Create/Edit reports
Working with Reports
Zoho CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho CRM, standard reports are provided in various modules, which can be either used as it is or ...
Creating Reports
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. Types of Report Tabular ...
Editing Criteria Patterns in Reports
Edit Criteria Patterns Criteria Pattern Editor in the report help you to define advanced filters using simple logic like and / or . Note You can specify a maximum of 25 criteria in a report. To edit criteria patterns Click the Reports tab. From the ...
Scheduling Reports
You can automatically send reports to your colleagues, executive management and non-Zoho CRM users by scheduling the desired reports daily, weekly, monthly or yearly. Once the Report scheduler is configured, specified reports will be delivered to the ...
FAQs on Reports
How can I create reports and share them with other users? You can share reports in Zoho CRM in two different ways. Exporting and sharing them with users - Each report can be exported as Excel, CSV or PDF files. Creating a report's folder with the ...
Understanding and building reports
As an organization, the more you grow, the more complex your data becomes. This data holds powerful information about your customers, employees, profit, sales, opportunities, and other aspects of your business. It is important for you to be able to ...
Create category columns in reports
This feature is available only for all partner accounts. It will be released for other users in a phased manner. What are category columns? Category columns allow you to organize large data sets into categories. When viewing reports with a wide range ...
Popular Articles
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...