Zoho Desk: How to link accounts data table with tickets data table?
We are using Zoho Reports to analyze Zoho Desk performance. I cannot find a way to connect the accounts with the tickets to make an report about how many tickets were created from an account. Is there any way to solve this problem?
Nested If Help
I'm writing this nested IF statement and it doesn't seem to be working. Basically it will take the day of the week in number form and add a certain amount of days to another date column based on what day of the week it is. It works as a single if statement: If("Day of Week(Sun 1 - Sat 7)"=1, adddate("8 Week Mark",1),"8 Week Mark") But not as a nested if: If("Day of Week(Sun 1 - Sat 7)"=1,adddate("8 Week Mark",1), If("Day of Week(Sun 1 - Sat 7)"=2,adddate("8 Week Mark",0), If("Day of Week(Sun 1 -
What's New Monthly Digest: January 2018
New Connector Released: HubSpot CRM Advanced Analytics The HubSpot CRM Advanced Analytics integration empowers you with deep sales analytical capabilities and helps you keep track of your Key Sales Performance metrics. It comes with over 60+ handpicked sales analytics reports and dashboards that you will find of great value. You can also create your own insightful reports to track your sales pipeline, visualize your sales conversion funnels, measure sales team performance, forecast your sales and
RPAD With Space Character Not Working
Hi, I am trying to create a report that requires character length specific fields that are space filled. My approach is to create a query of fields and concatenate them into a single column while using the RPAD function on each selected field so I can fill with spaces as needed. My requirement is to have each field contain a specific number of characters and if the content of that field is less than the character count requirement, then fill with spaces. It seems as the RPAD function is perfect for
Query Table Using Filtered Data on Dashboard
I have one database "SALES" that has a date column, and code column. I have another Query Table "QT" that does some number crunching to get monthly data by code. When I have a global filter on my dashboard for "Month/Date" on SALES, all of my reports filter just fine except for the QT - That always stays the same. If you filter by code that QT has a lookup column for, it seems to work. Just not any date (since you cant make a date a lookup). How can you filter a QT by filtering the source by date?
Travel in 2017 - A Zoho Reports Travelogue
From revamping our entire charting framework to releasing powerful Mobile BI apps for mobile devices, Zoho Reports has had an eventful 2017. Not just that, we have added close to Half a Million Users last year!! As we start a new year, we want to take this opportunity to thank you all for your constant support and feedback. We wouldn't be here without you. Here's an Infographic that highlights the key product milestones in 2017: You can read the complete list of what was new here. Cheers, Zoho Reports
Zoho CRM reports consistent naming conventions
We are using Zoho CRM Plus, which has built-in integration and data sync between Zoho CRM and Zoho Reports. Getting into building some Query table and quickly got frustrated with the inconsistent naming conventions of fields between tables. For example, the field "AccountID" in the Accounts table is listed as "Account ID" (see the space?) in the Contacts table. When writing queries it is cumbersome to have to remember these slight variations.
Need help
Is there anyone in this community that has experience with Zoho Reports and I can hire for a quick project? I just need an experienced user to help me create a dashboard should not take more than an hour and I will pay.
summary view
I want to know the SQL that is used to display the summary view,because I want to use Zoho CloudSQL.
How to convert Seconds into Hrs:Min:Sec format in Zoho Reports
We have two date/time stamp field in one of our data tables. We want to create a formula column to calculate the difference between these two dates. What format will the resulting column be in -in am hoping it will be in a numberic format and the result will be in seconds. Can someone confirm?
Average Processing Time
Is it possible to show Avg Processing time in Hrs:Min:Sec format???
Zoho report API
I'd like to use zoho report in zoho crm. I get zoho report. Can I use ZohoReportPHPLib.zip?? Please teach me how to ZohoReportPHPLib
Transitioning to a new Zoho Community platform
Dear Zoho Reports Users, Our users forum here is being transitioned to a new Zoho Community platform. More details are available in the below URL. https://help.zoho.com/portal/community/topic/zoho-community-is-transitioning-to-a-new-platform We are excited about this and we believe you will like it too, as the new Zoho Community platform will result in more user engagement. Happy participating in the new forum!
Greater Than symbol not being accepted as valid.
