Hi - first posting.
My business uses Zoho CRM and I think it's brilliant. I produce monthly reports for my clients showing the calls and other activities carried out on their behalf. But the .pdf Report format is very poor with no margins, etc., and no facility for me to add my company's logo.
I have to output the Reports as excel worksheets, then import them into an excel worksheet derived from a template with the correct format. This is time consuming.
Is there a way that I can alter the default .pdf format so that the reports are automatically produced in a format I can send them straight out in?
Any help much appreciated

Moderation Update (February 2026):
We have supported the export of formatted reports in CRM. Please refer to the below link to know more.