Report Elements

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 ways.

Each element serves a unique purpose—some are ideal for visualizing trends, others for tracking key metrics or providing detailed context. By combining these elements, you can create fully customized reports tailored to your team’s workflow and reporting needs.

1. Grid

Purpose: Display a dataset in table format.

Features:

  • Pulls data from any table or view.

  • Apply filters to show relevant records.

  • Supports sorting.

 

2. Chart

Purpose: Visualize data trends, distributions, or comparisons.

Chart Types Include: Bar, Line, Pie, and Column.

Customization:

  • Choose grouping and aggregation (sum, count, average, max, min, unique count).

  • Define axis labels and legends.

 

3. KPI (Key Performance Indicator)

Purpose: Highlight key metrics at a glance.

Options:

  • Compare values based on interval (e.g., this month vs last month).

  • View the difference percentage and get better insights on your progress.

 

4. Text

Purpose: Add context, explanations, or section headers.

Features:

  • Supports basic formatting (bold, italic, bullet points).

  • Can be used for instructions, data commentary, or grouping visuals.

 


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                                                                                                                        • Related Articles

                                                                                                                        • 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 ...
                                                                                                                        • Grid

                                                                                                                          The Grid element is a versatile component in the Reports feature, allowing you to present structured data in a customizable tabular format. How to add and configure a grid element? 1. Go to the Reports section. From the elements panel on the left, ...
                                                                                                                        • KPI

                                                                                                                          The KPI (Key Performance Indicator) element provides a visual snapshot of a key metric in your report. It helps stakeholders quickly assess performance through a value, optional comparisons, and visual styling. How to add and configure a KPI element? ...
                                                                                                                        • Chart

                                                                                                                          The Chart Element in the Reports feature allows you to visualize data from a table in a variety of chart formats. How to add and configure a chart element? Drag and Drop the Chart element from the left-side panel onto the report board. The ...
                                                                                                                        • Text

                                                                                                                          The Text Element in the Reports feature allows you to add rich, formatted text to your report for notes, descriptions, titles, or instructions. How to add and configure a text element? Drag and Drop the Text element from the left-side panel onto the ...
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