Different scheduler run option for same report produces different results - URGENT
Hello , I have created a dashboard with a default user filter .If I schedule this dashboard with run option "send once" the user filters are applied properly and report is generated with expected data but if I schedule the same dashboard with run option "daily" the user filters get overridden and produces report with all options selected. Can you please look into this urgently as it is a critical business delivery. Thanks Yasho
Daily currency rate - from external source
Hi, I would like to have a table with currency rate is updates once a day. the source can be openexchangerates.org or similar. do you have this feature on zoho reports? if not, is it possible to develop it? if anyone is interested to develop this for me, please contact me. tnx in advance
This week versus last year same week metric
Hi, Is it possible to create a "Last Year Same Week" metric. For example, I have a report that tracks number of subscribers on a weekly basis broken down by the subscriber type. Below is the sample report: "Subscriber Type" "This Week" "Last Year Same Week" Direct Subscribers 184,321 174,631 Reseller Subscribers 25,321 24,728 Commercial Subscribers 12,837
Filling data in query table?
Hi. I am creating a demo for a company that wants to improve some of its reports and I am trying to show them Zoho as a viable opportunity. Now, while creating the demo, I have to "infer" some information from the tables but I'm not being able to do it because I am not able to add logic code to the reports. Here is an example. I have three tables with simple key relation. Job Personnel JobID PersonnelID PersonnelID (FK) Customer Name CustomerID (FK) CustomerID start Name end Assumptions: A personnel
Zoho reports dashboards
Is anyone else using Zoho reports dashboard feature and having problems with info not migrating over from Zoho CRM? the individual reports have the data but the dashboard does not. I need to know ASAP if there is a problem/fix for this feature
How do you attach or display uploaded photos in reports
We need to be able to send pictures to a report for real time info. How can we do this. can we attach pictures to a report or a cell to be clicked on or viewed??
Create CSV feed
Is it possible to create a CSV feed......in order to update---a table located in database A from a table located in Database B? thanks
Problem adding statistical formula [UPDATED]
UPDATE: I was able to see the entire popup using Mozilla Firefox and then Zooming out the screen. However my only option in the left panel is just the "Add Aggregate Function" Hi! I would like to report this incident. I cannot add an statistical formula, probably because there is a field that I need to fill in above the popup. I cannot scroll up and down to see what are the choices. I just see this exact screen (at the bottom) and I cannot view whether there is an option to "Add Statistical Formula"
how to get a percentage from an aggregate formula?
Hello, I have a column that is the number of visits someone made to a location. I need to create another column in zoho reports that shows what percent each visit is of the total visits. I tried to use the formula (sum(visit)/visit) as a percent but I get an error saying cannot mix aggregate and none aggregate functions. When looking up the issue I got the formula above from a solution somone had given on how to do it and they said it worked but it isn't working now because of the error. What is
Data sampling
Hi, I've been using Zoho for a while and one of my table shows the metric 'monthly visits'. When I saw the value for visits in Nov right after uploading the data the number was 24,578. A month later I see this number and it has turned into 25,108. Does Zoho sample data by any chance because of which the number can change by a few hundreds every now and then? (Something similar to Google Analytics?) Or is this a bug? Thanks for the help!
Can I change the orange title color of reports in Dashboard?
I have prepared the dashboard and wanted to change the orange title color of report which is default in dashboard. Is there any way I can change the color and size of this orange color reports title?
problem with zoho reports and doing a mail merge document
Hi there- I was wondering if anyone could help. I have developed an online database in zoho creator and have setup a query in zoho reports. I want to push through this data into zoho writer/crm to be able to use in a mail merge document. How can I get this data into zoho writer without having to download the xls fle from zoho reports and then upload it again into zoho writer thanks Craig
Drill down on Aggregate Formula
Hi, I created an aggregate formula for a table that contains expenses. The aggregate formula counted the number for expense items where the expense amount was greater than $100 - formula name was "100Plus". I then created a pivot table with "Month-Year" as the rows and the added the "100Plus" aggregate formula as the data field. The numbers came up as expected. For instance, in December 2012 I had 4 expense items greater than $100 out of the at transactions. However, when I clicked on the number
Aggregate Formula over a lookup field in a table
Hi, I was wondering when would an aggregate formula over a lookup field will be available in Zoho Reports. Also, is there a work around? Thanks Sunil
Problem at insert or update a specific Date
Dear Support, If I try insert or update a date field the end show me the message error related toFormat of the field. I set the format to the column to "dd/MM/yyyy" after enter the date with this format at the moment of save the end send a message error the value of the given date '31/12/2012 'is not compatible with the specified date format' dd MMM yyyy HH:mm:ss' Could you help me please? Thanks. Paulo Miguel.
