Lesson 7.2: Requesting Custom Reports
OVERVIEW
Requesting custom reports in Zoho Projects allows you to gather specific data tailored to your unique project requirements. Custom reports can provide insights that standard reports may not cover, enabling better decision-making and analysis.
- Access the Reports Section:
- Navigate to the Reports section from the main navigation menu.
- Navigate to the Reports section from the main navigation menu.
- Define Report Parameters:
- Choose the type of data you want to include in your custom report.
- You can also select on specific dates.
- Choose the type of data you want to include in your custom report.
- Choose Report Format
- Determine how you would like the report to be formatted.
- Determine how you would like the report to be formatted.
- Preview the Report
- Before finalizing the report, preview it to make sure it contains all the relevant information. This step helps you check if the groupings, filters, and formats align with your expectations.
