Create Timeline Report | Zoho Creator Help

Create a timeline report

To create a timeline report:

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

  3. Click Report.

  4. Select the Timeline report type.

  5. Select the form the report will be based on.
  6. Select the Event Title from the drop-down.
  7. Select the Event Dates.
  8. Name your report.
  9. Click Create Report button.

The design page will appear with the preview of the created timeline 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 mismatchLearn more.

Related Topics


    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

                                                                                                        • Understand reports

                                                                                                          Note: To optimize efficiency and security, support for XLS format has been deprecated, and instead, the XLSX format will be supported with effect from 21-March-2024. We insist you to replace any instance of .xls to .xlsx across Deluge scripts in your ...
                                                                                                        • Understand timeline report

                                                                                                          Timeline report is a date-driven report that allows you to visually present the events that take place within a timeframe. It displays records on an hourly calendar based on the date and date-time field types. The report is equipped with a dynamic ...
                                                                                                        • Understand detail view actions in timeline report

                                                                                                          Actions enable you to edit or update information, add information, remove information, export data from the application, import data into the application, and print the required data in the preferred format. There are system actions that are ...
                                                                                                        • Understand quick view actions in timeline report

                                                                                                          Actions enable you to edit or update information, add information, and remove information. There are system actions that are available in the application. There are also scripted actions items that cater to unique requirements specific to your ...
                                                                                                        • Understand quick view layouts in timeline report

                                                                                                          A layout is the structure that you assign to a report. It decides what part of the content goes where. It makes your application visually organized and comprehensible. The reports in Zoho Creator can be set in suitable layouts that best provides you ...
                                                                                                          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