FAQs in this section
How do I create a report?
How do I schedule a report?
What does subscribing to a report mean?
What actions do I perform on a report?
What actions do I perform on a chart in a report?
How do I subscribe to a report?
Where do I find reports?
How do I restore a deleted report?
How are Vtiger Reports useful?
What are the chart types that can be created in Vtiger CRM?
What can you display in the data fields in a report?
How is scheduling a report useful?
What is Vtiger Sales Manager Template App for Power BI?
How do I set up Vtiger Template App in Power BI?
Can I change the conditions on a shared report?
Can I sort charts?
Why am I unable to select RTE fields in the Reports list columns?
Can I view the time spent on a Project Task in hours and minutes?
Which fields in Reports can I view the time spent in hours and minutes?
Describe functionalities & tools that would be included in weekly KPIs
How do I create a report for the Projects module?

How do I create Custom Filters in Reports?

Follow these steps to create custom filter in reports:
  1. Log in to the CRM. 
  2. Click main Menu. 
  3. Select Essentials > Analytics > Reports. The Reports page opens. 
  4. Open the Report to which you want to add the  Custom Filter. 
  5. Click Edit. 
  6. Go to Filters section.
  7. Add Conditions as per your requirements.
  8. Click Save. 
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