New Features rolled out on March 30, 2017
New Packed Bubble Chart type for Zoho Reports The Packed Bubble chart type is used to display data in a cluster of circles or bubbles. They are used to display the values disregarding the axes. The difference between a normal bubble chart and a packed bubble is that the latter is tightly packed rather than spread over a grid. You can use a packed bubble chart to visualize large amount of data in a small space. Please do note that, this chart type is available only as a part of the New Charts feature
Widget Font
Dear Zoho Guys. Is there any way to increase the font of a widget? Currentle the highest value is 72 and I need at least to double this value. Can you help me to do this? Thanks
Not able to see Add Custom Formula
Hi All, I am unable to see "Add Custom Formula" option for my Tables. I can only see the below options. [Please find attached the snapshot] "Add Formula Column" "Add Aggregate Formula" Thanks, Vikram
New Features rolled out on April 4, 2017
Zoho Finance Analytics expands with support for Zoho Invoice The Zoho Finance advanced analytics add-on (so far called as Zoho Books Advanced Analytics) gets much more power packed with the Zoho Invoice integration. You can now import your Zoho Invoice organization data into Zoho Reports for advanced reporting and analysis. Till date, this add-on supported analytics only for Zoho Books. From now on you can import and analyze both your Zoho Books as well as Zoho Invoice modules. We have plans to support
IPhone - Pivot/Summary View
My reports have Pivot View and Summary View. We use iPhones to view the report; It was working good till March 23rd. Suddenly it stopped displaying values. The reports are not showing correctly on phones; The details are not coming up. I already tried to contact the support team and left voicemails and email. Nothing back from them yet.
How to make an aggregate formula COUNTIF with 2 conditions
Hi, I'm trying unsuccessfully to create an aggregate formula that counts items if 2 conditions are matched. I thought this would work: countif("Sales Data"."Adhesive"='Yes',"Sales Data"."SalesAgent"='JH',NULL) But it doesn't, the first part works, but the second part doesn't. Please can anyone help me with knowing how to do this successfully? Also, is there a way to define in the formula which column it counts if these conditions are met? Thanks Jon
New in Zoho Reports: Scheduled Emailing of Reports
Scheduled Emailing of Reports Zoho Reports now supports periodic emailing of reports. Tables, charts, pivot/summary tables, dashboards can all be scheduled to be emailed. You can choose from a variety of scheduling options: Daily - repeat every [x days] Weekly - repeat every [x weeks]; repeat on [week day] Monthly - repeat every [x months]; repeat by [day of month] or [day of week] Yearly - repeat every [x years] on [y month z day] Scheduled emailing is now available for all paid users of Zoho Reports
Google Analytics: non-Adwords cost data
Hi! I use several ad systems except Adwords and import cost data into Analytics directly. Can I import those data into Reports database now?
New Features rolled out on March 23, 2017
Microsoft Dynamics CRM Advanced Analytics (Beta) We at Zoho Reports are extremely excited to present to you the Microsoft Dynamics CRM advanced analytics add-on (Beta). This add-on empowers you with analytical capabilities over your Microsoft Dynamics CRM data thereby giving you a greater visibility on your Sales data. The add-on comes with over 100+ handpicked reports and dashboards that you will find of great value. You can also create insightful reports to predict your sales pipeline, know your
Day End in local timezone instead of GMT
I don't understand why Zoho Reports automatically changes the date at midnight GMT.... it should be the local time zone of the user ... I don't care what time your day ends for reports I'm concerned the date where I am
Reports by Client for Zoho Projects
I am using the Advanced Analytics add-on for Zoho Reports and I am trying to create a report which will report on the following for each account by month: Projects (Open) Task lists Open tasks Closed tasks % complete Projects (Archived) Closed tasks Date of archive (Accounts have been associated to Projects in Zoho CRM and synced to Zoho Projects.) I cannot seem to find a way to identify the account in Reports. Can you please advise? (Note, we are not using time logging and we have no need to time
Problem in Dashboards
Hi Team, I had prepared a dashboard which was working properly last week. Suddenly today it is taking lot of time in loading the dashboard through link and even unable to do correction in Dashboard Page. Please check and update ASAP. Regards, Anil
How to import bulk data using custom function from JSON Array
Hi, Hope you are doing good. I am having an array of JSON data fetched from an external API through GetUrl method. I just want to import this JSON Array data into ZOHO Report new table by writing code on Custom Functions. I tried many ways and also gone through many articles but still no luck. I checked below URL and pasted the html form with JSON data FORM uploading but it didn't work showing xml error : https://zohoreportsapi.wiki.zoho.com/importing-bulk-data.html <response action="IMPORT"> <script id="_rf_8ahd_nua75_vl0asd_"/>
Table does not update real information
I have one table in zoho that I need to update everyday, the problem is that if the query i am using does not retrieve any row, the table keeps the information for the last day, showing old information This is the parameters i am using for the upload tool: <Query dbname="ReportingDB" tablename="MacCalls" importtype="TRUNCATEADD" matchingcols="" selectcols="" skiptop="" batchsize="1000" queuesize="-1"> How can I make the table update information even there is not information retrieved for the query?