Hi, I'm working on a table to determine when an Organization first enrolled for any of our services. This could be for a Portal service which there is a Training Record for or a Data connection for which there is Interface Record. I've been able to pull back the earliest date from each table to determine when the first service was. Here is the expression I'm using: Case When Min(Trn."Training Date - End Users") >= Min(InterS."Go Live Date") >= Min(InterD."Go Live Date") Then
New Features rolled out on Jan 17, 2018
HubSpot CRM Advanced Analytics We are happy to announce the general availability of HubSpot CRM Advanced Analytics powered by Zoho Reports. This integration empowers you with deep sales analytical capabilities and helps you keep track of your Key Sales Performance metrics. HubSpot CRM Advanced Analytics comes with over 60+ handpicked sales analytics reports and dashboards that you will find of great value. You can also create your own insightful reports to track your sales pipeline, visualize your
mongodb connection problem
I am trying to import the data from mongodb database. I am facing an issue that it is giving an error saying that "Database is not found, Please check whether the database exists or not" Actually, I have a database in my mongodb called test. Can anyone help me? Please check the below link for my configurations. logs and conf files
Getting an error when trying to use a date filter as a user filter
Hi there. Can someone help me with this error that I am getting when trying to use the Expense Date as a user input filter on a summary report being built from a query table Numerical Criteria format is illegal() If I take out the user filter, it works fine. Thanks
Crear grafico apilado con el total sumarizado de los valores que lo componen.
Saludos. Quiero agradecer el interés que siempre han puesto en todas mis solicitudes. En la medida en la que profundizo en el uso de la herramienta van surgiendo nuevas necesidades. Acá planteo una mas. Al crear un "Gráfico Apilado" en el se pueden observar los valores individuales de cada uno de los elementos que lo componen identificados con un color diferente cada uno de ellos. No obstante la barra no posee un valor del total de los elementos que la componen. Podría ser esto posible? Para ejemplificarlo
New Features rolled out on Jan 05, 2018
Import Data from Multiple Excel Sheets in a Single Click Zoho Reports now allows you to import all the data from your Excel workbook in one go. Earlier, users were allowed to select only one sheet at a time while importing data from an Excel workbook. From now on, when importing an Excel workbook, you can select multiple sheets at a time to be imported into Zoho Reports (in Step 2 of the Import Wizard). Each sheet will be stored as an individual table in the reporting database. Click to learn more.
Report for Leads to won conversion ratio
Hi Team, We are running a trial version of zoho reports to find out suitability to our needs. We have created couple of reports as well as referred to few default reports which are fine. However, we are facing issues in creating a report for leads to won conversion ratio for a particular time period. For example, we want a report to show number of leads created in 2017 and the percentage of these leads won in 2017. We tried to tweak some of the existing reports to get the results but not getting
Advanced Analytics configuration
I get this error when trying to connect to Manageengien / Zohorepports in the cloud ERROR: Could not update configuration settings due to an exception while saving the Advanced Analytics configuration details. Report the problem to the system administrator. The support file will get the error tracking to analyze the problem and can be created under Support -> Create Support File. Any suggestions ?
How to make a widget for progress % in zoho reports?
Similar to this one: Is there a way to do this in zoho reports. The available widget only shows the inc/dec from a previous time. Hoping for your response. Many Thanks,
Can we add html link in the Reports
We have the need to hand off the user to another application based on the row value. Can we create a HTML code and have it render a link in the report?
"Magic SalesMap" para ZOHO Y SALESFORCE
Saludos. Podria Darme informacion detallada acerca del asunto del correo. Gracias.
New to Zoho and wish to create a database
Hi, I'm new to Zoho and I wish to create a database of raw data client contacts. My existing data is on a multitude of excel spreadsheets some of which are duplicated. What is the easiest way for me to create this I will be looking to have four fields which would be name, home phone number, mobile phone number and product. I am presuming I need to make sure that all of my excel spreadsheets have their columns in this order? Am I able to upload all my spreadsheets then dup check by phone number
New Map Charts for Zoho Reports
Hi. Can you send mr a private Beta version of Map Charts for Zoho Reports feature. Thank You.
