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 from Zoho Reports?
  2. What are the file formats I can export my views into?
  3. How do I export a Table or a Query Table?
  4. How do I export a Chart?
  5. How do I export a Pivot View or a Summary View?
  6. How do I export a Tabular View?
  7. How do I export a Dashboard?
  8. How do I export a View into a CSV?
  9. How do I export a View into an Excel?
  10. How do I export a View into a PDF?
  11. How do I export a View into an HTML? 
  12. How do I export a View into an Image?
  13. How do I export a View into Zoho Sheet?
  14. Can I export files with password protection?
  15. I have personal data in my views. Will they be exported along with the report?

​​

1. What are the Views that I can Export from 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 or A Query Table?

Zoho Reports allows you to export a Table or a  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.

4. How do I export a Chart?

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)

5. How do I export a Pivot View or a Summary View?

Zoho Reports allows you to export a Pivot View or a Summary 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.

6. How do I export a Tabular View?

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.

7. How do I export a Dashboard?

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

8. How do I export a view into a CSV?

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

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

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

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

13. How do I export a view into Zoho Sheet?

14. Can I export files with password protection?

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

15. I have personal data in my views. Will they be exported along with the report?

No, columns marked as personal will not be included for export by default. You can choose to export them if needed by selecting the Include Personal Data. 

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.