Create New Reporting Database
You can create a new database anytime from the Zoho Reports home page. Zoho Reports offers various options to create a database. The databases you create are listed at the top of the home screen.
When you create a database in any of the options provided, you need to provide a name which is mandatory and should be unique. You can optionally provide a description and also associate tags for quickly referencing the database.
Creating a Blank Database
Use this option if you would like to create a blank database and then subsequently add your data/datasets as tables later.
Click on the Create Blank Database link.
Provide the database name (mandatory and should be unique)
Provide Description and Tags (optional)
Click Create to create the database.
On successful creation, you will be taken inside the database where you can add your data as tables and create reports.
Import data from CSV, XLS, HTML files
Often you already have data locally stored in tabular file formats like CSV, XLS (Excel) and HTML files, which you would like to import into Zoho Reports for analysis and reporting. In Zoho Reports, you can easily import your data in such file formats and jump start your activities.
Click the Import XLS, CSV, HTML link to create a database by importing data. Follow this link to read more about creating a database using this import data option.
Creating Database from Templates
Zoho Reports offers a useful set of business relevant templates which you can use to easily create your reporting database. Follow the steps given below to create a database from template.
- Click on Create Database from Template link
- Provide the database name (mandatory and should be unique)
- Provide Description and Tags (optional)
- Select the template to be used from the list provided under Templates
- If you would like to create the database with sample data (dummy data rows) then, check the option Include Sample Data
- Click Create to create the database.
On successful creation, you will be taken inside the database where you will see a list of tables and reports created by default for the template that you had chosen. The database will contain some sample data if you had checked the option Include Sample Data in the database creation step.
Zoho Reports provides the following templates :
- Google Adword Campaign Performance Analysis Database template
- Project Manager Template - Manage your projects and track the tasks in it with detailed reporting
- Issue Manager Template - Collect, Assign and Track issues/bugs in your development projects with detailed reporting
Next: Viewing all your Databases
