Reports
Creating a Custom Report
Custom reports are useful for analyzing and understanding data in the ways that are most useful within your organization. For a more advanced lesson, feel free to look at Zoho's explanation here: ...
How to Schedule a Report
Scheduling a report in the CRM can be handy when you need information on a specific time every month. Please watch the video below on how you can schedule your reports.
Creating Reports in Zoho CRM
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 ...
Creating a Custom Report
Custom reports are useful for analyzing and understanding data in the ways that are most useful within your organization. For a more advanced lesson, feel free to look at Zoho's explanation ...