In this video, learn how to use report management options to create a list of favorite reports, access most recently run reports, and rerun a report.
- [Instructor] If you find you're running the same report … over and over to get updated information, … one thing you might consider to save you time … and effort is to make it a Favorite. … That'll give you quick access to that report … from the Favorites section. … That's what we're going to explore in this movie. … Let's say for example you typically run Activity Reports … to get a list of activities. … We can go to Activity Reports here … to see that there are a few different ones … to choose from. … Let's go to Tasks and Events. … Clicking this one will list only Tasks and Event Activities. … We can see what that looks like today. … It might change tomorrow, next week, next month. … So may want to generate this report … on a regular basis. … We might even want to edit it. … You can see right now there's three columns, … Subject, Due Date and Status. … Let's click the Edit button, … and let's add something. … Maybe the Priority should be added to this as well. … As we scroll down to the Task area, we see Priority. …
Author
Released
6/12/2019- What is a CRM?
- What Zoho CRM has to offer
- Adding new lead records
- Viewing, filtering, and editing leads
- Working with contacts and accounts
- Creating a deal for a contract
- Running and managing reports
Skill Level Beginner
Duration
Views
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Introduction
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What you need to know1m 10s
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1. Get Started with Zoho CRM
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What is a CRM?1m 43s
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What Zoho CRM has to offer3m 38s
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Launch the free Zoho CRM3m 23s
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Update your profile3m 12s
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2. Work with Leads
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Add new lead records4m 34s
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Edit lead records2m 27s
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Add notes to a lead2m 13s
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Add an attachment to a lead2m 58s
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Add and edit activities5m 32s
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3. Work with Contacts and Accounts
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Duplicate a contact2m 11s
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Delete a record2m 55s
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4. Work with Deals and Reports
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Create a deal for a contact6m 18s
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Search and locate records3m 29s
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Run a report3m 11s
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Manage reports2m 37s
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Conclusion
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Next steps59s
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Video: Manage reports