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.
You can create new reports according to your organization's requirements. The customization of a report involves the following steps:
Part 1: To select a module and the cross-functional modules
Part 2: To select the report type
Part 3: To select the report columns
Part 4: To group report columns
Part 5: To select the calculation functions
Part 6: To specify advanced sorting filters
Part 7: To save the report in a folder
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
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