Lead Owner Problem - A simple question
Hello All, It is my first question on this help forum and it'll be a simple one i guess :) The basic idea for me was to monitor on a weekly basis the ability of my salesmen to create leads and turn them into opportunities. To do so i'm editing the Leads to Potentiel Drop out Analysis and i've changed the first variable which is lead source to Lead Owner. The output looks like this : It is the french version so "Tous" means "ALL" The problem is that Paul is not my only salesman and i only get his
Only two charts available?
AlsoHello all, Can anyone shed some light on why I only have "Scatter" and "Line" charts available in my application? I am plotting a decimal value over time. Also are normal distribution curves supported in reports? Jason Rapp
Newbie: needs help with EPOCH dates
Hi, I am extracting data from a mysql database and putting the data into a configured table on Zohoreports. All was working fine untill the company upgraded their database and now instead of a nice easy to read date format, I see an EPOCH. What do I need to do to make my report realise that the epoch is a date and can translate it? I tried just making it a date field but no joy :( Totally lost now. Any help would be appreciated
Zoho Reports for Zoho Creator users/applications
We are current zoho creator subscriber. 1) If we want more than just charts and pivot tables for reporting, is it suggested that we get a subscription of zoho reports? 2) Within our zoho reports area, is there a way all of the data is immediately available to zoho reports from our zoho creator app? Do we need to make some setting change within zoho creator for the app to share with zoho reports?
Reports on POTENTIAL, where is the "QUANTITY" field?
Report for POTENTIALS have access to all fields but QUANTITY. By this, I mean the actual QUANTITY field on the LEAD. I am in the coffee business and that field is used for number of kilograms of coffee. I am trying to create a report that summarizes the following by CLIENT (Account Name) per MONTH: AMOUNT total (Value of the sale) QUATITY total (number of KGs of coffee) COUNT (number of orders made during the period) Sample from SalesForce: Please HELP. It is a very useful report for us.
Connect to my local database and upload data to zoho report
Hi, I'm evaluating zoho Report for it apply in my organization a dashboard of information, but i want to connect my local sql server database to zoho report. I was reading that is process to do with an API, but a I dont know how to use this app. The Zoho wiki have information of this app, but I dont understand what i need configure for to begin.
how to open different underlying data tables in zoho reports from query table
we are getting data from only first view but how to get second view to get particular no detail and according to particular date can we get different pivot view for different items in table.
zoho - magento database integration guide
hi i am trying to integrate the data taken from the zoho database and post it into a magento(e commerce frame work) all that i could find is a very expensive(400$) third party plugin for doing that can any one guide me in a step by step format of doing that .
Error Code: 8509
I want to connect my local DB with zoho reports. However, upon connecting i keep getting the following error UploadFromDB. 2013/10/01 10:54:34 EAT:Error Occured in uploadData. Error Code: 8509, Error Message: The parameter authtoken does not match the accepted input pattern Kindly help
Hide a Bar in chart
Dear all. Would you be so kind to confirm me how can a manage to build a "bridge Chart" or similar like the one in this picture (using excel)? Any tip/help will be very wellcome. Thanks
Update calculated field in table after import of a new data
I have the table with custom formula field (concatentate of two strings). After import of a new rows this field stay empty. I'm looking for solution how to automatically relalculate it. How to solve it? Thank you in advance Jiri Vlcek
Top 10 % fromTOTAL
Hi, I create a pivot table with the top 10 customers with more spend but I want to create a graphic where it shows how much % of the total spend does these 10 customers represent and how much does the rest of the customers represent. Hope you can help me.
JQuery Datatables - how to delete a newly added row?
I am looking at some legacy code where the user can add new rows to a datatables grid, click submit and they are saved on the database. When they are saved they are give a primary key each. However the bug occurs BEFORE the rows are saved. The user decides to delete one of the newly added rows, but when he clicks save the rows added after the deleted row are NOT saved. So how do I fix it so that they are? My table is defined as; var oTable = $('#AjaxGrid').dataTable({ "sScrollY": 290,
Custom Report Help
made a custom report using contacts and activities. added a filter to show me events over next 7 days. report works but extra records show up, contacts with no event or past events.
Zoho Reports - New features rolled out on Sept. 20, 2013
The following new features were out on Sept. 20, 2013 in Zoho Reports service. More Advanced Summary Functions for Chart With this build, more advance summary functions have been added for Charts. They are: Moving Calculation 100% Group Moving Calculation Calculates the moving value of each data point based on the inputs you provide. The summary function selected will be taken as the basis for calculation. You can perform sum, average, minimum and maximum calculation using this. This will be useful
Chart colors of bar graphs keep resetting from custom colours
It's happened the last two days. The bar graphs in the charts that we have configured have reset twice over the last two days. We already spent a lot of time configuring them back to color codes we wanted, but after they reset again in the last 24 hours, I'm curious if this will continue. Is anyone else seeing this?
Error - Charts not loading
We are getting the following error when we attempt to view any of the charts in any of our databases "Sorry, an unexpected error occurred when performing this operation. The error has been logged and will be looked into. It would be of great help if you could provide us with additional information using the ''Feedback'' link at the top of this page." Are there adjustments we need to make on our end? We need to this resolved as soon as possible as we have these charts embedded on our site to clients
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
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