Skip to product menu
close
  • Recent Launches
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Recent Launches

New

Payroll software with automated tax payments and filing.

Try now
New

Robotic process automation software to automate high-volume, rule-based tasks.

Try for free
New

Low-code IoT platform and solutions for connected businesses.

Try now
New

Business formation service to launch and grow your businesses.

Try now
New

Privacy-friendly application analytics solution.

Try for free

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content

Standard Reports

A collection of more than 60 built-in reports are available to you.

List of the Standard Reports

Report NameDescription
Account and Contact Reports 
Accounts by IndustryLists the Accounts grouped by Industry
Contact Mailing ListLists all the Contacts with the mailing address and contact details
Key AccountsLists the Deals grouped by Accounts. Contains details about the deals.
 
Deal Reports 
Stage Vs Deal Type ReportDisplays the Deal amounts by deal type and stage
Pipeline by StageDisplays the Deal details grouped by deal stage
Deals Closing this MonthLists all the Deals whose 'Closing Date' falls in the current month
Salesperson's Performance ReportLists the details of the Deals under different salesperson
Lost DealsLists all the Deals that have been lost
Deals by TypeLists the Deals grouped by Deal Type, i.e. Existing or New Business
Open DealsLists all the Deals that have not been Closed (Closed Won, Closed Lost, Closed Lost to Competition) yet
Pipeline by ProbabilityLists the Deals grouped by the Probability (%) of success
Sales By Lead SourceLists details of won Deals grouped by Lead Source
Sales This MonthLists the details of won Deals in the current month
Today's SalesLists the details of Deals won today
 
Lead Reports 
Converted LeadsLists all Leads that have been converted to Accounts
Leads by IndustryLists the Leads grouped by the Industry to which they belong
Leads by OwnershipLists the Leads grouped by the Lead Owner
Leads By SourceLists the Leads grouped by the Lead Source
Leads By StatusLists the Leads grouped by the the Lead Status
Today's LeadsLists all the Leads created today
 
Activity Reports 
Today's CallsLists the current day's inbound and outbound calls.
Call Status ReportGives details of all the attended, Scheduled calls
Tasks and Events ReportLists all the Calls, Tasks, and Events made by the User
 
Campaign Reports 
Campaigns Revenue ReportGives details of the revenue generated by the Deals associated with the Campaigns
Campaign LeadsLeads that are associated with the Campaigns
 
Case & Solution Reports 
Cases By CommentsLists the number of solution comments associated with a Case
Cases By OriginLists the Cases grouped by the Case Origin
Cases By PriorityLists the Cases grouped by the Case Priority
Cases By StatusLists the Cases grouped by the Case Status
Popular SolutionsLists the Solutions grouped by the number of Comments
 
Forecast Reports 
Quarterly Forecast SummaryQuarterly forecasts that includes committed amounts, best-case amounts, and pipeline by quarter.
Forecast History ReportLife cycle of the forecast.
 
Product Reports 
Products by CasesProducts and with the list of cases associated with the products.
Products by CategoryLists the Products grouped by Product Category
Products by Support Termination dateLists the Products grouped by Support End Date
 
Vendor Reports 
Amount by VendorsLists the Vendors with details of the cumulative amount for the POs associated with them.
Vendors Vs PurchasesLists the Purchase Orders grouped by Vendors
 
Quote Reports 
Quotes by AccountsLists the quotes grouped by Accounts
Quotes by StageLists the quotes grouped by Quote Stage
 
Sales Order Reports 
Sales Orders by OwnerLists the Sales Orders grouped by Sales Order Owner
Sales Orders by AccountsLists the Sales Orders grouped by Account Name
Sales Orders by StatusLists the Sales Orders grouped by Sales Order Status
 
Purchase Order Reports 
Contacts Vs PurchasesLists of Purchase Orders grouped by Customer associated with the Purchase Orders
Purchase Orders by StatusLists of Purchase Orders grouped by Status of the Purchase Orders
 
Invoice Reports 
Invoices by AccountsLists the Invoices grouped by Accounts associated with the Invoice
Invoices by StatusLists the Invoices grouped by Status of the Invoice
 
Sales Metric Reports 
Lead Conversion Across IndustriesAverage time taken for Leads to be converted for the past six months, by industry
Lead Conversion Across OwnersAverage Lead conversion time for the past 6 months, by owner
Lead Conversion Across SourcesAverage time taken for Leads to be converted in the past 6 months, by source
Lead Conversion Count across OwnersTotal number of Leads converted for the past 6 months, by all owners
Overall Sales Duration Across Lead SourcesAverage number of days taken for Leads to be converted to Deals from various Lead sources
Overall Sales Duration Across Deal TypeAverage time taken forLead to be converted to Deal of different type
Sales Cycle Duration Across Lead SourcesAverage time taken for Deals to be won, by lead source
Sales Cycle Duration Across OwnersAverage time taken for Potentials won, by Owner Deal
Sales Cycle Duration Across Deal TypeAverage time taken for Deals to be won, by type
 
Email Reports 
Bounce ReportNumber of emails sent and replied, calls dialed and received, events, check-ins, and tasks listed by date and sales representatives
Email and Activities Analytics ReportNumber of emails sent and replied, calls dialed and received, events, check-ins, and tasks listed by date and sales representatives
Email AnalyticsSummary of the email status (sent, bounced, opened, and clicked) based on date, template, module, and user
Top 10 Templates by Open RateTop 10 templates based on percentage of recipients who have opened the email
Top 10 UsersTop 10 users based on Mails Sent Rate
Top 10 Templates by Click RateTop 10 templates based on percentage of recipients who have clicked the email
Email and Call Analytics ReportNumber of emails sent and replied, calls attended and missed by sales representatives
Sent Email StatusEmails sent by users to all records and their status
 
Event Reports 
Check-Ins for AccountsGet check-in details for each Account
Check-Ins for LeadsGet check-in details for each Lead
Check-Ins by LocalityGet check-in details categorized by locality
Number of Check-Ins by LocalityGet total number of monthly check-ins for customers by locality
Number of Check-Ins by SalespersonGet number of monthly check-ins for customers completed by each Salesperson
Planned Vs Realized Events this MonthKnow how many planned check-ins have been realized in the current month

Edit Standard Reports

You can edit the predefined reports. Once customized, you cannot revert to the default report.

To make edits to the report:

  1. In the Reports Home page, hover over the name of a report. Click on the ellipsis (...) sign that appears.
  2. Choose Edit from the menu.
  3. Make the desired changes.
  4. Click Save.