Understand Kanban Report | Zoho Creator Help

Understand kanban report

Kanban report provides an ideal solution to visualize records capturing a process flow, the progress of a process, or status of the process. The report displays records as cards, and these cards are compartmentalized into separate entities. This compartmentalization is based on common ground that unifies the records in each bucket. The common ground could be a status or a level or a phase in a process flow. Each level becomes an identifier based on which the records are grouped.

Let's assume that you are a food delivery enterprise and you have a Delivery Management application. The process involves five different stages. Your customer places the order with you using your application and the restaurant or the vendor also parallelly receives the order.The delivery manager, the vendor and the delivery person have access to the report. On receiving the notification, the order gets queued in your delivery management application, which is a kanban report. The next stage is that the delivery must be assigned to the person handling the beat or area. The manager moves the record to Assigned stage. Then the delivery person picks up the order from the restaurant at which it gets queued in Dispatched stage by the vendor. Once the package is delivered, the delivery person pushes the order to Delivered status. So here, each stage of order and delivery become the parameters used to group the records. So kanban effectively tracks the entire process with its dynamism that allows users to drag and drop the cards or records in their respective categories.

Layouts

Your kanban report is presented in specific layouts based on how you want your records to be visually, providing you with the suitable results. The cards in the report can have the fields and images is different orientations to make them comprehensible. In a browser or tablet, the report appears in a single page or screen. However in a phone, owing to the size of the screen, the report spans across few screens. Records under each status or level (whichever the parameter) are displayed in a separate screen. Swiping left or right displays the records under the previous or next parameter.

Actions

Edit, delete, add, print, export, import, duplicate and view record are collectively called actions. The user will be able to perform these predefined actions that are made available at the event of some gesture in the browser, phone, or tablet. Along with these system actions, you will have custom action items that appear as button in the header. Differing from the available default system actions, these are scripted actions created exclusively to meet specific purposes in the report.

Types of views in kanban report

There are two views to records: Quick view and Detail view. Quick view is the high level view of the report in its entirety. It gives you all the records of the report. Detail view is the descriptive view of a single record. The records can be displayed as label and value pairs or as blocks of related records that add value to the individual record information.

Kanban report equips you with searching, filtering, importing, and exporting capabilities.

  • Search enables you to search for specific data within the report
  • Filter feature, which is a predefined option, enables you to narrow down to particular records based on field values that belong in choice or date field types. There is another Custom Filter, which again is predefined but not based on choice fields values. It has predefined criteria that serve as filters. Those records that match the chosen criteria (custom filter) alone will be filtered and displayed
  • Import feature enables you to import records and create your spreadsheet report
  • Export feature enables you to export records in the desired format

Customizing Kanban columns

A kanban report can be based on a drop down or radio or lookup field. You can perform the following customizations w.r.t. the columns your kanban report displays:

Refer to this page to learn how to perform the following customizations
  • Show/hide the EmptyValue Column:
    • This column lists those records that do not contain a value in that kanban's drop down or radio or lookup field
    • This column is hid by default
    • You can customize its label when you choose to show this column in your kanban report
  • Show/hide the Delete Value Column:
    • This column is available only when the kanban report is based on a drop down or radio field
    • Imagine that you delete one of the drop down / radio field's choices that's selected in records. Once a choice is deleted, the corresponding column in the kanban report is also deleted. This column exists to ensure that such records remain visible in the report.
    • This column will also show the records that contain "other" values that users enter in the dropdown field
    • This column is hid by default
    • You can customize its label when you choose to show this column in your kanban report
  • Filter the columns:
    • When the kanban report is based on a drop down or radio field, you can manually select the choices (of that field) that are to be displayed as columns
    • When the kanban report is based on a lookup field, you can manually select the required records, use that lookup field's filter, or set a custom criteria
  • Sort the columns in ascending, descending or a custom order
  • Show/hide the Record count per column

Related Topics


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Create a kanban report

                                                                                                    To create a kanban report: Navigate to Design page. Click the Create icon (+) at the top of the Design page. Click Report. Select the Kanban report type. Select the form the report will be based on. Select the field the records will be grouped based ...
                                                                                                  • Understand quick view layouts in kanban report

                                                                                                    A layout is the structure that you assign to a report. It decides what part of the content goes where. It makes your application visually organized and comprehensible. The reports in Zoho Creator can be set in suitable layouts that best provides you ...
                                                                                                  • Understand common actions in kanban report

                                                                                                    There are some common actions that are available in the report without having to predefine them. These actions are available in default positions. They are often required because of which they mandatorily appear in the report. The following are the ...
                                                                                                  • Understand detail view layouts in kanban report

                                                                                                    A layout is the structure that you assign to a report. It decides what part of the content goes where. It makes your application visually organized and comprehensible. The reports in Zoho Creator can be set in suitable layouts that best provides you ...
                                                                                                  • Understand quick view actions in kanban report

                                                                                                    Actions enable you to edit or update information, add information, remove information, export data from the application, import data into the application, and print the required data in the preferred format. There are system actions that are ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources