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.



      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        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

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

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

                                                               
                                                                

                                                              Videos

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

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                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 Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Rename Report

                                                                                                                          This page is applicable to all report types. To rename a report: Navigate to the Design tab in the edit mode of the target report. Hover on the preview of the report. Click Open Report Properties. Click the More () icon in the top-right corner of the ...
                                                                                                                        • Understanding report creation from live mode

                                                                                                                          Zoho Creator provides users with a conducive method to create reports from the live mode of the application. This enables the admin to provide specific users with the permission to create reports to the forms that they have access to. These users ...
                                                                                                                        • 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 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 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