CLOUDSQL: Help with query returning last three month's data
Hi, I have the following query: SELECT MONTH("Table.Sales"."OrderDate") as Month,"Table.Sales"."Customer" AS Customer, "Table.Sales"."PipCode" as PipCode, "Table.Sales"."Product" as Product, MAX("Table.Sales"."UnitPrice") as Price FROM "Table.Sales" WHERE MONTH("Table.Sales"."OrderDate") > 7 AND YEAR("Table.Sales"."OrderDate") = YEAR(NOW()) AND "Table.Sales"."Quote"='Y' GROUP BY "Table.Sales"."PipCode","Table.Sales"."Product",YEAR("Table.Sales"."OrderDate"),MONTH("Table.Sales"."OrderDate") Order
push data from Sqlserver DB
Hi, I want to push data into zoho database from a sqlserver in house DB, i configured all the parameters in the conf files as the documentation says, but when i execute the file UploadFromDB.bat shows me that i need to configure neccesarry parameters in database_connection_param.conf. this is the message in the log file: 2013/02/06 10:36:00 CST: OS : Windows Vista 6.1 x86 2013/02/06 10:36:00 CST: JVM Version : 1.5.0_11 2013/02/06 10:36:00 CST:TESTRUN :: false 2013/02/06 10:36:00 CST:2013-02-06 10:36:00.909
Zoho Reports: Email Scheduler stopped Working
Hello, I have setup/ configured email scheduler to send email of daily and weekly reports. But recently, the email scheduler is not working ( not receiving e-mails ) or the mails received with reports(pdf file) is not attached properly. It would be good if you could provide an solution for this . Thanks and Regards Yasho
Sum -> difference from in chart
Hi, is it possible to use the function Sum difference from in chart? Greg
Column headings not visible in internet explorer
Hi For some reason from this morning the column headings of the tables aren't visible in internet explorer but works in other browsers. Does someone know why? Thank you
Multiple Joins Timing Out
Hi, I am trying to get a Query Table to run with multiple Joins. Its fine for up to 3 joins but when I put the 4th one in it times out. Any thoughts Query Below SELECT opportunity_type,opportunities.deleted as opp_deleted,opportunities.description as opp_desc, sales_stage,opportunities.assigned_user_id as opps_assigned_userid,amount,user_name,cost_amount_c,actual_close_date_c,contract_line_c, curr_prov_c,reptowho_c,nextsteps_c,probability,deal_stage_c,inf_dec_c,nomfd_dev_c,softapp_c, end_user_c,machinesprodsoft_c,noofprint_c,useav_c,creditcleared_c,financeco_c,mpscontract_c,
Give access to single report in DB in design mode
Hi, I would like to give access to a single report. this access needs to be able to "edit design". I dont want to provide access to complete data base. What are my options? tnx
Cannot publish reports winthout login in free plan
Why can´t I publish reports anymore? I'm on a free plan and can build reports unlimited, but now when I try to publish it says to upgrade my plan, this was always possible before.
