I have a use case in which I want each of our sales representatives to receive a periodic (e.g. weekly, or daily) report of all activity generated for accounts/contacts they own.
The reason for this is that we have several departments that each may interact with a single customer, but there is a single relationship "owner". I would like that owner to be updated on their accounts.
The problem is that when I go to create a custom report, that shows all activities generated in the last X days, I can only limit it to a single salesperson as an owner. So I can't create one report that will generate a report for each salesperson, and send that report via the scheduler to that salesperson periodically. With 14 salespeople, I have to create 14 different reports. A system such as Intuit's Quickbase solves this easily by having a criteria such as "where Owner equals <current user>" as an option, where the variable "current user" is whoever the report is being run for.
How can I accomplish this in Zoho CRM without creating 14 different reports? If an organization has 100 salespeople, how would you send them each a daily activity update on their accounts?