Column calculation
Hi, I need your help for making a new column basing on the following information: I need to calculate for each NIVEL DE COMPLEJIDAD the percentange that the VALOR GLOSA INICIAL represents from the TOTAL VALOR DE FACTURACIÓN: So the new column must do something like this: NIVEL DE COMPLEJIDAD NEW COLUMN I (1.395.400/4.584.843.286)*100 II (39.989.637/4.584.843.286)*100 III
Need syntax for a ZOHO REPORTS Query | "WHERE"...
Hello: My current Query is as follows: SELECT "Passenger", "Travel Date", "Agent" FROM "Master" WHERE "Agent" = 'ABCTRAVEL' Question: What is the syntax for adding 'TRAVELWORLD' to the current search criteria WHERE "Agent" = 'ABC TRAVEL' ( In laymen's terms: WHERE "Agent" = 'ABCTRAVEL' plus 'TRAVELWORLD' ) Thank you in advance for your assistance. Michael
CRM Potentials sync has bug
Why when I set up my CRM Potentials to sync with Zoho Reports I only get the account ID # not the true account name?? In the CRM set up I have Account Name checked but I do not see the Account Name in my synced data in Rpeorts. This is a bug...If the set up has Account Name selected then Account Name should come over in Reports. The work-around tech support gave me is very confusing and not working. I just need the Account Name to come over through the sync so I can run the correct report. Please
Can I change which table a report is generated from?
Hello, I'm using zoho reports and am trying to change which table a report is generated from. Is this possible? Alternatively, is there a way to change what reports are auto generated? Part of me needs involve uploading a new table every couple of weeks and creating various reports based on them. Thanks,
LEFT JOIN Syntax - it doesn't seem to work.
I have some test data in ZohoCRM with 10 contacts, and a few 'calls' logged against those contacts. I want to produce a report that shows the last time each contact was called. This SQL syntax doesn't work: SELECT "Contacts"."CONTACTID", "Contacts"."Last Name", MAX("Calls"."Call Start Time") FROM "Contacts" LEFT JOIN "Calls" On "Contacts"."CONTACTID" = "Calls"."CONTACTID" The output only shows the 1 contact that has a call logged, but I need the report to show every contact in the contacts table
Lead Report with multiple dates
Hi Team, I'm kind of stuck in designing a report and need your help. We have Leads Datatable in Zoho Reports in which we have two custom fields of type Date as 1. First Meeting 2. Second Meeting Now I need to build a report that shows me number of meetings occurred in particular week/month/quarter Forexample I have following 3 records: Lead A 1st meeting: 15/May/2013 2nd meeting: 15/July/2013 Lead B 1st meeting: 15/June/2013 2nd meeting: 15/July/2013 Lead C 1st meeting: 15/July/2013 2nd meeting:
ADMIN REPORT
Is there an audit trail report on user activity that can be accessed. As the Admin, I would like to see when my users log in and what they have done throughout the day in one consolidated report. Thanks
Responsiveness of zoho charts
how can i make my zoho charts responsive. when it comes for normal browser size those are working fine. but when resizing of browser those charts are not responsive.?
Pipeline report, By product catagory
I want to be able to produce a pipeline report that shows separate product categories. We sell our own software on hardware we buy in from suppliers. When I sell a solution, i need to be able to show the sales potential revenue by separating the software from the hardware. Is there a way to do this?
Strange UPDATEADD Error
I'm getting this error message when I try to do an updateadd API call to reports with about 300 records. Error!!! Column Record ID# is present in match columns but not in selected columns This is strange, because as far as I know, the column the error message mentions in in both the incoming data and the table it's going to. Is there some way to troubleshoot this further? There are other tables with the same column name that I've gotten this to work on ... so I'm perplexed.
Upload table not working
Hi I'm trying to upload an excel 07 table into my reports. it was working fine 30 mins ago but now i get an error message if using chrome and the following code below if using firefox. Can't upload a table at all. Is anyone else having this problem? Very Urgent. <form id="ZDBHTMLTableFrm" name="HTMLTableFrm" method="POST" validatefunc="validateForm" action="/ZDBImportData.cc?FROMHTMLSCR=true" actionurl="/ZDBImportData.cc?FROMHTMLSCR=true" onsuccessfunc="handleCreateDBResp" opstatusid="ZDBCREATEDBOPTSTATUS"
Post to Zoho Reports and get charts back
Is it possible to post a URL to Zoho Reports and get the iframe with the dashboard and charts back and refresh the iframe with the posted data?
