Understand Report Types

Report Types

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 Creator applications.

Zoho Creator provides you with different options to spin your data into meaningful reports that make substantial information for the intended audience.

List report: The records are displayed as rows of information, with fields in the column header and fields values in the rows to form a tabular structure and also as cards of information with select field value enclosed in each card. It is suitable to run through many records at one glance.

Calendar report: The records are charted based on date and date-time type of field values. It displays a calendar that features scheduled. The records are present on specific dates in the report. It is best suited to keep track of  events.

Timeline report: The records are charted based on date and date-time type of field values. It is a higher level view of calendar report that captures time frames that relate to the records. It can be used to track time span like in the case of duration of projects and so on.

Spreadsheet report: It typically captures and displays data as a spreadsheet. It has the capabilities of a spreadsheet wherein you can edit, add, or remove records just the way you would be able to do in a spreadsheet.

Kanban report: It helps you organize data into categorical entities in a single report. Your records are sorted into preset groups based on the selected field. This type of report comes in handy when you want to maintain records based on their status and capture the stages of a process.

Map reportThe records are plotted on a map based on the location type of field values. The report is suitable for geographical representation of records.

Pivot table: It 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 on the selections that you make to create the table.

Pivot chart: The data can be presented graphically for visual appeal and assimilation. Area, Line, Bar, Stacked, Pie, Scatter, Combination, Funnel, Web, and  more are the chart types supported.



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                                                                                                              • Related Articles

                                                                                                              • Create a list report

                                                                                                                To create a list report: Navigate to the Design page. Click Create icon (+) at the top of the Design page. Click Report. Select the List report type. Select the form the report will be based on. Name your report. Click Create Report button. The ...
                                                                                                              • Create a spreadsheet report

                                                                                                                To create a spreadsheet report navigate to the Design page: Navigate to Design page. Click the Create icon (+) from the top. Click Report. Select Spreadsheet report type. Select the form the report will be based on. Name your report. Click the Create ...
                                                                                                              • Create a map report

                                                                                                                To create a map report: Navigate to Design page. Click the Create icon (+) at the top of the Design page. Click Report. Select the Map report type. Select the form the report will be based on. Select the field the records will be grouped based on. ...
                                                                                                              • Rename Report

                                                                                                                This page is applicable to all report types. To rename a report: Navigate to the Design page of your app. Hover on the preview of the report. Click Open Report Properties. Click the More icon in the top-right corner of the report builder. Select ...
                                                                                                              • Delete Report

                                                                                                                This page is applicable to all report types. To delete a report: Navigate to the Design page of your app. Hover on the preview of the report. Click Open Report Properties. Click the More icon in the top-right corner of the report builder. Select ...
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