Use 'Look-up' Fields in Formula columns
Hi I was excited to hear this announcement but now when I try to use a formula column as a lookup column, I can't seem to. I was hoping to get around the problem of Zoho Reports not supporting lookup on date column by converting data into number using convertdatatype function and then doing lookup on it but I encounter the same message as earlier- that formula column can't be changed to a lookup one. Not sure if my understanding of the announcement is wrong or I'm not doing the lookup properly.
zoho UploadFromDB not working
i am trying to upload from DB but its not working double click one popup came and vanished so please give me solution for this Thanks, RAMI
KPI's user filter is not working
Hello. I've created a table like: Date | Qty Jan, 2016 | 15 Feb, 2016 | 10 Mar, 2016 | 20 Apr, 2016 | 10 May, 2016 | 20 I'm trying to create a dashboard with KPI and user filter by date (Month & Year). When I changes the value of the filter, the value of the Qty is not changed For example When I select Jan,2016 I want to show 15 What is happen? Thank you
Subsequently added columns not appearing in query table using Select *
Hi I created a query table with below code. Select *.A from Table A At the time of saving this query, Table A had three columns- B, C and D. After saving the query, I added two custom formula columns- E & F. I would have expected the original query would automatically fetch the new columns upon refreshing but it doesn't. I'm not a software guy, so not sure if this is normal in SQL or a constraint in Zoho Reports. Please help understand.
Query with 3 joins not working
Hi, I'm trying to build a query table by joining 2 tables with 150,000 records each. My data are such that I need at least 3 fields to match to get unique records. In fact it is four but because I encountered issue in saving, I used Concat function to combine two text fields but alas, I'm still not able to complete the query! FYI, of the 3 fields I'm trying to join the tables on, 2 are text fields (e.g.company name and currency) and 1 is date field (e.g. financial year end date). I see the following
Potentials report with actual Account & Contact names (text)
evaluating Zoho trying to make a simple report with Account Name, Contact Name, Amount (from potentials) only allows me to choice columns from the one Potentials table, so i only get the hidden Id#s. Not useful. Need a join. don't see any way to add other tables (modules) to a report.
Lookup field not showing in Zoho Reports
Hi, We use Zoho Crm with Zoho Reports. I have a custom lookup field in the invoice to Projects (custom module), but I can not see this field or relationship (Invoice-Projects) in the Data Model Diagram.
Excel Export and Hyperlinks
Hi, I have a summary view of my data in a table and I am attempting to download this information but when I download the file the hyperlinks still exist as Text so you are not able to easily click on it in excel. I have tried XLS and XLSX formats but both produce the same result. Is there any resolution to this issue so you dont have to copy and paste the data into a browser to bring up the link.. Thanks,
Can't edit dashboards
Hi, I'm trying to edit the dashboards that I've created but I can't. I'm not receiving any error message. Using Chrome - When editing "my dashboards" I receive a blank page instead of the dashboard page. Using IE - I'm able to see the dashboard and start the "Edit" process, once I want to add an image into it, the pop up window never insert the image. Any idea? Thanks in advance Luis
Query Week Number
Hi, Is there a simple way to return the week number in a query? In SQL the equivalent would be DATEPART(wk,[MyDate]) Thanks in advance!
Cannot downgrade Zoho Reports
Hello, current I have the Zoho Reports Professional Plus Plan, when I go to the button downgrade it appears a window with "Sorry, you cannot proceed to purchase. Please choose any Plans / Add-ons / Connectors to proceed." Why I can not downgrade the?
Zoho Reports - how to get user context in query mode
Hi I am writing a query that would need user context in query mode. How can I get the Zoho user context in my query. Example SELECT EMPLOYEE_NAME, EMPLOYEE_ADDRESS FROM EMPLOYEE where EMP_USER_NAME = <LOGGED_IN_ZOHO_USER> How can I get " <LOGGED_IN_ZOHO_USER>" as john@abc.com john@abc.com - is already a registered user in zoho reports. Thanks in advance Rahul
New Features rolled out on May 24, 2016
New Settings Page for Reporting Databases Zoho Reports has now introduced a new settings page that is specific for each reporting database. You will be able to manage your database preferences from this settings page. With this option, you will be able to configure a wide range of options such as starting day of the week, starting of a financial year, data backup and so on. To access the settings page, click the Settings button in the Explorer tab of your database. Refer to this help documentation
Comments
Is it possible to include comments in the reports? Thank you in advance
Aggregate Formula - Median Values?
