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 custom time frame. For example, you can use this in the Recently added clients report to get a list of clients added in the Last 30 days.
This method is not available for MFA Reports. Furthermore, reports older than 90 days cannot be viewed.
Filtering by client: This method can be used to see the records of a specific client. For example, you can click on a client in the Successful sign-ins report to see only the records of that client.
Filtering by location: This method can be used to see the list of clients signing in from a specific work location. For example, you can click a location in the Most signed in locations to see a list of clients who signed in from that location.
Filtering by app: This method can be used to view the records for specific apps. For example, you can use this in the Client sign-ins in apps report to get a list of clients with the most sign-ins in Zoho CRM.
This method is available only for Application Reports.
Filtering by MFA mode: This method can be used for viewing the
clients who use a specific MFA mode to authenticate themselves. For example, you can use this to get a list
of clients who use
Zoho OneAuth's Face ID to verify themselves.
This method is available only for the MFA mode usage report.
To filter reports
Spaces UI
- Sign in to Zoho One, then click
in the top-right corner.
- Click Portals in the left menu and then go to Reports tab.
- Click the report you need.
- Use the filters in the top-left corner to filter the report view.
Unified UI
- Sign in to Zoho One, then click Directory in the left navigation menu.
- Click Portals in the left menu and then go to Reports tab.
- Click the report you need.
- Use the filters in the top-left corner to filter the report view.