Understand Formatting Records | Zoho Creator Help

Understand Formatting Records

Formatting, in terms of reports, enables you to highlight certain field values in an attempt to grab attention to that data or to make that data stand out for easy visibility amidst the abundance of information in the report. This formatting is based on predefined conditions. The field values that match the conditions will appear in the specified format. The font and colour are the contributing factors that make the field values or records distinguished.

List Report

For instance, you have an Events Schedule report that has information such as name of the event, date, time, venue, and event manager. If the predefined condition states that the events that taking place on a particular place be formatted in yellow, you will find that the records that have Address field values matching the predefined condition are highligted. In this case, California is the criterion based on which the Event, Location, and Date fields are formatted.


Calendar Report

For instance, you have an Project Status report that has information such as name of the Project Name, Manager, Start and End Date, and Status. If the predefined formatting conditions provide specific colors to records with specifc field values in the Status field, you will find that the records are highlighted in those predefined colors.


Timeline Report


For instance, you have an Attendance report that has information on Employee in-time and out-time. If the predefined condition states that the records appear in different colors based on the Stift Time field values, you will find that the records that match the specific conditions are highlighted in the respective colors.


    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







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • 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 ...
                                                                                                  • Define Formatting Rule

                                                                                                    This page is applicable to all report types except pivot chart and pivot table. Formatting allows you to select and apply formats to records in order to highlight them in the report. This helps to draw to attention to certain reports or make the data ...
                                                                                                  • Understand currency field

                                                                                                    Understand currency field The currency field enables your users to enter a monetary value. It displays a currency symbol and allows entering a decimal value. Below is how a currency field looks on a form: When a user accesses from a web browser: When ...
                                                                                                  • Understand Canvas layout designer

                                                                                                    1. What Does This Page Cover? Learn about how you can use Canvas layout builder in Creator to design the detailed view layout of your records, corresponding to your business requirements. 2. Availability This help page is for users in Creator 5 and ...
                                                                                                  • Understand Date/Time Field Properties

                                                                                                    This page is applicable to all report types except pivot chart and pivot table. The date, time, and, date-time field values are displayed as per the date and time format set in your app's settings. These values can be customized at the report-level ...
                                                                                                    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