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What are the different types of reports that are available?
Tabular Report, Summary Report and Matrix Report are the different types of reports available in Nonprofit Vertical CRM. The Tabular Report displays data without any subtotals. You can use this type of report to create contact mailing lists, a ...
How can I create reports and share them with other users?
You can share reports in Zoho CRM in two different ways. Exporting and sharing them with users - Each report can be exported as Excel, CSV or PDF files. Creating a report's folder with the report and sharing the folder with users - The report folders ...
Can I export certain selected records from Nonprofit Vertical CRM?
No. Currently you can't export certain selected records from Nonprofit Vertical CRM. However, you can create a report based on criteria (your requirement) and export the report.
Exporting CRM Data
Exporting CRM Data Nonprofit Vertical CRM allows you to export and take a backup of all your CRM data in a few simple steps. The different export options available are: Export Module Data The Export Data feature allows you to export data (in CSV ...
Exporting Nonprofit Vertical CRM Data
Export Module Data The Export Data feature allows you to export data (in CSV format) from individual CRM modules. After exporting the data, you can further validate or store the data in your own server(s). Note: Module refers to the different tabs. ...