How do I create a report in Zoho CRM? | Scribe

    How do I create a report in Zoho CRM?

    • Grace Everwood |
    • 7 steps |
    • 11 seconds
    • ZohoZoho
    1
    Go to [https://www.zoho.com/crm/](https://www.zoho.com/crm/)
    2
    Click the “Create Report” button in the top right corner of the page.
    3
    Select the module you want to create a report for from the drop-down menu.
    4
    Select the fields you want to include in the report from the “Available Fields” list.
    5
    Click the “Add” button to add the fields to the report.
    6
    Select the criteria you want to use to filter the report from the “Filter Criteria” list.
    7
    Click the “Save” button to save the report.