There are instances when you want to generate the same type of reports repeatedly on some periodic data. Say for example sales report for each month or quarter, or quality analysis reports on test output generated periodically etc. In these scenarios you would have created variety of reports based on your needs. And to create such reports repeatedly for each new similar dataset can be a pain. Not anymore. Zoho Reports has come up with a new feature, Autogenerate Reports – Similar to Another Table, which you can use for easy report duplication.
Using this feature is simple. Let’s say you have your business sales data for Quarter 2 of 2016. Having imported it into Zoho Reports, let’s say you have created reports based on it. The reports will look like the below.
Now, you have sales data for the third quarter of 2016 and you want to have the same set of reports that you created originally . Import the new data into Zoho Reports as a new table,Q3 2016.
Click on New and choose the Autogenerate Reports : Similar to Another Table option. Select the appropriate table – Q2 2016 – for report generation, and specify the folder where the newly generated reports are to be saved.
Click OK and you are done. The reports you created for the initial set of data (Q2 2016) are generated for the subsequent data set too (Q3 2016).
Note : The above feature will only work on similar tables. That is, the new table should have the same column names along with the same data type as that of the original table. The new table can have a sub-set of the original table’s columns too and in this case reports will be generated only for the columns present in the new table.
Report generation using Similar to Another Table option is in continuation to our efforts to make report generation easy and fun in Zoho Reports, as done by our Auto Analysis feature introduced recently. Still more to come.
Give this new feature in Zoho Reports a try and let us know your feedback in the comments or mail us at firstname.lastname@example.org.