Desparate help please - reporter and creator

Desparate help please - reporter and creator

Dear Zoho Creator and Reporter Teams,

 

Many thanks for your help – your apps have huge potential.

 

I have a number of problems with using your programmes.

 

I am attempting to use Zoho Creator/Reports to run a live audit tool, which will real-time produce reports regarding the data stored - this is potentially to be implemented into large business scale.

 

In Zoho creator I have encountered the following problems:

 

  1. CHECKBOX DATA CANNOT BE PRESENTED IN A GRAPH. This needs to be fixed. It should be possible to present data such as I have 5 apples, 3 pears and 4 oranges as a bar graph. If you allow free text entry then the data may become invalid e.g. pears vs Pears or pEars.
  2. FORMULA DATA CANNOT BE PRESENTED IN A GRAPH. This is a big fault. If I have 30 pounds in one savings account and 20 in another and create a field of total savings I cannot create a graph of the total savings.
  3. CANNOT SPECIFY THE RANGE DIVISIONS for numerical data that is presented in a graph. This is a big fault.
  4. Having converted a large data set into checkboxes and having discovered this flaw I CANNOT CONVERT THE FIELD CATEGORY BACK INTO TEXT INSTEAD OF CHECKBOX.
  5. CUSTOM FIELDS e.g. if I wanted a field to have a Time field the format of which must be ####.
  6. When importing a database and converting fields to checkboxes (which I have stopped doing because of the earlier bugs) – there are frequent errors due to alleged duplication faults. I have been through the data meticulously and cannot find the source.
  7. Data cannot be divided by category then presented for example a bar graph first divided into apples, pears and oranges then displaying weights of each category e.g. pears 4 at 50-75g, 3 at 25-50g, 2 at 75-100g, apples 3 at 0-25g, 4 at 25-50g, 3 at 50-75g.

 

I feel that the possible solution to this is using Zoho Reports. Zoho Reports seems to have greater data manipulation functionality and has been a more established and supported application.

 

  1. If Zoho reporter were to have a “create form” option so that the database could be populated via an embedded external data entry form then this could work well. The iframe format from creator seems to work well for this purpose.
  2. Alternatively, Zoho reporter should be able to populate a database real-time from zoho creator. The advantage of this solution would be that if it imported the field data alone and not the formulae/checkbox coding then the data would be “cleaned” and could then be either text or number and thus should be processed by the reporting tools. The current solution requires making the Creator tables and data public and this is not possible with sensitive information.

 

If these faults were fixed my implementation would rapidly expand into 10,000 + records.

 

Many thanks,

 

James

    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • What's New in Zoho Analytics - October 2025

                                                            Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme
                                                          • What’s New in Zoho Analytics – September 2025

                                                            Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded
                                                          • Announcing Agentic AI - Ask Zia!

                                                            We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.
                                                          • Invitation-Based User Access in Zoho Analytics

                                                            Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security
                                                          • Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

                                                            Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you


                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

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

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方







                                                                                                            • Recent Topics

                                                                                                            • Announcing new features in Trident for Mac (1.29.0)

                                                                                                              Hello everyone! Trident for macOS (v1.29.0) is here with new features and enhancements to enhance your business communication. Let's take a quick look at them. Access shared mailboxes. You can now view and access shared mailboxes in Trident, which are
                                                                                                            • Books is extremely slow again today !

                                                                                                              Everything is running slowly even with 500mb connection speed
                                                                                                            • Cyclic dependencies in many-to-many relationships...

                                                                                                              I have an application which includes a form for companies, and a form for contacts. Each company can be assigned 1 technical and 1 administrative contact. I have this working okay so far, but I want to copy the scripts used so far to a new empty application. When I import the scripts it fails with a message that says: Problem encountered while creating the application Error in resolving form dependency:Cyclic dependency among the forms:[Company, Contact] What can I do to resolve this? After all,
                                                                                                            • Zoho API to create ticket

                                                                                                              I'm developing an integration to create tickets via API, but, locally it works (send and recieve requests). In production it also works sending requests, but, my file don't recieve any response data. My URL is available in Zoho API Console and I have
                                                                                                            • Automate Timesheet Approvals with Multi-level Approval Rules

                                                                                                              Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated to
                                                                                                            • Labels Part 2

                                                                                                               Hey Zoho Mail Team, On the labels window on the left-hand pane, alphabetize label name display, rather than displaying in order created.  This one should be easy. Thanks, Drew
                                                                                                            • Building Toppings #1 - Serving your needs with Bigin Toppings

                                                                                                              Hey Biginners! We're excited to kick off our Developer Community series on building toppings for Bigin, and our goal is to provide an accessible, beginner-friendly, and relevant path for every developer. Imagine creating tiny pieces of software that unlock
                                                                                                            • Can we create Sprint with tasks from Multiple projects?

