Create a kanban report
To create a kanban report:
- Navigate to Design page.
- Click the Create icon (+) at the top of the Design page.
- Click Report.
- Select the Kanban report type.
- Select the form the report will be based on.
- Select the field the records will be grouped based on.
- Name your report.
- Click the Create Report button.
The design page will appear with the preview of the created kanban report.
Note:
- 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.
- 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.