Can we create a report to see the number of records created through Wizard | CRM FAQs

Can I create a report to see the number of records created through Wizard?

Yes, you can create a report to view the records that were created by Wizard. While creating the report, in the advanced filter select the option as Wizard. 

To create a report to view the records that has been created using Wizards layout,
  1. Go to the Reports tab and click Create Report.
  2. Select the desired module, report type and the required columns.
  3. In the Advanced filter section, select the Wizards layout.
  4. Click Run.
    You can now view the report of records created via Wizards layout.

    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

                                                          • Wizards

                                                            What is a Wizard? A Wizard helps you divide a long form into a series of screens, where users can enter data on each screen as they proceed to the next step until completion. A step-wise approach is less overwhelming and reduces chances of erroneous ...
                                                          • How do I create records using wizards?

                                                            The steps required to create records in Wizards can vary based on the layout permission set by the CRM administrator.  If the administrator has made the wizard layout as default, then Go to the desired module and click the + icon. You will see the ...
                                                          • Creating Reports

                                                            You can create new module-specific reports linking some of the other cross-functional modules. For example, you can create a report in the accounts module linking other modules such as Contacts, Deals, Quotes, and others. Types of Report Tabular ...
                                                          • Common Operations with records

                                                            Record Navigation Navigation primarily means the process of moving back and forth within the records. In Zoho CRM, navigation allows easy movement between the records; it provides options to choose the number of records to be displayed in one page ...
                                                          • 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 ...

                                                          Resources

                                                          Videos

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



                                                          eBooks

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



                                                          Webinars

                                                          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