Zoho CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho CRM, standard reports are provided in various modules, which can be either used as it is or customized further as per your business requirements.
Profile Permission Required: Users with the Reports & Dashboard permissions can access this feature.
Zoho CRM provides more than 40 different standard reports for the users' benefit. These reports are distributed across different modules in Zoho CRM. You can use the standard reports or customize them as per your business requirements.
| Report Name | Description |
| Account and Contact Reports | |
| Contact Mailing List | Display the list of contact address details. |
| Key Accounts | Displays the accounts that give you more sales revenue. |
| Accounts by Industry | Displays the accounts from various industries. |
| Potential Reports | |
| Pipeline by Stage | Displays the potentials by their stage. |
| Potentials Closing by this Month | Displays the potentials that are closing during the current month. |
| Sales Person's Performance Report | Displays the potentials gained by each sales person. |
| Lost Potentials | Displays the potentials that are lost. |
| Potentials by Type | Displays the potentials by their type. |
| Open Potentials | Displays the potentials that are pending. |
| Pipeline by Probability | Displays the pipeline of the potentials by their probability. |
| Sales By Lead Source | Displays the sales from various lead sources. |
| This Month Sales | Displays the sales that has happen during current month. |
| Today's Sales | Displays the sales that has happen today. |
| Stage Vs Potential Type Report | Displays the sales vs potentials report |
| Lead Reports | |
| Leads By Source | Displays the leads from various sources. |
| Leads By Status | Displays the leads and their status. |
| Today's Leads | Displays the leads that are created today. |
| Leads by Ownership | Displays the leads and the corresponding owners. |
| Converted Leads | Displays the leads that are converted into Account / Potential / Contact. |
| Leads by Industry | Displays the leads from various vertical industries. |
| Activity Reports | |
| Tasks and Events Report | Displays the list of all the tasks and events. |
| Today's Calls | Displays the list of current day's inbound and outbound calls. |
| Campaign Reports | |
| Campaigns Revenue Report | Display the revenue generated from the campaign. |
| Campaign Leads | Displays the leads that are generated through the campaign. |
| Case & Solution Reports | |
| Popular Solutions | Displays the number of comments for solutions. |
| Cases By Origin | Displays the cases based upon their origin. |
| Cases By Status | Displays the cases based upon their status. |
| Cases By Priority | Displays the cases based upon their priorities. |
| Cases By Comments | Displays the cases with the number of comments count. |
| Sales Forecast Reports | |
| Quarterly Forecast Summary | Displays the quarterly forecasts that includes committed amounts, best-case amounts, and pipeline by quarter. |
| Forecast History Report | Displays the life cycle of the forecast. |
| Product Reports | |
| Products by Category | Displays the products based upon their category. |
| Products by Support Termination date | Displays the products list whose support discontinued during the current month. |
| Products by Cases | Display the products and with the list of cases associated with the products. |
| Vendor Reports | |
| Amount by Vendors | Displays the vendors based on the amount |
| Vendors Vs Purchases | Displays the vendors based on the purchases made from the vendors. |
| Quote Reports | |
| Quotes by Accounts | Displays the quotes based on accounts. |
| Quotes by Stage | Displays the quotes based on their stages. |
| Sales Order Reports | |
| Sales Orders by Accounts | Displays the sales orders based on accounts. |
| Sales Orders by Status | Displays the sales orders based on their status. |
| Sales Orders by Owner | Displays the sales orders based on their owners. |
| Purchase Order Reports | |
| Contacts Vs Purchases | Displays the contacts based on purchases. |
| Purchase Orders by Status | Displays the purchase orders based on their status. |
| Invoice Reports | |
| Invoices by Accounts | Displays the invoices based on their accounts. |
| Invoices by Status | Displays the invoices based on their status. |
Create Reports | Create Report Folders | Schedule Reports | Export Reports
