We are happy to announce that support for Activities module in Advanced Analytics Add-on for Zoho CRM, one of the most required features, is now available in the service. With this you will be able to create reports over Events, Tasks and Calls data in Zoho CRM, for better analysis & reporting.
For Activities module we have added 20+ insightful reports & dashboards for your convenience. This module will be synchronized for new users setting up the Advanced Analytics Add-on. Existing users can synchronize the newly supported module into their Zoho CRM Analytics reporting database in Zoho Reports by following the steps given below.
Login to your Zoho CRM account.
Click Setup > Apps and Add ons > Zoho Apps.
Select Advanced CRM Analytics. The Advanced CRM Analytics page will open.
Click Setting link, the Zoho Reports Configuration screen will open.
Default fields for Activities modules will be automatically identified and selected. You can also select your own fields.
Click Save. Data for Activities module will be synchronized.
As discussed in support mail, currently we support automatic data synchronization from the Accounts, Activities, Contacts, Custom, Leads, Potentials and Users modules in your Zoho CRM account. We do have Quotes module in our todo list. However the timelines are yet to be decided. We'll keep you posted, once it is available in our service. Please bear with us till then.
As a work around, we request you to manually export the Quotes module data from your Zoho CRM account and import the same into Zoho Reports for your reporting needs.
Sailas S| Zoho Reports
Leave a comment on Sailas's reply
Change topic type
Link this topic
Provide the permalink of a topic that is related to this topic