Reports | Viewing Reports - Zoho Forms

Viewing Reports

View Reports

To view all the available reports in your account,
  1.  On the forms listing page, under REPORTS, click My Reports.
  2. You can select a report you want to view from the list of all reports.
    My Reports

To view the reports of a specific form, 

  1. Click Reports under a form's name in the forms listing page (Home page).
  2. All the reports created for the specific form will appear here. You can open the desired report. 


Sorting Entries

To sort entries in a particular column in ascending or descending order, click the drop-down button, then select Ascending or  Descending. If you have assigned values to a choice based field, you can also view the values assigned.

Sort report entries

Pin a Column to Freeze Pane

To freeze a specific column and keep it locked while you scroll through the other columns in the report, you can pin a column. To do so,
  1. Hover over the column and click the drop-down button specific to the column.
  2. Select Add To Freeze Pane as shown.

    Freeze Pane

Resize Column Width

To adjust the width of a column, click and drag the edges of the column header. Release the mouse once you have reached your desired width.



Show/Hide Columns

To show or hide any columns from the table view of a report,
  1. Click the icon to the left of column headers as shown.


  2. Select/unselect the required columns.

Customizing Field Entries

You can apply different font and background colors to choice type fields (Dropdown, Radio, Multiple Choice, and Checkbox) in reports, to identify the choices distinctly, as shown below.

Customized colors

To do so, 

  1. Click the drop-down in any choice type column and select Customize.
    Customized colors

  2. In the pop-up, set font and background colors for the choices you have listed under a field.

    customizing font and background

Searching Reports

Search within reports works similarly to the search in the All Form Entries section. Refer to it for additional guidance. The only difference is that the Filter by Choice option is not shown by default. To enable it,  configure the Auto-Filter option in Report Builder. 

Filter by Choice

Switching Between Views

To quickly switch your report from List View to Kanban View,
  1. Click the view name in the top-right corner.
  2. Select Kanban View to open the Switch to Kanban View popup and configure the details to switch the report view from List to Kanban. Learn More 
    Switch from List View to Kanban View
To switch the report from Kanban view to List view, click the view name in the top-right corner and select List View. 

Switch from Kanban View to List View

Notes
Note: Switching from Kanban View to List View removes the configuration you have made to create Kanban View report.

Modify Kanban View

Kanban view is a type of report where the entries are in columns, grouped based on the selections made in the dropdown or radio field.  You can choose to modify the fields displayed in the report, change the column grouping field or edit the choices by using Modify View option. 

To do so,
  1. Click Modify View under the  All Entries tab.
    Modify view

  2. In the Modify Kanban View pop-up, update the grouping field by selecting the desired field in Group Columns By.
    Modify Kanban View
  3. Under Choices to Display option, click Edit and customize the choices to display on the cards. From the popup that appears, you can
    1. Drag and drop the choices to rearrange their order in the report.
    2. Uncheck unwanted choices to exclude them from the report.
    3. Click the background fill icon  to change the background color of the choice.
    4. Click the font color  icon to change the font color of the choice.
    Customizing Choices to Display
  4. Under Select fields to display on cards, add or remove the fields displayed on each card.
  5. Click Done once the required modifications are made.

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