How quickly create a Campaign Report (Registration Report) in Zoho CRM
- Stan Felix |
- 11 steps |
- 26 seconds
1
Navigate to the Reports Module in Zoho CRM
2
Be sure your in the "Europe Oriented Reports" folder. Then find a registration report from the list and click on the "..." to the right of the report name.
3
From the list of options, click "Clone"
4
From the report building screen, click on the pencil icon. Then rename your report to reflect the content in the report.
5
Next, click on the "Filters" tab.
6
Then click the pencil icon to edit the filter.
7
Enter the report name to reflect the name of the report.
8
Click "Done" to save the report name.
To ensure that you enter campaign name exactly as it appears, it is recommended that the names be copied from the campaigns list in the campaign module. Switch to tab "Campaigns - Zoho CRM"
9
Enter the campaign name that corresponds to the event that you want to base the report on.
10
Click "Save" to update the filter.
11
Click "Save" to save the report.
