Reports
Working with Reports
Nonprofit Vertical CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Nonprofit Vertical CRM, standard reports are provided in various modules, which can be ...
Can I restrict the reports only to certain selected users?
Yes. You can restrict the reports only to certain selected users, roles, or groups. You can do so by creating a Report Folder and giving access to the users, roles, or groups. Follow the steps given below to create a report folder with restricted ...
Generating Reports
How Can I... Create Reports Edit Criteria Patterns Use 'Last Activity Time' in Criteria Create Report Folders View Reports Delete Reports Edit Standard Reports You can create new module-specific reports linking some of the other cross-functional ...
Export Reports
You can export the report data in to XLS, CSV, PDF and HTML formats, which can be used for further data analysis purpose. To export reports Click the Reports tab. In the Reports Home page, select the report from the required module. For example, Lead ...
Scheduling Reports
Schedule Reports You can automatically send reports to your colleagues, executive management, and non-Nonprofit Vertical CRM users by scheduling the desired reports daily, weekly, monthly or yearly. Once the Report scheduler is configured, specified ...
Forecasts Based on Territory Hierarchy
How Can I... Configure the Organization's Forecast Settings Create Forecasts Based on Territory Hierarchy Set Targets for Sub Territory and its Users View Forecasts By default, forecasts in Nonprofit Vertical CRM are based on role hierarchy. ...
Working with Forecasts
Forecasts play a crucial part in the financial planning of your business. Sales forecasting is projecting the short-term and long-term sales performance of a company. Sales forecasts are an important measurement of your company's growth and success. ...
What does the Zoho Sheet View option do?
The Zoho Sheet View option generates all records of a module in Zoho Sheet. Using this sheet, you can view all the records and also update them. You can make necessary changes to the records and save the sheet. On saving, the records are updated in ...
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 capture Leads and Contacts directly from my website?
Yes, you can capture Leads and Contacts directly from your website using web forms.