Simplifying CRM Data Access with Zoho CRM: Using URL Criteria in Analytics Reports

Introduction:

Zoho CRM, in combination with Zoho Analytics, provides a powerful solution for quickly accessing related record report data. In this post, we’ll explore how create specific links in CRM that simplify data access.

Step 1: Create a Report

To start, generate a summary (or other) report with any desired columns in Analytics for the CRM module that contains the related records.

Once the report is generated, you can share it by clicking on the share button and obtaining the URL permalink.

This permalink is crucial for the next steps, as it allows you to create direct links to filtered reports in your CRM system.

Step 2: Specify URL Criteria

Add the ID column from the parent record as a filter criteria and add the equals sign. This will narrow down the report to display only the related records associated with a particular parent record, making it easier to access the data you need.

You should end up with a link that looks something like this:

https://analytics.zoho.com/open-https://analytics.zoho.com/open-view/xxxxxxxxxxxxxxxxxxxxx?ZOHO_CRITERIA=%22Accounts%22.%22Id%22%3D$

Step 3: Create a Link in Zoho CRM

With the URL criteria defined, you can now create a link within your CRM system that points directly to the filtered report.

1) Go to Modules and Fields and navigate to the Links tab.

2) Click New Link and paste the URL permalink with the filter criteria from Analytics.

3) Create a Label and paste your link from Step 2 into the box.

4) Append the parent ID merge field to the link after the equals sign.

Your link should now look something like this:

https://analytics.zoho.com/open-https://analytics.zoho.com/open-view/xxxxxxxxxxxxxxxxxxxxx?ZOHO_CRITERIA=%22Accounts%22.%22Id%22%3D${Accounts.Account Id}

5) Click Save.

Step 4: Accessing the Linked Report
Once the link is created in the CRM system, navigating to the desired parent record and locating the related records report is straightforward. Users can simply click on the link to view only the records related to that specific parent record. This approach reduces the time spent searching for data and enhances overall productivity.

Step 5: Exporting Data

Finally, exporting the filtered report allows you to share it with relevant stakeholders efficiently.

1) From the filtered report view, click the export button.

2) Choose the desired output and file name, and export the current view.

Whether you need to provide a summary to a client or present the data in a meeting, having the ability to export linked data from CRM ensures that you can deliver accurate and up-to-date information.

Conclusion:

By using URL criteria in Zoho Analytics reports and linking them to specific records in Zoho CRM, businesses can significantly simplify the process of accessing and managing related data. Implementing these steps will enable you to streamline your CRM data access.