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 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
What actions do I perform on a report?
Table of Contents
By clicking the More icon on displayed beside the report name, you can perform the following actions on a report:
- Duplicate: This option allows you to create a separate or duplicate report with the same report content and a different report name.
- Print: This option allows you to print the entire report.
- Schedule Report: Using this option, you can schedule reports at a fixed time and frequency.
- Share Report: Use the option to share the report with users and groups.
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