ZOHO Reports Regarding
Hi, In ZOHO Reports if I want to get list or count of tasks that I have worked on a particular, how do I get them. The start date could be in any other date, but worked in current week.
ServiceDesk Plus Region
Are there plans to incorporate the ServiceDesk organizational details into Zoho Reports? We have our organization mapped out the regional level and it would be nice to produce rankings and drill down reports by region. Craig Rice
Parameter in a Query
Hi, I have a query that includes the typical FROM a date TO a date. I change this FROM / TO value all the time and I have to change it manually in the query all the time in several sentences. Does someone know how can I make to select the FROM date and TO date just one time, maybe in a kind of form previous to run the query? Thks for your help! Enrico
Bad request when calling ADD_ROW api
I have a web application that uses Spring client to send data do Zoho reports tables, when I run the development server with the same data and same code, all the commands are called correctly and I get 200 response. However, on production server, I am receiving 400 error (bad request), and I'm not understanding what is wrong with the data I send: This is the url I send the data: https://reportsapi.zoho.com/api/xxx@xxx.com.br/cervaki-app/Engajamento?ZOHO_ACTION=ADDROW&ZOHO_OUTPUT_FORMAT=JSON&ZOHO_ERROR_FORMAT=JSON&authtoken=xxxxxxxxxx&ZOHO_API_VERSION=1.0
Filtered tabular view in Zoho Report Dashboard
Hi, is thera a workaround to put in a dashbaord a filtered tabular view. Here is the example that I have: I have in a query table all information about deals. I would like to provide in a dashboard tree tabular views that give info about renting, paymemt of commissions, direct sales. I do not want to provide the data in a single tabular view because e.g. the payment of commission report consist of 6 fields but direct sales tabular view of 15 fields.
Query table creation option to shared users
Is it possible to give a shared user option to create Query tables?
How to Rename a Column in Tabular View
Hi. I have found the instructions for renaming a column, but it appears to be different in Tabular view. There is no "Edit Design" button. I have tried all available menus and contextual menus, but I cannot see how to do this. Is it possible?
Does anybody dealer with ORA-01861 error with date?
I'm trying to export data to a table in Zoho Reports using Zoho Upload Tool. I can successfully run the query and get the results in Oracle (using TO_DATE conversion for text fields with date value), but using the exactly same query in database_sql_queries.xml gives me the following error when I run the UploadFromDB.bat: java.sql.SQLException: ORA-01861: o literal não corresponde à string de formato at oracle.jdbc.driver.DatabaseError.throwSqlException(DatabaseError.java:125) at oracle.jdbc.driver.T4CTTIoer.processError(T4CTTIoer.java:305)
Inserting a carriage return or new line in SQL code of a Query Table for readability
My queries are working correctly, this is a formatting question to make it easier for me to see the structure of my queries when I am editing them. In a SQL Query Table, the SELECT commands easily allow me to put each field on a new line by using the carriage return after the comma: SELECT "Table 1"."Field Name 1" As "Alias Name 1", "Table 1"."Field Name 2" As "Alias Name 2", "Table 1"."Field Name 3" As "Alias Name 3", etc. all I had to do was hit "Enter" after the comma. When I hit
Records being truncated by 10,000 rows exactly
I have been using the UploadfromDB.sh tool for a few months now and it has never given me a problem. However, when i'm trying to load a new report it truncates the data exactly by 10,000 records no matter how large the data set. The database that I am pulling records from grows daily so the records uploaded grows daily. Yesterday the number of records the tool says were written was 24367 (which is the correct number) but the report on zoho.com showed 14367. Then when I tried it today the upload tool
New Column Is Not Calculating
Created a new calculated column in our request table but it is not calculating all records. The calculation is: datediff(curdate(),"Completed Time") and the column name is Days Since Closed, numeric. What am I missing to get this new field to calculate correctly? Thanks - Craig Rice
Zoho Reports
Hello, Is there a way to pull reports for individual users?. Example: We have a small sales team and need to track progress of individual users ideally with out running independent reports for each, or at least filter. Thanks, -Wyatt
Shared report with variable filter not opening
The user with whom I've shared a report using a variable filter is not able to view the same. He encounters the time-out error. Report name is 'Dashboard-Micro-YE'. What could be the reason? I've shared the DB with support to look into this.
