1. Setting up the Zoho Reports
Advanced Analytics Add-on for
Zoho CRM
- Zoho Reports Advanced Analytics Add-on for Zoho CRM -

3. Setting up the add-on
Click 'Setup' -> 'Apps & Add-ons' ->'Zoho Apps'

4. Setting up the add-on
Choose the 'Advanced CRM Analytics' app

5. Setting up the add-on
Click the 'Configure' button

6. Setting up the add-on

7. Setting up the add-on
◉ You will get a 'Sync is in progress' dialog, as the initial
import happens
◉ Once the import of your Zoho CRM data into Zoho
Reports is complete, you'll get an email saying the
process is complete.
◉ This might take upto day to complete.

8. Setting up the add-on
◉ Once the initial import is complete, your 'Advanced
CRM Analytics' setup page will look like the above
◉ It will contain the 'Settings' & 'Deactivate' links.
Also, you will see the 'Next Sync Time' updated

9. Setting up the add-on
◉ Once the Add-on is setup and initial data import completed,
you can access add-on as follows
◉ Click the 'Reports' tab and you will now see the 'Advanced
CRM Analytics' (powered by Zoho Reports)' link

10. Setting up the add-on
◉ Clicking the 'Advanced CRM Analytics' link will
open the 'Zoho CRM Reports' database in a
new browser window.
◉ It will have 70+ default reports/dashboards
created based on your CRM data. Click to
open them

11. Pricing & Trial
◉ To use this, you need to purchase the Standard
Plan or any plan above it in Zoho Reports (Refer
to the Zoho Reports pricing page)
◉ By default when you setup this add-on, your
Zoho Reports account will be automatically
subscribed to a 15-day trial of the Standard plan

12. Zoho Reports Advanced Analytics
Add-on for Zoho CRM
http://zoho.com/reports/crm
Support Contact:
support@zohoreports.com
+1 888 900 9646 (toll free)