Expenses by categories - field missing for split transactions
Hi, I'm trying to do a query on the expenses table to show expenses by project. I was able to do the query, but I have double entry for split expenses. There is not field in the Expense table for the amount of a plit line. Any clues how to solve this? Thank you
Show percent difference between the 12 month moving average of a month vs the previous month
Hi, I was wondering if this was possible in Zoho. I have created a report that shows the moving average of a count of items in a table based on the 12 months previous. I would like the text above each data point to show the percent difference between the moving average of the month of the data point vs the moving average of the previous month. Ultimately I would like to place these data points in its own chart to see the trend of percentage changes. I know you can show the % difference between previous
UploadTool JDBC driver MySQL?
Hello, I'm trying to upload data from my remote MySQL database into Zoho reports and I got a lot of problems and I already solved it, but this one I can't handle it so please can you help the problem is I got that error while trying to upload data with UploadFromDB.bat file :- Driver class is missing. Ensure the required jar file for the current database is placed in lib folder. I already downloaded (mysql-connector-java-3.0.17-ga-bin) and placed it in lib folder Thanks in advance
Dates Filter - up until Today
Hi there, I'm trying to report on something based on a date set as 'up until today' (obviously this would automatically take the current day)...however I don't see this available, why? There is a 'Today' & there is the ability to set a range 'To' but that input is an exact date not a moving date like 'today'
Multiline text field removes carriage return/linefeed after sync with Reports
Hi, I have a multiline text field in Zoho Projects which I sync with Zoho Reports. After sync it seems that the carriage return/linefeed is removed. Therefore when I create a report, the multiline field is now shown as 1 long line. Anything I am missing ? Kind regards, Peter Verschueren
Zoho Reports Release 4.0 Beta
We are delighted to announce the new Zoho Reports Release 4.0 Beta. Your favorite Zoho Reports now comes with a fresh new-look and exciting features. The new Zoho Reports 4.0 includes the following features: Dashboards in Single Click The UI has been completely revamped focusing on easy navigation. Now you can access any dashboard in a single click using the Preview Cards. Easy Navigation The main navigational elements are made bolder and bigger now. The analytics elements are organized into three
Zoho Rports with Zoho Desk report help
Hello, I am using Zoho Desk and the data has been pulled into Zoho Reports. I'm trying to create a specific report that shows the number of tickets by Agent that have been closed per day against total number of unresolved tickets. Though I can get to show the resolved total on a daily basis the total unresolved shows 0. I'm guessing that the user filter has been set to completed time as "yesterday". I'm sure there is a way to show tickets that have been closed against number of outstanding.
Suggestions for Zoho Reports
A few important features that are missing that can really make this product super great. 1. Dashboard: Ability to add multiple reports side by side like a 4-6 column layout (currently limited to 2) 2. Dashboard: Ability to copy widget. 3. Dashboard: Widgets don’t stretch across the entire width if using multiple widgets. 4. General: Ability to set standard color sett (CSS styles) for reports used in a database or account. So much time is wasted customization colors. 5.
zoho reports with zoho desk data
we are using Zoho Reports with data from Zoho desk. I am trying to create a dashboard that will show me the total time from the TIME ENTRY data per account. I see you have several resolution time or calculations that are for calculating time between ticket open and ticket close but I am looking to find out how much time we spent on each ticket or per account.
Zoho Creator Assets Tracker report fields in Zoho Reports
Hi, we have configured a form and report in Assets Tracker (Zoho Creator app) with a data from CRM Product field (Product Name). So in Assets Tracker we can see the product name of the item. Then we have made reports in Zoho Reports with data from Assets Tracker. But in the Data Source we don't have the Product Name field, so in Zoho Reports we can't show the Product Name if the items. Is there any way to import this kind of field from Assets Tracker into Zoho Reports? Thanks in advance, Regards.
Total Fee for this Financial Year MoM comparison
I am not sure if this question has been asked before but i have a table with 4 columns, Trip Name, Fee, Booked Date and Closing date. Trip Name and Fee are quite obvious. Booked date is the date the trip is booked and closing month is the the time when the Trip File is closed (as in after the trip is completed). So what i am trying to achieve here is Total Fee for a specific Closing date this Financial Year booked until today (or any other specific day) So for example if the closing date is June
Summary View - Sort by the aggregated sum column
Let's say a simple sold product report based on product table and order table (linked by sku relationship) Group by: Product name [product.name] Summarize: Sold Quantity [sum(order.ordered_qty)] User filters: Date picker - (titled: Orders from within date period) [order.order_created] This works in principle, however we can't sort by the Sold Quantity, the business stakeholder want to see the top selling products for the period they selected at the top of the report by default. Sorting does not
Dashboard Column Mapping for Date Fields
Howdy, The Column Mapping feature with User filters is very powerful, but it only appears to work with string values. It would be great to have the column mapping available for date values, too. Is this possible?
