You're reading from Building Expert Business Solutions with Zoho CRM An indispensable guide to developing future-proof CRM solutions and growing your business exponentially

Product type Paperback

Published in Aug 2021

Publisher Packt

ISBN-13 9781800564664

Length 352 pages

Edition 1st Edition

Tools

Zoho CRM

Concepts

CRM

Author (1):

Dominic Harrington

View More author details

Table of Contents (22) Chapters

Preface

1. Section 1: Laying the Foundation

2. Chapter 1: The Foundation Modules – Understanding the Building Blocks of Success FREE CHAPTER

3. Chapter 2: Leads – Getting It Right the First Time

4. Chapter 3: Deals – Sales Funnels to Fuel Your Business Growth

5. Chapter 4: Accounts and Contacts – The Beating Heart of Your CRM

6. Section 2: Take Your CRM to the Next Level

7. Chapter 5: Working with Other System and Custom Modules

8. Chapter 6: Game-Changing Workflows and Automations

9. Chapter 7: Essential Systems Administration

10. Chapter 8: Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations

11. Section 3: Six of the Best Zoho Apps to Integrate with Your CRM

12. Chapter 9: Zoho Campaigns

13. Chapter 10: Zoho Forms

14. Chapter 11: Zoho Survey

15. Chapter 12: SalesIQ

16. Chapter 13: Zoho Analytics

17. Chapter 14: Zoho Creator

18. Section 4: Measure, Learn, Evolve

19. Chapter 15: Building Actionable Reports and Dashboards (CRM)

20. Chapter 16: Best Practices to Adopt and Evolve Your CRM

21. Other Books You May Enjoy

Scheduling a report to send automatically

In the previous section, we created a report of all leads generated grouped by Lead Source and Country. In this section, you will learn how we can schedule a version of this report to send automatically. Automating reports, while making you more efficient, is a great way of making sure that you and your team are constantly aware of some of the key performance indicators (KPIs) that are helping to fuel your business growth.

It might be useful to send an amended version of this report to a colleague(s) monthly. That report should only contain leads created the previous month. This can be achieved in the following way:

With the report open, click on the dropdown next to the Edit option, as shown in Figure 15.9 earlier, and click on Clone.
Now click on the Filters tab and change the Standard Filter to Leads Created Time to Last Month.
Click on the pencil next to the report name in the top left then amend the name of the report...