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?
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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