Create pivot table from live application | Zoho Creator Help

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:

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

    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

                                                                                                              • 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 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: Click ...
                                                                                                              • 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 ...
                                                                                                              • Understand pivot table

                                                                                                                Pivot table enables you to organize information as summarized grids. It allows you to dynamically rearrange, group and summarize information for easy analysis of large sets of data. The records are presented as rows and columns of information based ...
                                                                                                              • 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 ...
                                                                                                                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