Is there a backup for Reports?
We've built quite a set of query tables and reports within Zoho Reports, and it would take a significant amount of time to re-create them if anyone accidentally wiped out the account -- is there a backup facility with reports? If not, what does everyone else do to back up their queries and tables?
Update Function
Hi, I have two tables. I want to update one column according to an information of another table. I tried with: UPDATED "VALLESALUD-Por Cerrar" SET "VALLESALUD-Por Cerrar"."Estado"="Auditados por cierre con pendientes"."Estado" FROM "VALLESALUD-Por Cerrar" INNER JOIN "Auditados por cierre con pendientes" ON "VALLESALUD-Por Cerrar"."Caso"= "Auditados por cierre con pendientes"."caso" But I got "Solo se permiten instrucciones de consulta SELECT (SQL)" I appreciate your help to achieve
Date Format Query Table
Dear Experts. I´m trying a Query table and i want to create a new column with date format but when i run the Query the column is not recognize as a date. I have tried 01/10/2015; 01-10-2015 and 01.10.2015. ¿How I must write the SQL sentence to Zoho recognize as a date? case a."mes" when '10' then '01.10.2015' when '11' then '01.11.2015' when '12' then '01.12.2015' end 'Mes Real',
Activity Report
Hello. Is it possible to replicate this spreadsheet to a customized report i Zoho?
Dashboard Count Visits
Dear Users. When we share a Dashboard or publish the link, There is a way to count visits?
Zoho Reports - New features rolled out on Nov. 30, 2015
Enhancements in Query Table Editor Interface: We are introducing a new feature-rich query table editor in this update. The salient features of our new query table editor are as follows. Syntax highlighter support. Syntax Assist to construct your query. Pressing 'Control + Spacebar' in the editor would prompt a list of possible SQL syntaxes that could be used in the query. Line Number support. Add Description for Aggregate/Custom Formula: You can now add descriptions for your Aggregate or Custom
Creación de Filtros Personalizados Interdependientes
Saludos. Al crear un Filtro personalizado existe la opción de colocar varios campos que puedan servir como tal. Sin embargo al seleccionar una opción en el filtro 1, el resto de los filtro poseerán todos los valores correspondientes a ese campo, y no se limitan a aquellos registros relacionados con la opción seleccionada en el filtro 1. Ejemplo: Filtro 1: País Filtro 2: Estado Filtro 3: Región El propósito es lograr que al seleccionar un País en el primer filtro, automáticamente en el resto de
Transaction table logic for declines, refunds, split payments
I have a transaction table - with lookup columns for transaction type (approved, declined, refund) - approved need to leave the "amount" field as is, declined need to zero out the amount field, refunds need to make the amount field negative. I have another lookup column for split transactions - the 2 split records need to be counted together as a single transaction. Where do I start figuring this out?
Import Zoho invoices and Checkfront
p.MsoNormal, li.MsoNormal, div.MsoNormal { margin: 0.0cm; font-size: 12.0pt; font-family: Cambria; } *.MsoChpDefault { font-family: Cambria; } div.WordSection1 { page: WordSection1; } Hi ! Firstable, many thanks for your products !! I am currently running a business using both Zoho Invoices and Checkfront. I am now facing reporting issues and I have a real interest in Zoho reports functions. I was wondering if there were any way to directly import data from both checkfront and Zoho Invoices into
Update table 2 after modified data in Table 1
Hi, I have a Table, which I manually refresh currently (until I can get the API's sorted). I would like to be able to record when the table was modified, and the total number of rows, in order to compare once I've refreshed it. Is it possible to create a second table with two columns (date modified, and count of rows in Table 1) - which automatically updates upon the refresh of Table 1? I need to be able to use the comparison widget on the Dashboard, to show whether the number of rows has
Problem uploading data using UploadFromDB.sh
Since today, during the process of UploadFromDB.sh Im experiencing the following error: Generating CSV File... CSV file generated... Uploading Query #1 data into Zoho Reports... Error is :: The host did not accept the connection within timeout of 15000 ms Trouble Shoot Error!!! If you are connecting through proxy server, please check the proxy settings configured properly in the file '..../UploadTool/conf/common_params.conf' and then try again. If you require assistance to resolve the problem, please
Query: Count() values found in one table related to another table
This is more like a SQL question, but I have spent so much time looking for the answer that I was wondering if you could help. I have two tables 1st Table: Languages ------------------------------------------ ID | Language | Difficulty ----------------------------------------- 1 | English | Moderate 2 | German | Hard 3 | Spanish | Hard 4 | Chinese | Very Hard 2nd Table: Students --------------------------------- Student | SpkLanguages ----------------------------------
Why User Filters is not working when i receive a e-mail report ?
I Create a panel with lot of pivot tables, and in all of then have user filters to show only the last 3 months. After i create a daily e-mail report with this panel, but in e-mail i receive all data, and not only the last 3 months. How can i get the same in e-mail of i see on web ?
How we get Response/Resolution and Average turn around time ? Can anyone tell me exact formula for these?
From 8/12 through 10/30 a total of 484 email inquiries, 675 email responses, averaging 1.39 responses per resolution. Emails Responses Response/ Resolution Average Turn Around Time 8/12-8/16/15 59 97 1.64 7:37:45 8/17-8/23/15 88 89 1.01 7:44:07 8/24-8/30/15 40 53 1.33 6:58:37 8/31-9/06/15 38 55 1.45 6:29:31 9/7-9/13/15 23 32 1.39 5:19:41 9/14-9/20/15 48 50 1.04 9:09:39 9/21-9/27/15 43 75 1.74 14:26:01 9/28-10/4/15 22 26 1.18 12:38:09 10/5-10/9/15 20 28 1.4 6:51:50 10/10-10/16/15 29 32 1.1 7:43:47
Zoho Reports - New Tabular View does not show panel with tables and fields
I have two tables with an auto-join relationship between them. When I click on New Chart View, the tables/fields panel appears on the left for the two tables to enable me to create a chart with fields from both tables. But when I click on New Tabular View, there is no tables/fields panel displayed on the left. I want to create a tabular view with some fields from each table. Why isn't the table/fields panel appearing for New Tabular View, but it appears for New Chart View? I am unable to select
Import Zoho Support tickets to Zoho Reports
Hi, I'd like to be able to include data from our Zoho Support system into Zoho Reports. The fields I require are Ticket ID Ticket Created Date Ticket Closed Date Is there an API that I can use to mange the import please? Many thanks Marc
How to display when data was last imported?
I import my latest data every few days for my sales reps in the field so they have their latest sales numbers. How can I display "Latest Import Date" as a widget on their dashboard? Is it possible to do this automatically rather than insert a new column and then inserting "date" of import? Thanks in advance for your help
Query table formula
Hi, I've got a table of imported data from a csv, which I'll be refreshing on a fairly regular basis. I need to query the table, and add extra columns - which I'm trying to do via a query table; so that it's always quering the latest information in the table. I have a field in the table called 'Staff' - I want to create a new column in the query table based on the data within the 'Staff' field. The formula I want is: IF("Staff" IS NULL 'Unfilled', 'Filled') However when I execute that, it
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
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