Reports & Dashboards Reports and Dashboards form an integral part of CRM, giving you real-time insights on your organization’s key metrics. Watch this lecture to learn:
How to export reports. How to create custom reports and more. VIDEO
Related Articles Dashboards. Create dashboards to display multiple reports in one place, and categorize the components into sections
Share your reports and dashboards Video explains how to share your reports and dashboards created in Zoho Reports to other users.
Publish your reports and dashboards Video explains how to publish as well as embed your reports and dashboards in your websites/blogs.
How to Create Dashboards in Zoho Reports? Video explains how to create dashboards in Zoho Reports.
Copy Customization Zoho CRM Process Copy Customization The Copy Customization feature helps experts from different verticals to custom-build Zoho CRM, as per industry specific requirements, and then deploy the customized CRM into other related CRM accounts. The Zoho CRM user ...