Associate Open Report Action to a Text Displayed in a Panel | Zoho Creator Help

Associate Open Report action

Associating an Open report action to text, allows user to open a specified Report when they click the text. The associated report can belong to any application in your Zoho Creator account.

To associate an Open report action to the text in a panel:

  1. Double click the panel to associate an action to the text in it or single click to select the panel and then click the  Configure  option in the toolbar at the top center of the page builder.

  2. Click to select the configured text in the panel to associate an action.
  3. Select  Action  from the options on the right side of the configuration menu. 

  4. From the  Action Type  dropdown, select  Open report .

  5. Select a  Report  from the dropdown.
     
    Note : The  Report  dropdown lists all the reports in the application you are currently working on. To select a report from another application, click the  Change App  give in Blue, on the footer of the  Report  dropdown. Select another application and click  Done  to view all the reports in it. 
      

  6. Enter a  Query parameter  in the space provided. 

    Adding a query parameter to an Open Report action loads the associated report based on the criteria specified in the parameter string.

    
Parameter formats:

    • Field link name=${page parameter name}
    • Field name=value

    URL format for setting Report criteria with Operators other than "=" (Equal) FieldName1_op & FieldName2_op
    Types of parameter:

    • Field link name=${page parameter name} & Field link name_op=
    • Field name=value & Field link name_op=21
    For example: Age=20&Age_op=21 denotes criteria Age>20
    You can refer  this link  for the list of Operators and Constants.

    Example:

  7. Select a target window from the  Open In  dropdown.
  8. You can close the panel configuration sheet, once you have finished configuring. The changes will be auto-saved.

    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 Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            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









                                                                                                              • Related Articles

                                                                                                              • Associate Open URL action

                                                                                                                Associating an Open URL action to text allows you to redirect users to the specified URL when they click on the text. To associate an Open URL action to the text in a panel: Double click the panel to associate an action to the text in it or single ...
                                                                                                              • Associate Open Form action

                                                                                                                Associating an Open Form action to text, allows user to open a specified Form when they click the text. The associated form can belong to any application in your Zoho Creator account. To associate an Open Form action to the text in a panel: Double ...
                                                                                                              • Associate Execute Function action

                                                                                                                Execute function action invokes a custom function specified in any of your Zoho Creator applications. Configure actions to associate to a panel's image Configure action confirmation for function execution ZML implementation for action confirmation To ...
                                                                                                              • Associate Open Page action

                                                                                                                Associating an Open page action to text, allows user to open a specified page when they click the text. The associated page can belong to any application in your Zoho Creator account. To associate an Open page action to the text in a panel: You can ...
                                                                                                              • How to copy a subform data to another subform using a report action

                                                                                                                The values in a subform of a record can be copied to another form's subform using Deluge within the report actions. This allows seamless transfer of subform data between forms, ensuring consistency. For example, consider a Zoho Creator resource ...
                                                                                                                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