- Log in to Zoho CRM, then click “Reports” from the left-hand panel.
- Hit "Create Report" to get started.
- Choose which module you want to report on by selecting your primary data source.
- Click "Continue" to move to the next step.
- Hit "Continue" to proceed with your report setup.
- Click "Save" to store your report configuration.
- Enter the Report Name and select the Folder of choice.
- Select "Save" to finalize and start using your new report.
Creating Reports In Zoho CRM
Walk through this interactive demo to learn how to creating reports in Zoho CRM.
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