Create Kanban Report | Zoho Creator Help

Create a kanban report

To create a kanban report:

  1. Navigate to Design page.
  2. Click the Create icon (+) at the top of the Design page.

  3. Click Report.

  4. Select the Kanban report type.

  5. Select the form the report will be based on.
  6. Select the field the records will be grouped based on.
  7. Name your report.
  8. Click the Create Report button.

The design page will appear with the preview of the created kanban report.

Note:

  1. In this report, you can perform client actions during on creation/editing of records and only upon successful form submission events. These actions enable you to display information, trigger alert messages, or redirect to respective URLs.
  2. When you add fields to be displayed in the card type layouts for reports, certain fields cannot be mapped to certain placeholders due to type mismatch. Learn more.

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