How to customize your subtotals in Zoho report?
I have a table something line this ID TotalFees AdminFees A 100 10 A 100 10 B 200 10 B 200 10 I need to generate a report (table view, pivot) something like below ID TotalFees A 200 SubTotal A 200 - 10 = 190 B 400 SubTotal B 400 - 10 = 390 Can someone help please
New Features rolled out on Sept 19, 2018
New Advanced Summarizing Functions for Pivot Table Zoho Reports new supports the following advanced summarizing functions in Pivot Table to enhance the analytical ability. % of Row in Group - Displays the data in each cell as a percentage of the total value, of each row within a group. % of Column in Group - Displays the data in each cell as a percentage of the total value, of each column within a group. Lookup Value - Displays the data in each cell by fetching value from any of Previous/Next/First/Last
Multiple date format
Hi, I'm trying to import and keep in sync a database with Zoho reports. I have date times and date fields, the problem is that i can't specify more than one date format so only one is being picked up as date. Is there a way to set both to the correct date type? I found an anwser in these forums but is from 6 years ago, is there a way to do this now?
Aggregate Columns in row groups
Hi! I have a question related with Pivot Views in Zoho Reports. Since is not possible to drop a custom Aggreate Column in Rows, is there any way to fill a "row column" as an Aggreate columns using the other row columns? Let me explain with the attached image. In the image, the last row column shows 300%. This is the summatory of the same column values. But this value is useless (percentage summatory), it would be nice to have there a real % caculated with "Total Net Price" and "Margin" row columns.
Create Report/Query table from two Databases
Hello, I would like to combine the information from Zoho CRM database with Zoho Books database. Is it possible to create a Report/Query table from these two databases? Thanks in advance for your support. Santiago
New Features rolled out on Sept 14, 2018
Cool Preset Themes for Dashboards As part of Zoho Reports 4.0 release, we are introducing a set of six cool preset themes for Dashboards. These elegant preset themes applies specific colors for every element in the Dashboard with single click. Previous Dashboard themes were single color based. Customizing themes has also been enhanced now. The entire dialog has been revamped. A new magic band option, to auto suggest matching colors for all elements based on the selected Dashboard background color,
Security Update: Zoho Reports is phasing out TLS 1.0 and 1.1 by 30-Sep-2018
As a part of our continuous endeavor to make Zoho services safe, secure, and reliable to our customers, we wish to bring to your notice an important security update. Change Summary: We will be phasing out the support for TLS protocol version 1.0 and version 1.1 by 30 September 2018 due to identified security vulnerabilities. We are upgrading to latest TLS protocol version 1.2 which is more secure and meets the updated PCI standards. Action to be taken from your side: As end user of Zoho Reports
Subtotal subtraction from subtotals in PivotTable
Hello. It is a question about Zoho report. There is a request from the accounting department now and we are required to prepare a report like the attached one. I do not know how to set "C" or "E" items. Is it possible to create such a table? best regard.
Database with 2 modules data
Hi, I wonder if is possible to create a database exporting data from two modules. I have created a database with data from Zoho CRM and another database with data from Zoho Finance. Is there any way to join data of two modules in one database? Thanks in advance, regards
Not able to format the Query table column to Currency
When I right click on the column, I dont have an option to change the Datatype of a column, Please see attached screenshot
Change Data Type Missing from Right-Click
I understand from this help guide, that in order to utilize the Geo Data Visualization (Map Charts) the data field needs to be recognized as a geographical data type. For example, column Longitude needs to be data type = Longitude. The instructions demonstrate that right clicking on a data field name will provide a "Change Data Type" option but I do not see this in our database/workspace. I need to update our Address, City, State, Zipcode, County and Country fields to not be seen as text fields and
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
HORIZONTAL BARS GRAPHIC?
Please include HORIZONTAL BARS GRAPHICS!!!!
