Understand timeline report

Understand timeline report

Timeline report is a date-driven report that allows you to visually present the events that take place within a timeframe. It displays records on an hourly calendar based on the date and date-time field types. The report is equipped with a dynamic display that enables you to switch between weekly and daily records. The efficiency of timeline is best observed on using predefined grouping. It enhances the clarity of the data in this report.

Let's assume that you have many conference rooms in your workplace. You have a room booking application in place. The corresponding timeline report presents the booking details in Week and Day views, respectively. The records have a predefined grouping that is based on the field that captures the names of the rooms. Thus, the records are classified into timelines of bookings of each room. Selecting Day view displays the records in that day. Rooms booked for the day will be displayed including the time span of each booking. Similarly, selecting Week view will display the records for the chosen week.


If you want to view the records of that day, you can click the Today button. You will land on the specific day's record in whichever view you are. This feature is available in browser, phone, and tablet.

Views in a timeline report

Day View: To access the day view of a timeline report, you need to click the Day button at the top-right corner. The view shifts from the previous view, displaying an hourly calendar with records that fall on that day. If the records have a date-time field that traces the duration of the scheduled event, those timeframes are highlighted in the report.

Week view: To access the week view of a timeline report, you need to click the Week button at the top-right corner. The view switches from the previous view, displaying a weekly calendar with records that fall in that week. The records are displayed based on the scheduled dates. If date-time field type is involved, the records also include the duration of the events on each day through that week.


Layouts

Records in a timeline report are references that allow you to quickly grasp the time span of events scheduled for a day or week. If you want to get a brief account of the records in the report, you can hover on the required record to view other field values. The record thus appears as a card upon hovering the cursor. Clicking the record enables you to navigate to the detail view, which is a descriptive view of a single record. Here, the records can be displayed as label and value pairs or as blocks of related records that add value to the individual record information.

In phone, the records are charted on the report and selecting a particular date displays the respective records below. Tapping on each record, displays its detail view.

In tablet, the records appear same as in browser and selecting a particular record displays the detail view directly.

Actions

Edit, delete, add, print, export, import, duplicate and view record are collectively called actions. The user will be able to perform these predefined actions that are made available at the event of some gesture in the browser, phone, or tablet. Along with these system actions, you will have custom action items that appear as button in the header and the record. Differing from the available default system actions, these are scripted actions created exclusively to meet specific purposes in the report.

Timeline report equips you with searching, filtering, importing, and exporting capabilities.

  • Search enables you to search for specific data within the report
  • Filter feature, which is a predefined option, enables you to narrow down to particular records based on field values that belong in choice or date field types. There is another Custom Filter, which again is predefined but not based on choice fields values. It has predefined criteria that serve as filters. Those records that match the chosen criteria (custom filter) alone will be filtered and displayed
  • Import feature enables you to import records and create your spreadsheet report
  • Export feature enables you to export records in the desired format

Related Topics

    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 reports

                                                                                        A report is a compilation of data collected using a form in the created application. Zoho Creator incorporates reports as one of the components to complete the purpose of the application that you create. A report collates and presents information to ...
                                                                                      • Create a timeline report

                                                                                        To create a timeline report: Navigate to the Design page. Click Create icon (+) at the top of the Design page. Click Report. Select the Timeline report type. Select the form the report will be based on. Select the Event Title from the drop-down. ...
                                                                                      • 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 detail view actions in timeline report

                                                                                        Actions enable you to edit or update information, add information, remove information, export data from the application, import data into the application, and print the required data in the preferred format. There are system actions that are ...
                                                                                      • Understand quick view actions in timeline report

                                                                                        Actions enable you to edit or update information, add information, and remove information. There are system actions that are available in the application. There are also scripted actions items that cater to unique requirements specific to 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