Knowledge Base Zoho CRM Analytics Reports

            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 specified reports are delivered to the recipients' email addresses as an email attachment (XLS format) with a link to the specific report from the Zoho CRM Reports module. You can also send the PDF document to your recipients. For more information, see Scheduling Reports.

            Updated: 20 Sep 2017 11:20 PM
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