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The Reports name is auto-set with - Report.
How to make report in zoho. Select the report s you want to have in this new folder if you dont have them yet create them Click Move to Folder and then choose Create Folder at the bottom. In the Create Report page do the following. Choose Scheduled Reports on the left panel of the Reports Module.
Select the primary module from the drop-down list. For example assume that you have created a Form named Employee. How To Create Reports Inside Zoho Analytics 2021 Tutorial.
Build custom reports using the summary tabular matrix view or use one of our 40 default reports to compare data across multiple modules via a matrix layout. Select the frequency to email reports. Where each Deal is counted as 1 regardless of the valueamount of the deal.
Im trying to create a report in Zoho CRM that shows which customers we havent closed a sale with within the past 36 months 24 months and 12 months. In this Zoho Analytics tutorial Tyler covers. If you dont see Reports check the.
To set up reports preferences. This will display all the Fields that are present in your Employee Form. Click Actions and select Schedule Report.
Enter a name for your report in the Name box. Insert images formatted text widgets and web components into your dashboards to make it easier to view and. Turn your reports into visual representations by selecting from an array of.
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