Zoho Crm: Handy With Emailed Scheduled Reports


In Zoho CRM you create beautiful reports and dashboards  by gathering all relevant data  from variant business application you use, But worried about how to share your reports among colleagues, department, and non-Zoho users? Now you can Scheduled Reports by emailing which goes handily in your daily routine. Scheduled all your bunch of reports and email daily, weekly, monthly and yearly.

Steps to create Scheduled Report-

  1. Go to Reports Click on Reports.

scheduled-reports

  1. Click on Scheduled Reports on the left-hand side
  2. Click on New Report Schedule.

scheduled-reports

4.Fill all Basic Information.

new-scheduled-report1

scheduled-fields

5.Click on Save.

The maximum number of records for a scheduled report is 2000.

 

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About Aman Thakral

Aman looks after Sales & Marketing for Target Integration India. He is a senior consultant in CRM implementations in complex service industry. Active networker Aman can be found on his LinkedIn profile available here. https://www.linkedin.com/in/thakralaman