Zoho Reports - New features rolled out on Oct. 30, 2015
Enhancements in Advanced Analytics for Zoho CRM Module Rename Handling From now on, if you rename a module name in Zoho CRM it will be automatically renamed in Zoho Reports too. Previously, to get the renaming into Zoho Reports you need to re-sync the setup. This step is not required anymore. Alert on fields removal Now Zoho Reports will alert you when removing fields from the integration setup of Zoho CRM. The alert will also display the dependent views/reports that will get deleted on removing
dividing by complete amount - how?
I want to sum up all contact with a specific source and then sum all earnings we made with this contacts and divide it by the sum of contacts. The required tables are called "Kunden/ Leads" and "Investments". The Problem is if i say sum("Kunden/ Leads"."Created time")/sum("Investments"."Betrag im Vertrag") zoho reports counts only those contacts who have already done at least 1 investment. But i want to sum up ALL contacts not only those with an investment. I'm facing this problem many times. Always
LIKE Operator to assign value using CASE
I am trying to analyze a plain-text field that is several sentences, pull out keywords and assign that keyword as the "Reason" (in a new column). The goal is to avoid using multiple query tables to do so. This is what I came up with, and seems to almost work, however when looking at the results, the assigned value in "Reason" does not match any keyword in "Timecard Comments". If there is no matching keyword, the field should return blank. -- SELECT "Billed","Timecard Comments", CASE "Timecard Comments"
postgresql upload tool
Hi, My server use ssl conection. How can I configure the file database_connection_params.conf to use SSL? Best Regards, Tiago Canoas
Can I make a single funnel report with Leads and Potentials in Zoho Reports?
Hi My customer would like to have one single report with Leads and Potentials info to manage its complete sales funnel. The custom fields in both modules are: "Season", "Company name", "Value" Ideally, something like this: SELECT "Season", "Company name", "Value" WHERE Potentials.Season = 'Summer 2016' OR Leads.Season = 'Summer 2016' 1) Can I make it? 2) if yes how ;-) Thanks for the replies JL www.forummc.com
How do i make report that has lead & Opportunity numbers on the same report??
Hey there As a company we have the sales pipeline we use where we have leads that are then converted to an opportunity. We also apply a 11-hot ,2-war,m,3 cold rating to those leads and opportunities. Each week we have sales meeting for the company which has 5 offices and multiple regions and industry. How do i get a report to show number of leads with rating 1 and opportunities with rating group by opportunity owne and region?? I have tried and i cant see anywhere i can do this?
If filter is on in Zoho Sheets then dashboard doesn't update correctly
Hi, I'm wondering if this can be added to a "to do" list - for Zoho Reports. I have some dashboards that take their data from spreadsheets in Zoho Sheets - scheduled every 2 hours. However if I edit the spreadsheet and leave the filter on, only displaying a segment of the data, then the dashboard only updates from the data that is on show. It doesn't include the non-filtered data. It would be great for Zoho Reports to ignore the fact that the filter is on and update from the whole spreadsheet. For
Set a Chart Name via API
Hi I'm new to Zoho reports (I know, RTFM, right?) and have been banging around with the API, interfacing successfully with Ruby. What I haven't found is a way to title a report/chart at runtime. For instance, I've got a sample report showing the number of jobs opened between two dates (selected by the user on the previous screen) - the title of the chart is simply Number of Jobs Opened By Job Type Over a Date Range. I'd like to replace this title with "Number of Jobs Opened Between October 1 and
Updating column date format in pivot view
I'd like to change the date format of the columns in a pivot view, but when I click on the field in the design view, I get the following message : "You cannot remove this column, as there is a dependent column xxx in Data field". Does it mean I have to delete and recreate the data fields in order to update the date format ?
Missing Table and charts
Hi there; Sudenly one table and a few charts just disappeared from a data base view. I know that they exists because the charts are embedded in another page and continue to show normaly, its also possible do drill down data on embedded chart. But, on the database they are just inacessible. Evidences on attached file. Thanks in advance
Http error codes within UploadTool
Upload tool returns a 500 server error. Is there any way of knowing what the 7005 error code represents? 2015/10/15 10:35:42 NZDT: ServerException (HttpStatusCode 500 Error Code: 7005 , URI: /api/info@con-x.com/Con-X%20JobStatus/Staging_StatusHistoryModel, Action: IMPORT, Message: Sorry, an unexpected error occurred when performing this operation. The error has been logged and will be looked into.
