Share data between databases?
Is it possible to share / link data from one Reports Database into another? Use case: my team is effectively an "agency" with multiple clients. We have data coming from a variety of internal systems into one main database we use for internal reporting. Those feeds are combined with each other, aggregated, etc. to form more useful data views than the individual feeds provide on their own. We would like to use some of those new views to feed client-specific databases for client-facing reporting. I
In ZohoReports Chart, it has a dynamic y-axis, Is it possible same for x-axis also?
Hello all, I'm new on ZohoReports and am creating a scatter plot with Date of Start on Y-axis and Date of Due on X-axis. So, there is a Priority check box based upon which I can see the selected data on the chart. Priority has 4 options:- High, Low, Medium and None. Firstly, I unchecked None, which changed the Y-axis minimum from 2 Jan 2017 to 19 Jun 2017. Similarly, on unchecking Medium changed the Y-axis minimum to 10 Jul 2017. But, the same is unattainable on the X-axis. If this could be done,
Changes to columns in main table not reflecting in existing Tabular reports
Hi I created a new table and from that several tabular reports which show only certain columns in each. I have since added an additional column into the main table but this column does not appear for me to select in the existing tabular reports. Please tell me I don't have to recreate each tabular report... Thanks, Claire
Percent Data conversion error
I have a dashboard setup that pulls data on schedule from a Zoho Docs spreadsheet. Three of the columns are formatted as % in the spreadsheet. Those same data points are imported into corresponding % fields in the Zoho Reports table. This works fine for existing data in the spreadsheet, however when NEW data is added to the Spreadsheet, all data are changed to 1/100 of the actual value. The only workaround I have discovered is to manually reapply the % format to the columns in Zoho Docs. I think
Best way to to merge pivots into one report
Hi, I am evaluating zoho reports and can't work out if the following is possible. I would like to merge two pivot tables together to form a sales history and current inventory report. I think this can be hopefully be accomplished with query tables. Table one contains the sales data and the second table contains the inventory. The sales data needs to be pivotted to create a monthly total sales report. I then want to tack on the end of the table the inventory for each product. An example is shown in
Exist import with 'Add and Replace' option
I've been trying to do an exist import with Add-Replace option but not able to after so many attempts. See the error below. The existing table (Company Master-YE) has ~51k rows and the intended import file has ~35K. I'm trying to add and replace based upon two matching fields. While I understand that this operation is somewhat resource-intensive and could take a while, I'm disappointed because I'm not able to do it at all.
How to allow a user to create new tables and import data?
How to allow a user to create new tables and import data into them without giving them role of a database owner?
Why use Support Emails instead of Forum responses
Why does Zoho support request that emails be used to resolve issues. The details need to be available to those of us who encounter similar problems. Leave the details and support answers in the Forum, please.
Is it possible to restore dashboards from back up?
There was deleted one table and all existing dashboards that were linked to it was removed, it says (view deleted). Is there any way to restore them?
Summary Report not listing all Milestoens
Creating a summary report that shows grouping of task lists within milestones. The report does not show all milestones and puts the task lists that should be in the missing milestones into a group for different milestones. Why is this happening?
How to move a column order in a table
Hi there, Could you please let me know whether it's possible to move a table's column order? If someone made a mistake, and deleted a column by accident, and they add that column again, it is obviously now at the end. Is there a way to move that column from right at the end to the correct place again? From for instance column 90, to column 15? Thanks.
Calculating and displaying Averages problem. Help please!
I am stuck on calculating an average using data I have uploaded within an Excel file. I have tried achieving this both from within Zoho Reports and also by adding new data within Excel to make it easier for Reports to calculate. Within my table I have one column named "Consultant" one named "Date" and the other named "Placement Count" Each time a row of data is added the name of the Consultant (from a drop down list in Excel) together with the date of the placement and the Placement Count which
What is the field to include estimated Work Hrs on a Summary View
I can't identify the field to include in my Summary report that represents the estimated Work Hrs (expected / Required). Can you tell me what it is or if it's on another table besides Tasks?
How do I delete a published URL report?
How do I go about deleting a report that is published to a url?
New Features rolled out on Dec 05, 2017
Zoho Survey and SurveyMonkey Advanced Analytics We at Zoho Reports are happy to announce the availability of the Zoho Survey and SurveyMonkey Advanced Analytics integrations. These integrations enable you as an analyst to proactively manage, measure and derive analytical insights from your surveys run in Zoho Survey or SurveyMonkey. With Zoho Reports you can easily slice and dice your survey responses, derive key metrics and transform them into actionable insights with the power of analytics.
