Zoho Reports Services Training Support

Zoho Reports is an online reporting and business intelligence service that helps users easily analyze their business data, and create insightful reports and dashboards for informed decision-making. It is designed to help users to easily create and share powerful reports in minutes, with no IT help.

With Zoho Reports users can:

  • Upload Any Data – Securely upload spreadsheets and other tabular data (like CSV, TSV, XLS and HTML files). Or add data directly using a ‘Spreadsheet-like’ interface.
  • Push data from any application – Push data from hosted or in-house (behind firewall) business applications and databases for reporting and analysis.
  • Visual Analysis – Visually analyze and build insightful reports and dashboards with easy drag-and-drop interface… no IT help required!
  • Wide range of Reporting components – Use a wide variety of charts, pivot tables and tabular view components to build insightful reports and dashboards.
  • Collaborative Analysis – Develop reports together with their colleagues. Share with each other for better decision making.
  • Embed Reports Anywhere – Embed their reports and dashboards across Websites, Blogs and Applications for wider consumption.
  • Query with SQL – Create powerful and flexible reports with SQL Queries written in any database dialect/syntax you know.
  • Highly Secure – Governed by strong Zoho Security Practices, including support for a secure encrypted connection

Zoho Reports Features

BI Platform features

  • Administration via Web Interface
  • Live Connection to External Data
  • Snapshot of External Data
  • Multi-Data Source Reporting (Blending)
  • ETL Scheduler

Supported Data Sources Features

Data sources that can be consumed by the application.

  • MS Excel Workbooks
  • Text Files (CSV, etc)
  • Oracle
  • MS SQL Server
  • IBM DB2
  • Postgres
  • MySQL
  • Cloudera Hadoop
  • Hortonworks Hadoop
  • IBM Netezza
  • HP Vertica
  • Salesforce
  • Google Analytics

BI Standard Reporting Features

Standard reporting means pre-built or canned reports available to users without having to create them.

  • Pixel Perfect reports
  • Customizable dashboards

Ad-hoc Reporting Features

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

  • Drill-down analysis
  • Formatting capabilities
  • Report sharing and collaboration

Report Output and Scheduling Features

Ability to schedule and manager report output.

  • Publish to Web
  • Publish to PDF
  • Report Delivery Scheduling

Access Control and Security Features

Access control means being able to determine who has access to which data.

  • Multi-User Support (named login)
  • Multiple Access Permission Levels (Create, Read, Delete)
  • Report-Level Access Control
  • Table-Level Access Control (BI-layer)

Mobile Capabilities Features

Support for mobile devices like smartphones and tablets.

  • Dedicated iOS Application
  • Dedicated Android Application
  • Dashboard / Report / Visualization Interactivity on Mobile

The BI life cycle spans a continuum that begins with large amounts of disparate data and stretches to encompass people, technology, information, analysis, and decision making. The benefits of BI are substantial: new business capabilities for insight, forecasting, planning, agility, and strategy execution.
Realizing benefits is challenging. With many moving parts—infrastructure, technology, data, integration, analytics, applications, metrics, reports, dashboards, scorecards—putting the pieces together in the most effective way is difficult. Learn the basics of BI from end to end, with special attention to two of the most important factors for BI success: planning and collaboration. You are most able to chart a course for BI success when teams and stakeholders share common concepts, use consistent terminology, and contribute collectively to the BI vision.

You Will Learn

  • Meaningful and actionable definitions of BI
  • Effective ways to deliver BI: Web, mobile, desktop, etc.
  • Common kinds of BI reporting: ad hoc, published, enterprise, and operational
  • Performance management principles, including dashboards, scorecards, and KPIs
  • Business analyst principles, including OLAP, analytic modeling, and data visualization
  • Advanced analytics concepts for data mining, predictive analytics, and text analytics
  • Data management practices, including profiling, cleansing, and quality management
  • Data integration practices, including consolidation, virtualization, and data warehousing

Geared To

  • Anyone with a role in BI/DW programs who needs to understand the concepts and the full life cycle of BI
  • BI/DW managers and leaders seeking to increase the value and business impact of a BI program
  • Business andtechnical people who need to work together to implement BI
  • Teams that need to develop a common base of concepts and terminology for BI

Technical resources.

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