Scheduling Reports | Online Help - Zoho CRM

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 recipients as an email attachment (XLS format). 
Scheduled reports can be sent through email, Cliq or Cisco Webex.
  1. Email: You can select users from different roles, groups, territories, subordinate and more as recipients.
  2. Cliq: Users and channels can be selected as recipients. However, ONLY those channels will be listed for which the user has the permission to add participants.
  3. Cisco Webex: Users and channels for whom the integration is enabled can be selected as recipients. However, ONLY those channels will be listed for which the user has the permission to add participants.

Permission Required
Users with Schedule report permission in their profile can access this feature.

To setup report scheduler
  1. Click the Reports tab.
  2. In the Reports Home page, click Reports Scheduler.
  3. In the New Scheduled Reports page, under Basic Information do the following:
    1. Select a report.
    2. Select the report export method.
    3. Enter the Start date and time.
    4.  Select Repeat Type.
    5. Choose the End time.
  4. In the Recipient Information, in Send Report Via select Email, Cliq or Cisco Webex from the drop-down list.
  5. Under recipients do the following:
    1. Email: select the list of recipients from users, role, groups, territories and more.
    2. Cliq: Select users or channels.
    3. Cisco Webex: Select users or channels.
  6. Click Schedule.
  • The maximum number of records for a scheduled report is 2000.

List of Standard Fields

Schedule NameSpecify the schedule nameMandatory field
Select ReportSelect the report from the drop-down listMandatory field
ActiveSpecify the scheduler statusCheck box
Start DateSpecify the start date of scheduling the reportMandatory field. The standard date format is mm/dd/yy
Start TimeSpecify the time when the report has to be generated and sent to the recipientsMandatory field. The standard time format is hh:mm
RepeatSpecify the frequency of the report scheduler from the drop-down list. You can select one of the options: daily, weekly, monthly, or yearly.Drop-down list
Recipient DetailsSpecify the recipients from the list.List
Recipient EmailSpecify the email IDs separated by commaText box

Export Reports

You can export the report data in to XLS, CSV, PDF and HTML formats, which can be used for further data analysis purpose.

To export reports

  1. Click the Reports tab.
  2. In the Reports Home page, select the report from the required module.
    For example, Lead by Source from the Leads module.
  3. In the report page, click Export and select one of the following options:
    • Export to Excel: To save the report in .XLS format
    • Export to CSV: To save the report in CSV format
    • Export to PDF: To export the report in PDF
  • A maximum of 2000 records will be listed on a page. You can use the navigate options to view others pages.
  • You will be able to export up to 20000 records per page (only in CSV format), in each export. This feature is subject to the following conditions.
    • You will be able to export a maximum of 5 reports of 20000 records each per day.
    • You cannot export the same report (of 20000 records) twice in a day. If you are attempting to export the same report the second time, you will be able to export it only as 2000 records/page and not 20000 as a single bunch.
To receive a complete backup you can request a data backup at $10.00 (USD), per request. See Also Data Backup.

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now

              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                Zoho SalesIQ Resources

                    Zoho TeamInbox Resources

                              Zoho DataPrep Resources

                                Zoho DataPrep Demo

                                Get a personalized demo or POC

                                REGISTER NOW

                                  Design. Discuss. Deliver.

                                  Create visually engaging stories with Zoho Show.

                                  Get Started Now

                                                        • Related Articles

                                                        • Data Analytics - An Overview

                                                          Zoho CRM enables fully customizable reports in all the modules with flexible options, such as cross-linking modules, 3-level column grouping, scheduling reports generation and delivering to the intended users including non-Zoho CRM users through ...
                                                        • FAQs on Reports

                                                          1. 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 ...
                                                        • Setting up Advanced CRM Analytics

                                                          The Advanced CRM Analytics, powered by Zoho Analytics helps you to analyze CRM data and create insightful business intelligence reports & dashboards. With this integration, Sales & Marketing can slice and dice the data and make better data-driven ...
                                                        • 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 ...
                                                        • Can I schedule my reports and send them to my colleagues periodically?

                                                          Yes, you can schedule the delivery of your reports and send them to your colleagues, the executive management, and non-Zoho CRM users by scheduling them to be sent daily, weekly, monthly, or yearly.   Once you've configured the Report scheduler, the ...



                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                        CRM Tips

                                                        Make the most of Zoho CRM with these useful tips.

                                                          Zoho Show Resources