KPI Widget - last 7 days sales vs same period last year
Hello I cannot work out how to display the sum of my sales for the previous 7 days with the same 7 day period a year ago so I can see whether sales this year are up on the same period last year. I suspect my issue is due to the "Group By" option, which I've currently got set to Week & Year. This will look at the current week of this year, and compare to the same week number last year, but this doesn't make sense to us because unless we're viewing the KPI widget on the 7th day of the week, the
Table Column data in other table
I have one Table called Leads. Depends on this Table i create a Query called Außendienstmitarbeiter Query. In this query we have workers name, which we dont have in Leads Table. Now how can i bring this column with Workers name in Leads table. Thanks in Advanced from Berlin, Germany
Share a report whith my admin
I'm a user in Zoho and like to share a report (I have made) with my admin and our other users. Is this possible en how can I do this?
Zoho Projects Sync Issue in Zoho Reports
Hi Viewer, We are importing the Zoho Projects into Zoho Reports using Zoho Apps in Zoho Projects. Five(5) Sync option is closed in Zoho Reports.Now the Error is occurred in Zoho Reports as 'Initial Fetch Failure'. So anyone give the idea about this.I shared the Screenshot for the reference.
Conditional Formatting Retention
Hi We converted a report to Excel & HTML (Inline as well as Attachment in Email) where we have configured Conditional Formatting for a column. We have configured colors for different criteria. Post conversion in Excel & HTML (Inline as well as Attachment in Email), the conditional formatting is not retained. The conditional formatting is retained only in case of PDF conversion. Have you got any plans to cater to the above in near future?
Lost Closing Date
(Some, not all) closing dates are not showing up on reports of open potentials. Entered the same as others where the dates are displayed and no filters are applied. Just started to happen recently. Suggestions?
New Features rolled out on Nov 29, 2017
Public Announcement: Google AdWords Advanced Analytics We at Zoho Reports are happy to announce the general availability of Google AdWords Advanced Analytics integration. This connector provides deeper marketing analytical capabilities for your campaign data in Google AdWords. Product marketers and SEM analysts can 'slice & dice' their AdWords campaigns data in depth and analyze key performance metrics such as impressions, click rate, conversion rate, cost metrics, growth rate and much more. Not
Parantheses
Hi I am creating a aggregate formula and i am writing a formula: (sum("Personnel Data"."OT-1")+sum("Personnel Data"."OT-2")+sum("Personnel Data"."OT-3")+sum("Personnel Data"."OT-4")+sum("Personnel Data"."OT-5")+sum("Personnel Data"."OT-6")+sum("Personnel Data"."OT-7")+sum("Personnel Data"."OT-8")+sum("Personnel Data"."OT-9")+sum("Personnel Data"."OT-10")+sum("Personnel Data"."OT-11")+sum("Personnel Data"."OT-12"))/((SUM("Personnel Data"."Headcount96")+sum("Personnel Data"."Headcount95"))/2) unfortunately
Dashboard Filtering with 2 query tables using one filter field
Hi There, I have been using user filters on the dashboard and for the most part they are fine. However I have one issue I would like to see if there is a fix for it. I have a main query that most of my widgets use. Then I have a second query for another widget. The dashboard uses the field "brand" in the main query for the filter. The second query uses the main_query.brand field alongside fields from a second table. I have set the widget to use main_query.brand as a filter, but when the dashboard
Email Alerts based upon KPI information
Hi there, I was wondering if there is some way to send out Email Alerts based upon if a KPI information is lower then a certain number. I want to be able to identify quality scores dipping below a certain number and then trigger an email. Is this possible to do? Thanks, Ben
Changing Dashboard Widget background color
Hi, I'm using servicedesk+zoho reports. Is it possible to change the background color of the widgets in the dashboard? Currently im using free subscription. What are all the settings wise benefits ill get if im moving to the paid subscription? Please kindly reply. Thank you.
