What is most valuable?
Automates complex reporting (pivot tables, charts, etc.). We used to have all the same reporting features- BUT- we had to produce the results manually using Excel spreadsheets so they were insanely labor intensive. Zoho Reports allows us to spend more time analyzing data and less time manipulating it.
How has it helped my organization?
It used to be that Report-generating was silo'ed to staff members with specific technical skills. Now, a much greater number of managers can understand the drag/drop interface of Zoho Reports and can benefit from reviewing the data. This has greatly improved the adoption of data-driven decision-making in our SMB.
What needs improvement?
No suggestions. However we do not like proposed UI changes and find that in general as a vendor Zoho is rather unresponsive to feedback from its customers.
For how long have I used the solution?
What was my experience with deployment of the solution?
What do I think about the stability of the solution?
What do I think about the scalability of the solution?
How are customer service and technical support?
8/10. Technical Support
Which solution did I use previously and why did I switch?
We used default reporting features in the core Zoho CRM product, which are infantile in comparison to what Zoho Reports offers.
How was the initial setup?
Straightforward - however, advanced features are not documented anywhere and so hard to use. I had to force tech support to walk me through a few advanced formulas. Once I understood them, I was fine, however that step could have been saved if they had better walkthroughs on their website.
What about the implementation team?
What was our ROI?
We don't measure it. For $50/mo we are saving dozens of hours of staff-time and making better decisions. That's pretty good.
What's my experience with pricing, setup cost, and licensing?
What other advice do I have?
We have not tried it with our own data pools but it works well when combined with data from Zoho's other products.
Find out what your peers are saying about Zoho, Microsoft, Google and others in Reporting Tools. Updated: January 2021.
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