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.

    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









                                            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

                                                                                                              • How to filter a report embedded in a page with multiple values

                                                                                                                When embedding a report in a page, Zoho Creator provides a built-in filter option for direct report filtering. However, for dynamic filtering with multiple values, you can pass the values to the page variable and use it to filter the report. This ...
                                                                                                              • Get embed code of the published report

                                                                                                                This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. To get the embed code of the report 1. Navigate to the Operations page under the MANAGE section of the admin dashboard. 2. ...
                                                                                                              • Embed a report as a button

                                                                                                                Refer to this page to learn how to embed a report in a page. Embed a report as a button Configure properties for the embedded report as button To embed a report as a button in page Edit your app. Select the required page from the accordion menu on ...
                                                                                                              • Create a search functionality to dynamically filter a report

                                                                                                                Requirement Create a search functionality for users to find specific records based on their search queries. Use Case An order management app is used by a business to store its customer details, and by billing agents to order products. There are three ...
                                                                                                              • Embed a form

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