Working with Reports
Zoho CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho CRM, standard reports are provided in various modules, which can be either used as it is or customized further as per your business requirements.
Availability
Profile Permission Required: Users with the Reports & Dashboard permissions can access this feature.
Zoho CRM provides more than 40 different standard reports for the users' benefit. These reports are distributed across different modules in Zoho CRM. You can use the standard reports or customize them as per your business requirements. Please note that we do not provide reports for Price Books.
List of Some of the Standard Reports
| Report Name | Description |
| Account and Contact Reports | |
| Contact Mailing List | List of contact address details. |
| Key Accounts | Accounts that give you more sales revenue. |
| Accounts by Industry | Accounts from various industries. |
| Deal Reports | |
| Pipeline by Stage | Deals by their stage. |
| Deals Closing by this Month | Deals that are closing during the current month. |
| Sales Person's Performance Report | Deals gained by each sales person. |
| Lost Deals | Deals that are lost. |
| Deals by Type | Deals by their type. |
| Open Deals | Deals that are pending. |
| Pipeline by Probability | Pipeline of the deals by their probability. |
| Sales By Lead Source | Sales from various lead sources. |
| This Month Sales | Sales that has happen during current month. |
| Today's Sales | Sales that has happen today. |
| Stage Vs Deal Type Report | Sales vs deals report |
| Lead Reports | |
| Leads By Source | Leads from various sources. |
| Leads By Status | Leads and their status. |
| Today's Leads | Leads that are created today. |
| Leads by Ownership | Leads and the corresponding owners. |
| Converted Leads | Leads that are converted into Account / Deal / Contact. |
| Leads by Industry | Leads from various vertical industries. |
| Activity Reports | |
| Tasks and Events Report | List of all the tasks and events. |
| Today's Calls | List of current day's inbound and outbound calls. |
| Call Status Report | Lists the calls and their status. |
| Campaign Reports | |
| Campaigns Revenue Report | Revenue generated from the campaign. |
| Campaign Leads | Leads that are generated through the campaign. |
| Case & Solution Reports | |
| Popular Solutions | Number of comments for solutions. |
| Cases By Origin | Cases based upon their origin. |
| Cases By Status | Cases based upon their status. |
| Cases By Priority | Cases based upon their priorities. |
| Cases By Comments | Cases with the number of comments count. |
| Sales Forecast Reports | |
| Quarterly Forecast Summary | Quarterly forecasts that includes committed amounts, best-case amounts, and pipeline by quarter. |
| Forecast History Report | Life cycle of the forecast. |
| Product Reports | |
| Products by Category | Products based upon their category. |
| Products by Support Termination date | Products list whose support discontinued during the current month. |
| Products by Cases | Products and with the list of cases associated with the products. |
| Vendor Reports | |
| Amount by Vendors | Vendors based on the amount |
| Vendors Vs Purchases | Vendors based on the purchases made from the vendors. |
| Quote Reports | |
| Quotes by Accounts | Quotes based on accounts. |
| Quotes by Stage | Quotes based on their stages. |
| Sales Order Reports | |
| Sales Orders by Accounts | Sales orders based on accounts. |
| Sales Orders by Status | Sales orders based on their status. |
| Sales Orders by Owner | Sales orders based on their owners. |
| Purchase Order Reports | |
| Contacts Vs Purchases | Contacts based on purchases. |
| Purchase Orders by Status | Purchase orders based on their status. |
| Invoice Reports | |
| Invoices by Accounts | Invoices based on their accounts. |
| Invoices by Status | Invoices based on their status. |
| Sales Metric Reports | |
| Lead Conversion across Industries | Average number of days taken for the Lead to be converted from various industries for the past 6 months |
| Lead Conversion across Owners | Average number of days taken by owners to convert the Lead for the past 6 months |
| Lead Conversion across Sources | Average number of days taken for the Lead to be converted from various sources in the past 6 months |
| Lead Conversion Count across Owners | Total number of Lead converted by various owners for the past 6 months |
| Overall Sales Duration across Lead Sources | Average number of days taken for the Lead to win as Deal from various Lead sources |
| Overall Sales Duration across Deal Type | Average number of days taken for the Lead to win as Deal of different type |
| Sales Cycle Duration across Lead Sources | Average number of days taken for the Deal from various lead sources to win |
| Sales Cycle Duration across Owners | Average number of days taken by the owner to win their Deal |
| Sales Cycle Duration across Deal Type | Average number of days taken for the Deal of different types to win |
| Territory Reports (only if you enable territory management feature) | |
| Overall Sales Cycle Duration among territories | Overall Sales Cycle Duration among territories - summary |
| Performance by Sales Persons across territories | Performance by Sales Persons across territories |
| Pipeline Deals among Territories - Matrix | Deals in pipeline based on territories matrix report. |
| Revenue By Territories - Last 6 Months | Revenue by territories for the past 6 months. |
| Revenue By Territories - Summary | Summary of Revenue by territories for dashboard. |
| Revenue Channels among Territories | Revenue Channels among Territories - Summary Report. |
| Sales Cycle Duration across Territories | Time taken for the deals to close acorss various territories |
| Star performers across territories | Sales persons who achieved their targets |
| Target Achieved among territories | Target achieved among territories for this FY. These do not include sub territories targets. |
Related Articles
Zoho CRM - Working with Reports
Chapter 19: Working with Reports In the Zoho CRM system standard reports are provided in various modules, which can be either used directly or customized further according to your organization requirements. You can perform the following operations in ...Generating Reports
How Can I... Create Reports Edit Criteria Patterns Use 'Last Activity Time' in Criteria Create Report Folders View Reports Delete Reports Edit Standard Reports [Related Topics] [Frequently Asked Questions] You can create new module-specific reports ...Scheduling Reports
Schedule reports Schedule Reports You can automatically send reports to your colleagues, executive management and non-Zoho CRM users by scheduling the desired reports daily, weekly, monthly or yearly. Once the Report scheduler is configured, ...Zoho CRM - Working with Invoices
Chapter 17: Working with Invoices Once the sales stage reaches to final stage you may start working on payment procedure. In this regard Invoice plays a vital role, which is very important for both Sales and Accounting purposes. Invoice is a bill ...Zoho CRM - Working with Quotes
Chapter 14: Working with Quotes Sales Quotes are legally binding agreement between customer and vendor to deliver customer requested products in a specified timeframe at a predefined price. Your customers can place orders within the stipulated period ...