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EXPLORE ALL PRODUCTS

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
 
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
 
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
 
NEW
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

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
 
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.

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CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

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Service Plus
 
Finance Plus

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

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Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

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People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

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Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

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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.

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Marketplace
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Zoho People Reports

Zoho People Reports gives you access to reports of all services from a single, consolidated space.

All the reports can be accessed by clicking the Reports icon on the bottom left corner of your screen.

..

What is the advantage of a consolidated view?

  • View the big picture and draw insights more coherently.
  • Reports are split comprehensively - as My Reports, Team Reports and Organization Reports.
  • View multiple reports easily without switching many tabs.

All reports are categorized into three types.

My Reports

My reports cover all the data and information that an employee can view about themselves such as their leave balance and appraisal ratings.

Team Reports

Team reports cover all information that a manager can view about their reportees or that an employee can view about their team.

Organization Reports

Organization reports cover all information that an admin can view about the entire organization.

Click on the star icon beside any report that you frequently use to add it under My favorites.

Analytics and Advanced Analytics

If you have integrated with Analytics or Advanced Analytics, you can view those reports here.

Learn more about Analytics and Advanced Analytics.

..

What insights can you draw from Zoho People reports?

This section houses the reports of all modules, namely, Attendance, Leave, Timesheet, Cases,LMS, Files, Performance, Employee Information and Office readiness.

It also shows the analytics and advanced analytics reports if you have the integration enabled.

Employee Information reports

These reports provide important statistics that aid in key decision-making on an organizational level such as resource planning and budgeting.

Reports under Employee Information:

  1. Dashboard
  2. Headcount
  3. Employee addition trend
  4. Employee attrition trend
  5. Diversity
  6. Distribution
  7. Experience wise exit

Attendance reports

Attendance reports can give vital information on a daily basis and also on overall attendance patterns to alert a manager or an administrator wherever there are red flags so it can be addressed in time.

Reports under Attendance:

  1. Daily attendance status
  2. Early/late check-in and check-out
  3. Employee present/absent status
  4. Presence hours break-up
  5. Attendance data for payroll
  6. Muster roll
  7. Overtime details

Leave reports

Reports under this section can give you insights into employee absenteeism and overall unhealthy leave patterns that may impact the growth of an organization.

Reports under Leave:

  1. Daily leave status
  2. Resource availability
  3. Employee leave balance
  4. Leave booked and balance
  5. Leave type wise summary
  6. Bradford score
  7. Leave encashment details
  8. Loss of pay details
  9. Leave data for payroll

Timesheet reports

These reports provide crucial data right from job and project completion, to productivity levels of employees or contract workers using time logs.

Reports under Timesheet:

  1. Time Logs
  2. Jobs status
  3. Projects status
  4. Logged hours for clients
  5. Employee logged hours
  6. Timesheet data for payroll
  7. Scheduled vs Worked hours
  8. Generate and view bills
  9. Integrations

Performance reports

Performance reports offer a detailed look into performance aspects right from employee ratings to overall performance trends through tools such as the nine-box matrix.

Reports under Performance:

  1. Goals
  2. Employee skill sets
  3. Feedback on employee
  4. Continuous review (score, average, summary)
  5. Appraisal status
  6. Appraisal ratings
  7. Appraisal score
  8. Salary hike status
  9. Nine-box matrix
  10. Feedback on appraisal
  11. Appraisal ratings history

LMS (Learning Management System) reports

Reports in LMS give you an overview of the training and learning initiatives by your trainers, and the engagement and the progress levels of your employees.

Reports under LMS:

  1. Course types
  2. Location wise courses
  3. Course categories
  4. Course ratings
  5. Course materials
  6. Trainer vs Course category
  7. Trainer ratings
  8. Location wise trainers
  9. Learner vs Course category
  10. Location wise learners
  11. Learner progress status

Cases reports

Reports in this section give you an understanding of how effectively queries are being managed including feedback on the experience from the employee.

Reports under Cases:

  1. Request vs Closed
  2. Overall status
  3. Requested vs Escalated
  4. Feedback

Files reports

Reports that give data on space usage for personal uploads and policy acknowledgement are a part of the files reports section.

Reports under Files:

  1. Personal uploads
  2. Acknowledgement receipts

Office Readiness reports

This section contains the daily premises report that can be used to view details on the current capacity of each premises in the organization.

  1. Daily premises capacity

Report Settings

Report Settings includes Access Permissions that lets Admins define the access to the entire reports sections and individual reports. Access to individual reports can be altered to provide access only selected roles. An entire reports section can also be disabled for the organization if required. It also contains the Scheduler to automate sharing of reports to employees.

To access Report Settings, click the settings (gear icon) on the top right corner of the Reports page.

Access permissions

Options to restrict access to an entire reports section and also to refine access to specific reports by giving exclusive access to selected roles can be found in this section.It can in no way grant access by overriding default user access permissions to reports.

For example, the Employee leave balance report is accessible to all Team Managers by default. If you want only the Admins in your organization to view this report, you can select only Admin under applicability. Now, all employees under the Team Manager role will not be able to view this report.

These options are available section wise, under My Reports, Team Reports and Organization Reports.

Use the toggle icon to disable an entire reports section for the organization.

Use the toggle icon beside each report to enable or disable it. To set access permissions for each report, click on the report name or the lock icon beside the report.

You can set role based permissions for each report by selecting the applicable roles under Applicability.

Scheduler

To automate sharing reports with a selected set of recipients, learn more about Reports scheduler.