analyze_custom_module
Analyze any Zoho CRM module by grouping records via a field to reveal counts, trends, and patterns for reporting and data insights.
Instructions
Analyze any CRM module with statistical breakdown by field values. Perfect for generating reports, understanding data distribution, and identifying patterns.
Workflow: First use crm_get_all_modules to discover available modules, then get_custom_module_records to explore data, finally analyze_custom_module for insights
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | ||
| date_to | No | Optional end date for filtering | |
| per_page | No | ||
| date_from | No | Optional start date for filtering | |
| module_name | Yes | Name of the module to analyze (e.g., payment_receipt, broker, etc.) | |
| filter_field | No | Optional field to filter by | |
| filter_value | No | Optional value to filter by | |
| numeric_field | No | Optional numeric field to sum by breakdown (e.g., Amount, Total, etc.) | |
| breakdown_field | Yes | Field to breakdown and count by (e.g., Receipt_Status, Status, etc.) |