Create Report from Live Application | Zoho Creator Help

Create Report from Live Application

You can create a list and pivot report from the live mode of the application shared with you using shared analytics. To enable this feature, the admin needs to provide Create Report permission.

To create a new report list from live application:

  1. Click the Create Report option in the live application.
  2. Select List report type.
  3. Select the Form for which you need to create the report.
  4. Enter Name of the report.
  5. Select the profile of users to which the report needs to be shared.
  6. Click the Create and Customize button.
  7. Customize the report.
  8. Click Done. The report will be created.

Report Customization

You can customize the report according to your requirements. You can define layout properties, set field properties, add filters, create grouping of records, and sort records.

Set layout

To define layout properties:

  1. Select the Layout section in the Report Customization window.
  2. Add fields that need to be displayed or delete fields that are not required.
  3. Select individual fields to define their properties.
  4. Click Done to navigate to the report.

The report will reflect the layout properties.

Set filter criteria

To add filters:

  1. Select the Filter section in the Report Customization window.
  2. Click the Add Filter button.
  3. Specify criteria for filter.
  4. Click Save button to save the filter.
  5. Click Done to navigate to the report.

The report will display records that match the specified filter criteria.

Note: You will be able to create multiple criteria.

Group records

To create grouping:

  1. Select the Grouping section in the Report Customization window.
  2. Select the field for grouping.
  3. Click the Add button.
  4. Specify sorting order for the groups.
  5. Click Done to navigate to the report.

The report will display records as groups under the values of the selected field.

Set sorting order

To set sorting order:

  1. Select the Sort section in the Report Customization window.
  2. Click the Add button.
  3. Select the field for sorting.
  4. Specify sorting order.
  5. Click Done to navigate to the report.

The report will display the records sorted based on the values of the selected field.

Manage settings

To set manage report settings:

  1. Change the name of the report
  2. Modify the user profiles that will be able to access the report.

Manage report

To edit the report:

  1. Navigate to the required report.
  2. Click on the edit icon alongside the report name. The Report Customization window will be displayed.
  3. Modify the properties.
  4. Click Done to access the report and view the changes.

Delete report

To delete the report:

  1. Navigate to the required report.
  2. Click on the delete icon alongside the report name.

The report will be deleted.

Note: Edit and Delete options will be available only to the owner of the report.

Create Pivot Table

To create a new report from live application:
  1. Click the Create Report option in the live application.
  2. Select Pivot Table report.
  3. Select the Form for which you need to create the report.
  4. Enter Name of the report.
  5. Select the profile of users to which the report needs to be shared.
  6. Click the Create and Customize button.
  7. Customize the report.
  8. Click Done. The report will be created.

Report customization

You can customize the report according to your requirements. You can define chart properties, set the fields for the chart, add filters, apply chart type and set themes.

Edit report

To edit the report:

  1. Navigate to the required report.
  2. Click on the edit icon alongside the report name. The Report Customization window will be displayed.
  3. Modify the properties.​
  4. Click Done to access the report and view the changes.

Delete report

To delete the report:

  1. Navigate to the required report.
  2. Click on the delete icon alongside the report name.
  3. The report will be deleted.

Create Pivot Chart

To create a new report from live application:

  1. Click the Create Report option in the live application.
  2. Select Pivot Chart report.
  3. Select the Form for which you need to create the report.
  4. Enter Name of the report.
  5. Select the profile of users to which the report needs to be shared.
  6. Click the Create and Customize button.
  7. Customize the report.
  8. Click Done. The report will be created.

Report customization

You can customize the report according to your requirements. You can define chart properties, set the fields for the chart, add filters, apply chart type and set themes.

Edit report

To edit the report:

  1. Navigate to the required report.
  2. Click on the edit icon alongside the report name. The Report Customization window will be displayed.
  3. Modify the properties.​
  4. Click Done to access the report and view the changes.

Delete report

To delete the report:

  1. Navigate to the required report.
  2. Click on the delete icon alongside the report name.

The report will be deleted.


    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






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Encrypted Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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

                                                                                                              • Create list report from live application

                                                                                                                You can create a list report from the live mode of the application shared with you using shared analytics. To enable this feature, the admin needs to provide Create Report permission. To create a new report from live application: Click the Create ...
                                                                                                              • FAQs: Creating an Application

                                                                                                                This page offers insights on creating applications from scratch, the steps involved in creating an app, exploring different components of an application and deluge, importing data and the limitations involved. How to create an application? Locate and ...
                                                                                                              • Create pivot chart from live application

                                                                                                                You can create a pivot chart from the live mode of the application shared with you using shared analytics. To enable this feature, the admin needs to provide Create Report permission. To create a new report from live application: Click the Create ...
                                                                                                              • Create pivot table from live application

                                                                                                                You can create a pivot table from the live mode of the application shared with you using shared analytics. To enable this feature, the admin needs to provide Create Report permission. To create a new report from live application: Click the Create ...
                                                                                                              • Showing only logged in user's records in a filtered report

                                                                                                                Requirement   Display only the relevant records for the logged in user, based on the customer email, to ensure the security and privacy of the data from other users in the application. Use Case   An order management application has the Order form ...
                                                                                                                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