Creating a report in Zoho Tables

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

  1. Navigate to the base where you want to build your report.

  2. On the left side of the title bar, click on the Reports section.

  3. Click + Create New. A blank report board will open where you can begin customizing your report layout.

Customizing a report

  1. Rename or Delete a Report

    • Click the More Options (⋮) button next to the report name to rename or delete the report.

  1. 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. 

  1. Sync Changes

    • Click the Sync button to update the report with any recent changes made by you or other users.

  2. 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:

  1. Click Publish to share it with:

    • Collaborators within the portal

    • Anyone with the link

  2. Secure your report by:

    • Setting a password

    • Defining an expiration date for the shared report link

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    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 TeamInbox 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

                                                                                                                            • Creating a Zoho Tables account

                                                                                                                              Visit the Play Store on your Android Phone. Search for "Zoho Tables" and tap Install. Open Zoho Tables from your app library and tap the Get Started option. From the list of options, choose your preferred sign-up method. You can create a Zoho account ...
                                                                                                                            • Creating a Zoho Tables account

                                                                                                                              Visit the App Store on your iPhone. Search for "Zoho Tables" and tap Get. Open Zoho Tables from your app library and tap the Get Started option. From the list of options, choose your preferred sign-up method. You can create a Zoho account by choosing ...
                                                                                                                            • Guest mode in Zoho Tables

                                                                                                                              Zoho Tables lets you explore and create your own bases without needing to create a Zoho account upfront. This is ideal if you just want to try out the product or build a base before committing to sign up. What can guest users do? Create and edit ...
                                                                                                                            • Guest mode in Zoho Tables

                                                                                                                              Zoho Tables lets you explore and create your own bases without needing to create a Zoho account upfront. This is ideal if you just want to try out the product or build a base before committing to sign up. What can guest users do? Create and edit ...
                                                                                                                            • Report Elements

                                                                                                                              When creating a report in Zoho Tables, you have access to a set of powerful building blocks called report elements. These elements allow you to design interactive, data-driven dashboards that present your information in meaningful, easy-to-understand ...
                                                                                                                              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