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How quickly create a Campaign Report (Registration Report) in Zoho CRM
Stan Felix |
0 step |
26 seconds
Navigate to the Reports Module in Zoho CRM
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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.
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From the list of options, click "Clone"
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From the report building screen, click on the pencil icon. Then rename your report to reflect the content in the report.
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Next, click on the "Filters" tab.
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Then click the pencil icon to edit the filter.
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Enter the report name to reflect the name of the report.
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Click "Done" to save the report name.
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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"
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Enter the campaign name that corresponds to the event that you want to base the report on.
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Click "Save" to update the filter.
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Click "Save" to save the report.
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