【Zoho CRM】レポート機能に関するアップデートのお知らせ：かんたん表示フィルターで選択リスト項目などが設定できるようになりました。

【Zoho CRM】レポート機能に関するアップデートのお知らせ：かんたん表示フィルターで選択リスト項目などが設定できるようになりました。

ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。
今回は「Zoho CRM アップデート情報」の中からレポート機能に関するアップデートをご紹介いたします。

今回のアップデートにより、レポートでかんたん表示フィルターで選択リスト項目などを設定できるようになりました。

【記載内容】

  1. かんたん表示フィルターの基準項目の追加

  2. プレビュー画面での「フィルター基準」設定


1. かんたん表示フィルターの基準項目の追加

（*概要動画はこちらをご確認ください。）

Zoho CRMのレポートには、膨大なデータの中から必要な情報だけを抽出できるフィルター機能が備わっています。しかし、これまではレコードの日付や期間に基づいたフィルタリングしかできませんでした。
このたび、新たにレポートに設定できるフィルター項目の種類が追加されました。
これにより、レポート作成の対象となるタブ内の以下の種類に該当するすべての項目を、フィルターとして設定できるようになりました。
  • 日付
  • 日時
  • チェックボックス
  • ユーザールックアップ
  • 選択リスト
  • 複数選択リスト



希望するフィルターを設定することで、各レポートを要件に応じて絞り込み、抽出されたデータを分析することができます。
たとえば、営業レポートをチームと共有する際、今回追加された「フィルター基準」機能を活用することで、製品別の収益や各ユーザーの貢献・パフォーマンス、チャネルごとの情報などを選択して表示することが可能です。

今回の機能アップデートにより、フィルターはレポート画面の左側に配置され、検索を行うと同時に結果が表示されるようになりました。




2. プレビュー画面での「フィルターの基準」設定

レポートのプレビュー段階で、フィルター基準を設定することが可能です。

レポート対象のタブを選択すると、該当するデータがプレビューとして表示されます。列、行、集計項目を設定する際に、フィルター基準（簡易フィルター）を事前に定義しておくこともできます。

フィルターをこの段階で設定しておくことで、同僚に共有するレポートが、あらかじめ設定した属性を適用した状態で送信されます。
たとえば、営業レポート担当者が四半期の営業レポートを作成し、営業マネージャーと共有する際、その期間の営業担当者ごとの見込み客コンバージョンを評価する場合、全体のレポートを共有するのではなく、プレビュー段階でフィルターを設定することで、特定の条件に基づいたレポートを事前に作成できます。

これにより、営業マネージャーはその四半期の担当者ごとのコンバージョン数やコンバージョン金額を、手間なく確認できるようになります。






これらの機能アップデートに伴い、レポートに表示される選択リスト項目の値が、指定された色で表示されるようになります。




適応環境：IN(インド)データセンター以外のすべてのデータセンターの組織(2024年9月4日現在) 

いかがでしょうか。レポート機能を利用中のユーザーさんはぜひ試してみてください。

https://zurl.co/jKTM

 

……………………………………………………………………………………………

 

＋＋Zoho オンラインフォーラムに投稿された情報を、いち早くGETしませんか？＋＋

 

︎Zoho Japan Community フォーラムの右側「フォローする」ボタンをクリックいただくと、最新の新着投稿やコメントをメールでお送りします。興味のあるサブフォーラムの投稿のみ通知を受け取ることも可能です。

（フォーラムTopから興味のあるサブフォーラムをクリック後「フォローする」をクリック）

コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします！  


    • Recent Topics

    • Automate pushing Zoho CRM backups into Zoho WorkDrive

      Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

    • MS Teams for daily call operations

      Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

    • How to track repeat customers?

      I own a food business and every order is entered into Zoho with: a unique Customer ID total order amount date of order With this information, I want to be able to see a list of my "best" customers. In other words, descending lists arranged according to:

    • Address changes in quote form

      When entering a quote, the first piece of information required is the Account, which properly populates the billing and shipping address fields. Then I use the lookup function to select a contact, and when I do, the billing and shipping addresses are

    • Build data protection into your support

      At Zoho, privacy is our principle. Every Zoho product is built with privacy as the foundation and the finishing touch, guiding every decision we make. Security, privacy, and compliance are woven into the software development lifecycle, starting from how

    • Conditional formatting: before/after "today" not available

      When setting conditional formatting, it only allows me to set a specific calendar date when choosing "Before" or "After" conditions. Typing "today" returns the error "Value must be of type date". Is there a workaround? Thanks for any help!

