Creating a Custom Report

Creating a Custom Report

DO NOT EDIT EXISTING REPORTS - These may be used by other users and if you edit them the data will not be accurate. Always create a new report and only work on your own reports. Best practice is to make your own folder and only create and edit reports in your own folder. 

Custom reports are useful for analyzing and understanding data in the ways that are most useful within your organization. 



For a more advanced lesson, feel free to look at Zoho's explanation here: https://help.zoho.com/portal/en/kb/articles/create-reports#Types_of_Report


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