From the course: Learning Zoho CRM
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Manage reports
- [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. We can add…
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