Les rapports

Les rapports



Pour toute entreprise, il est essentiel de connaître le taux de croissance et de le transformer en chiffres. Les rapports sont également utiles pour identifier les problèmes à la source et penser d'ores et déjà aux solutions pour les résoudre.
Zoho Inventory fournit des rapports systématiques qui peuvent vous aider à suivre votre flux de stock, votre flux de cash et d'autres activités d'inventaire. Zoho Inventory vous permet de générer des rapports dans différentes rubriques comme les ventes, les créances, les stocks, les paiements, les achats et les dépenses.

Gestion des rapports

L'accès aux rapports peut être limité à certains utilisateurs en fonction des besoins. Vous pouvez configurer les autorisations pour les rôles en précisant s'ils peuvent consulter, exporter, planifier et partager le rapport. Vous pouvez modifier ces autorisations pour les rôles existants ou les configurer lors de la création de nouveaux rôles.

Configurer la permission pour un rôle

  • Paramètres >> Utilisateurs et rôles >> Rôles
  • Modifiez ou créez un rôle. 
  • Bon à savoir : vous ne pourrez pas modifier les rôles prédéfinis.
  • Défilez vers la section Rapports.
  • Sélectionnez "Activer l'accès complet pour tous les rapports" si vous souhaitez fournir un accès complet à tous les rapports pour ce rôle.
  • Vous pouvez également développer chaque groupe de rapports et configurer le niveau d'accès pour les rapports sous le groupe et enregistrez.


Programmer des rapports

Zoho Inventory vous permet de programmer la génération d'un rapport sur une base hebdomadaire, mensuelle, trimestrielle ou annuelle, selon vos préférences. Le rapport généré sera ensuite envoyé aux adresses e-mail de votre choix. Cette fonctionnalité n'est disponible que pour certains types de rapports.
  • Passez au module "Rapports" depuis le panneau à gauche.
  • Sélectionnez le rapport que vous souhaitez programmer.
  • Cliquez sur "Planifier un rapport"
  • Sélectionnez les critères en fonction desquels vous souhaitez planifier le rapport, enregistrez.
  • Le rapport sera automatiquement envoyé à votre e-mail à l'heure et à l'intervalle spécifiés.

 

Intégration Zoho Inventory - Zoho Analytics

Zoho Inventory dispose d'un ensemble de rapports standards que vous pouvez générer pour suivre la santé financière de votre organisation. Même si ces rapports répondent aux besoins d'une majorité d'entreprises, il est toujours nécessaire de les personnaliser.
 
L'intégration de Zoho Analytics vous permet de créer des rapports et des tableaux de bord hautement personnalisables pour visualiser et suivre les principales mesures financières à partir de vos données Zoho Inventory.

Configurer l'intégration

Prérequis : vous devez être administrateur de votre organisation Zoho Inventory pour configurer cette intégration.
  • Paramètres >> Intégrations >> Zoho Apps >> Zoho Analytics
  • Vos données de Zoho Inventory seront disponibles dans Zoho Analytics via une synchronisation à sens unique.

  • Choisissez les modules dont les données seront synchronisées et configurez la fréquence à laquelle elles le seront dans Zoho Analytics.
  • Sélectionnez les modules et les champs qui doivent être synchronisés, enregistrez.
  • Pendant le transfert des données de votre compte Zoho Inventory vers Zoho Analytics, vous ne pourrez pas modifier les paramètres de synchronisation du module. Cependant, vous pouvez continuer à utiliser Zoho Inventory et vous serez notifié par email dès que vos données auront été synchronisées.
Astuce : Vous pouvez reconfigurer le déroulement et les modules qui sont synchronisés même après l'intégration. Pour ce faire, accédez à Paramètres >> Intégrations >> Zoho Apps >> Zoho Analytics >> Afficher les détails, puis cliquez sur "Modifier les paramètres".
 
N'hesitez pas à partager vos questions en commentaire

L'équipe Zoho France

    • Sticky Posts

    • Collaboration sans faille avec Zoho One

      Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

    • Recent Topics

    • Interactions Tab in Zoho CRM: A 360° Omnichannel View of Every Customer Touchpoint

      Hello Everyone, Hope you are well! We are here today with yet another announcement in our series for the revamped Zoho CRM. Today, we introduce Interactions Tab a new way to view all customer interactions from one place inside your CRM account. Customers

    • How to resubscribe a contact marked as "Unsubscribed (Marked by Recipient)" without using a form?

