New Features rolled out on Sept 4, 2018

New Features rolled out on Sept 4, 2018

Share Selective Columns from your Tables



Zoho Reports now allows sharing selective columns from your data table to your users. 

So far when you share a table all the columns will be shared to the user always. Now you can choose columns to be shared. This enables you to control what data your users get to see and create reports upon. This will particularly helpful in case you have sensitive data in your table.

Click here to know how to share selective column.

Merging User Filters

The below animation shows merging User Filters.



Zoho Reports now allows you to merge multiple user filters (Text Column) into a single a filter. This is pretty useful in cases when you have a dashboard with reports created over similar columns from different tables.

So far, the Dashboard User Filters are bound to a specific column in a table and will only filter the reports based on them. 

Now, this can be overridden. You can map similar columns into a single User Filter to filter all reports using the Merge User Filter option. This avoids the tedious process of adding multiple User Filter and filtering the dashboard back and forth.

Only user filters which are based on Text column type (categorical columns) can be merged. 

Click here to know how to use the  Merge User Filter option.

Configure Lookup Path




Zoho Reports now allows you to customize the join path to be used for a report. 

You might have joined multiple tables using various Lookup columns in your Workspace. When creating reports,  Zoho Reports will use the appropriate Lookup columns (Lookup path) created between them and generate the report using the auto join capability.

However, in some cases this might not suit your specific need. To address this, Zoho Reports allows you to choose the appropriate Lookup path between tables to be used for report creation using the Configure Lookup Path option. 

To know more on this refer, to the  Customise Lookup path section. 

Revamped Share and Formula Dialog interface

We have completely changed the User Interface of the share and formula dialog for an enhanced user experience. 

Share Dialog



The new Share dialog allow you to quickly share any view as well as customize the necessary settings.

Formula Dialog



The new Formula dialog allows you to construct the formulas quickly by providing a wider editor space and easy access to insert functions and column. It also provides a powerful search option to search across the functions and columns available.  






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