Reports module in Zoho CRM Android app

The Reports module helps you view and analyze your CRM records. You can pull information from different modules, apply filters, and see summaries of your records in a report format with rows and columns.

Here are some examples of how you can use the Reports module:

Categorize leads by source or status
Track sales during a specific period
View open or closed deals
Analyze revenue by product, region or salesperson

Creating reports is supported only on the CRM web app.

To view a report

Tap More () > Reports.
Open the folder containing your report.
Tap the report to view it.

You can tap on any record in the report to view its details.

You can view your report as a chart, if chart is created for the report in CRM web version.

Exporting reports

You can export your reports as Formatted reports and Detailed reports.

Formatted report: Exports the report as it appears in the CRM, including group details. You can export up to 2000 rows.
Detailed report: Exports all records without grouping, up to 50,000 rows.

To export a record

Tap More () > Reports.
Open the folder containing your report.
Tap the report to open it.
Tap More () > Export.
Select a file format and tap .

Sending reports as mail

You can send reports as emails to other members of your organization, add people outside your organization as additional recipients if required, and choose to send the report immediately or schedule it for later.

To send a report as mail

Tap More () > Reports.
Open the folder containing your report.
Tap the report to open it.
Tap More () > Send Mail.
Fill in details such as:
Recipients (Org users)
Additional recipients (external mail ID)
File format
Send Option (immediate or schedule
Tap Send.

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