Report Options Improvements
Currently there a number of, let's call them quirks, when trying to setup reports for an Apps users.
- There are often times when hiding the "Add" button on a particular report for all users would be useful. However to achieve this we must embed the report in a page, now we get an extra page every time we need this functionality.
- If you need to remove the 'SpreadSheet' option but keep the 'Timeline' you would need to add an edit workflow with an "On Load or On User Input" code block.
- To remove the 'Kanban' you must remove all the single select lookup/dropdown/radio columns from the report and add a formula or single-line field to use instead. Losing the ability to see linked record detail.
Controlling the normal report like how we control an embedded or published report would be a good start, hide/show the options like Add/Search/Column menu/Print etc.. But we also need the ability to decide on each report we create what other report type is available to the user, e.g. Kanban/Map/List etc.
We've seen some great improvements recently, looking forward to plenty more.
Zoho Developer Community
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.