Creating Reports in Zoho CRM
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.
Creating reports is a useful way to analyze your data and tailor information to the needs of your organization. Creating custom reports can lead to endless ways of viewing and sorting data. In the example below we explore the creation of a summary report for mortgages that are closing soon.
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