Dashboard 3+ Columns
Is it me or one doesn't seem to be able to create a new Dashboard of 3 or more columns ? I can see the pre built Dashboards, some include 4 widgets side by side, but when I keep trying to recreate that arrangement, the boxes auto resize and I cannot replicate the same. This is counter intuitive and really, the only issue I've found with Zoho reports. Hopefully there is a trick to make this work. Daniel
Zoho Reports
Hi ,I have a query regarding Importing data, as I'm importing data from local database(sql server). I'm able to import the tables but I'm not able to import my view table which I have in DB , So let me know how can I import my view data or else how can I import my view query to zoho reports ? If I try to copy the view on query table on zoho report it says only select is allowed. So anyone please guide .
Drill down on Bar chart not working
Hi We have noticed an issue on most of our reports where if you use the filter to select specific products and then click on the filtered bar within the bar chart, we seem to be getting all the data through rather then just the data for that period. Is there a setting that needs to be changed? If you can help me with this it would be greatly appreciated Thanks
New Features rolled out on Sep 28, 2017
Analytics on the Go: Introducing New Mobile Apps for iPhone and Android phones We at Zoho Reports are extremely happy to announce the availability of Zoho Reports Mobile Apps for both iPhone and Android phones. This is in addition to the already existing apps for iPad and Android tablets. With the Zoho Reports Mobile BI app, you can access the reports and dashboards that you create in Zoho Reports service, on the go. The Zoho Reports Mobile BI application provides you with the following capabilities:
Export email doesn't use filter
I've created a Tabular view report which I need to send to different email addresses based on the Project "Group ID". Regular export keeps whatever filter is current but export to xls scheduled email doesn't always keep the filter. Usually, it doesn't but I've run the same scheduled export email more than once by just changing the send time and have gotten an export that has the filter and others that don't use a filter. I've created separate reports so I only have one filter in place on each report
What's New Monthly Digest: November 2017
New Connectors Released We have extended the Advanced Analytics connectors for the following popular business applications. Google AdWords Zoho Survey SurveyMonkey Pivot Tables - Customizing 'Show Total As' Show Total As In Pivot Tables, by default, the summary function used to display the subtotals will be the same as that of the summary function applied on the corresponding data column. With this update you can customize this and apply any
How can I remove a sort on a pivot table
I have created a project pivot view that includes "last update" and "start date". I can't get the sort on the "Start date" to go away. I just want to sort by last update. How do I remove the sort on Start Date but keep the column in the view?
We are unable to get TXT record for DKIM right now. If you have added the TXT record just now, please wait for 30-45 mins for the changes to propagate and try again.
We are unable to get TXT record for DKIM right now. If you have added the TXT record just now, please wait for 30-45 mins for the changes to propagate and try again.
how to return multiple counts using countif?
I have a column with the results of a survey "very interested", "interested", "moderate interest", and "Not interested". I am trying to use Countif in an aggregate formula to return the count of each of those in a summary report. I can get one category to show a count but can not work out how to extend the formula to show a count for each result. Are you able to use a multiple countif in an aggregate formula. If not then what is another way to achieve the result.
Need help with reporting this data
Hey All! Hope I'm posting this in the right place! Quick question regarding comparative data. Example below for what I'd like to show: Date A (12/1)- new process F was put into place Date B (12/6)- overall satisfaction was at 80%, with 100 people saying they were satisfied -------------------------------------------------------------------------------------------------------------------------------------------------------------------- I have my columns in excel divided this way: Date (process change)
Tabular View Export adding Project ID column
When I've setup scheduled .xls export emails of tabular reports for Projects, sometimes the export is adding the Project ID. This field is not visible in the tabular report. What is causing this?
Custom Fields mapped from Zoho Finance Suite Added
Thanks for enabling Custom Field integration in Reports with Zoho Finance Suite. This is a major step for one of my clients and allows in-depth reporting on Sales Orders at Item level. Well done Team Reports! Craig Davies Target Cloud Authorised Zoho One Partner (UK) info@targetcloud.co.uk
schedule batched reports
Hello, How do I have CRM email me a set of all reports I need in one email every morning? the system allows for one email per report but I'd rather not have 10 emails to go through every morning. Thanks
Edit rights issue in a table of a shared database
Hello all, I am having an issue with the Edit Rights for the shared data in ZohoReports. I’m not able to edit the tables on the shared database A. I cannot find the “Edit Design” option on any tables of the Shared database. But, I do have those options on the database B that I have created by myself. Please find the attached images, they will give more better understanding on this issue. There are four images two for shared Database A and two for the Database B (created by myself). OR, is it that
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