【Zoho CRM】レポート機能のアップデート：エクスポート回数の増加・定期レポートのメール文カスタマイズなど

【Zoho CRM】レポート機能のアップデート：エクスポート回数の増加・定期レポートのメール文カスタマイズなど

こんにちは！コミュニティチームの鳥越です。今回はサポートチームが作成した「Zoho CRM アップデート情報」の中から、以下を紹介します。

*適応環境：すべてのデータセンター、プラン

1.グループ化オプションの追加：月ごと、日ごとのグルーピングが可能に
レポート作成時におけるデータのグループ化において、以前は年月別(例：2023年1月、2024年1月など）で括ることは出来ましたが、それに加えて"1月、2月"など、年を問わない月単位でのグルーピングができるようになりました。
これにより、例えば、月別の売上傾向レポートを作成できたり、過去3年間でどの月に多く商談が発生するか、という分析が可能になります。


また、このアップデートを活用して、以下グラフの様な複数年の収益を比較することもできます。


あわせて、日ごとのグループ化オプションも追加されています。
*こちらのオプションを利用する際は、レポート作成時に「年の月別」「月の日別」のオプションを選択してください。


2.エクスポート回数の上限数が増加
CRMのデータをエクスポートする方法の１つとして、レポート機能を用いたエクスポート方法がありますが、「最大50,000件のデータを5回まで」という上限がありました。
今回のアップデートにより「1日200回まで」の上限に増え、50,000件x200回の一千万件、とより多くのデータを出力できるようになりました。*アルティメットプランは1日300回まで


3. 定期レポートのメールテンプレート
定期レポート機能で特定のユーザーにメール送信する際、今まではCRMのシステム側で定義された文章でメールが送信されていましたが、メールの内容を独自で作成出来るようになりました。
具体的には、定期レポート用のメールテンプレートを作成し、そのテンプレートを利用した定期レポートを送信できます。
文中には差し込み項目を挿入することができるので、担当の宛名を入れるなど、よりパーソナライズされた定期レポートを配信できます。



いかがでしょうか。その他にも様々なアップデートがありますので、冒頭で紹介した記事をぜひご参考ください。

レポート機能について知りたい方は...
＞Zoho CRM レポートの作成ヘルプ

この投稿が参考になりましたら、フォーラムからぜひリアクション(いいね)をお願いします！
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