Embed a Report into a Page | Zoho Creator Help

Embed a report

Refer to this page to learn how to embed a report as a button in a page.
Note: If your page has another application component (form or report) inside it, then you need to publish the component for it to be accessible in the published page.

To embed a report in a page

  1. Edit your app.
  2. Select the required page from the accordion menu on the top-left corner, or from the application preview in the middle. You'll be taken to its  Design  page.
  3. Click on the  device  icon to navigate to the Design view of the device of your choice.

  4. Hover in the middle and click  Open Page Builder .
  5. In the page builder, click the  Report  option from the page elements menu on the left. A menu will slide in.
  6. Select an  Application  from the dropdown provided. This dropdown will list all the applications available in your Zoho Creator account.
  7. Select a report from the  Report  dropdown. All the reports in the selected application will be listed here.

  8. Click and drag the report under  Embed as Report  option to embed a report into the page builder. You can also double-click the chosen report.
  9. Once the report is added to the page, you can configure various  properties  for it.

To configure an embedded report

  1. Double click the report you want to configure. You can also single click to select the report and then click the  Configure  option in the toolbar at the top-center of the page builder.

  2. The  Report Embed Configuration  pane will slide in from the right. From here, you can configure the  Properties  and set a  Filter .

  3. You can also change the report by clicking the  Change Report  button at the top of the pane.
  4. Select the required application and report in the  Select Report  popup window and click  Done .

  5. Under the  Properties  tab, you can customize the following:
    • Actions : These include allowing the users to  add edit delete , and duplicate records from the report. You can toggle the button beside each action to  show  or  hide  it.
    • Search and Filters : This allows you to show or hide the  search  option in your report.
    • Print and Export : This option allows users to  print and export  records from your report.
    • Miscellaneous : This option allows you to show or hide the total number of records in your report.
  6. Under the  Filter  tab, you can set filters to selectively display and view data in your report. Click  Add filter .

  7. Specify the condition you wish to set as a filter for your report and click  Done .

  8. You can delete the set filter by hovering over it and clicking the  delete  icon.

  9. Click  Done  at the top-right to save configuration.
  10. Select the report and click the  Title  option to set a title for your embedded report. A popup window will appear.

  11. Specify the title and click  Done . The title will be displayed above the embedded report. You can click again on the  Title  icon if you do not want to display the title.

  12. Click the dropdown beside the  double-sided arrow  icon to set the height as  Auto  or  Custom  (in pixels) for your report.

  13. Click the  Delete  icon to delete the report.
  14. Click  Done  at the top-right corner of the page builder once you have finished making changes. The changes are automatically saved.

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