Understand reports in a page

Understand reports embedded in a page

Embedding reports inside the page makes it easier for the user to monitor and analyze their business data and derive meaningful insights straight from the dashboard. It saves the effort of having to leave the page, navigate to a report from the same or a different app in your account, view data, and return to the same page. It also features seamless interaction between all the applications in your Zoho Creator account. You can add a report from any of your Zoho Creator applications into the page in two ways:

Embed cross application reports 

A report, belonging to any of your applications can be embedded into a page created in another application. You can configure certain properties to this report at the page-level and also define field values to be pre-filled upon loading your report. Learn how

Below is how a report embedded into a page looks like:

Embed report as a button

A report can also be embedded into your page in a button format. Clicking this button directs you to the report (from any of the applications in your account) in a custom target location like pop-up, same window or a new window. You can customize various aspects of the button. Learn how
Below is how a report embedded as a button inside a page looks like:

Things to know about related elements in pages

  • While accessing pages from web browsers and mobile devices, elements related to form will automatically be refreshed when users add, edit, and delete records. 
  • The elements that will be refreshed are panels, charts, reports (except pivot reports).
  • The create, update, and delete operations must happen from either the same window or popup window. In other words, the corresponding form or its report must be embedded in that page. Opening the report (from the page) in a new window will not auto-refresh the related elements in that page.
Note: If your page has another application component (form or report) inside it, or a search element, then you need to publish the component for it to be accessible in the published page.

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