Schedule reports

Schedule Reports

The steps to create and delete scheduler vary between the two User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow.
Spaces UI
Unified UI
Spaces UI

 To create a scheduler,

 

  1. Sign in to Zoho One, click  on the top-right corner.

  2. Click Reports in the left menu, then click the report you need.

  3. Filter the reports to get the view you need.

  4. Click , then click Schedule Reports.

  5. Select the format you want the report to be sent in. 

  6. Set password if you want your report to be password-protected.

  7. Under Filter, select users whose reports the admins should receive.

  8. Under Admin, select an Admin who should receive the reports.

  9. Select how often you want the scheduler to run,

    1. Daily: Set the required time and timezone for the scheduler to run

    2. Weekly: Select the required day of the week, time, and timezone

    3. Monthly: Select the required date of the month, time, and timezone

  10. Click Schedule.

 

 To delete the scheduler,

  1. Sign in to Zoho One, click  in the top-right corner.

  2. Click Reports in the left menu, then click the report you need.

  3. Click , then click Schedule Reports.

  4. Click Delete Schedule in the bottom-right corner of the pop-up window.


Unified UI

To create a scheduler,

  1. Sign in to Zoho One, click Directory in the left menu.

  2. Click Reports in the left menu, then click the report you need.

  3. Filter the reports to get the view you need.

  4. Click , then click Schedule Reports.

  5. Select the format you want the report to be sent in. 

  6. Set password if you want your report to be password-protected.

  7. Under Filter, select users whose reports the admins should receive.

  8. Under Admin, select an Admin who should receive the reports.

  9. Select how often you want the scheduler to run,

    1. Daily: Set the required time and timezone for the scheduler to run

    2. Weekly: Select the required day of the week, time, and timezone

    3. Monthly: Select the required date of the month, time, and timezone

  10. Click Schedule.

 

To delete the scheduler,

  1. Sign in to Zoho One, click Directory in the left menu. 

  2. Click Reports in the left menu, then click the report you need.

  3. Click , then click Schedule Reports.

  4. Click Delete Schedule in the bottom-right corner of the pop-up window.


 

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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
            Redefine the way you work
            with Zoho Workplace

              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 Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              TypeformWCAG


                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now




                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media


                                                                  • Desk Community Learning Series


                                                                  • Digest


                                                                  • Functions


                                                                  • Meetups


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner


                                                                  • Word of the Day


                                                                  • Ask the Experts


                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox 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

                                                                                                                            • Introduction to reports

                                                                                                                              Data drives business. When an organization has actionable insight into how its resources are spent, that spending can be optimized. Reports in Zoho One can give you that data. They enable you to monitor your users and apps, identify underutilized ...
                                                                                                                            • Schedule sync

                                                                                                                              Prerequisite: The Sync Tool must have been installed and run at least once. Open the Sync Tool. Go to Schedule Sync, then enable scheduling. Set sync interval and time, then click Save Schedule. Note: If you add new OUs or delete exclusion rules ...
                                                                                                                            • Customize report views

                                                                                                                              Reports can be filtered and customized to show exactly the data you need. The various ways to customize the report view are: Filtering by duration: This method can be used to get records for a specific time period: the last week, the last month, or a ...
                                                                                                                            • Export report

                                                                                                                              The steps to export report vary between the two User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow. Spaces UI Unified UI Spaces UI To export reports, Sign in to Zoho ...
                                                                                                                            • Group Sync

                                                                                                                              Overview Group Sync enables you to import and synchronize groups from third-party apps into Zoho One. It simplifies group management by removing the need for manual updates, making the process fast and more efficient. With Scheduled Sync, any ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                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