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Building Expert Business Solutions with Zoho CRM
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In this section, you will learn how to create a report using the UI (User Interface) released by Zoho in July 2021. We can create a report as follows:
Figure 15.1 – Creating a new report based upon the Leads module
Figure 15.2 – Adding related Child or Parent Modules
You can add additional related child modules by clicking on the blue + and/or parent modules by clicking on the green + button. In this example, we will click Continue without adding any related modules.
Tip
When reporting on Leads you most likely will not need any related modules. When reporting on the Deals module, you may wish to include Contacts and Accounts as child modules. By doing so, you will be able to select any field from the parent and child...
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