What are the different types of reports in Zoho CRM?

What are the different types of reports in Zoho CRM?

There are three types of reports in Zoho CRM:
    • Tabular Report displays data as a list of records in a table format. For example, the contacts mailing list report.

    • Summary Report is similar to Tabular Report, except the records are in a list with subtotals, groupings, and other summary information. For example, a revenue report where the total revenue is added up in a column.

    • Matrix Report displays the data summarized in a grid format using both the horizontal and vertical columns. For example, a car dealership generates two daily reports: Sales grouped by salesperson and then by product, and sales grouped by product and then by salesperson. These two reports can be combined using a matrix report.

    • 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 ...
    • Types of Custom Fields

      In Zoho CRM, you can add different types of custom fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho ...
    • Types of Custom Fields

      In Zoho CRM, you can add different types of custom fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho ...
    • FAQs on Reports

      1. How can I create reports and share them with other users? You can share reports in Zoho CRM in two different ways. Exporting and sharing them with users - Each report can be exported as Excel, CSV or PDF files. Creating a report's folder with the ...
    • Working with Reports

      Zoho CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho CRM, standard reports are provided in various modules, which can be either used as it is or ...