho CRM

Module Rename Handling

From now on, if you rename a module name in Zoho CRM it will be automatically renamed in Zoho Reports too.

Previously, to get the renaming into Zoho Reports you need to re-sync the setup. This step is not required anymore.

Alert on fields removal

Now Zoho Reports will alert you when removing fields from the integration setup of Zoho CRM. The alert will also display the dependent views/reports that will get deleted on removing the fields. This will help you in deciding whether to delete the fields or to retain them.

This alerting feature is also implemented in Salesforce Advanced Analytics add-on.

Handy Options in Report Designer

Now Zoho Reports provides options to expand, sort and filter the fields list in the reports designer. This will be really handy to choose the fields that you want to use while creating the reports.

This menu appears when you mouse over the fields list on the left while you are creating the reports. With this new option you will be able to perform the following action.

• Expand or collapse the tables.
• Sort the tables in ascending or descending order.
• Sort the fields by name or by data type in ascending or descending order.
• Filter the fields by datatype.

These option will be available in reports designer. This will also be available in dashboard user filters and KPI widget filters.