【Zoho CRM】レポート機能のアップデート

【Zoho CRM】レポート機能のアップデート

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、レポート機能のアップデートをご紹介します。

目次 

1. レポートのエクスポート時のレコードIDの表示について

2. 通貨項目の表示について

3. レポートの削除の監査ログへの反映について

 


 1. レポートのエクスポート時のレコードIDの表示について 

これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。
今回のアップデートにより、以下の場面でレコードIDを含めるかどうかを選択できるようになりました。
  1. レポートをエクスポートする時

  2. レポートをメール送信する時

  3. 定期レポートを予約する時

①レポートをエクスポートする時

 


②レポートをメール送信する時

 


③定期レポートを予約する時

  


注意事項 

  • 既存の定期レポート
    このオプションはデフォルトで有効になっており、基準タブのレコードIDのみが表示されます。
  • 定期レポート/詳細レポート/表示形式レポート
    「データIDの列を表示する」にチェックを入れると、基準タブのレコードIDのみが表示されます。
  • 関連タブのレコードIDを表示したい場合
    レポートを編集し、表示したいレコードIDの項目を列に追加する必要があります。

 


2. 通貨項目の表示について 

これまではレポート上の通貨項目は基準通貨に変換されて表示されていました。今回のアップデートで、レコードの通貨をそのまま表示できるようになり、列として追加することも可能になりました。

ここでは、基準通貨を「日本円(¥)」に設定していますが、レコードの通貨(見込み客タブに保存されたデータ)はUSドルです。



通貨の設定は、設定→ 一般 → 組織設定→ 通貨、の順で画面を開くと設定画面が確認できます。

 

3. レポートの削除の監査ログへの反映について     

レポートを削除すると、まず「最近削除した内容」フォルダに移動し、その後に完全削除されます。
従来は、この一時的な削除は監査ログに記録されず、完全削除のみが記録されていました。今回のアップデートにより、「最近削除した内容」フォルダへの移動時と完全削除時の両方が監査ログに記録されるようになりました。

 


 

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

Info
適用範囲:全てのユーザー 

……………………………………………………………………………………………………………………

++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。

※フォーラムトップから興味のあるサブフォーラムを選択し、「フォローする」をクリックしてください。

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!  

    Nederlandse Hulpbronnen


      • Recent Topics

      • Appointment booking is temporarily unavailable

        Embeded Zoho booking page in my WordPress website. When someone starts a booking, after choosing time and date, an error appears before payment - "Appointment booking is temporarily unavailable due to restricted settings." Used the embeded code given
      • Cannot connect to 365 business calendar and Teams, says personal but it is not.

        hi I have a number of users connected to their 365 business accounts. Adding a new user and it thinks hes got 365 personal edition. He does not.... Anyone know what's going on. Trying for days now. Bookings go into his MS calendar but as its thinks its
      • Limited review (/questions) for Bookings 2.0

        Hi all, I'm writing this review of Bookings 2.0 for two reasons: 1) it may be of interest to others, and 2) I'd like to be corrected if I'm wrong on any points. It's a very limited review, i.e. the things that have stood out as relevant, and particularly
      • Zoho Bookings - Reserve with Google

        Does Zoho Bookings plan to to integrate with Reserve with Google?
      • Tip #3: How to change your booking page language

        Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's
      • Bigin Android app update: Alerts while creating tasks outside of working days, conflicting events and calls.

        Hello everyone! In the most recent version of the Bigin Android app, we have brought in support to display an alert if task is being scheduled outside of the working days. Also, when scheduling an event or call in the Activities module, a conflict alert
      • Bigin update: Link email messages to pipeline records.

        Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated
      • Bigin Android app update: Custom buttons and widgets

        Hello everyone! We are excited to introduce custom buttons and widgets on the Bigin Android app. Widgets: A widget is a customizable UI component in Bigin that improves efficiency and user experience. It lets businesses embed components, streamline interactions,
      • Biometric Access Support on Zoho Vault Desktop App

        Is there any plans to add biometric authentication (fingerprint, face recognition) for Vault desktop apps (Windows/macOS) to enhance security and ease of access. I would love to hear other members view on this
      • Zoho Sheet for Desktop

        Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
      • Zoho Sheet - Desktop App or Offline

        Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
      • Collective-booking event not added to all staff calendars

        We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it
      • Project Management Bulletin: October, 2025

        Every need leads to innovation. Project Management tools were developed out of sheer necessity to drive large projects. With wide usage, the specifications grew precise, and so did the refinement. Over years we’ve crafted one of the best project management
      • Zoho Sheets saying locked when not locked

        Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.
      • Identifying and Merging Accounts with Similar (Non-Exact) Names

        Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of the
      • Option for super admin to recover the deleted chats in Zoho Cliq

        Currently, in Zoho Cliq, if a user accidentally deletes their chats, there is no option for the Super Admin to recover or view those deleted messages. I believe it would be helpful if Super Admins had a recovery option, perhaps within a certain time frame,
      • Zoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform

        Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho Survey
      • I am trying to integrate my module in sandbox environment to add data via API

        I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"
      • Setting up primary mobile number.

        Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.
      • Zoho sheet for desktop

        Hi is zoho sheets available for desktop version for windows
      • Tables for Europe Datacenter customers?

        It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
      • Guided Conversations - Ticket Creation

        Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of the
      • How to send certain invoices for Approval based on condition?

        To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.
      • Unable to continue payment

        Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help me
      • Is there a way to show contact emails in the Account?

        I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
      • Massive spam pretending to come from our address – is this a Zoho security issue?

        Hi, We’ve been receiving more and more suspicious emails lately — many of them clearly look like scams. But yesterday, we got an email that appeared to be sent from our own address, which was very concerning. We're starting to wonder if this might be
      • Cant recieve mails

        I’m having an issue with my external IMAP account not fetching any emails into Zoho Mail, even though the connection test says “Success”. I can send, if someone sends an email to me. my original directory (home.pl host) recieves it in their portal but
      • Zoho Sheet Autofit Data

        While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.
      • Enhancements to finance suite integrations

        Update on the migration (October 28, 2025): Starting this week (October 29 tentatively), we’ll begin migrating Zoho CRM users to Zoho Books as integration users. This means actions will now run under each user’s own Zoho Books access, instead of the admin’s.
      • Edit 'my' Notes only

        The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same
      • How do I filter contacts by account parameters?

        Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
      • Job Alerts for Candidates

        hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can
      • Add multiple users to a task

        When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
      • Enhancing Task Accuracy: Automatically notify the owners upon Task duplication.

        Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. The requirement
      • Show/ hide specific field based on user

        Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just
      • Where are Kanban swimlanes

        So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one.  Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research
      • Tip 19: How to display images in Pages using ZML snippets

        Hi folks, We're back with another tip on how to use Zoho Markup Language (ZML) to create interactive pages in Zoho Creator. You can use ZML snippets to add various kinds of components to your pages and structure them in meaningful ways. That's not all, though—using ZML you can ensure your application is automatically compatible with all kinds of devices without any inconsistencies. We often get questions from users about how to invoke Deluge scripts within ZML code. Here's a simple use case for adding
      • Can zoho swign format block text spacing automatically when prefilled from zoho crm?

        I'm sending zoho sign template from zoho crm, so that zoho crm pre-populates most fields. I have existing pdf documents that i am having signed. I have no ability to change the pdf documents, they are standardized government forms. The problem I am facing
      • Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

        I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.
      • Reference lookup field values in Client script

        hello all, I'm using a "ZDK.Apps.CRM.Products.searchByCriteria" function call, which is returning the matching records correctly; however, one of the fields is a lookup field which I need the associated data. I believe there is a way to get this data
      • Next Page