Merge Databases
Hi, I wanted to know if it's possible to merge 2 or more databases into 1. Thank you in advance for your feedback. Cheers,
Email Reporting
Using Advanced CRM, does the table that contains the information for the emails sent out to client get transferred over? How do I go about getting that table to sync? Thanks
Where are the table settings
I set up a table with a URL feed to refresh every hour and send me an email on 1 failure. I need to change the failure number setting because our system goes down for a couple of hours at night but I cannot seem to find the settings for this. I don't want to have to recreate the table just to change this setting. Answer: Mike, You can re-open the scheduled import settings menu for that table by: Opening up the table in question Navigating to Import > Refetch/Schedule Import Clicking on the Edit button
Chart percent of total over time
Hi, I have a table with orders, containing the final order status (canceled, success, error, etc) and the order date. I want to create an area chart which displays the distribution of these statuses over time. There is not 100% stacked chart available and I cannot put a chart on a pivot which would have the % of row. How can I solve this? thanks and best, Zoltan
I have been given a senarion and i seem to have got stuck with is it is to do with prp and sales
I have been given a senarion and i seem to have got stuck with is it is to do with prp and sales but seem to have got stuck is there any sales performance analyst who can help.
Set columns as viewable only?
Hi, In the report settings - permissions, there is an option: Allow your users to edit: All fields, or Only visible fields Is it possible to let users to see but not edit some columns? Thanks!
New Zoho Analytic Module Integration
Good Afternoon, I am trying to sync the leads module and activities module to zoho reports & analytics but keep receiving error message that error has been logged and to contact support. Is anyone having issues? Is it a record count timeout due to # of records? Thanks.
Last Modified Time
Trying to create a report that lists accounts with their Last Modified Date. Problem is it lists several LMD's for each account. I only want the most recent one. Any ideas how to make this happen? Thanks.
Getting Error for multiple options of SQL Statement, may be a Bug in Zoho SQLCloud interpretation when usign Alias Tables in Zoho Reports
Below is my Query , I have Met all the Condition so that it should work in Zoho Reports SELECT myTable.* FROM "myTable" WHERE myTable."ID" = (SELECT T."ID" FROM "myTable" T WHERE DATE(T."date n time") = DATE(myTable."date n time") and T."Name" = myTable."Name" ORDER BY myTable."Error Count" LIMIT 1 ) But, I am getting error as "Whenever a table alias is defined,
FORMULA EDITION
My native language is portuguese (brazilian) and because of that, our Zoho CRM was configured user portuguese words, like "fechado ganho" instead of "closed won" at potentials stage. All of the reports and views that refers to the original words, had to be reconfigured. No problems with that. But, when I'm using Zoho Reports I do not find when I can edit formulas like "won potentials" and "won deals%". So all the reports related to these numbers does not work.
Zoho reports are very slow
Hi, My reports are loading exceptionally slowly the past few days. Any idea if anything is wrong? Most reports are based on about 1.5 years of data, spanning about 4.8 Million rows. Is the size of the data set slowing down the reports or is there something else wrong? Thanks, Stuti
Compare Date Time to Today's Date
Hi, I an trying to get a query to work based on a table that contains records that are created each day. All I want is to count how many records and summarise by location for the current date, so I would have two columns, one with site and one with the record count for todays date. So far I have tried everything I can think of to get the date format to work and I get nothing. The date column is a Date / Time column and I want to compare to CurDate() Any ideas of the syntax? Thanks!
Get Time from a column
I got a Date and Time on the same Column but I would like to separte them in two diferents columns with formulas. For example 31/07/2013 21:38:34, I would like to have in one column 31/07/2013 and in the other one 21:38:34. Thank You
Important changes in Zoho Reports API
We would like to bring it to your notice that we have introduced few mandatory changes in Zoho Reports API usage, for better usability and other technical considerations. This would require some minor, but mandatory, changes to be done in your existing applications. Introducing support for Permanent Authentication Token for API calls Zoho Reports now supports passing a permanent Authentication Token (AuthToken) to use Zoho Reports API methods. Using AuthToken is much simpler than the current
OVER (PARTITION BY) Not working on ZOHO QUERY TABLES
Is this code impossible with Zoho Query Tables? Select "ID","Campaign", COUNT("ID") OVER (PARTITION BY "ID") AS "# of Attempts" FROM "Calls" It works on SQL Express and in Zoho but the problem is, Zoho displays one row and the total count and sql displays all rows with my expected result. http://technet.microsoft.com/en-us/library/ms189461.aspx
Can upload google spreadsheet
Hi, I keep getting an error, that the file is erased or not mine and cant upload it, i have renamed and made sure i owned it, can you help me out please.
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
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