How to Create Reports in Zoho CRM 2025?

Want to make data-driven decisions with your CRM data? Here's how to create reports in Zoho CRM in 2025! Go to the Reports module and click + Create Report. Choose between Tabular, Summary, or Matrix report types, then select the module you want to report on—like Leads, Deals, or Activities. Add relevant columns, apply filters to narrow down data, and group records by fields such as owner, stage, or region. You can also schedule reports to be emailed regularly and use cross-module reporting for deeper insights. LIKE, COMMENT, and SUBSCRIBE for more CRM reporting tutorials!

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Видео How to Create Reports in Zoho CRM 2025? канала TechBasics