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How do I create a report in Zoho CRM?
Grace Everwood |
0 step |
11 seconds
Zoho
Go to [https://www.zoho.com/crm/](https://www.zoho.com/crm/)
Click the “Create Report” button in the top right corner of the page.
Select the module you want to create a report for from the drop-down menu.
Select the fields you want to include in the report from the “Available Fields” list.
Click the “Add” button to add the fields to the report.
Select the criteria you want to use to filter the report from the “Filter Criteria” list.
Click the “Save” button to save the report.
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