How can I create reports and share them with other users?

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 help you keep your reports organized so you can share them easily with other users. A report can always be moved from one folder to another.

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