Quick View Layouts | Reports | Zoho Creator Help

Understand quick 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 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.

Quick view layouts

Quick view of report provides you with a few predefined layouts from which you can select an appropriate structure. The selected layout enables you to map the form fields to the appropriate positions, and also specify the alignment of the records in the report. For instance, if you have selected the tabular list report layout for an employee profile report in an employee management application, the field labels are in the header row and the records are listed in the subsequent rows. You can sort and group the records and hide and show columns.

The layout types can be broadly classified as follows. Selecting a layout enables you to structure the fields and field values. Besides you can also set certain properties to the overall layout.

Tabular layout

As the naming indicates, the tabular layout enables you to present records in a table-like format. Field labels will be displayed in header row. Each row except the header row is a record. You can customize the layout - have it display the required fields anfreeze the first and second columns, as mentioned below.


Freeze columns in the tabular layout

In list report's tabular layout, you will be able to freeze the first and second columns. On freezing column, the report will behave in such a way that on scrolling from left to right, the columns remain visible while the subsequent columns move out of sight. Learn how.

Note: If the records in the list report are grouped, freeze column property cannot be applied. However, if grouping is removed the configured property for freezing column becomes functional.

Non-tabular layouts

The non-tabular layouts enable you to present a concise summary of all records. You can customize these layouts - set the required field in the predefined placeholders and set the layout's size.

Layout's size

Non-tabular layouts are all about presentation. So when you use such a layout, you may wish to set the width that a record's layout is to occupy on the screen, or define the number of records that are to be shown per row. You can achieve this using the layout's Size property. Learn how.

The following images depict different non-tabular layouts. Layouts' Size are set so as to Fit two records per row.





Related Topics

  1. Understand list report
  2. Set quick view layout

    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


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                          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 SalesIQ Resources



                                                    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 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 quick 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 quick view layouts for spreadsheet 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 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 ...
                                                                                      • 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 ...
                                                                                      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