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How do I create a report in Zoho CRM?
If you are a business owner or manager, you may want to know how to create a report in Zoho CRM in order to gain insights into your customer relationships, sales performance, and other key metrics. Reports can help you identify trends, spot opportunities, and make informed decisions about your business. Knowing how to create a report in Zoho CRM can help you make the most of your data and maximize the value of your CRM system.
Grace Everwood
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Zoho
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Go to [https://www.zoho.com/crm/](https://www.zoho.com/crm/)
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Click the “Create Report” button in the top right corner of the page.
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3
Select the module you want to create a report for from the drop-down menu.
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Select the fields you want to include in the report from the “Available Fields” list.
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Click the “Add” button to add the fields to the report.
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Select the criteria you want to use to filter the report from the “Filter Criteria” list.
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Click the “Save” button to save the report.
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