Detail View Layouts in Kanban Report | Zoho Creator Help

Understand detail view layouts in kanban 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 with insights. It equips you with a certain level of ability to customize the way your records are organized in your report.

There are two views to a report: quick view and detail view. Both these views can be assigned with layouts that clearly present the data in that particular view. To have your report appear in a certain structure, you must determine the layout while building your application. The layout that you select is what reflects when you access the report. The fields and records are arranged in a manner that provides proper insights to the data collected.

Detail view provides you with a couple of predefined layouts from which you will be able to select an appropriate structure. The selected layout enables you to customize the fields that must be displayed and specify their positions according to your preference.

There are two specific predefined layouts:

  • Summary layout - The layout enables you to present the detailed view of the record in a linear manner. You will be able to see all the fields and their congruent as label and value pairs.

  • Block layout - The layout enables you to organize the fields and their values as blocks and also allows you to incorporate other relevant field information into the detail view of that particular record. Thus on clicking a record, its details and data from related form fields are displayed as structured chunks of information. For instance, if you have a Task Management application, and you have a report with Task Status details. On click a record, the detail view is displayed. In this layout, you could incorporate records that directly or indirectly have a relationship to it. In this case, the Task Owner field is a related field that enables you to incorporate the Start and End Dates of the task from another report.

There are two types of blocks: block and related block. You can add a new block  and stash a few fields in that section. Or, you can add a block of fields from a related form, which could be associated with that particular record through a lookup or subform relationship.

Related Topics

  1. Set detail view layout

    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









                                            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 quick view layouts in kanban 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 ...
                                                                                                              • Understand detail view layouts in calendar 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 ...
                                                                                                              • Understand detail view layouts for list 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 ...
                                                                                                              • Understand detail 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 ...
                                                                                                              • 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 ...
                                                                                                                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