Zoho CRM Tip: Reports
Zoho CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho CRM, standard reports are provided in various modules, which can be either used as it is or customized further as per your business requirements.
There are various reports that are already set up as default in Zoho. Your supervisors may be requesting more reports to track the items they are interested in such as the amount of Activity on Leads and things like that. You can also make your own reports. They are created in a similar way to views but are more flexible because you can combine more than one module together. The reports will become most useful when your supervisors create the reports, they are interested in. You can track those reports and even schedule them to be delivered to you via email. You can keep track of your progress on your supervisor’s reports.
Creating a Report :
- Click the Reports tab.
- In the Reports Home page, click Create Report.
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In the Create Report page, do the following:
page, do the following:- Select the primary module from the drop-down list.
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Select the cross-functional modules from the Related Modules list box.You can use the fields from the Related Modules in defining the criteria, in adding columns in your report and select columns to total.
- Select the primary module from the drop-down list.
- Click Continue.
Go to this folder called ‘Scheduled Reports’ to schedule the reports to be emailed to you on a regular schedule.
Click on the ‘New Report’ button on top right corner to set up a new Report Schedule.
Opening a Report :
Open a report. You can export it to Excel, CSV or PDF. You can edit the report by clicking the Edit button.
You can filter the report based on any date in the report modules.
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