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!