Reports help a salesperson to work towards his/her goals and easily manage the progress of your work. SkyDesk CRM enables fully customizable reports in all the modules with flexible options. Furthermore, there are more than 40 standard reports that are packed in various modules which can be used as a ready reference and enhance the learning experience.
- 40+ standard CRM reports in sales, marketing, customer support, and inventory management modules
- Create cross-link reports spanning across multiple modules
- Create tabular, summary, and matrix type reports
- Perform arithmetical operations using aggregate functions (sum, average, min and max)
- Store reports in different types of public/private folders and enable access to the users according to their access privileges
- Schedule the report generation mechanism and send printer-friendly reports to the specified users, including non-Zoho CRM users
- Export sales report data to various user-friendly formats such as PDF, HTML, XLS and CS