Creating a grid of worker activity in Zoho analytics

Creating a grid of worker activity in Zoho analytics

Hi,

We provide medical services to patients and billing is time based. We want to create a filterable grid in which we can look at any month by day and any worker and how many minutes of billable activity they performed by patient.

I know exactly what I want and all the data is captured in Zoho CRM I am just unsure of how to build this.

Any guidance would be greatly appreciated.
Jeremy