I have a simple table like this: Item Value ===== ======== Apple 20 Apple 22 Apple 14 Apple 30 Orange 12 Orange 10 Orange 81 Orange 7 Orange 44 I need a way to get the median value for each 'Item' in the table. Using the Aggregate functionality with a pivot report seems like an ideal solution, however, 'Median' is not available as an aggregate function. If I were 'averaging' the numbers,
How do I customize the the format of a report?
Hi, all! I was wanting to know how to further customize the format of my report spreadsheets that I generate in Zoho. I already know about the three different options for what kind of layout you want on your report, but instead of all of my cells going left to right in rows like this: Company Address Contact Phone # Notes I want it to look like this, preferably with the bottom row merged into one: Company Contact Title Address Phone # Website Notes Does anybody know how to help me format the report
SQL date calculation
I'm trying to calculate the 20th day of the month following a column 'DueDate' in a query table. In SQL, this works: DATEADD(d,19,DATEADD(m, DATEDIFF(m, -1, DueDate), 0)) But in Zoho, it returns this error: Length of the display column name 'DATE_ADD(DATE_ADD(0, INTERVAL PERIOD_DIFF(EXTRACT(YEAR_MONTH FROM so.duedate), EXTRACT(YEAR_MONTH FROM - 1)) MONTHS), INTERVAL 19 DAY)' exceeds 100 characters. Length of the display column name should be less than 100 characters. Can anyone recommend an
UploadTool for copied database
hello guys, I copied a database from my zoho reports account using the web interface within all data (tables and reports). But now I am trying to upload data from my local database but it gives me an error: Server Exception The database is not found! Check if it exists. When I try to upload the data with the original database it works perfectly, but with the copied one does not. Is there any limitations for UploadTool for a copied database ? Thanks,
Filter or Group by Stage Modified Date
Hello, I have built a sales activity report to show anytime a Potential is moved from a certain stage to another within the last 30 days (i.e. from a Stage 0 to Stage 1 this month). As "Stage Modified Date" is not an available field for filters or grouping, does anyone have any advise? Many thanks
Convert a Report to a Table
I'm trying to import a Zoho web shared report into other database, but the settings does not reflect the data. Is there something I can do to import the data? Thanks in advance,
Database restore
Hi I deleted my database by mistake. Is there a way to restore it? Please let me know if there is any chance of doing this as it is quite urgent.
Grouping Groups in a Report
HI, Using ServiceDesk Plus and Zoho Reports. I'm trying to create a report where I can get a percentage of requests that were answered by my Helpdesk and a number of groups that they transfer requests to. My final outcome would be something like this: Month Group Percentage to 100 May 2016 ITHelpDesk 25 Others 75 Where Others would be a group of other groups in ServiceDesk. How can I create the Group of Groups to calculate this? Thanks, Ken
New Features rolled out on May 13, 2016
Zoho Reports API - Client libraries for PHP & GO released Zoho Reports has now included the API client libraries for the popular PHP and GO languages. This enables developers to easily build/integrate the powerful reporting and analytical capabilities of Zoho Reports into their PHP or GO applications. Zoho Reports already provides client libraries in a variety of popular programming languages like Java, C# and Python. You can learn about Zoho Reports API from our help documentation.
Sub Menus in Chart Summary fields missing?
Has anyone else noticed this problem when trying to build charts? I'm trying to show a running total which is usually an option that slides out from a little arrow next to Sum in the Summary menu. All of these slide out menus have disappeared, even though the arrows still appear. I've tried this in multiple browsers. Anyone else having this problem? Emails to support have had no response so far.
Linking between Modules
I'm trying to create a simple report that pulls all my notes, both from Accounts and Contacts into one report. Account seems to trump contacts, and I can't make a report on contacts and show the account! I can't believe there's no way to do that!
