Working with Reports

Zoho CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho CRM, standard reports are provided in various modules, which can be either used as it is or customized further as per your business requirements.

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Reports Tab

Zoho CRM provides more than 40 different standard reports for the users' benefit. These reports are distributed across different modules in Zoho CRM. You can use the standard reports or customize them as per your business requirements.

List of Standard Reports

Report Name	Description
Account and Contact Reports
Contact Mailing List	Display the list of contact address details.
Key Accounts	Displays the accounts that give you more sales revenue.
Accounts by Industry	Displays the accounts from various industries.
Potential Reports
Pipeline by Stage	Displays the potentials by their stage.
Potentials Closing by this Month	Displays the potentials that are closing during the current month.
Sales Person's Performance Report	Displays the potentials gained by each sales person.
Lost Potentials	Displays the potentials that are lost.
Potentials by Type	Displays the potentials by their type.
Open Potentials	Displays the potentials that are pending.
Pipeline by Probability	Displays the pipeline of the potentials by their probability.
Sales By Lead Source	Displays the sales from various lead sources.
This Month Sales	Displays the sales that has happen during current month.
Today's Sales	Displays the sales that has happen today.
Stage Vs Potential Type Report	Displays the sales vs potentials report
Lead Reports
Leads By Source	Displays the leads from various sources.
Leads By Status	Displays the leads and their status.
Today's Leads	Displays the leads that are created today.
Leads by Ownership	Displays the leads and the corresponding owners.
Converted Leads	Displays the leads that are converted into Account / Potential / Contact.
Leads by Industry	Displays the leads from various vertical industries.
Activity Reports
Tasks and Events Report	Displays the list of all the tasks and events.
Today's Calls	Displays the list of current day's inbound and outbound calls.
Campaign Reports
Campaigns Revenue Report	Display the revenue generated from the campaign.
Campaign Leads	Displays the leads that are generated through the campaign.
Case & Solution Reports
Popular Solutions	Displays the number of comments for solutions.
Cases By Origin	Displays the cases based upon their origin.
Cases By Status	Displays the cases based upon their status.
Cases By Priority	Displays the cases based upon their priorities.
Cases By Comments	Displays the cases with the number of comments count.
Sales Forecast Reports
Quarterly Forecast Summary	Displays the quarterly forecasts that includes committed amounts, best-case amounts, and pipeline by quarter.
Forecast History Report	Displays the life cycle of the forecast.
Product Reports
Products by Category	Displays the products based upon their category.
Products by Support Termination date	Displays the products list whose support discontinued during the current month.
Products by Cases	Display the products and with the list of cases associated with the products.
Vendor Reports
Amount by Vendors	Displays the vendors based on the amount
Vendors Vs Purchases	Displays the vendors based on the purchases made from the vendors.
Quote Reports
Quotes by Accounts	Displays the quotes based on accounts.
Quotes by Stage	Displays the quotes based on their stages.
Sales Order Reports
Sales Orders by Accounts	Displays the sales orders based on accounts.
Sales Orders by Status	Displays the sales orders based on their status.
Sales Orders by Owner	Displays the sales orders based on their owners.
Purchase Order Reports
Contacts Vs Purchases	Displays the contacts based on purchases.
Purchase Orders by Status	Displays the purchase orders based on their status.
Invoice Reports
Invoices by Accounts	Displays the invoices based on their accounts.
Invoices by Status	Displays the invoices based on their status.

Working with Reports

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