How can I share reports with other users?

How can I share reports with other users?

Reports provide useful insight and valuable information that helps management decide on their budgets, marketing activities, and growth rate and improve their overall decision making. So, it is important to be able to share reports with other users. Zoho CRM offers two ways to share reports:

Exporting and sharing reports with users:
Use this option if you want to keep a copy of the report in your local storage. Each report can be exported as an Excel, CSV, or PDF file. 
To export reports:
  1. Click the Reports tab.
  2. Select the report from the required module in the Reports Home page. For example, Lead by Source from the Leads module.
  3. Click Export and select one of the following options:
    1. Export to Excel: To save the report in XLS format
    2. Export to CSV: To save the report in CSV format
    3. Export to PDF: To export the report as a PDF
Sharing the reports folder with users: The report folders help you keep your reports organized so you can share them easily with other users. A report can be moved from one folder to another. To share reports:
  1. Click the Reports tab.
  2. Click the gear icon next to the report folder in the Reports Home page.
  3. Click Edit.
  4. ​Choose Share with everyone or selected users based on your requirements.


    • Related Articles

    • Reports

      Get updates about your responses in real time with Zoho Survey's reporting tools, and analyze the trends to make better business decisions. Customize reports and set up a schedule to deliver them, or compare different reports and filter your ...

    • Reports

      (Available in Professional and Enterprise Editions) If you're an administrator making business-critical decisions, you require complete visibility to manage your enterprise passwords. Zoho Vault provides intuitive reports in simple tables and graphs ...

    • How do I share the reports of my survey?

      You can share your reports publicly, or with colleagues, survey respondents, and organizations. You can also secure shared reports with a password.  To share a report: Click Share in the top-right corner of the page. Enter a name for your report in ...

    • Reports

      Quick Links How can I change the color of the graphs in my survey reports? How do I grant a co-worker access to a report? Is it possible to view the reports for a particular question separately? I sent out two surveys and got two sets of reports. ...

    • How do I share reports?

      You can share reports with anyone via a link. To generate a share link: From the navigation toolbar, choose Reports and select Sent Campaigns. Click the campaign for which you want to see reports. Click More and select Share Reports from the dropdown ...