                                                                                                              Hi Team, We were using Zoho Sprints for quite sometime. Currently we have started the process of Sprint method. We couldnt create the active sprint board with the tasks from multiple projects. I would like to know whether this is possible or Any timeline
                                                                                                            • Tip of the Week #74– Create automated workflows in MS Power Automate

                                                                                                              Zoho TeamInbox now connects directly with Microsoft Power Automate, letting you streamline everyday routines tasks such as from sending emails to managing threads, with automated workflows. About the integration Zoho TeamInbox integrates with Microsoft
                                                                                                            • Account validation

                                                                                                              Hello everyone, I registered my account on ZeptoMail to use the system, but the problem is that the verification period on Zepto's end has already passed and I have limited functionality.
                                                                                                            • Paste issues in ZOHO crm notes

                                                                                                              Hi, since a week or so I have issues with the paste function in ZOHO CRM. I use "notes" to copy paste texts from Outlook emails and since a week or so, the pasting doesnt function as it should: some text just disappears and it gives a lot of empty lines/enters.....
                                                                                                            • Is it possible to add a gradient color to a newsletter im designing?

                                                                                                              From where i sit it looks like you can only choose a single color but not combine 2 colors?
                                                                                                            • New Feature: Audit Log in Zoho Bookings

                                                                                                              Greetings from the Zoho Bookings team! We’re excited to introduce Audit Log, a new feature designed to help you track all key actions related to your appointments. With Audit Log, you can maintain transparency, strengthen security, and ensure accountability.
                                                                                                            • Account disabled

                                                                                                              I have an issue I need help with. Whilst trialing ZOHO CRM I created the following: Account1 (-------------) using m__ame@m__rg___s__i__.___.__ and 2 personal emails Account2 (-------------) using a personal email and 2 users _al__1@______________._o_.__
                                                                                                            • Blocked Email

                                                                                                              We are a Zoho One subscriber and use Yahoo as our MX provider. A few times each year, for the past four years, CRM blocks one or more of my Zoho One users from receiving internal email from CRM. This includes "@mentions" in all modules, and emails from
                                                                                                            • message var is empty in bot mention handler

                                                                                                              Hi, I'm encountering a problem: in my bot's mention handler, I want to retrieve the text the user typed when mentioning the bot. Example: On the #tests-cyril channel, I send this message: “@Donna hello how are you ?” I expect the system variable "message"
                                                                                                            • Remembrance Day to Remember – Recalling Values

                                                                                                              The phrase “at the eleventh hour” refers to the 11th hour of the 11th day of the 11th month in 1918, when the hostilities of World War I came to an end—but it still holds meaning today. Remembrance Day (Veterans Day in the US) is observed on November
                                                                                                            • Enhancing Zia's service with better contextual responses and article generation

                                                                                                              Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while
                                                                                                            • How to display two measures (sales and price) divided by categories on one line chart

                                                                                                              Hi everyone, I’m having trouble figuring out how to display two columns on a line chart with category breakdowns. What I need is a line chart where one line represents Sales and the other represents Price. However, the Price data is divided into around
                                                                                                            • Create custom rollup summary fields in Zoho CRM

                                                                                                              Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
                                                                                                            • Introducing the locking option for CRM records

                                                                                                              Last modified on 06/04/2023: Record locking option in CRM is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, Hope you're doing well! We're thrilled to introduce our latest
                                                                                                            • Two new enhancements in Zoho CRM: Introducing new criteria for user fields and displaying group information in users page

                                                                                                              Announcement moderated on 14th June, 2023. Dear All, These enhancements are opened for all users in all DCs. ------------------------------------------------------------------------------------- Dear All, Hope you're well! We are here with two useful
                                                                                                            • Tip #49- Navigating the Remote Support Dashboard in Zoho Assist- 'Insider Insights'

                                                                                                              The Remote Support dashboard in Zoho Assist is designed to help technicians quickly access, manage, and monitor all their support sessions from a single, intuitive interface. Whether you’re starting a new session, managing ongoing connections, or reviewing
                                                                                                            • BMI formula

                                                                                                              I've been trying for hours to calculate BMI using height and weight as my only inputs. It's a simple calculation and I even went to ChatGPT to help me figure this out in Zoho Forms, but it led me down a path of "try this" and "try this". None of my attempts
                                                                                                            • SEO on blogs

                                                                                                              Hello, google is not able to find my blogs. Can you advice me if I need to change some settings or anything else to make it retrievable via SEO many thanks, hans
                                                                                                            • Duplicated Notebooks

