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What are the different types of reports that are available?
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How to view reports?
- How to create a folder to store my personal reports?
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How to schedule my reports and send to my colleagues periodically?
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Why I am unable to see some of the fields in Reports?
What are the different types of reports that are available?
Tabular Report, Summary Report, and Matrix Report are the different types of reports that are available in Zoho CRM.
How to view reports?
All the standard and custom reports are available in Reports Home page. You can select the specific reports by clicking the Report link under Report folders.
How to schedule my reports and send to my colleagues periodically?
Yes, you can schedule reports delivery. After scheduling, reports are sent to the recipients' e-mail ID with a link to access the specific report from the Zoho CRM - Reports module. You can also send the PDF document to the recipients.
For more details on scheduling reports refer to the Scheduling Reports section.
Why I am unable to see some of the fields in Reports?
You may not be able to see some of the fields in reports if your administrator has disabled those fields. You can views fields that are displayed in your page layout. You can see the following set of data: Data to which you have the access (Read/Write) that includes records owned by you and shared by other users to you.
