Creating Your First Report

Because you now understand lookup fields, you’ll understand this idea of selecting a “Related Module”. Here, we build a report on the Leads and Tasks modules. (You can build a report from a single module, though)

  • Select the columns (fields) you want included in your report.
  • Add any relevant filters
  • Name the report
  • Save it in a specific folder (new or existing)

Our business use case — let’s create a report of all the tasks and their associated Leads.

Create reports in Zoho CRM