Content
- Introduction
- Video Overview
- Getting Started
- Creating the Table
- Filtering
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 sales@extendedreach.com.
Within Zoho, you have the ability to create many different reports based off of the data that comes from extendedReach. Pivot tables are a great way to organize and summarize columns and rows of data in a database.
Video Overview
Getting Started
To get started creating a pivot table, click on the green Create New button and select New Report. From there, click on Pivot Table (Matrix View). Zoho will then prompt you to select a base table for your report.
Image: “Create a new pivot table”
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 Pivot tab, you can drag and drop the fields you want into the Zoho fields (Columns, Rows, Data).
Image: “Add fields to the Pivot tab”
Image: “Available table fields”
Creating the table
Use the drag and drop method to add fields to fill the columns, rows, and data tables. Columns will display the information vertically; rows will display the information horizontally; the data will fill in the remaining cells with numerical data.
When creating the pivot table, add the Row fields first, the Column fields second, and the Data fields last. The numbers in the images below represent where the data comes from in the Pivot view. Note: you may find that you only need to use the Rows section to achieve the report you want, if so, that's fine!
Image: “Pivot Table Areas”
Once you have added the fields you want to your table, click on the green button, “Click Here to Generate Pivot”.
Image: “Generate Pivot Table”
Image: “Pivot Table 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”
