Content

Introduction

Zoho Reports (http://reports.zoho.com) is a 3rd party custom report and dashboard builder available as an optional add-on item. If your agency doesn’t currently have this option and you are interested in learning more, please Contact Support.

Within Zoho, you have the ability to create many different reports based off of the data that comes from extendedReach. Summary views are a simple tool that allows you to quickly summarize data.

Video Overview

Getting Started

To get started, click on the green Create New button and select New Report. From there, click on Summary View. Zoho will then prompt you to select a base table for your report.

Image: “Create a new summary view”

Click on the desired base table to begin creating your pivot table and press Ok. On the right-hand side, you will see a list of fields that pull from extendedReach. On the Summary tab, you can drag and drop the fields you want into the Zoho fields (Group By and Summarize)

Image: “Add fields to the Summary tab”

Creating the Summary

Use the drag and drop method to add fields to fill the Group by and Summarize tables. Once you have added the fields you want to your table, click on the green button, “Click Here to Generate Summary”.

Image: “Generate Summary View”

Image: “Summary View Example”

Filtering

You can also add filters using the Filters Tab. Drag and drop the fields you want to filter your data with (e.g. agency branches, placement types, dates, etc.). Similar to the Filters Tab, the User Filters Tab allows users to segment that data using a dropdown menu. Once again, you can drag and drop the fields you want to use in the box (e.g. dates, placement types, etc.)

Image: “Filters”

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