Export reports in portals
- Sign in to Zoho One, then click
in the top-right corner.
- Click Portals in the left menu and then go to Reports tab.
- Select the report you need.
- Use filters to get the view you need.
- Click
, then click Export Reports.
- Select the format you want the report to be exported in.
- Under Data, select the type of data you want; Filtered data or All data.
- Set password if you want your report to be password-protected.
- Click Export.
- 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.
- Select the report you need.
- Use filters to get the view you need.
- Click
, then click Export Reports.
- Select the format you want the report to be exported in.
- Under Data, select the type of data you want; Filtered data or All data.
- Set password if you want your report to be password-protected.
- Click Export.
Access your files securely from anywhere
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