                                                                                                              Out of the blue, almost all of my notebooks got duplicated and the different copies contain different information. Some seem like older copies than the others. I use the linux desktop app and sometimes the Android app. I assume that the sync failed at some point and was unable to merge the two versions together. But I'm afraid to add anything else to my notebook because if it can't properly sync 5 notebooks with only a handful of notes each, what will happen when I have hundreds of notes and I lose
                                                                                                            • Mind mapping in Zoho Projects

                                                                                                              Good morning,   I would like to congratulate the Zoho team for building such an inovative and responsive application that fits in the daily challenges of so many work groups. I would like suggest you another functionality that helps a lot in project planning and development: mind mapping. Mind mapping would be of great help for brianstorming, knowledge management and other needs in online collaboration.   Thanks and wish you all the best! George Maha Empresa Júnior Multidisciplinar do Instituto de
                                                                                                            • Retainer invoice in Zoho Finance modlue

                                                                                                              Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.
                                                                                                            • Documents don't sync properly

                                                                                                              Hello, My team recently moved to Zoho workDrive, some of my team, work remotely so we believed Zoho would be the best way to share and edit files as well as access files withing the team. However we are experiencing sync issues, when a file is uploaded in the file explorer and shows sync complete, same file can be seen on the Zoho web app but other team members can't see the said file because it is not syncing properly. i figured out that if i were to go to preferences in settings and resync the
                                                                                                            • We are looking for an experienced Zoho Developer

                                                                                                              Hi Everyone! We’re on the lookout for a skilled Zoho Developer with hands-on experience in the Zoho Developer Platform (The Vertical CRM Platform) and if you don't know what that is, then you are not the person we are looking for. You would also need
                                                                                                            • Initiate approval workflow after "on edit --> on success"

                                                                                                              Dear Community,  currently I am working on a initiative tracker which should handle approval workflows based on different initiative status. As far as I understand, an approval workflow can be triggered (only?) when data is entered for the input form to the database.  Example: A new initiative is created and submitted. --> Approval Workflow triggered Here comes my question: Is it also possible to trigger an approval workflow if the form was "simply" updated? (on edit --> on success) Imagine the initiative
                                                                                                            • Tax Deductible Donations to a Charity Organisation

                                                                                                              For Australia, what's the best/proper method for entering an expense that is a tax deductible donation to a charitable organisation. And thus is appears correctly in Accounts and BAS as a GST payable deduction?
                                                                                                            • Simultaneous use of WhatsApp Account in SalesIQ and ZohoDesk

                                                                                                              Hi, We have only one number registered in Meta, it's possible use same account for two apps? All times here we try is stopping in SalesIQ. Regards,
                                                                                                            • External lookup fields to synchronise with Analytics

                                                                                                              Hello. I suggest adding external lookup custom fields to the Zoho Analytics integration settings. Currently, these types of fields are not available for synchronisation, so they cannot be used to generate reports with related tables in Analytics. Thank
                                                                                                            • We should have an option to Toggle Off KB Article Links in AI Answer Bot Replies

                                                                                                              Hi everyone, I'm creating this topic to share a feature idea that I think would improve the customer experience when using the AI Answer Bot for self-service. The Current Behavior (The Problem) Currently, when the AI Answer Bot generates a summary or
                                                                                                            • Boot Loop After Removing Service from Client via Admin

                                                                                                              We have multiple laptops experiencing a boot loop / unable to login after the Zoho Remote service was removed from their machine remotely via the desktop client. The Windows sign-in screen is not available, and users are unable to login. This seems like
                                                                                                            • Request Backend Correction — Domains Mapped to Same Help Center (Multi-Brand Setup Failure)

                                                                                                              Hello Zoho Desk Support Team, I need assistance correcting a domain-to-brand mapping issue in our Zoho Desk instance (The Blue Ribbon Project). Both of our verified domains currently point to the same Help Center instead of separate brand portals. Current
                                                                                                            • is there any option to enable the participants interact - can write on the screen, while the screen is shared by the host?

                                                                                                              this is most expected features - for teaching children. is there any option to enable the participants interact - can write on the screen, while the screen is shared by the host?
                                                                                                            • How to disable the Login button in Desk Helpcenter

                                                                                                              Hey there, I'm testing out whether the help center within Zoho Desk could replace our existing Customer FAQ. I tried to customize the themes for the public help center frontend, but stumbled across the login button in the navigation bar. Is there any
                                                                                                            • Subforms in stateless forms

                                                                                                              I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. Basically
                                                                                                            • Next Page