      Hello, I have a question regarding Zoho Marketing Automation functionality. Is there a way for an administrator to change the subscription status of a contact marked as "Unsubscribed (Marked by Recipient)" back to "Subscribed" without using a form? Ideally,

    • Linkedin: when Zoho Social is going serious with it?

      Hi, it's been said in the past that Linkedin related features in Zoho Social were well behind those of other social networks because of limitations imposed by the platform. Now that we see around my tools (take taplio.com) frankly outpacing ZSocial on

    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(7/24)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 7月開催のZoho ワークアウトについてお知らせします。 2ヶ月ぶりに、渋谷にて「リアル開催」します！ ▷▷詳細はこちら：https://www.zohomeetups.com/20250724Zoho ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、

    • How to get fields centered in a form?

      Is it possible to center fields in a form? Some of my forms do some don't and it is really not aestheticly pleasing?  Any help would be greatly appricated. Thanks, Michael McNeill 

    • Make Packages from multiple sales order of a single customer

      Our customers sends orders to us very frequently, some times what customer wants is to ship items from 5 to 6 sales orders in a single shipment. it will be very nice if, zoho can implement this function, in which we can select items from other sales orders of the customer.

    • Webhooks and Integration

      Hey, I was looking to create automation using webhooks or something equivalent of a trigger based mechanism, to connect it as an integration. But I don't find any relevant APIs to setup these webhooks/notifcations for the "Zoho Books". Can anyone please

    • Zoho Books X Zoho Expense

      Hello there, Please can you tell me if it is possible to sync from Books to Expense? I much prefer the Expense reports to that of Books and the Credit Card feeds work via expense and not Books for me. However I find books is much better to deal with the

    • ABILITY TO LOG INTO CUSTOMER PORTAL

      I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Many times, the customer will call about the portal, but without visibility into

    • Sort, filter & save views for BOOKS PROJECTS

      Thanks for all the updates. Our firm uses the module for simple internal project accountancy. This means we do everything from the Projects Section but this isn't user friendly at all. You can't do anything with customized your own fields which basically

    • edit input format in custom field - sales order

      hi, I want to integrate a custom field (multi line text box) in our sales order. It needs to show upper case and lower case letters, numbers, spaces, hyphens and "/". What do I need to put in the custom format to configure these signs? Thanks, Tina

    • This transaction type cannot be matched with a line on the statement.

      When using the books API https://www.zohoapis.com/books/v3/banktransactions/uncategorized/${transaction.transaction_id}/match I get this error "This transaction type cannot be matched with a line on the statement." What I'm doing is for the uncategorized

    • Full Text Customization & Translation in SalesIQ Chat Widget Settings

      Dear Zoho SalesIQ Team, Greetings, We would like to request an important enhancement to the chat widget customization options in Zoho SalesIQ. Current Limitation: At the moment, only some of the text shown in the chat widget is editable or translatable

    • Timesheets

      I wanted to create the timesheets remainder for our team mates who miss out the weekly timesheet entries. While creating the email templates, I couldn't see anything related to timesheets. Since it shows projects Can you help me find and build a one

    • Can we embed a Kanban Type of report using iframe too?

      I tried embedding a report as iFrame but it only appear as List View. It would be helpful if can also embed a Kanban Type of report.

    • Weekly Tips : Save Time with Saved Search

      Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you

    • Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25

      Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone. Here's

    • Hidden Fields with Data Pre-Population and Notification Integration in Zoho Bookings Forms

      Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement for Zoho Bookings forms that would improve data management and workflow efficiency: the ability to create hidden fields with pre-populated data. Current Functionality: Zoho Bookings

    • Tip #37 – How to ensure compliance and accountability using Advanced Session Audit – ‘Insider Insights’

      Hello Zoho Assist Community! This week we will be discussing how to strengthen your remote support operations with better visibility and control. Let’s say your support team handles a growing number of remote sessions each day. At the end of the week,

    • Replace an existing zoho show file with an uploaded one.

      For Zoho WorkDrive Upload API method, I have override-name-exist option, which I can use like this: curl https://www.zohoapis.eu/workdrive/api/v1/upload \ -F "filename=mypres.pptx" \ -F "parent_id=j3tzq1ae09c0cd91540df8d01670af05b657e" \ -F "override-name-exist=true"

    • Tip of the Week #66– Use internal comments to collaborate and resolve issues faster!

