Reports

Zoho CRM Reports help you capsulate data from different modules so you can process and use it efficiently. A single report can be prepared with data from multiple modules. The varied operations available for these reports make it simple and convenient for the user to handle them. There are provisions to use these reports in a collaborative environment. A slew of inbuilt reports spanning across modules provide the user with a wealth of information.

Working with Reports 

Details about creating customized reports and how to work with them.

Create Reports Edit Reports | View Reports Delete Reports Add Reports to Dashboard 

Standard Reports 

Set of inbuilt reports from every module of your application.

List of Standard Reports | Edit Standard Reports 

Scheduling Reports 

Arrange to send reports to intended recipients at predetermined times.

Schedule Reports | Export Reports 

Organizing Reports 

Work with your reports in a professional and orderly manner.