Net Gain metrics
Hi, I am trying to create Net Gain metrics which produces the difference in values of a metric across two time periods. For example, I have a report that tracks number of subscribers on a weekly basis broken down by the subscriber type. I would like to track the Net Gain as well as the change/movement of subscribers since the previous week. Below is the sample report: "Subscriber Type" "This Week" "Net Gain Since Last Week" Direct Subscribers
Relative filter based on user filter
Hi, Is possible to create a report that has relative filter that is linked to a user filter? For example: Say I have a report that has the measure "Number of Orders" and "Order Date". I would like to create a report that shows the "Number of Orders" for the current week and previous week. In addition the report has a user filter that allows the user to select a week - set by default to current week. If the user selects the current week (say 25 Jan 2013), then the report would look like:
How to display date in dashboard
Hello, I have sales report generated daily and want to display the report generated date in the dashboard title. Tried with html code but it doesn't display the date . Is there any solution to display date in dashboard along with tittle ? It should appear as: Daily Sales Report as of DATE. Thanks Yash
Query Tables (Looking up data from another table to make 1 table)
I have 2 tables created by importing data on a nightly basis. One table lists sales. The other table lists refunds (which could happen up to 30 days after the sale). I want to create a table which lists all of this data in one shot. In essence you would have a date column, a thread column (this is the common value that ties sales and refunds together), and an amount column. All refunds would be negative and all sales would be positive numbers in the amount column. It would be like appending
SQL LIMIT and URL filtering
Hi Zoho team, I'd like some advice in order to do the following. We have a report which contains all data for different companies. We display the report using its URL and we filter it using ZOHO_CRITERIA to display one company at a time. Now we would like to display only the top 5 rows for this report. I've read the post "https://help.zoho.com/portal/en/community/topic/top-5-expenses-for-each-month" but when I try to do the same it displays the top 5 rows for all the companies, not on a per company
Limit decimals in chart
Hi, How do i limit the number of decimals displayed in the chart view? Please see attached screenshot. Thank you! //Julius
import from zoho invoice to zoho analytics
I am trying to set up importing payment data from Zoho Invoice into Zoho analytics. It would be great to do this on a set schedule. Please advise. thanks Bruce
Financial Reports from 2 Views
Hmmm, I'm not sure how to do this, nor if I'm even approaching this in the right direction. I have a form for all my expenses (Expenses). I have another form (Client Work) for the work I do for clients. How do I create a report that shows my monthly income total and my monthly expenses to give me a net total? Thanks
scheduled import from zoho creator? how
hi i just did first import from my zoho creator's app. it seems well. but there is no any button (in "import") for scheduling it. how can i install scheduled import from creator's app to my reports database? https://reports.zoho.com/ZDBDataSheetView.cc?DBID=778397000000144124
Exporting report pdf or Exceel
Hi,
Link to Excel
Hey, New User to this, I have an Excel Document that multiple user use to input the status of Tasks is there any way to link it to ZOHO Reports so that it creates a chart based on the information entered. Thanks
Table filter
Hi How do i set up filter similar to the ones on this web page http://mydatamine.blogspot.co.uk/p/diabetes-dashboard.html I have set up a table with imported data from my google sheet.
Changing Design Modification - Look-up
I currently have relationship established between two tables Table A (Parent) & Table B (Child)......the relationship is set-up so that if I delete a record in my parent table (table A)....all related child records (table b) will be deleted....I would like to change the set-up so that the child records in table B will not be deleted....if I delete a related parent record.....Is it possible to change this setting? Or is it to late? Thank you
Dynamic fiscal year query
I have several years (and growing) of data that I need to query whose results need to be grouped by our fiscal years, Oct to Sep. So I don't have to create a new sub-query and edit the primary query every year, I would like to have a dynamic moving window of time that goes back 5 fiscal years or so, 1 sub query per fiscal year counting back from the current one. As an example a sub-query for the last fiscal year would be something like: Sub-Query name: "FY-1" SELECT "Staff_ID", "Amount" FROM
Import from Google Spreadsheet not working
Hi, For the last 5 days, the scheduled import from Google Spreadsheet is not working. Support has promised to look into it but no resolution so far. Please resolve this asap. Sunil Tadepalli
Is there a way to restrict access to a Reports PermaLink / URL using an IP address range
I like the ability to publish a report and dashboard without the need for users to have to login but I'm concerned about access by users outside our company. I had thought I could restrict access to these using allowed IP address range in my profile but that does not seem to restrict anything. Any ideas on how I can limit access to just people who are on our corporate network but still use the Publish Report Link without login feature.
Get Embedded code for all Views
Is it possible to get the iframe embed code of all the public views in my database with one or 2 clicks instead of manually copy & pasting them individually? Another option would be to get the title & obj id of all the views and I can construct the iframe code in my website Let me know
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