Zoho SalesIQ Help

How to Export or Print Reports?

For all reporting dashboards you have the option to e-mail, or save as a PDF.

Table of Contents

How to e-mail a reporting dashboard?

  1. Click the more options arrow in the top-right of the reports dashboard you want to e-mail.
  2. From the drop-down menu click Send Mail.
  3. In the window that pops-up, enter the E-mail Address of the party you would wish to share the reports dashboard with.
  4. Click Send to deliver the reports.

How to save any of the reports dashboards as a PDF?

  1. Click the more options arrow in the top-right while viewing the reports dashboard you wish to save as a PDF.
  2. From the drop-down menu, click Save as a PDF
  3. Your browser will then download and save the PDF with a system generated name based upon the report. You can access this file wherever your browser saves downloaded files.

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohosalesiq.com