New Features rolled out on May 5, 2016
Support to Auto Identify Lookup Columns Zoho Reports allows you to blend/join data across multiple tables using a special feature called Auto-Join. This feature is enabled when you associate tables through a common look-up column. Zoho Reports has now made the process of defining the look-up easier. We now support auto identification of columns that can be linked (looked-up) with your existing tables in the same database at the time of import. It just needs a review and confirmation. Click here
Calculating Rolling Monthly Total
Hi I am having trouble calculating the 6 month rolling total with SQL of this table I've got in Table.1 something like this Customer Name | Month of Sale | Revenue in the Month X Co | Jan 2016 | $5,000 X Co | Feb 2016 | $4,000 Y Co | Jan 2016 | $8,000 Y Co | Mar 2016 | $1,000 Z Co | Dec 2015 | $800 Z Co | Feb 2016 | $2,800 ..... ..... ..... I want to create a table that looks like: Month of Sale | Last 6 Months Rolling Revenue Dec 2015 | $x Jan 2016 | $x Feb 2016 | $x Mar 2016 | $x In this table,
How do you modify the column order in a Pivot Table?
I've been having some issues putting the columns in order on a pivot table. There aren't many options in the settings for the table. For example, in this pivot table I want to have the grade levels in the columns to be in a specific order. How would I be able to customize the order of the columns in my table?
Count only X value in row.
Hello I am trying Zoho Reports formulas and trying to get a count of total sales inside the status row. Can you please post an example. count( "ALL SOLUTION LEADS"."status"=SALE)
Time Elapsed in Hrs
hi, Using the ServiceDesk Analystics, The formula for Time Elapsed in Hrs is "Time Elapsed"/(1000 * 60*60). However if the Time Elapsed is 00:00:00, the results is blank, which is not correct as other formulas cant use this information, Can the formula be coded to avoid this ? Thanks,
Average Graph Line
Hi All, New to reports, what am I missing? I want to produce a simple report of the daily count and the running average. Date Users 04/17/2016 0 04/18/2016 39 04/19/2016 39 04/20/2016 36 04/21/2016 41 04/22/2016 34 04/23/2016 0 My thought was to use an aggregate formula in a Chart view but that is not with success. The desired result for the chart would be. X-Axis Date Y-Axis Unique Users Y-Axis Average
Support Center Plus - Overdue in a specific time range
Afternoon! How would I create a formula, allowing me to report on Requests that became Overdue in a specific time frame?
Downgrade
How would i downgrade from the 15 day trial to the free version?
Database Deleted
Hello We just logged into our Zoho Reports account and our database has been deleted, and all the tables we created over the past year are gone. The only thing that remains is something labeled "test" database. We have called support and left message along with sending email to support. If anyone can help please reach out. We have a lot our business dependent on Zoho Reports. Yes the bill has been paid. First thing i checked Thanks
Sorry, Zoho Reports currently does not support plotting more than 4,000 distinct values in Rows.
Hi, My Reports was working earlier but now it doesn't work. The warning message comes on the screen constantly. :/ Sorry, Zoho Reports currently does not support plotting more than 4,000 distinct values in Rows. 'Name,Name,Ad Soyad,Eğitim Tamamlanma Durumu,FinishedDate' has more than 4,000 distinct values. Possibly, you can apply filter to reduce the number of distinct values in 'Name,Name,Ad Soyad,Eğitim Tamamlanma Durumu,FinishedDate'. I have to create this report. But zoho is an obstacle to. I
Creating a Chart from a Report
In Zoho Reports, is it possible to create a chart from the data generated by a report (instead of a table or a query table) ?
Importing json data creating duplicates and / or missing arrays and nested onjects
I've found when using the Import Data function (Import Files and Feeds) in Zoho Reports to import json data from a site's API server, that when I use version 1.0 of the source's RESTful API (versions are the Swagger revision numbers) I get all the data but many of the records are duplicated, and if I use version 1.1 then I get the correct number of records, but I only get the first level of data and all of the arrays and nested objects are missing. The data is compliant with the specification in https://reports.wiki.zoho.com/Supported-JSON-Formats.html#supported-json-format
Aggregates do not show up in matrix reports
When I customize a matrix report in zoho CRM for the "Activity" module aggregates only show up if the "Column to Total" I choose is "Record count". For any other field aggregates are not shown. Any idea how to solve this problem?
Line graph percentage based on third column
I am trying to run a line graph (X axis = date of surgery, y axis = complications) I would like to show complications as a percentage of total SURGERIES performed (month to month) currently I can only get it to run it as a percentage of total complications. Been mulling over this for 4 hours now
User Account Management
I have a white label reports site. When new users come online I have them sign up for an account at our login page. How is this account then managed? I understand that the most I can do is share views to the account, deactivate, or change user type. I would however like to be able to change the username. There doesn't seem to be an option for the user to manage the account when logged it, it only provides an option to Log Out.
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