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« Back How to Work with Reports & Dashboards

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How to Work with Reports & Dashboards

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In this class, we will review the various ways you can review your data in Zoho CRM by running reports and viewing dashboards. You’ll see the key differences between reports and dashboards, out-of-the-box reports and dashboard components, how to create a new dashboard (Access to Analytics Tab and Manage Reports and Dashboards permission required), how to create, run and export a report, and h.ow reports and dashboards can help you manage your workload.


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