Creating a report in Zoho Tables
The Reports feature in Zoho Tables allows you to build interactive dashboards using a variety of visual elements such as Grids, Charts, KPIs, and Text elements. Reports help you analyze, present, and track data insights from your tables in a centralized, visual format.
How to create a report in Zoho Tables
Navigate to the base where you want to build your report.
On the left side of the title bar, click on the Reports section.
Click + Create New. A blank report board will open where you can begin customizing your report layout.
Customizing a report
Rename or Delete a Report
Click the More Options (⋮) button next to the report name to rename or delete the report.
Enable or Disable Edit Mode
Use the Edit toggle to turn editing on or off.
⚠️ Only one person can edit a report at a time. If another user is editing, the toggle will be disabled for others.
Sync Changes
Click the Sync button to update the report with any recent changes made by you or other users.
Add Report Elements
From the left-side panel, drag and drop visual elements (Grids, Charts, KPIs, Text) onto the board.
A customization panel will open on the right for further configuration of each element.
Publishing your report
Once your report is ready:
Click Publish to share it with:
Collaborators within the portal
Anyone with the link
Secure your report by:
Setting a password
Defining an expiration date for the shared report link
Access your files securely from anywhere
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