{"id":1252,"date":"2018-01-10T11:35:37","date_gmt":"2018-01-10T11:35:37","guid":{"rendered":"http:\/\/support.gaconnector.com\/?p=1252"},"modified":"2020-08-25T07:31:54","modified_gmt":"2020-08-25T07:31:54","slug":"create-zoho-crm-report-google-analytics-data","status":"publish","type":"post","link":"https:\/\/gaconnector.com\/docs\/create-zoho-crm-report-google-analytics-data\/","title":{"rendered":"Create a Zoho CRM report with Google Analytics data"},"content":{"rendered":"<div class=\"clarify-article-content\">\n<div class=\"clarify-article-description\">\n<p>Now that you&#8217;ve added GA data to your Zoho CRM, you probably want to display it in a meaningful way. You probably want to see reports that will allow you to see things like the number Deals\u00a0that came from a specific traffic source.<\/p>\n<p>&nbsp;<\/p>\n<p>In this article, we&#8217;ll go though the process of creating such a report.<\/p>\n<\/div>\n<\/div>\n<p><!--more--><\/p>\n<div class=\"clarify-article-content\">\n<div class=\"clarify-steps-container\">\n<div id=\"clarify-step-1\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">First, go to Zoho CRM &#8211; Reports &#8211; Create Report<\/h3>\n<div class=\"clarify-step-image-wrapper\">\n<div class=\"clarify-step-image-container\"><img decoding=\"async\" class=\"clarify-step-image\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/first-go-to-zoho-crm-reports-create-report.png\" alt=\"\" width=\"1125\" height=\"167\" \/><\/div>\n<\/div>\n<\/div>\n<div class=\"clarify-clear\"><\/div>\n<div id=\"clarify-step-2\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">Select a module you want to report on<\/h3>\n<div class=\"clarify-step-instructions\">\n<p>In this case, Potentials (also known as &#8220;Deals&#8221;)<\/p>\n<\/div>\n<div class=\"clarify-step-image-wrapper\">\n<div class=\"clarify-step-image-container\"><img decoding=\"async\" class=\"clarify-step-image\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/select-a-module-you-want-to-report-on.png\" alt=\"\" width=\"342\" height=\"528\" \/><\/div>\n<\/div>\n<\/div>\n<div class=\"clarify-clear\"><\/div>\n<div id=\"clarify-step-3\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">Pick &#8220;Matrix Report&#8221;<\/h3>\n<div class=\"clarify-step-image-wrapper\">\n<div class=\"clarify-step-image-container\"><img decoding=\"async\" class=\"clarify-step-image\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/pick-matrix-report-.png\" alt=\"\" width=\"924\" height=\"419\" \/><\/div>\n<\/div>\n<\/div>\n<div class=\"clarify-clear\"><\/div>\n<div id=\"clarify-step-4\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">Set Report Representation Groupings<\/h3>\n<div class=\"clarify-step-image-wrapper\">\n<div class=\"clarify-step-image-container\"><img decoding=\"async\" class=\"clarify-step-image\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/set-report-representation-groupings.png\" alt=\"\" width=\"457\" height=\"426\" \/><\/div>\n<\/div>\n<\/div>\n<div class=\"clarify-clear\"><\/div>\n<div id=\"clarify-step-5\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">Set Report Representation Columns to Total<\/h3>\n<div class=\"clarify-step-instructions\">\n<p>In case of Potentials, we recommend Sum &#8211; Amount or Count.<\/p>\n<\/div>\n<div class=\"clarify-step-image-wrapper\">\n<div class=\"clarify-step-image-container\"><img decoding=\"async\" class=\"clarify-step-image\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/set-report-representation-columns-to-total.png\" alt=\"\" width=\"1540\" height=\"527\" \/><\/div>\n<\/div>\n<\/div>\n<div class=\"clarify-clear\"><\/div>\n<div id=\"clarify-step-6\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">Leave filters blank<\/h3>\n<div class=\"clarify-step-instructions\">\n<p>Or set them if you want to only report on a subset of your Potentials.