Calculated fields in a pivot
Hello. My name is Pasq and I have installed Zoho Reports yesterday. I have generate my first pivot. Can I have any calculated fields in a pivot? How can I add these fields? Many thanks, Pasq
How might Subqueries be overcome in Zoho (Query table) ?
Hi SQL Zoho Experts, Apparently Zoho does not seem to accept Subqueries with the SELECT statement, could someone has a solution to count null values for each column by location ? Many thanks. Sqilias SELECT "Business unit", "Location", COUNT('ZIP') AS "ZIP NULL", COUNT('Birth date') AS "Birth date", COUNT('Nationality') AS "Nationality", COUNT('Company') AS "Company", FROM "TABLE" WHERE "ZIP" IS NULL OR "Birth date" IS NULL OR "Nationality" IS NULL OR "Company" IS NULL GROUP BY "Location"
Zoho Reports - New features rolled out on July 17, 2013
With this update Zoho Reports is enhanced with the following new features. Enhanced Dashboard Export support Zoho Reports now allows you to choose among 2 layout options, that suits you, when exporting the Dashboard as PDF. The options are: Layout as in Dashboard As name suggests, the dashboard will be exported retaining the layout of views as laid out in the dashboard design. Note that this method of PDF export is optimized for dashboards that contain charts alone. It could fail when you have
Do we have the plans to integrate Zoho Projects.?
Dear Support Team, Liked the idea of powering Recruit and CRM apps with Reports sections. I would like to have zoho projects powered, since it has very limited number of reports. Which will be useful in co-relating them. Please do the needful. Thanks & Regards, Anand
CRM and Zoho Reports - Related Modules
Hi, I have integrated Zoho Reports with Zoho CRM. Now all Leads, Potentials, Account etc are imported into Reports Database. I need to know is there any way to show data on reports for related modules as well? Take for instance, I need to show Country for Potential. Now there's no field for Country in Potential table. It's in Account table for which that potential is associated with. How can I create a report for Potential for last month grouped by Country of that potential ? Thanks, Hasan
Titles not able to be changed on charts
Just this morning all the titles on my charts that I created via a "Save As" from another chart had their title (within the chart not on the sidebar) default to the name of the chart that they had been saved from. When I go to edit the name of the title it does not change. There is no error message or anything it just doesn't save the change when I hit save. When I reopen the the title is still the same title. I would appreciate your help remedying the problem. It was not a problem until this morning
Creating a report with data from Creator and CRM
Is it possible to create a Zoho Report with data from linked records in CRM and Creator?
Formula column won't divide by 0
I have a simple formula column set up to calculate my cost per lead. It divides total leads by dollars spent. Frequently, I have instances where there are 0 leads with dollars spent. How can I make the formula column appear blank when this occurs? Right now it won't let me put 0 in, it populates "infinity" in the formula cell and won't let me save.
[Export this View] not working as expected.
I cannot export using [Export this View] due to the following error. "The length of the parameter FValue is more than required length" I used the [filter] features to filter users. There are over 400K entries in the table and I filtered 2.7k users.
Any options for burn down reporting?
I am looking to leverage Zoho as a pseudo Scrum measurement/ tracking tool. Has anyone done something similar? I have a custom field for sizing, but are there any scrum tools available, any burn down reports that can be used, etc. as part of Zoho OOTB?
Zoho Reports - New features rolled out on June 21, 2013
Support for Importing Data from Authenticated URL Previously, you can import data into Zoho Reports from a web location only when they are publicly accessible. Now, Zoho Reports supports importing data from URL with basic authentication. With this, you will be able to import data from a private data source available in a web location. Option to import for authenticated URL is available in the Import wizard. You can setup a scheduled import as you do from a public URL. It is also possible to re-fetch
Problem with totals on pivot table
Hi I working on this report https://reports.zoho.com/ZDBDataSheetView.cc?OBJID=839514000000116806&STANDALONE=true&ZDB_THEME_NAME=blue&REMTOOLBAR=true&INCLUDETITLE=true&INCLUDEDESC=true But I got a problem with the totals for each IPS according to the number of CASOS. If I do it manually, I got 62 casos for Centro Medico and 49 for Fundación but the PIVOT TABLE show a total of 41 for the first one and 29 for the second one. I need your help sorting this out. Thanks
Similar to another table function problems
I am using reports and I am wanting to apply all the same reports I made for one table to a new table. I use the "similar to another table" function and I have had several issues in making this work. 1. Only some of the charts are copied which I thought was related to category labels but after changing them to match about half of the charts still do not copy. 2. It seems like any chart that uses a aggregate equation on the y axis changes so that the y axis is a count of the x axis. 3. The color
Problem sorting funnel stages according to their probability
On Zoho CRM, I've created a customized list of stages for my organization's opportunities. I did not use the pre-configured list provided by Zoho on the "Stage-Probability Mapping" page. On Zoho Reports, I created a funnel chart to show the pipeline by stage. However, instead of sorting the X-axis by each stage's probability (from 0% to 100%), it's being sorted by values (ascending or descending). When I choose the option "Custom Sort" to define the correct order, the stages that appear in the pop-up
Issues with sorting in a summary report
I'm having an issue with a Summary view where I can only sort data using the first 3 columns of the report. Every other column gives me the option to sort, but doesn't actually change the display of the data.
