Zoho CRM: Custom Reporting / Ad-hoc Reports

Arbitration Result

Status

completed

Resolved Value

true

Positive Spin

✓ Robust built-in custom and ad-hoc reporting for quick, tailored insights.

Reasoning

All sources indicate Zoho CRM supports custom reports/ad-hoc reporting. Treating each URL as a single opinion, there is no conflict. High-confidence sources (The CX Lead, Capterra) corroborate the feature, with PCMAG also consistently noting it; thus the attribute is present.

Completed At

1/8/2026, 9:32:09 AM

Claim	Suggested Value	Confidence
Zoho CRM: provides simple reporting https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	75.0%
Zoho CRM: is challenging to generate customized reports due to user permissions https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true (custom reporting available but restricted by user permissions)	75.0%
Zoho CRM: provides analytical reports that identify opportunities for improvement in our sales process https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	90.0%
Zoho CRM: would benefit from more flexible reporting features https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	85.0%
Zoho CRM: reporting tools are more advanced and take time to figure out https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	80.0%
Zoho CRM's Zia: generates estimated sales goals https://www.pcmag.com/reviews/zoho-crm	true	60.0%
Zoho CRM's Motivator: allows KPI creation https://www.pcmag.com/reviews/zoho-crm	true	70.0%
Zoho CRM: was difficult to find the relevant fields when creating custom reports https://www.capterra.com/p/155928/Zoho-CRM/reviews/	true	60.0%
Zoho CRM: enables sharing reports via email by sending a link https://www.pcmag.com/reviews/zoho-crm	true	60.0%
Zoho CRM: includes a Create Chart button to customize a report's appearance https://www.pcmag.com/reviews/zoho-crm	true	90.0%
Zoho CRM Ultimate: includes all advanced reporting described above https://www.pcmag.com/reviews/zoho-crm	true	90.0%
Zoho CRM: provides a large number of ready-made reports https://www.emailtooltester.com/en/crm/zoho-review/	true	60.0%
Zoho CRM's Zia Voice of Customer: generates word clouds from the words and phrases most frequently used about your company https://www.pcmag.com/reviews/zoho-crm	true	60.0%
Zoho CRM: provides reports https://thecxlead.com/tools/zoho-crm-review/	true	90.0%
Zoho CRM: generates detailed reports https://thecxlead.com/tools/zoho-crm-review/	true	90.0%
Zoho CRM: exports reports as CSV data https://www.pcmag.com/reviews/zoho-crm	true	70.0%
Zoho CRM: includes a Create Report button https://www.pcmag.com/reviews/zoho-crm	true	80.0%
Zoho CRM: allows editing ready-made reports https://www.emailtooltester.com/en/crm/zoho-review/	true	70.0%
Zoho CRM: opens a visual editor to create reports https://www.pcmag.com/reviews/zoho-crm	true	80.0%
Zoho CRM: allows creating reports using filters mapped to your data https://www.pcmag.com/reviews/zoho-crm	true	80.0%
Zoho CRM Professional: provides more advanced reports https://www.pcmag.com/reviews/zoho-crm	true	80.0%
Zoho CRM: lets you create custom reports https://thecxlead.com/tools/zoho-crm-review/	true	90.0%
Zoho CRM: offers reports as static data snapshots https://www.pcmag.com/reviews/zoho-crm	true	60.0%
Zoho CRM: offers insights into customer behavior https://thecxlead.com/tools/zoho-crm-review/	true	60.0%