Can I schedule my reports and send them to my colleagues periodically?
Yes,
you can schedule the delivery of your reports and send them to your
colleagues, the executive management, and non-Zoho CRM users by
scheduling them to be sent daily, weekly, monthly, or yearly.
Once
you've configured the Report scheduler, the specified reports are
delivered to the recipients' email addresses as an email attachment (XLS
format) with a link to the specific report
from the Zoho CRM Reports module. You can also send the PDF document
to your recipients. For more information, see Scheduling Reports.
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