Zoho Reports has added a lot of cool features recently. Let’s see some of the major features that have come in.
Scheduled Emailing of Reports with Filter Criteria
You’ve created a set of monthly sales reports. Only that you’d want to filter the region, so as the regional heads see the sales data of their own regions alone. We’ve seen how this can be done in Zoho Reports, without duplicating the same set of reports for each regional head. Now, let’s say you want the same reports to be mailed periodically to the intended recipients. This is possible now. All you’ve to do is,
- Open one of the reports to be mailed
- Click ‘Export’ -> ‘Email Multiple Views’ -> ‘As PDF’ Read more