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
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
All-in-one knowledge management and training platform for your employees and customers.
Create. Review. Publish.
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
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 ...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 ...ePHI in Zoho Tables
What is ePHI? Protected health information (PHI) that is stored, accessed, or transmitted electronically is specifically referred to as ePHI (electronic protected health information), which mandates technical, administrative, and physical safeguards. ...Creating a base from a sketch in Zoho Tables
What is it? The Sketch to Create Base feature in Zoho Tables for iOS allows you to visually design a base by simply sketching field names. Powered by Apple Intelligence, Zoho Tables uses Zia to automatically detect and understand the field names you ...Create a Zoho Tables Account
Create Your Zoho Tables Account: Visit https://tables.localzoho.com/ on your web browser. Click on Sign Up Now, fill in the required sign up details, such as your first name, last name, email ID, password, region, agree to the terms and conditions ...