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
So, you have brought in all the relevant data from the diverse business applications you use, into Zoho Reports, and created all those beautiful reports and dashboards. Now comes the hardest part. How do you share them with your colleagues/clients and make them consume the reports/dashboards regularly? This is where scheduled emailing of reports comes in handy.
You can create appropriate schedules based on the reports you need to share. Say, you can create a schedule that will mail a bunch of monthly reports to your CEO every first of the month. Or a weekly report on every Monday to your Sales Manager of how the previous week’s sales have been.
There are lots of schedule options available, ranging from daily to weekly to monthly to yearly.
Try the scheduling feature from the Export menu button. Hope you will be scheduling all the reports you have created in Zoho Reports from now on.