Why are some modules unavailable while creating a report?
Reports
can be created for standard and custom modules. There are two main
reasons why modules may not be visible while creating reports:
- Your administrator has restricted access to the module.
To enable access to those modules: Log in to Zoho CRM with administrative privileges.
Navigate to Setup > Customization > Modules and Fields.
Click the more icon next to the desired module.
Click Module permissions.
Select the profile that needs access to that module.
Click Save.
2.The module has been disabled by your administrator.
Disabled
modules will not appear in the list of modules available while creating
a report. For instance, if you want to create reports for Accounts, you
need to ensure that the Accounts module is enabled. To enable any
module,
Log in to Zoho CRM with administrative privileges.
Go to Set Up > Customization > Modules and Fields.
In the List of Modules page, click Organize Modules.
Select the module that you want to enable.
Click Save.
Now you can find the module in the list of available modules for creating reports.
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