Understand Reports Embedded in a Page | Zoho Creator Help

Understand reports in a page

Embedding reports inside the page makes it easier for the user to monitor and analyze their business data and derive meaningful insights straight from the dashboard. It saves the effort of having to leave the page, navigate to a report from the same or a different app in your account, view data, and return to the same page. It also features seamless interaction between all the applications in your Zoho Creator account. You can add a report from any of your Zoho Creator applications into the page in two ways:

Embed cross application reports 

A report, belonging to any of your applications can be embedded into a page created in another application. You can configure certain properties to this report at the page-level and also define field values to be pre-filled upon loading your report. Learn how

Below is how a report embedded into a page looks like:

Embed report as a button

A report can also be embedded into your page in a button format. Clicking this button directs you to the report (from any of the applications in your account) in a custom target location like pop-up, same window or a new window. You can customize various aspects of the button. Learn how
Below is how a report embedded as a button inside a page looks like:

  • While accessing pages from web browsers and mobile devices, elements related to form will automatically be refreshed when users add, edit, and delete records. 
  • The elements that will be refreshed are panels, charts, reports (except pivot reports).
  • The create, update, and delete operations must happen from either the same window or popup window. In other words, the corresponding form or its report must be embedded in that page. Opening the report (from the page) in a new window will not auto-refresh the related elements in that page.
  • Only those users with export permissions will be able to export the report data. Learn more 
Note: If your page has another application component (form or report) inside it, or a search element, then you need to publish the component for it to be accessible in the published page.
  1. Embed report in a page

  2. Embed report as a button

    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


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us:  support@zohoforms.com


                            




                          

                          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 SalesIQ Resources



                                                    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

                                                                                      • Understand reports

                                                                                        A report is a compilation of data collected using a form in the created application. Zoho Creator incorporates reports as one of the components to complete the purpose of the application that you create. A report collates and presents information to ...
                                                                                      • Understand publish

                                                                                        Publishing components of an application will enable anyone to access it, even if they don't have a Zoho creator account. The application is made of three components: Forms  -  Forms are the primary component of your application.  Reports - Reports ...
                                                                                      • Understand pivot table

                                                                                        Pivot table enables you to organize information as summarized grids. It allows you to dynamically rearrange, group and summarize information for easy analysis of large sets of data. The records are presented as rows and columns of information based ...
                                                                                      • Understand spreadsheet report

                                                                                        The spreadsheet report enables you to view records in a table grid arrangement. The information is distributed into rows and columns, with the fields occupying the column headers and the field values occupying the rows below. This report behaves like ...
                                                                                      • Understand publishing a page

                                                                                        All components in your Creator applications are subject to access control. In other words, only users you've permitted are allowed to access them. However, Creator also allows you to publish your application components. This creates a parallel ...
                                                                                      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