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G2 Crowd User in Information Technology and Services

Can I create reports and share them with other users?

almost 4 years ago

Can I create reports and share them with other users?

Vendor Responses

Response by Zoho

about 2 years ago

Zoho CRM provides more than 50 different standard reports. One can also create reports as per the requirement. Each of these reports can be organized in report folders and shared with other users in the organization.

You can also automatically send reports to your colleagues and non-Zoho CRM users by scheduling the desired reports daily, weekly, monthly or yearly. Another option is to export the reports and share it with others.