Create kanban report

Create new kanban report

To create a kanban report:

  1. Navigate to Design page.
  2. Click the Create icon (+) at the top of the Design page.​

  3. Click Report.

  4. Select the Kanban report type.

  5. Select the form the report will be based on.
  6. Select the field the records will be grouped based on.
  7. Name your report.
  8. Click the Create Report button.

The design page will appear with the preview of the created kanban report.

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