Custom reports can be created within the ZOHO CRM based on a organisations specific requirements. The reports can be created as a Tabular Report, Summary Report or Matrix Report

1.     How to create a Report

a.     Click into the Reports Module 

b.     Select Create Report

c.Select the Primary Module that contains the data required for the report then select any additional Secondary Modules that contain further data required and click Continue.

2.     In the Create Report Page under the Report Type tab

 a.     Select the Report Type

                                               i.     Tabular

                                             ii.     Summary

                                           iii.     Matrix

3.     In the Create Report Page under the Columns Section

a.     Select relevant columns from the Available Columns list

b.     Click Add

c.     Use the Up and Down arrows to rearrange the field names

d.     Select the x to delete unnecessary fields

4.     In the Create Report Page under the Groupings tab

a.     Nominate the grouping of records based on the criteria

b.     Select the values from the available lists

c.     Select Ascending or Descending as required

5.     In the Create Report Page under the Columns to Total tab

a.     Select the required calculations

                                               i.     Sum

                                             ii.     Average

                                           iii.     Lowest Value

                                            iv.     Largest Value

b.     Specify any advanced sorting filters

Once the criteria has been selected, the report can be Run, which displays the report for further adjustment or Saved and this will prompt the User to name the report, give it a description and select a folder if this has not been completed already.