Zoho
Zoho is a cloud-based business software suite, offering CRM, email, finance, and productivity tools.
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How to generate reports and billing details from call logs on Zoho CRM

How it works

  1. First click on the "Reports" tab in the top navigation menu
  2. Then click on the "Create Report" button in the reports page
  3. Click on the dropdown menu to open Module options
  4. Select "Calls" from the primary module dropdown list
  5. Click the "Continue" button after selecting the module
  6. Configure the module relationship in the diagram that appears
  7. Click the "Continue" button on the module relationship screen
  8. Click the "Save" button in the report preview page
  9. Fill in the required fields in the save dialog
  10. Finally select "Deal Reports" from the folder list and click "Save"

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Why should you use this feature?

Zoho is an all-in-one powerhouse designed to streamline business processes effortlessly.

In Zoho CRM, efficiently generating reports and billing details from call logs is a breeze. With just a few clicks, you can transform raw data into insightful reports, providing a clear overview of call activities and their associated costs.

This feature is invaluable for businesses aiming to optimize communication strategies and manage expenses. By consistently analyzing call data, you ensure better decision-making and enhanced productivity, keeping your operations smooth and cost-effective.

Last update
December 19, 2025
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