Zoho FSM | Service Analytics And Reports

Service Analytics and Reports
Customer Insights
Customer Insights provides a consolidated view of all key service and financial metrics related to your customers. Whether you are viewing a Company or an individual Contact, this section helps you quickly understand the current state of ongoing ...
Scheduled Reports
Scheduled Reports help you automate the process of generating and delivering reports at regular intervals—without any manual effort. Instead of repeatedly exporting the same data, you can define a schedule and let Zoho FSM email the reports to you or ...
Custom Reports
Use Custom Reports to extract and analyze data that is most relevant to your operations, performance metrics, and business goals. You can pull data from various modules within Zoho FSM, such as contacts, work orders, trips, service resources, ...
Customized Reports
As editing the Standard reports is not permitted, you have the option to clone these reports and tailor them to meet your specific needs. Create a Customized Report Permission Required: Create of Reports To create a customized report: Select the ...
Dashboards
In Zoho FSM, you handle several types of transactions. Astute processing of this data can help you get insights into your customer behaviour and accurately gauge the trajectory your business is on. A Dashboard presents this data to you in a manner ...
Standard Reports
Available in Editions: All Editions Permission Required: Reports A report will only include data from records for which the user has View permission. List of Reports Select the Reports menu to view the following out-of-the-box FSM reports: Report ...

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