Usability enhancements for reports

Usability enhancements for reports

As a followup to this post : https://help.zoho.com/portal/community/topic/readability-enhancement-for-reports, we are planning to rollout a few more changes which will enhance the usability of reports.

These changes will be in correspondence to displaying aggregate values, custom actions and custom filters in reports. You can find a brief explanation below :-

Aggregate Values Summary.
As of now you can see the aggregate values at the bottom of every column in a list report, after this update it will be moved under a summary screen and we have extended to have these available for list, spreadsheet and summary reports.

On Demand Total Records Count.
Henceforth you can display the total number of records by clicking the triple hash (###) link on the bottom left of the report. Now it will also show the number of records loaded in the report. For example : 100 of 5000 records.

Custom Filters.
If you have set any custom filters, it will be now shown when you click on the down arrow on the report name. It will be the same as how the saved views will be shown for a shared user. When both are applicable, it will be displayed with title headers.

Custom Actions.
The custom action buttons configured to be under report headers, will now appear next to the the system actions(for ex : edit, delete, duplicate) buttons when the user selects a record.

You can refer to the screenshots below to get an idea on how these will look like. This update is expected to be rolled out by this weekend. Once again we thank you for all the cooperation from your end. If you have any questions related to this, kindly send us an email to support@zohocreator.com.







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