Create Report from ZOHO CRM Report
So we have three reports in Zoho CRM that I am trying to duplicate in Zoho Reports so we can than add each report to a Dashboard in Zoho Reports. As it appears so far I can get the exact report I need in CRM but not the Dashboard view we hope for, and in Zoho Reports I can get the exact Dashboard view we want but having trouble setting up the report....
So all data comes from Zoho CRM. We have set-up the Advanced CRM Analytics. So in Zoho Reports > Zoho CRM Analytics > Potentilas > Create New Pivot View I have attempted to replicate the report we have successfully created in Zoho CRM. Where I run in to a problem is in Zoho CRM Reports the field I am working with is a date field and my filter is "FINAL INVOICE SENT" "IS EMPTY" which makes the report function perfectly. In Zoho Reports it seems date fields can only be filtered by Year, Quarter, Day, etc..??? Is there a workaround for this?
Cheers!
Access your files securely from anywhere
Zoho Developer Community
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Announcing Zoho Analytics 6.0 Beta!
We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team
What's New in Zoho Analytics - August 2024
Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the data
We are coming to your city! Zoho Analytics Community Meetup
Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing
Zoho Analytics: 2021 Look Back
As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021
[Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022
Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution. Hear more from Claudio Cabeza, Director at PREMO
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.