Reports | Viewing Reports - Zoho Forms

Viewing Reports

List View

To view all the available reports in your account,
  1.  Click the Reports tab.
  2. You can select a report you want to view from the list of all reports.

    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  DescendingIf 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.

    Pin a column

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.

    Click Customize

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

    Choose colors

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

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 configure the report from List to Kanban.

Switching to Kanban view

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. 

Modify View

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 Entries tab as shown.

    Modify view

  2. In the Modify view pop-up, select Card Fields to add or remove fields from the report.Click Done once the required modifications are made.

    selecting fields

  3. To change the field by which the report data are grouped, you can select the desired field in Group Columns By under Column Grouping section. For example, instead of grouping columns by course selection you can group it based on participants preferred time slot.

    Grouping Column

  4. Customize the choices of the grouping column field by clicking Edit in Choices to Display.

    Edit Choices

In edit choices, you can
  1. Drag and drop the choice to rearrange their order in the report.
  2. Uncheck unwanted choice 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

Switching Between Views

To quickly switch the report from Kanban view to List view, click the view name in the top-right corner and select List View
Notes
Note: Switching from Kanban view to List view removes the configuration you have made to create Kanban view report.

Switching between views

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