Scheduling and Emailing Reports from within Zoho CRM

business analytics

Report Scheduling

Did you know that you can now schedule your reports to be emailed to you or other team members? Imagine a sales report turning up in your mailbox an hour before the sales meeting.

To schedule a report, simply click on the ‘Scheduled Reports’ folder

scheduled reports

Click the blue Scheduled Reports button… and make your selections!  It couldn’t be easier!

report

Alternatively – you can view Zoho’s full set of features and a training video here.