ZOHO REPORT FOR ANDROID NOT WORKING
This error is coming up: Please fix it ASAP. Sorry!! Unable to display this page Sorry, an unexpected error occured 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.
Sorting issue on tabular view report zoho reports
Zoho Reports On dashboard we have a tabular view report, when we Open in a new tab : expands the tabular view but if we try to sort directly on the field, ascending/descending does nothing, this was working great until yesterday morning, since then, we still experiencing the problem, can you help?
Send Email Zoho Report
According to the result of a report I must send it to an email address. how can I do it? Example if a Contact Owner did not perform activities and I do not create a contact I send it to one address the warning and if it has activity to another. Sorry for my English.
"Percentage" of "Running Total" in "Sum"
from Pivot Table?
Hello, From the below table , I have already added a Running Total of values (Col 1, Col 2 & Col 3) Now, I would like add another columns next to each Columns with the percentage of those Running Totals respective to the last column (Total of Col 1 + 2 + 3). Please let me know how can I get this. Thanks in advance. Month&Year of Date of Purchase Col 1 Col 2 Col 3 Col 1 + 2 + 3 Feb 2016 Rs.0.00 0% Rs.0.00 0% Rs.13,880.18 100% 13,880.18 Apr 2016 Rs.0.00 0% Rs.0.00 0% Rs.21,198.74 100% 21,198.74
How can I exclude records on a table if the record has a field that matches a field on another table?
I have 2 tables, "Leads" and "Projects". How can I get all Leads where the Email field of that lead doesn't match the Email field in any Projects?
Problem importing date column from Excel
What is the best way to format a date column in Excel for importing to Zoho Reports so that it is imported as a date and not a plain text. I format the column in Excel [date and chosse one like dd/mm/yyyy] But it will only import it as plain text. When I set the date format in Reports Import sequence it imports with errors. Any hints on the best way to import dates from Excel sheets so that it is stored as a date in Reports. Thanks Mark
Import data from Web
Hi Team, Is it possible to Import the data to Zoho reports from cloud drives (like Google Drive, Dropbox, etc.. ). How it will work? Do we need any extra setting for that to load the data. Thanks, Gokul S K
Important Terminology Change
We are doing an important terminology change in Zoho Reports today. Database renamed as Workspace From now on Reporting Database will be renamed as Workspace. You can learn more about Workspaces here. Database Owner renamed as Workspace Administrators The role Database Owner (DB Owners) has been changed to Workspace Administrator. With this change, the user roles in Zoho Reports will be referred as follow. Database Owner will be referred as Workspace Administrator Admin will be referred as Account
User Access Log Details
Zoho Reports now enables you to track the activity of all users in your account, from administrator to public users, through Audit Logs. A reporting database will be automatically created in your account and the activity logs will be updated in this reporting database. You will also get an insightful Dashboard, the Access Log Analytics capturing the essentials of user activity such as Daily Access Trend, Access Count by View Type and by Users, etc. This option is available for all paid plans of
Data Merge Tags in Text Blocks
Zoho Reports is fantastic! Unfortunately, if there are text blocks explaining data in the charts or telling a bit of a story that features numbers, we cannot control data in the text blocks with user filters. If merge tags were available, we may be able to do this more frequently. For now, use of the Zoho Reports to tell stories is rather limited.
SQL Query
I have two databases, Database A which has all customers orders in, Database B which has all of Our customers in, I am needing to write a select if customer account number is present in Database B match and show orders in Database A. Does anyone have any suggestions on which method I could use for this? Regards CG
Geo Cluster Mapping as a Chart
I'm interested in having a report that I can use in a dashboard that will be a cluster map of data. I would want each point to contain the meta data from the fields of the table. As of right now, I am having to use batchgeo.com for mapping data, but everything else is generated from Zoho. Here is a sample to a live map.
How to Convert string to date
Hi, I need to create a formula to convert string in datetime in zoho reports, so I've created a query to isolate this values, and now I need to convert it. I'm trying to build a formula but a mensagem shows up, saying that I'm not using an aggregate function. Formula: convert_string_to_date("Nova Tabela de Consulta"."DATA CONVERTIDA ",'%d %m %Y') Table : "Nova Tabela de Consulta" Column: "DATA CONVERTIDA"
Airport Codes
It would be helpful if Zoho Reports can recognize three-letter Airport Codes like Microsoft Tableau does....Airport code examples include DFW (Dallas Fort Worth), ORD (Chicago Airport), etc.
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