User Hourly Rates - Template
I am trying to get my users hourly rates added to the User Hourly Rate - Template. The template is not pulling any information regarding the user and/or projects from Zoho Projects so that I can manually enter the users rates, or set it as a default. Please advise as to how I accomplish this. Thank you~
Comparison with prior year in widget
I would like to create a widget that shows how much we sold "by this point" last year, and I'd like it to update automatically. I can't figure out a relative setting that would allow me to do that. Anyone solve this problem?
Using Order ID as unique identifier
HI, I have an Excel sheet, where I have the line items of orders from our web site. The unique identifier for each record is the Order ID. Each line item for an order has this number in the first fields of that line in Excel. When I import into Zoho Reports it is not treating this ID as the identifier, so when I try to use it - it is treating it as a number so I am not able to run the reports I need. Can you let me know if I am doing something wrong? Thanks Dave (for Geoffrey)
Error code from UploadTool
Looking to use VisualCron to run the UploadTool on a schedule. Does the UploadTool return any success / error codes with regards to failure of uploads? We need to send an email to relevant users if an error / abort happens.
Detect the chart which is broken
Hi, Is there any way that I can quickly see which charts are broken ( no data in view) ? I have hundreds of charts which are published as public and embedded into my website since my data is changing rapidly so I guess some of my charts are broken periodically and I need to remove them from website . So I have to detect those broken chart from Zoho reports. How can I detect those broken Charts ? Thanks Arfater
Setting up Periodic Upload / Synchronization - Task Schedule in Windows Server
Hi to all, I had an issue that i just solve. And i think writing this solution will be usefull to other users. I want to schedule a task in windows server for uploading data from Relational Database To Zoho Reports. I set up the setting in /conf/common_params.conf and /conf/database_connection_params.conf And when i schedule a task for starting /bin/UploadFromDB.dat file with the instructions on https://reports.wiki.zoho.com/Uploading-Data-from-Relational-Databases.html#Setting%20up%20Periodic%20Upload
service desk custom field not showing
Hi, I use Zoho Reports with Servicedesk, automatically exporting every two hours de database to the cloud. I added a few custom fields for requests, my problem is that they are not appearing in Zoho Reports, when I try to apply a filter only the default fields show up. How can I fix it? Thanks,
How to create a link to export one-click query or report to excel
My customers uncomfortable when to export the report or query dashboards need to do some additional steps. How do I set up a link in one click? It would be nice to be exported to use filters on dashboards and without filters.
Add "use filter" in the table query
For all reports is a function, and for queries only filter for each column. The users are not comfortable using it.
Stage History Detail
I am trying to create a report that fetches all the potentials which had a change in Stage during the past year but we can’t find any formula to get potentials whose Stage were changed past Year. Could you please help me to find formula available in the Reports section in Zoho CRM?
Can't see custom Zoho CRM Tasks fields in Advanced CRM Analytics report builder even though we're set to auto-sync
We have setup Zoho Reports so that it syncs automatically, every 24 hours, with our CRM database. We created several custom fields in the Tasks module several weeks ago that I can not see in the Report Builder. This is strange behavior, as I *have been* able to use custom fields in reports on many occasions before. For some reason, I am not seeing them now. Also, since we are automatically setup to sync, I don't have the option to do this: Setup >> ZohoApps >> Advanced Analytics >> Settings >> Opportunities
Unable to connect with custom database created in ZOHO reports section
Hi, We have created CUSTOM Database in ZOHO CRM using URL like this https://reports.zoho.com/ZDBHome.cc?home=true I want to insert/select/delete/update records of table created in this Database , Please help. Do the APIS method URLs work for the report database too ? like this if i change Leads to table name https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=00f6ab2897d75755a2ed314b49b846e5&scope=crmapi&duplicateCheck=1&version=4&xmlData=<Leads> <row no="1"> <FL val="Company">Company1</FL>
How I see tables or charts from another database to put in Dashboard
Example; I have two databases Database1 and Database2 in the database1 I have a chart named X. I like to ussing the Chart x from database1 in the Dashboards I create in the Database2. Is somebody help me
Running CSVUploadConsole.sh on PHP
Hi, Can anyone help me on this issue. When i run CSVUploadConsole.sh on PUTTY or some SSH, it works perfect. But when i want to run this on a PHP page it doesnt work. I get null. Here is my code; " shell_exec('sh CSVUploadConsole.sh mycsvfile.csv mydatabase mytable APPEND myuserforcrmreports -A myAuthKey')" Note: i run my php page at the same folder with CSVUploadConsole.sh Thanks, Umut
Report on project task work hours
I am planning to use the Zoho Projects task 'Work' field to enter work hours. This will be used to enter the estimated hours for a task. In Zoho Reports I can access Timesheet data to get the actual hours logged for the task using timesheets. I want to be able to compare the actual hours for a task versus the estimated hours entered in the Work field but I can't find where I can access the Work field in Zoho Reports. Is this field available?