Filter using row numbers in pivot table
In a pivot chart, is there a way to filter the chart using the row numbers that are provided by Zoho? My use case is that I am using the pivot view to display individual rows of data from my table (without showing all of the data columns using a summary or tabular view). I want to filter so that the report does not display any data if there are less than 5 rows of data. I've tried building an aggregate formula to count on a field, but the field counts are unique to each data row since I'm displaying
Filter using row numbers in pivot table
When creating a pivot view of data, is there a way to build a filter using the row count that Zoho Reports automatically creates? The use case is that I am using a pivot view to show individual rows of data. I want to limit the pivot report so that it does not display if there are fewer than 5 rows of data. I've tried building count aggregate formulas and use the aggregate formulas to filter the data, but this does not work because I'm trying to show individual rows, so the count is always 1.
Query Sorting Records First Entry By Group
SELECT "IORef", "PaymentDate", SUM("FCIRecognition") FROM "Dave Live - Income Details" GROUP BY "IORef", "PaymentDate" I wrote the above simple select query - I would like the result to be that for the 'IORef' the earliest date for each 'IORef' is only displayed. So for example, using the results below only row 1 and 11 would appear IOB00000004 - 2016-01-28 35.32 IOB00000009 - 2016-01-22 0.51 I have 1000's of rows that I would like the earliest instance of the 'IORef' to only appear in the
the report brings an incorrect result
Hi, I'm doing a report. But the result seems wrong. I want the users to see only the lastlogindate in the report of 1900. the users that a value is true I want to see. The Result Seems Wrong. MY TABLE SAMPLE MY REPORT FİLTER : As a result of the report from: when I questioned the data, I see that people in that position who do not meet this criterion affects reports, and report the result seems wrong. Please help
Reports Status
Is there a service that displays the status of Zoho servers? At times, we notice a performance drop in the reports and would like to know if the problem is on the servers where Zoho reports is hosted.
Zoho Offline
Hola. Saludos. Existe la Posibilidad de Trabajar con ZOHO "Offline"? Local? Gracias
Formatting not working within tooltips
None of the formatting, whether for Y-axis or Tooltip columns, are working within the tooltip message area of New Charts.
How do I trim and replace in a formula?
Hello, Apologies in advance for the length of this post, but it requires background information. I am trying to do something in Zoho Reports that I have no problems with in Excel (or Access). Background: We make tooling used in sheet metal fabrication. Our part numbers are either fixed or variable. The variable part numbers have always caused headaches for sales analysis. Here are a couple of examples of variable part numbers: PAAA0A025 PAAB2A0250X1000 The fifth character always indicates the shape,
Lookup not supported
Hi, I am trying to join two charts using lookup function following the instruction from the video demo and I'm receiving information: 'Sorry, currently lookup on another lookup column is not supported'. I'm on trail version. Could it be the reason...? Thanks in advance!
Terminating Report Execution Threads
Greetings Everyone, When loading a report, there is an execution timeout. I'm often working on reports/dashboards that are processing very large amounts of data and sometimes wish to terminate the executions rather than wait for the report to load (especially when I know it's going to timeout). Is there a way to manually kill the process execution? Closing the report or dashboard doesn't seem to do the trick and neither does refreshing the page. If that's not feasible, would it be possible to add
Custom Formula Using Data from Related Tables
I'm testing our Zoho Reports and have a question.. I'm looking to calculate ratios using fields from related tables. I have three tables as follows: Table A: Clients Table B: Annual financial data for each client, joined to Table A by a client ID, for a series of years. Table C: Additional annual financial data for each client, joined to Table by a client ID, for a series of years. I want to use the data in Table B and C to calculate specific ratios for each client in Table A for each year. For example,
Sort Values in descending Order Pie Chart
Hi Team, Can you help how to sort values in Ascending/Descending Order in Pie chart. Regards, Anil
How to turn off (NOT MINIMIZE) chat?
Of late, I've been seeing these chat icons which are more annoying than helpful because they hide important elements like rows count in a table view and X-axis settings in chart view (see below example). How do I get rid of them? Need help urgently. Clicking on close button on top right only opens chat window.
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