Scheduling & Exporting Reports

Scheduling & Exporting Reports

Schedule Reports

You can automatically send reports to your colleagues, executive management and non-Zoho CRM users by scheduling the desired reports daily, weekly, monthly or yearly. Once the Report scheduler is configured, specified reports will be delivered to the recipients as an email attachment (XLS format).

Availability

Profile Permission Required: Users with the Schedule Reports permission can access this feature.


Setting Up A Report Schedule


  1. Click the Reports tab.
  2. In the Reports Home page, click Reports Scheduler (fourth-choice in the listing on the right)
  3. In the Scheduled Reports page, existing schedulers, if any, are displayed.
  4. Click New Report Schedule (green button, top-right).
  5. In the New Report Schedule page specify the values (Refer to the table below).
  6. Click Save.

Note:

  • The maximum number of records for a scheduled report is 2000

 List of Standard Fields

Fields
Description
Remarks
Schedule Name
Specify the schedule name
Mandatory field
Select Report
Select the report from the drop-down list
Mandatory field
Active
Specify the scheduler status
Check box
Start Date
Specify the start date of scheduling the report
Mandatory field. The standard date format is mm/dd/yy
Start Time
Specify the time when the report has to be generated and sent to the recipients
Mandatory field. The standard time format is hh:mm
Repeat
Specify the frequency of the report scheduler from the drop-down list. You can select one of the options: daily, weekly, monthly, or yearly.
Drop-down list
Recipient Details
Specify the recipients from the list.
List
Recipient Email
Specify the email IDs separated by comma
Text box

Export Reports

You can export the report data in to XLS, CSV, PDF and HTML formats, which can be used for further data analysis purpose.

Exporting Reports

  1. Click the Reports tab.
  2. In the Reports Home page, select the report from the required module.
    For example, Lead by Source from the Leads module.
  3. In the report page, click Export and select one of the following options:
    • Export to Excel: To save the report in .XLS format
    • Export to CSV: To save the report in CSV format
    • Export to PDF: To export the report in PDF

Note:

  • A maximum of 2000 records will be listed on a page. You can use the navigate options to view others pages.
  • You will be able to export up to 20000 records per page (only in CSV format), in each export. This feature is subject to the following conditions.
    • You will be able to export a maximum of 5 reports of 20000 records each per day.
    • You cannot export the same report (of 20000 records) twice in a day. If you are attempting to export the same report the second time, you will be able to export it only as 2000 records/page and not 20000 as a single bunch.

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