< 1 Min
In this video tutorial, Tyler does a complete overview of the Reports module inside the CRM and some best practices for building reports.
? TIME STAMPS ?
0:00 Intro
1:20 Creating a Report
5:10 Columns Review
10:10 Creating a Custom Filter
11:03 Creating a Chart
13:10 Scheduling Reports
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Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.
With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.
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