What Are Reports?  

A Report is a visual representation of the records submitted through a form. Once you create a form and begin collecting data, Zoho Creator automatically generates a default list report — but you can customize and create many types of reports based on your needs.

Types of Reports in Zoho Creator  

1. List Report

• Tabular format showing one row per record.

• Ideal for general browsing and managing entries.

2. Calendar Report

• Displays records based on date fields.

• Useful for scheduling, bookings, appointments.

3. Kanban Report

• Visual layout grouped by status or categories.

• Great for pipelines, tasks, or project tracking.

4. Pivot Table

• For summarizing large data sets using rows, columns, and aggregates.

• Used in analytics or performance dashboards.

5. Summary Report

• Pre-aggregated data based on conditions like totals, averages.

• Helpful for quick insights.

6. Charts (Bar, Pie, Line, etc.)

• Visualize trends, comparisons, and distributions.

• Useful for business dashboards and presentations.

How to Create a Report  

Step 1: Go to the Application Editor  

• Open the app in Zoho Creator and navigate to the “Reports” section.

Step 2: Click “+ Create Report”  

• Choose the form you want to report on.

• Select the report type (List, Calendar, Chart, etc.).

Step 3: Configure Report Settings  

• Choose which fields to display.

• Apply filters (e.g., show only active records).

• Enable search, grouping, and sorting.

• Add conditional formatting or color coding for better visibility.

Step 4: Add Custom Actions (Optional)  

• Add buttons like Approve, Send Email, or Edit right inside the report view.

• Use Deluge scripting to trigger workflows based on user actions.

Key Features of Reports  

• Role-Based Access: Show different reports to different users based on their role.

• Drill Down Views: Click into a record to view full details or perform actions.

• Export Options: Download data in CSV, XLS, or PDF format.

• Embedded Reports: You can embed reports in websites, portals, or dashboards.

Use Cases  

• HR: Leave reports by department

• Sales: Monthly revenue trends

• Inventory: Low stock alerts

• Projects: Task progress boards

Why Reports Matter  

• Give real-time visibility into your data.

• Enable data-driven decision-making.

• Save time with automation and custom actions.

• Enhance collaboration through shared views.