Wrapping It All Up

Obviously this is a very simplified version of this report. Here are a few ideas to improve it:

  • Add Item Name or SKU as a user filter to improve the searchability
  • We didn’t talk about warehouses! Adding data for where your stock is located would be very useful.

If you understand how data flow from Zoho Finance to Analytics and the nature of the lookup relationships, nothing is stopping you from building some great reports!

Back to Lesson