<\/p>\n<\/div>\n<div class=\"clarify-step-image-wrapper\">\n<div class=\"clarify-step-image-container\"><img decoding=\"async\" class=\"clarify-step-image\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/leave-filters-blank.png\" alt=\"\" width=\"839\" height=\"336\" \/><\/div>\n<\/div>\n<\/div>\n<div class=\"clarify-clear\"><\/div>\n<div id=\"clarify-step-7\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">Pick report name, folder and click &#8220;Save&#8221;<\/h3>\n<div class=\"clarify-step-image-wrapper\">\n<div class=\"clarify-step-image-container\"><img decoding=\"async\" class=\"clarify-step-image\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/pick-report-name-folder-and-click-save-.png\" alt=\"\" width=\"507\" height=\"410\" \/><\/div>\n<\/div>\n<\/div>\n<div class=\"clarify-clear\"><\/div>\n<div id=\"clarify-step-12\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">Your report is ready!<\/h3>\n<div class=\"clarify-step-image-wrapper\">\n<div class=\"clarify-step-image-container\"><img decoding=\"async\" class=\"clarify-step-image\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/your-report-is-ready-.png\" alt=\"\" width=\"1627\" height=\"298\" \/><\/div>\n<\/div>\n<\/div>\n<div class=\"clarify-clear\"><\/div>\n<div id=\"clarify-step-10\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">Additionally, you can create a chart:<\/h3>\n<div class=\"clarify-step-image-wrapper\">\n<div class=\"clarify-step-image-container\"><img decoding=\"async\" class=\"clarify-step-image\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/additionally-you-can-create-a-chart-.png\" alt=\"\" width=\"1627\" height=\"298\" \/><\/div>\n<\/div>\n<\/div>\n<div class=\"clarify-clear\"><\/div>\n<div id=\"clarify-step-9\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">We recommend Vertical or Horizontal Bar chart in this case:<\/h3>\n<div class=\"clarify-step-image-wrapper\">\n<div class=\"clarify-step-image-container\"><img decoding=\"async\" class=\"clarify-step-image\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/07\/we-recommend-vertical-bar-chart-in-this-case-.png\" alt=\"\" width=\"974\" height=\"539\" \/><\/div>\n<\/div>\n<\/div>\n<div class=\"clarify-clear\"><\/div>\n<div id=\"clarify-step-11\" class=\"clarify-step-container\">\n<h3 class=\"clarify-step-title\">Here is how the result would look like<\/h3>\n<div class=\"clarify-step-image-wrapper\">\n<div class=\"clarify-step-image-container\"><img decoding=\"async\" class=\"aligncenter wp-image-2147 size-full\" src=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/01\/b9fafa61b6120e481bfb59ab578b9e3f-1.png\" alt=\"\" width=\"1086\" height=\"596\" srcset=\"https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/01\/b9fafa61b6120e481bfb59ab578b9e3f-1.png 1086w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/01\/b9fafa61b6120e481bfb59ab578b9e3f-1-300x165.png 300w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/01\/b9fafa61b6120e481bfb59ab578b9e3f-1-768x421.png 768w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/01\/b9fafa61b6120e481bfb59ab578b9e3f-1-700x384.png 700w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/01\/b9fafa61b6120e481bfb59ab578b9e3f-1-60x33.png 60w, https:\/\/gaconnector.com\/docs\/wp-content\/uploads\/2018\/01\/b9fafa61b6120e481bfb59ab578b9e3f-1-150x82.png 150w\" sizes=\"(max-width: 1086px) 100vw, 1086px\" \/><\/div>\n<\/div>\n<\/div>\n<div class=\"clarify-clear\"><\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Now that you&#8217;ve added GA data to your Zoho CRM, you probably want to display it in a meaningful way. You probably want to see reports that will allow you to see things like the number Deals\u00a0that came from a specific traffic source. &nbsp; In this article, we&#8217;ll go though the process of creating such [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32,16,23],"tags":[],"_links":{"self":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts\/1252"}],"collection":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/comments?post=1252"}],"version-history":[{"count":6,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts\/1252\/revisions"}],"predecessor-version":[{"id":2148,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/posts\/1252\/revisions\/2148"}],"wp:attachment":[{"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/media?parent=1252"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/categories?post=1252"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/gaconnector.com\/docs\/wp-json\/wp\/v2\/tags?post=1252"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}