Customize report views

Customize report views

Reports can be filtered and customized to show exactly the data you need. The various ways to customize the report view are:

Filtering by duration: This method can be used to get records for a specific time period: the last week, the last month, or a custom time frame. For example, you can use this in the Recently added users report to get a list of users added in the Last 7 days.
reports-filter-duration
This method is not available for MFA Reports and the Users without mailbox report. Furthermore, reports older than 90 days cannot be viewed.

Filtering by user: This method can be used to see the records of a specific user. For example, you can click on a user in the Successful sign-ins report to see only the records of that user.
reports-filter-user

Filtering by location: This method can be used to see the list of users signing in from a specific work location. For example, you can click a location in the Most signed-in locations to see a list of users who signed in from that location.
reports-filter-location
This method is available only for the Most signed-in locations report.

Filtering by app: This method can be used to view the records for specific apps. For example, you can use this in the User sign-ins in apps report to get a list of users with the most sign-ins in Zoho CRM.
reports-filter-apps
This method is available only for Application Reports.

Filtering by MFA mode: This method can be used for viewing the users who use a specific MFA mode to authenticate themselves. For example, you can use this to get a list of users who use Zoho OneAuth's Face ID to verify themselves.
reports-filter-mfa
This method is available only for the MFA mode usage report.

To filter reports:
  1. Sign in to Zoho One , then click Directory in the left navigation menu.
  2. Go to Reports, then click the report you need.
  3. Use the dropdown lists in the top-right corner to filter the report view.

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