      Ever found yourself stuck on a customer query because you needed inputs from your teammate? Or sent a reply too soon and realized later that someone else on your team had a better context? When you rely on back-and-forth messages in external chats or

    • Using Zoho One to manage two (or more) businesses

      We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).

    • Skip order confirmation step in commerce?

      We have a store to sell products that are not shipped to a customer. Right now, when the order is placed, we have to manually 'confirm' the order so the sales order can convert to an invoice and charge the customer.  Is there a way to skip the manual

    • Free Shipping Coupon - Zoho Commerce

      I love the Zoho platform. Zoho Commerce is no exception; however, I'm struggling with a few common features I cannot find or are missing that I hope someone can help me with. Is there a way to create a coupon code for free shipping?

    • Is there a way to link an item to a liability account?

      I collect customer deposits for certain services and hold them in a liability account. However, Zoho Books doesn't let you create an item and assign it to a liability account so how do I create an invoice with an item that records it as a deposit into

    • Select a balance sheet account when creating an invoice

      Hi, it would be very helpfull to be able to select a balance sheet account when invoicing clients. We bill 30% of the job at signing and we would like to add to deferred revenues.  I have to create a transit revenue account and then tranfer to the right

    • How to work out commission in zoho commerce based on coupons

      HI There Is there any way to produce report based on coupon name in zoho commerce We need to pay commission to various channels who are helping us to increase the online sales so we have number dedicated coupons assigned to the above mentioned channels

    • Request for Subform Styling Feature in Zoho CRM Canvas

      Dear Zoho CRM Team, We have observed that in the Zoho CRM Canvas view, it is currently not possible to set presets or manage the styles of subform fields. Additionally, the ability to edit subform data directly within the Canvas view appears to be limited

    • How to Delete Old Tasks/Streams Assigned by Deactivated Users? 'Operation Not Permitted' Error

      Hello, I’m using Zoho Mail and have several old tasks assigned to me in Tasks and Streams. These tasks were created by former employees whose accounts are now deactivated. When I try to delete these tasks, I get an "Operation Not Permitted" error. These

    • Zoho Books - Sales Person Contact Details on Quotes

      Hi Zoho Books Team, I've had various clients ask me about showing the phone number and email of the sales person on Quotes to help eliminate any barriers to closing sales. When I tell them that it is not possible they are always surprised and say something

    • Related products category instead recommended products.

      Hi there, It is possible to show related products of the same category (as it works in the rest of the ecommerce) instead of showing recommended products.

    • Uploading PDF files

      How do I upload a PDF file to my ZOHO site?

    • How to send invoices to 2 emails?

      Hi! We are sending invoices to the "Customer email" field that is defined Zoho Books and is obtained/synced from a custom email field in Zoho CRM. But in some clientes, the invoices have to be sent to 2 emails and we are wondering how this could be accomplished.

    • It returns 1 record

      Var1= Tools_Request[Liability_Receipt == input.Liability_No]; for each rec in Var1.Tool_Request_Description { Var2= (ET_Inventory[SKU == rec.Tools_SKU].SKU).getAll(); } info call for Var2 It only fetch 1 record On record file

    • Narrative 5: The essential role of SLAs

      Behind the scenes of a successful ticketing system - BTS Series Narrative 5: The essential role of SLAs Every organization that interacts with customers establishes a timeframe within which agents should respond to queries as part of a service level agreement

    • Nextdoor Integration

      Does Zoho social work with Nextdoor? www.nextdoor.com? Are there any plans for an integration?

    • My email sending has beed blocked due to high bounce rate. NEED HELP

      User ID: 886739811 Dear Zoho Team, I hope this message finds you well. My account (User ID: 886739811) was blocked from sending emails last week due to an unusually high bounce rate. This spike was caused by a bot attack on our platform, which led to

    • Can Zoho CRM Emails be used in Zoho Analytics in any capacity?

      We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than just

    • IF Statement in Zoho CRM Formula Field

      Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destination

    • Scheduled Maintenances

      Hi, Why is adding scheduled maintenance so arduous. It should be a simple process and take very little time for basically a recurring job. Creating 3 records with similar data seems crazy to me. Is there a easy way to do this? I have to create hundreds

    • Next Page