Re-arrange Column depth
I can change the width of a column heading when producing a pivot report. Is there any way to change the column heading depth. Thanks.
Important changes in CSV and DB Upload Tool
We would like to inform you on the recent enhancements in the CSVUploadTool and the DBUploadTool that would ease your Upload Tool usage. Download the Latest Version of Upload Tool (requires migration before 30th of July 2013) We request you to use the latest Upload Tool released on June 17th 2013, as support for older versions will be removed by 30th July 2013. You can download the latest version from here. Permanent Authentication Token: The new Upload Tool supports Authentication Token (AuthToken)
Advanced CRM Analytics
Where is the ability to pull the ACTIVITIES module into the Zoho Reports Add-in from CRM?
"Unknown" showing up in charts. Problem When uploading a CSV file.
When I upload a CSV file that has multiple columns and try to chart some of the columns the first thing that shows up on the chart for the Row is Unknown. The data in the first Row is shown just fine when you look at the table, but for some reason in the chart they are all being pushed down one and Unknown is the first value.
Pivot data type for non-US locale?
Hello, When creating a pivot table, all of my data columns appear to be interpreted as text (rather than the various date and currency columns that I'm actually using). This prevents me from summing up values, for instance. I suspect that this is caused by the fact that I am using a Dutch locale in the Sheet settings. Is there a way to keep using the Dutch locale, but also have proper data types in a pivot table? Kind regards
Cant change bar colors if large number of bars in bar chart...
I am trying to customize the colors of a bar graph using Zoho Reports and I have found that on two of my bar graphs that have approximately 10 bars I am unable to select the "click to change the color" button. I see the bubble pop up with "click to change the color" but when I click nothing happens. Nothing happens when I select change legend colors as well. Both graphs have a variable in the color field on the edit settings graph tab. Is there anyway to work around this so that I can modify these
Incorrect date
Ive set the time zone according to Colombia, where our company operates. However, when I create a date column it displays a diferent time
Date difference
I set the time zone according to the place the company operates. However, when I create a date column in a spreedsheat, it show a diferrent time.
Compare same month over multiple years
Hello, i am trying to create a bar graph that displays monthly performance each year. So if i had 2008 to 2010 there would 4 bars side by side for each month. see attached 'monthly sales performance' example from excel I just can't figure out how to do it I am also trying to do the same thing but with the figure accumulating. see attached 'accumulating monthly sales performance' example from excel. I can't figure out how to do this either. can somebody help?
switchboard
Is there an easy way to create a switchboard of links to the various reports for my mgmt team? Having trouble sharing the various reports in an organized way. Thanks!
Zoho Reports - New features rolled out on May 31 2013
Support for Advanced Summary Function in Charts Advanced summary functions (% of Total, Running Total, Difference From etc.), one of the most applied functions in Pivot Tables, is now supported in Charts. With this you will be able to apply advanced summary functions and summarize data based on other values in the column, apart from the basic functions such as Sum, Max, Min or Average. Using this you will be able to plot some powerful calculations on a chart as in the below screenshot. Support
LIKE with wildcard in Query Table
How do I do the like operator in Query Table? Select A.*, B.* from tableA as A inner join tableB as B on A.column1 like '%' + B.column1 + '%' The above code doesn't work. but the code below works but it's not generating my expected output. Select A.*, B.* from tableA as A inner join tableB as B on A.column1 like B.column1 Thanks!
Is it possible to make a copy of a dashboard?
I update my dashboard monthly for client reporting but I'd like to be able to make a copy of each month's report to have for historical records. Is there anyway to do this besides exporting as a pdf?
Next Page