Thursday, September 24, 2015

ZOHO CRM - Schedule Reports

With Zoho CRM you can schedule reports to be delivered right to your inbox!  Here's how

  • Click on Reports in the top Navigation bar to get to the reports module.
  • Click the Report Scheduler Button near the top
  • The Scheduler Configuration form will open:
    • Name the Schedule
    • Choose the report that will be sent
    • enter start date and time
    • select a repeat cycle (none, weekly, monthly,etc...)
    • Add Recipients - these can be Users (must be active/confirmed) selected individually, by group, or by role - or non-users (simply enter email address in box provided.
    • Click Save
Recipients will receive the report as an Excel spreadsheet.


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