Creating reports is a useful way to analyze your data and tailor information to the needs of your organization. Creating custom reports can lead to endless ways of viewing and sorting data. In the example below we explore the creation of a summary report for mortgages that are closing soon. 

For more information see Zoho's help page: https://help.zoho.com/portal/en/kb/crm/analytics-and-dashboards/reports/articles/create-reports#Types_of_Report