Managing Reports

Printing Reports

• 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.