【Zoho CRM】アナリティクスタブのアップデート

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」の中からアナリティクスタブのアップデートをご紹介します。

【目次】

1. フィルター機能

2. エクスポート機能(ファイル出力)

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 1. フィルター機能 

CRMのアナリティクスタブ内のダッシュボードに、フィルターを適用できるようになりました。これにより、各表やグラフを個別に調整したり、別のツールを使うことなくダッシュボード全体を一括でフィルタリングできます。

「アナリティクス」タブを開き、画面右上の赤枠で囲われた[...]をクリックします。選択肢の中から「ダッシュボードフィルターを追加する」を選択してください。

​

各表やグラフを手動で調整したり、別のツールに切り替えたりすることなく、ダッシュボード全体にフィルターを適用することができます。

​

補足

• 対象項目：日付、ユーザー、選択リスト（タグを含む）

• 最大数：ダッシュボードフィルターは最大4つまで設定可能

• 適用権限：アナリティクスタブの管理権限を持つユーザーのみ、ロックされていないダッシュボードにフィルターを適用可能

• 適用範囲：設定されたフィルターは、ダッシュボードにアクセスできるすべてのユーザーに適用される

​

 2. エクスポート機能(ファイル出力)

 本アップデートにより、Excel（XLS）やCSV形式でのファイル出力(エクスポート機能)が追加されました。

​エクスポート対象のグラフの右上の3点リーダーをクリックし、「ダウンロードする」をクリックします。

 

​

プルダウンでエクスポート可能な形式がいくつか表示されます。

 

※データの掘り下げ（ドリルダウン）を適用した表／グラフをExcel／CSV形式でダウンロードする場合、掘り下げによって抽出された項目のデータのみがファイルに含まれます。

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適用範囲：日本(JP)データセンター、オーストラリア(AU)データセンター

対象プラン：有料プラン

いかがでしょうか。アナリティクスタブ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

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

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