{"id":4123,"date":"2026-05-29T20:11:05","date_gmt":"2026-05-29T20:11:05","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4123"},"modified":"2026-05-29T20:11:05","modified_gmt":"2026-05-29T20:11:05","slug":"summary-report-zoho-crm","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/summary-report-zoho-crm\/","title":{"rendered":"Summary Report"},"content":{"rendered":"<style>\n.gt-body{font-family:'Poppins',sans-serif;color:#111;line-height:1.75}\n.gt-def{border-left:4px solid #E8650A;padding:16px 20px;background:#fff8f4;border-radius:0 8px 8px 0;margin:0 0 32px;font-size:1.05rem}\n.gt-section{margin:0 0 36px}\n.gt-section h2{font-family:'Fraunces',serif;color:#0A1628;font-size:1.5rem;margin:0 0 12px}\n.gt-example-box{background:#f0f4ff;border-radius:10px;padding:20px 24px;margin:0 0 32px}\n.gt-example-box strong{color:#2563EB}\n.gt-related-pills{display:flex;flex-wrap:wrap;gap:10px;margin:0 0 32px}\n.gt-related-pill{background:#f7f4ef;border:1px solid #ddd8cf;border-radius:20px;padding:6px 16px;font-size:.875rem;color:#0A1628;text-decoration:none}\n.gt-faq-item{border:1px solid #ddd8cf;border-radius:10px;padding:16px 20px;margin:0 0 12px}\n<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">A Summary Report in Zoho CRM organises records into groups and provides subtotals and aggregations for each group. It is the most commonly used report type for sales analysis &#8211; for example, total deal value by stage, number of leads by source, or activity count by sales rep.<\/div>\n<div class=\"gt-section\">\n<h2>What is a Summary Report in Zoho CRM?<\/h2>\n<p>A Summary Report groups records by one or more fields and calculates summary values &#8211; sum, count, average, min, max &#8211; for each group. For example: group Deals by Stage, calculate the sum of Amount per stage, and count the number of deals per stage. This gives a pipeline distribution view in seconds.<\/p>\n<p>Summary Reports support up to four grouping levels and can include a chart visualisation. They are the backbone of most CRM analytics &#8211; pipeline reviews, rep performance comparisons, and lead source analysis all use Summary Reports.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Industry Example<\/h2>\n<div class=\"gt-example-box\"><strong>Logistics:<\/strong> A freight company&#8217;s sales manager builds a Summary Report: Deals grouped by Owner (sales rep), then by Stage within each rep. Summary columns show total deal value and average probability per stage. In the weekly review, each rep&#8217;s pipeline structure is visible at a glance, and stuck deals are visible as large values in early stages.<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Related Terms<\/h2>\n<div class=\"gt-related-pills\">\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/tabular-report-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Tabular Report<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/matrix-report-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Matrix Report<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/chart-component-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Chart Component<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/report-crm-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Report (CRM)<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/dashboard-crm-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Dashboard (CRM)<\/a>\n<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Frequently Asked Questions<\/h2>\n<div class=\"gt-faq-item\"><strong>What is a Summary Report in Zoho CRM?<\/strong><\/p>\n<p>A Summary Report in Zoho CRM organises records into groups and provides subtotals and aggregations for each group. It is the most commonly used report type for sales analysis &#8211; for example, total deal value by stage, number of leads by source, or activity count by sales rep.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>How many grouping levels does a Zoho CRM Summary Report support?<\/strong><\/p>\n<p>A Summary Report in Zoho CRM supports up to four grouping levels. For example, you can group Deals by Territory, then by Stage, then by Rep &#8211; three levels deep &#8211; with subtotals at each level.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A Summary Report in Zoho CRM organises records into groups and provides subtotals and aggregations for each group. It is the most commonly used report type for sales analysis &#8211; for example, total deal value by stage, number of leads by source, or activity count by sales rep.<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Summary Report | Zoho CRM Glossary","seo_description":"A Summary Report in Zoho CRM organises records into groups and provides subtotals and aggregations for each group. It is the most commonly used report type","seo_keyword":"summary report zoho crm","seo_faqs":"[{\"q\": \"What is a Summary Report in Zoho CRM?\", \"a\": \"A Summary Report in Zoho CRM organises records into groups and provides subtotals and aggregations for each group. It is the most commonly used report type for sales analysis - for example, total deal value by stage, number of leads by source, or activity count by sales rep.\"}, {\"q\": \"How many grouping levels does a Zoho CRM Summary Report support?\", \"a\": \"Up to four grouping levels. For example: Deals by Territory, then by Stage, then by Rep - with subtotals at each level.\"}]","term_type":"Technical","glossary_related":"","glossary_links":""},"glossary_category":[1238],"class_list":["post-4123","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-crm"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4123","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4123"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4123"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}