What's New Monthly Digest: September and October 2017
New Connectors Released We have extended the Advanced Analytics connectors for the following popular business applications. Zoho Creator Deeper Analytics for your Creator apps Microsoft Dynamics Sales Analytics to empower your sales execution Zoho
Zoho Reports Admin
Hello, I would suggest having at least 2 Admins for the Zoho Report module. Currently the reports Admin user defaults to the CRM Super Admin. These can be different people. For my job, I use the Reports module extensively, having to ask our Director to do syncs and add new fields when the CRM has custom fields/modules added is annoying and not productive. This also cause an issue when we upgraded to Zoho One. Our account was upgraded under our Directors user name instead of the existing Super Admin.
New Map Charts for Zoho Reports
Saludos. Podria enviarme la version Beta de New Map Charts for Zoho Reports Gracias
New Features rolled out on Nov 07, 2017
Teamwork Projects Advanced Analytics We at Zoho Reports are happy to announce the general availability of Teamwork Projects Advanced Analytics integration. This connector empowers project managers with advanced analytical capabilities thereby giving a greater visibility & control on their project execution. Users of this application can slice and dice their project data, derive & analyze key project metrics such as project completion rate, resource utilization rate, risk rate and do much more. The
New Features rolled out on Oct 31, 2017
Stripe Subscriptions Advanced Analytics We at Zoho Reports are happy to announce the availability of Stripe Subscriptions Advanced Analytics integration. This connector enables you as a business owner to proactively manage and drive your subscription business with deep analytical insights. With Stripe Subscriptions Advanced Analytics you can slice and dice your subscription data, derive & analyze key SAAS subscription metrics such as revenue, growth rate, churn rate, cancellation rate, customer
Union / Join two tables for sales+payroll reporting
Hi, I'm relatively new to this, so this may be convoluted, but I'm hoping someone can give me a hand on this. Trying to relate/join/union (not sure the best method here) two tables with select conditions. Here is the layout, as I've got a few tables with sales-related data. "Sales Ledger" is actual transactions (where there are multiple lines per TX, some that show individual items, some that summarize everything, and some that just have payment info). Importantly, each sale has a unique "receipt
Running item reports that include NON inventory items.
Hi folks, I am new to reports and struggling a little to understand them. I seem to be able to graph my top 10 product sales per month no problem, as long as they are items we track inventory of. However, I can’t find a way to show the top sales of NON inventory items, or services such as “labour” for example. I dont know if this is enough information for anyone to help, or wether someone will say “H, I had that problem” and recognise the issue. Regards, Stu
Filters : "Others" Options
Hi Was looking for "Others" option in Filters tab while creating reports & graphs as provided in User Filters tab. In the Filters tab, after selecting required details in "Include Items" or "Exclude Items", there should be a option to display or calculate other items as "Others". This is specifically important in Pie Chart type of graph where in only say top 5 are selected to display individually and remaining group as "Others". Request you to incorporate feature as above & confirm timeline. If you
connectivity problem in uploading SQL SERVER database
Hi, i am trying to upload my SQLSERVER database to zoho reports, and am receiving connectivity problems, i followed the regular steps but i'm not able to trace the problem. COMMAND PROMPT ERROR >rem $Id$ 1 file(s) moved. The system cannot find the file specified. Logging in... Logged in successfully... Error !!! Exception occured while establishing connection to the database server Network error IOException: Connection refused: connect Kindly check the logs for more details! Logged Out successfully
New Formula to count Hold Orders
Hi, Firstly sorry if this is the wrong place to be asking this! I have started to use Zoho reports with Zendesk so very new to this - Inside Zendesk I have tickets with an tick box option to select when the ticket is a new order. I would like to create a new Aggregate formula in a report to count the number of tickets with this box checked but the ticket status is not closed, solved or deleted. I have easily worked out how to count the number of orders with the following: count("Tickets"."New Order")
Development Tools
Can anyone suggest a set of tools for using in zoho reports? Writing in SQL and searching for dependencies would help for queries referencing tables and queries in other files. Also in Zoho Database Formulas, a tool to check for nesting parenthesis in sync or balanced. thanks,
Recommended Development Tools
Can someone recommend development tools to search for dependencies in multiple SQL queries?
Getting data from previous row
Hi, I have a specific requirement to make using ZohoReports. It goes something like this: If "Status" is 10 (row #2) and "Status" of previous row is 2 (row #1), subtract "StatusTime" (#2.StatusTime - #1.StatusTime) and put it in #2.DifferenceTime How can I achieve this using Zoho reports? Thanks!
Admin setting to control Multi Factor Authentication
Hello, Is there an administrative setting to require users to enable multi factor authentication?
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