Contact Report Missing
I think I accidentally deleted the contact report "template" and when I use the Accounts and Contacts, it does not show contact fields. How can I get it back??
Need a Calculate to show a Project's % Complete
I am trying to create a report that shows the total number of projects that are active and percent complete based on that. Any tips or trick to help me out would be much appreciated.
Showing Current and Previous Year on a Chart
I have a single table with columns "Date" and "Usage", I would like to to show on a chart, a combo chart with 2 series - the past 12 months, and the previous 12 months, to show a year on year comparison. How would I do this? Thank you Martin
Revenue report generation
How do I generate revenue report for last 1 year ? Where do I enter the details? Your help is really appreciated. Regards, Sathya
Edit the text size of the chart legend
Is there a way to edit the size of the text in the chart legend? Editing the font size for all other aspects of the chart is pretty obvious and straightforward. Is there a reason this is more complex? Is there even a way to do it?
Inactive links when you export a query in Excel
After you export the table query in Excel all the links, even if the data type "Link" are displayed in the form of text, which is extremely inconvenient for work
Select fields of API Zoho Reports in PHP
Hello everyone :) How I can Select a field of a table zoho report with API in PHP and I show it (Date field)? I find a lot of documentation on PHP Thanks
KPI Report Help: Group By and Comparison Indicator
I'm a noob at this because I am evaluating buying ZOHO for my company, but I can't believe I haven't been able to crack this with half a day of trying, googling and searching the blogs and forums. I'm trying to create a KPI widget that uses the "comparison indicator" feature, but I can't figure out how. I suspect my problem is something to do with the table I've setup. Column 1 is a Plain Text Column with Months of the Year, like January, February, March. Column 2 is a Numberic Column with whole
Pass command line parameters to UploadTool
Is it possible pass parameters to the upload tool from the command line - especially a parameter that could be used within the sql query to limit data retrieval? When doing periodic uploads it would be nice to have functionality based on:- eg: select * from table where fieldname > {parameter_1} Parameter_1, parameter_n could be passed on command line by task scheduler?
How do I add a custom field from Opportunities to Zoho Reports?
I created a custom field in Opportunities and I want to be able to report on it in Zoho Reports. How do I get the field to show up in my Zoho Reports builder? Thank you.
Not all projects showing up in ZOHO Reports
All the projects created by ALL the users are not showing up in ZOHO Reports. I need to be able to run reports on all projects not matter who created them within zoho projects. how do I go about doing this?
Empty dashboard (no data) when user filter value is unselected
We are trying to build a dashboard to display charts and tables that will help us to analyze the sales history for a selected customer. In the “User Filter” selection box of the dashboard, the Zoho Report’s user should first select the desired customer’s name (filter the list by name), and then all the charts and tables will display information that belongs only to the selected customer. What value could we add on the “Default Filter Value” of the “User Filter” menu, so no data is displayed as default?
Zoho Reports - New features rolled out on Oct. 1, 2015
Support to Auto Format Units of a Numeric Column Now Zoho Reports provides an option to auto format the unit value as thousand (K), million (M) and billion (B) based on the data in the corresponding column. Recently, Zoho Reports introduced formatting the numeric columns values with thousands (K) or millions (M) or billion (B) unit notations. Now with this Auto option, Zoho Reports auto detects the data in each record and formats the unit accordingly. This allows the flexiblity of setting the right
Allowed IPs associated to users
Hi, it would be great if Zoho Reports could allow to associate IPs addresses or ranges of IPs to users or groups of users. For example for the “Employees” users group (or for employees users) that only work on one location (most of our users) we would allow them to access Zoho Report only from one fixed IP address, and for the “Managers” user group (or managers users), we should impose no access restriction. Thanks!
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