Managing Reports
Guide Layout:
- Running a report - general procedure
- Printing Reports
- Exporting Reports
- Viewing Reports in Zoho Sheet
- Viewing Reports in Full Screen
Running a report - general procedure
- Log in to Zoho Inventory.
- Navigate to the Reports module.
- Select your preferred report.
- Click on Customize Report at the top of the report.
- Specify a date range and click on the Run Report button.
- Doing this will generate that report for the time period of your choice.
- Note: Certain reports have additional fields which need to be configured before runing a report.
Printing Reports
- Log in to Zoho Inventory.
- Navigate to the Reports module.
- Select your preferred report.
- Specify a date range and click on the Run Report button.
- Any report can be printed by clicking on the Print button available on the top header.
- Clicking on the Print button will take you to a standard printer interface from which you can proceed.
Exporting Reports
- Import Note: You can export reports in three formats - PDF, CSV and XLS.
To do so:
- Navigate to the Reports module.
- Select the preferred report.
- Click on the Export as button on the top-right corner.
- Choose the desired format from the drop-down.
- If the report contains sensitive information, check the I want to protect this file with a password option and enter a password.
- Click Export to download the report securely in the desired format.
Viewing Reports in Zoho Sheet
- Now you can view your reports using Zoho Sheet.
To do so:
- Navigate to the Reports module.
- Select the preferred report.
- Click on the Export as button on the top-right corner.
- Click on the View in Zoho Sheet button from the top-right corner.
- You will be redirected to a new page on Zoho Sheet which displays the data in a spreadsheet format.
Viewing Reports in Full Screen
To do so:
- Navigate to the Reports module.
- Select the preferred report.
- Click on the Export as button on the top-right corner.
- Click on the Full Screen button from the top-right corner.
- Your report can now be viewed in all its glory across the entirety of your screen.
