Exporting a Report

Exporting Views

Zoho Reports allows you to export the tables and reports in a few simple steps so that you can access them offline and email them to your colleagues who are non-Zoho users.

  1. What are the Views that I can Export form Zoho Reports?
  2. What are the file formats I can export my views into?
  3. How do I export a Table from Zoho Reports?
  4. How do I export a Query Table from Zoho Reports?
  5. How do I export a Chart from Zoho Reports?
  6. How do I export a Pivot View from Zoho Reports?
  7. How do I export a Summary View from Zoho Reports?
  8. How do I export a Tabular View from Zoho Reports?
  9. How do I export a Dashboard?
  10. How do I export a View into a CSV?
  11. How do I export a View into an Excel?
  12. How do I export a View into a PDF?
  13. How do I export a View into an HTML? 
  14. How do I export a View into an Image?
  15. Can I export files with password protection?

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1. What are the Views that I can Export form Zoho Reports?

Zoho Reports supports exporting and emailing the following views.

2. What are the file formats I can export my views into?

Zoho Reports allows you to export the views in a few simple steps. You can export views in various file formats such as,

  1. CSV - Exports the underlying data of a report as a Comma Separated Value (CSV) file.
  2. Excel - Exports the underlying data of a report as an Excel file.
  3. PDF - Exports the report as a printer-friendly Portable Document Format (PDF) file.
  4. HTML - Exports the report as HTML file.
  5. Image - Exports the chart as a JPG or PNG image. (applicable only for charts)

3. How do I export a Table from Zoho Reports?

Zoho Reports allows you to export the Table into the following file formats in a few simple steps. 

  1. CSV - Exports the data as a Comma Separated Value (CSV) file.
  2. Excel - Exports the data as an Excel file.
  3. PDF - Exports the table as a printer-friendly Portable Document Format (PDF) file.
  4. HTML - Exports the table as HTML file.

4. How do I export a Query Table from Zoho Reports?

Zoho Reports allows you to export the Query Table into the following file formats in a few simple steps. 

  1. CSV - Exports the data as a Comma Separated Value (CSV) file.
  2. Excel - Exports the data as an Excel file.
  3. PDF - Exports the table as a printer-friendly Portable Document Format (PDF) file.
  4. HTML - Exports the table as HTML file.

5. How do I export a Chart from Zoho Reports?

Zoho Reports allows you to export the Charts into the following file formats in a few simple steps. 

  1. CSV - Exports the underlying data of the chart as a Comma Separated Value (CSV) file.
  2. Excel - Exports the underlying data of the chart as an Excel file.
  3. PDF - Exports the chart as a printer-friendly Portable Document Format (PDF) file.
  4. HTML - Exports the chart as HTML file.
  5. Image - Exports the chart as a JPG or PNG image. (applicable only for charts)

6. How do I export a Pivot View from Zoho Reports?

Zoho Reports allows you to export the Pivot View into the following file formats in a few simple steps. 

  1. CSV - Exports the underlying data of the pivot or the current view as a Comma Separated Value (CSV) file.
  2. Excel - Exports the underlying data of the pivot or the current view as an Excel file.
  3. PDF - Exports the pivot as a printer-friendly Portable Document Format (PDF) file.
  4. HTML - Exports the pivot as HTML file.

7. How do I export a Summary View from Zoho Reports?

Zoho Reports allows you to export the Summary into the following file formats in a few simple steps. 

  1. CSV - Exports the underlying data of the summary view or the current view as a Comma Separated Value (CSV) file.
  2. Excel - Exports the underlying data of the summary view or the current view as an Excel file.
  3. PDF - Exports the summary view as a printer-friendly Portable Document Format (PDF) file.
  4. HTML - Exports the summary view as HTML file.

8. How do I export a Tabular View from Zoho Reports?

Zoho Reports allows you to export the Tabular View into the following file formats in a few simple steps. 

  1. CSV - Exports the underlying data of the pivot or the current view as a Comma Separated Value (CSV) file.
  2. Excel - Exports the underlying data of the pivot or the current view as an Excel file.
  3. PDF - Exports the pivot as a printer-friendly Portable Document Format (PDF) file.
  4. HTML - Exports the pivot as HTML file.

9. How do I export a Dashboard from Zoho Reports?

Zoho Reports allows you to import Dashboard in few easy steps. Refer to the Exporting a Dashboard section, to know how to export a dashboard. 

10. How do I export a view into a CSV?

11. How do I export a view into an Excel?

12. How do I export a view into a PDF? 

13. How do I export a view into an HTML?

14. How do I export a view into an Image?

15. Can I export files with password protection?

Yes, you can secure the exported file with password. To do this select the Set Password option in the Export Settings page and then specify the password in the given fields. 

16. Can I e-mail the reports form Zoho Reports?

Yes, you can also the reports using the Email tab. Refer to the Emailing Reports section to learn more on this.