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).
To setup report scheduler
|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|
You can export the report data in to XLS, CSV, PDF and HTML formats, which can be used for further data analysis purpose.
To export reports
To receive a complete backup you can request a data backup at $10.00 (USD), per request. See Also Data Backup