Understand Report Types

Report Types

Note: To optimize efficiency and security, support for XLS format has been deprecated, and instead, the XLSX format will be supported with effect from 21-March-2024. We insist you to replace any instance of .xls to .xlsx across Deluge scripts in your Creator applications.

Zoho Creator provides you with different options to spin your data into meaningful reports that make substantial information for the intended audience.

List report: The records are displayed as rows of information, with fields in the column header and fields values in the rows to form a tabular structure and also as cards of information with select field value enclosed in each card. It is suitable to run through many records at one glance.

Calendar report: The records are charted based on date and date-time type of field values. It displays a calendar that features scheduled. The records are present on specific dates in the report. It is best suited to keep track of  events.

Timeline report: The records are charted based on date and date-time type of field values. It is a higher level view of calendar report that captures time frames that relate to the records. It can be used to track time span like in the case of duration of projects and so on.

Spreadsheet report: It typically captures and displays data as a spreadsheet. It has the capabilities of a spreadsheet wherein you can edit, add, or remove records just the way you would be able to do in a spreadsheet.

Kanban report: It helps you organize data into categorical entities in a single report. Your records are sorted into preset groups based on the selected field. This type of report comes in handy when you want to maintain records based on their status and capture the stages of a process.

Map reportThe records are plotted on a map based on the location type of field values. The report is suitable for geographical representation of records.

Pivot table: It enables you to organize information as summarized grids. It allows you to dynamically rearrange, group and summarize information for easy analysis of large sets of data. The records are presented as rows and columns of information based on the selections that you make to create the table.

Pivot chart: The data can be presented graphically for visual appeal and assimilation. Area, Line, Bar, Stacked, Pie, Scatter, Combination, Funnel, Web, and  more are the chart types supported.



    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

                                                                                                  • Rename Report

                                                                                                    This page is applicable to all report types. To rename a report: Navigate to the Design page of your app. Hover on the preview of the report. Click Open Report Properties. Click the More icon in the top-right corner of the report builder. Select ...
                                                                                                  • Delete Report

                                                                                                    This page is applicable to all report types. To delete a report: Navigate to the Design page of your app. Hover on the preview of the report. Click Open Report Properties. Click the More icon in the top-right corner of the report builder. Select ...
                                                                                                  • Create a spreadsheet report

                                                                                                    To create a spreadsheet report navigate to the Design page: Navigate to Design page. Click the Create icon (+) from the top. Click Report. Select Spreadsheet report type. Select the form the report will be based on. Name your report. Click the Create ...
                                                                                                  • Create a list report

                                                                                                    To create a list report: Navigate to the Design page. Click Create icon (+) at the top of the Design page. Click Report. Select the List report type. Select the form the report will be based on. Name your report. Click Create Report button. The ...
                                                                                                  • Create a map report

                                                                                                    To create a map report: Navigate to Design page. Click the Create icon (+) at the top of the Design page. Click Report. Select the Map report type. Select the form the report will be based on. Select the field the records will be grouped based on. ...
                                                                                                    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