Create/Edit reports
Create category columns in reports
What are category columns? Category columns allow you to organize large data sets into categories. When viewing reports with a wide range of data, it can be challenging to get an overview of the entire dataset. This feature helps you to create ...
Understanding and building reports
As your organization grows, you notice two things: Your CRM data becomes increasingly complex. This data contains valuable insights about your customers, employees, profits, sales, and opportunities. You need to leverage this data to gain clarity ...
FAQs on Reports
How can I create reports and share them with other users? You can share reports in Zoho CRM in two different ways. Exporting and sharing them with users - Each report can be exported as Excel, CSV or PDF files. Creating a report's folder with the ...
Scheduling Reports
You can automatically send reports to your colleagues, executive management and non-Zoho CRM users by scheduling the desired reports daily, weekly, monthly or yearly. Once the Report scheduler is configured, specified reports will be delivered to the ...
Editing Criteria Patterns in Reports
Edit Criteria Patterns Criteria Pattern Editor in the report help you to define advanced filters using simple logic like and / or . Note You can specify a maximum of 25 criteria in a report. To edit criteria patterns Click the Reports tab. From the ...
Working with 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 ...