Report Options Improvements

Report Options Improvements

Currently there a number of, let's call them quirks, when trying to setup reports for an Apps users.
  1. There are often times when hiding the "Add" button on a particular report for all users would be useful. However to achieve this we must embed the report in a page, now we get an extra page every time we need this functionality.
  2. If you need to remove the 'SpreadSheet' option but keep the 'Timeline' you would need to add an edit workflow with an "On Load or On User Input" code block.
  3. To remove the 'Kanban' you must remove all the single select lookup/dropdown/radio columns from the report and add a formula or single-line field to use instead. Losing the ability to see linked record detail.
Controlling the normal report like how we control an embedded or published report would be a good start, hide/show the options like Add/Search/Column menu/Print etc.. But we also need the ability to decide on each report we create what other report type is available to the user, e.g. Kanban/Map/List etc.

We've seen some great improvements recently, looking forward to plenty more.
    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方