    • Zoho mail account ownership transfer

      We recently took over another company and have assumed responsibility for its Zoho account, including Zoho Mail and all related services. We would like to formally transfer ownership of this account to our organization. Could you please outline the complete

    • Display Client Name in Zoho Creator Client Portal Dashboard

      Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently

    • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

      Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

    • project name field issue- n8n

      Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrape

    • using the client script based on the look up filed i wnat to fetch the record details like service number , service rate

      based on selected service look up field iwant to fetch the service serial number in the serice form how i achive using client script also how i get the current date in the date field in the on load of the form

    • Customizable UI components in pages | Theme builder

      Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.html

    • Stop the Workarounds: We Need Native Multi-Step Forms

      After over 17 years of community requests, I'm hoping the Zoho team can finally address the lack of native multi-page form support in Zoho Creator. This has been one of the longest-standing feature requests in the community, with threads spanning nearly

    • Amazon.in FBA multiple warehouse integration with Zoho Inventory

      My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.

    • Analytics <-> Invoice Connection DELETED by Zoho

      Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with the

    • Introducing Workqueue: your all-in-one view to manage daily work

      Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

    • Feature Request - Set Default Values for Meetings

      Hi Zoho CRM Team, It would be very useful if we could set default values for meeting parameters. For example, if you always wanted Reminder 1 Day before. Currently you need to remember to choose it for every meeting. Also being able to use merge tags

    • Issues with Actions By Zoho Flow

      Hi, I have a workflow that fires when a deal reaches a stage. This then sends out a contract for the client to sign. I have connected this up through Actions by Zoho Flow. Unfortunately this fails to send out. I have tracked it down to the date fields.

    • Adding custom "lookup" fields in Zoho Customization

      How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,

    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

    • Canvas Detail View Related List Sorting

      Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?

    • Windows Desktop App - request to add minimization/startup options

      Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

    • Ability for admin to access or make changes in zoho form without asking for ownership

      Currently in zoho form only form owner can make the changes in the form and if someone else has to make changes then we have to transfer the ownership to them and even admin also cant access it . So i think admin must have the ability or option to access

    • Issue with WhatsApp Template Approval and Marketing Message Limit in Zoho Bigin

      We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templates

    • Zoho CRM Calendar View

      Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose

    • Camera

      I can sign on to a meeting and see the other participants, but my screen is dark. The instructions for Zoho "Camera Settings" say "click on lock icon in address bar," but I don't see that icon! Suggestions?

    • What is Workqueue and how to hide it?

      Hi， My CRM suddenly have this "Workqueue", may I ask how to set the permission of this tab?

    • Batch/lot # and Storage bin location

      Hi I want to ask for a feature on Zoho inventory I own a warehouse and I've gone through different management software solutions with no luck until I found Zoho, it has been a game changer for my business with up to the minute information, I'm extremely happy with it. It's almost perfect. And I say Almost because the only thing missing for me (and I'm sure I'm not alone) is the need of being able to identify the lot number of my inventory and where it is located in the warehouse. Due to the nature

    • Adding Sender Address with Basic Plan

      According to the knowledge base, I should be able to add Sender addresses with the Basic Plan. But whenever I try to add an email, it takes me to a search window and I cannot find any emails in the list. Even mine, which is the admin. email.

    • Conditional Field Visibility in Bigin CRM

      I would like to request support for conditional field visibility within Bigin CRM. This feature should allow administrators to configure show/hide rules for fields based on predefined criteria (e.g., field values, picklist selections, stage changes,

    • Bill automation in Zoho Books

      Hi I am looking for 3rd-party options for bill automation in zoho which are economical and preferably have accurate scanning. What options do I have? Zoho's native scanning is a bit pricey

    • Reporting Tags

      We've been using reporting tags for years (before itemizing was available) and now we are finding reporting these tags are impossible to track. Reports have changed in the customization and our columns of reporting tags no longer show up. We do not use

    • Function #53: Transaction Level Profitability for Invoices

      Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

    • Consumption based inventory

      I am currently using Zoho Books for my hospitality business, which includes lodging and restaurant services. We purchase many items in bulk for storage and consumption as needed. I'd like these items to be recorded as inventory when purchased and categorized

    • Smarter Access Control: Role-Based Access vs. Responsibility-Based Profiles

      Every business has roles, responsibilities, and workflows. While roles help define structure, responsibilities within those roles are rarely the same. As your team grows, some members need access to only a specific set of features. Others require visibility

    • Partner with HDFC And Sbi Bank.

      Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

    • API in E-Invoice/GST portal

      Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.

    • Member role in zoho meeting

      does a user with member role can see other users in the organization

    • Mail Merge is not working properly as far as the AUTOMATE section is concerned

      Hi there, I created a Mail Merge template for the Deal module. I would like Deal owners to mail merge their Deal records, download the Mail Merge document as a Word doc and make a few changes before sending it to the customer. Thing is, neither the "Merge

    • Clone Recurring Expenses

      Our bookkeeping practices make extensive use of the "clone" feature for bills, expenses, invoices, etc. This cuts down significantly on both the amount of typing that needs to be done manually and, more importantly, the mental overhead of choosing the

    • Next Page