How can I create reports and share it with other users?

How can I create reports and share it with other users?

Reports in CRM can be shared in two ways.

  • Export and share them with users - Each report has an option to export as Excel, CSV and PDF files.
  • Create a report's folder with the report and shared the folder with users - The report folders help you keep your reports organized and to shared easily with other users. A report can always be changed from one folder to another.
Related Topics
Create Report Folder

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