Unable to get full duration data from Zoho Projects
Hi There, I am importing Zoho Projects data into reports so that I can create some high level reports on project work in a given month. The auto-generated duration reports look perfect except they do not import the correct data! We enter durations in the tasks in Zoho projects in 30 minute blocks, so we may add something like 1.5 hours against a task. This works fine in Zoho Projects but when the duration data comes into Reports it only shows whole numbers. In other words where it says 1.5 hours
Ignore blank data (null) when drawing a line?
Hi all, Please help: How can to setting ignore null value when creating a line. I have tried used filter - but it kill X-axis value --> other Y-value at this point was killed too. Thanks all.
Banking, Deposits Report
I am getting started with reports. My books is integrated with Z reports now. How do I create a report which will show me just deposits to my checking account, nothing else? I look to the left under financial reports and do not see anything which will perform such as task or even similar. I want to see the deposits as a table, as if in a register. It does not appear I can look at deposits in a report directly in Zoho Books.
Add other layouts for geomaps
Hi there, We are trying to compare the evolution of our salescycle duration, using geomaps (to compare between countries). Today the only we found is to use pie charts. It does the job, but it's not well adapter. Can you consider adding bar charts?
How can I add row number to a query
Hi, I want to display a query table like this: I have this info: -------------- ---------------------- user status -------------- ---------------------- John active Jane active Lewis inactive Mary inactive Marge active and I want to show it like this -------------- ---------------------- active inactive -------------- ---------------------- John Lewis Jane Mary Marge Since I cannot use the value of the current row in a sub query, I cannot use variables or row numbers, how can I achieve this?
Data Alerts
Hi There, Can you consider the following. The ability to set alerts for data. When a threshold is reached or a %of that threshold is reached. Alert type email.
Using Territories in Zoho Reports
Hi there, The main reason we implemented Territories in the CRM is for Data Analytics and fined-grained predictability. We are starting to use Zoho Reports and we can't find the Territories in the available dimensions when we build the report. Am I doing something wrong or is this field simply not available? Thank you
New Features rolled out on July 24, 2018
Enhancement for Dashboard User Filters Now User Filters in the Dashboard will be anchored as you scroll. So far the User Filters will be available in the place you have added them in the Dashboard. When you scroll down the Dashboard the User Filters will be hidden. Now they will be retained till the end of the Dashboard while scrolling. This allows you to quickly access the User Filter when required. Support to Pick Location for Geo Data From now, Zoho Reports provides a Location picker to resolve
Can I use the Upload tool to connect to a remote SQL Server OLAP Cube and drive data to Z Reports?
Currently we use Excel to connect to this OLAP cube on a remote SQL Server database. We cannot find details on how to do this in the documentation or on this forum. If anyone has experience doing this, please let me know. Thanks!
Creating daily averages per month/quarter/year
Hello, I have a table of events with a start date/time and an end date/time. I am trying to get the average of daily total time for the events and I am not sure how to do this in Zoho. I have a calculated column of total time in seconds for each event. I need the system to sum those numbers for each calendar day and then average those daily numbers for the period specified. I am looking to create a KPI widgets that say things like "Average total event time per day this quarter" as well as charts
Upload or Import an Image from Local drive to Zoho reports
Hi!! I need to upload an image from my local drive to Zoho Reports folder so I can prepare a Management Dashboard
style sheets in reports
Hi. Can you tell me if there is a style sheet option in reports? I want to use a css based horizontal navigation of some dashboards which I am developing and need to insert custom CSS in order for it to work. Many t hanks.
Funcionalidad de los Nuevos Graficos
Saludos. En esta ocasión quisiera llamar su atención y solicitar su ayuda en relación a la "Leyenda" que aparece al lado de los Gráficos y una opción que aparecía en la versión anterior que no logro hallarla en la versión Actual. Cuando Creas un Grafico y colocas un campo en la casilla "color" aparece una leyenda en el grafico, en el que tienes la opción de mostrar u ocultar la variable según la selecciones o no. La diferencia entre la versión de grafico anterior y la actual es que en la primera
I have a ZOHO Reports white label that I dont need anyone want it?
Hi there, I had a rather rash IT consultant doing some work for me last year and he recommended purchasing the Zoho Reports white label product for about US$4000 at the time. It was for a project idea that never eventuated so I have not reven touched it. If anyone is interested in taking it over let me kow by reply email matt@interactivides.com.au I would like to try to get back some of the money I spent for the license but that can be discussed at a later stage. Would rather have someone getting
Data Labels and Bar Charts
Hi, I've got a couple of issues I'm hoping you can help me with. 1. When creating a stacked chart, it puts my text or y axis data label inside the bar rather than above it. Is there anyway that I can designate the location of the y axis data label? 2. When creating a bar chart I have cost on the x-axis and months on the y-axis. Basically comparing cost month to month. The chart looks great when the color is defaulted to the blue, but if I drag my month into the color field in order to get a
What's wrong in this query?
SELECT Invoices."CoworkerFullName", Invoices."Id" FROM "Sample Invoices Table" AS Invoices JOIN "Sample Invoice Lines Table" AS Lines ON Invoices."Id" = Lines."CoworkerInvoiceId"
New Features rolled out on June 12, 2018
Split Column Option for Data Preparation Do you have a concatenated values in your columns which you want to split for making better sense of your data and analytics? A simple example is splitting a customer name column as first name and last name. The new Split Column option helps you do this exactly. The Split Column option allows you to split the value in a column into multiple columns based on a separator. This can be applied over the columns with data type Text, Multi-line Text, Email and URL.
New Features rolled out on June 7, 2018
Importing from MS Access Database using Import Wizard Now you can import data from the MS Access database files you have stored in Local Drives, Web URLs, FTP servers or Cloud Drives right from the Import Wizard in Zoho Reports user interface. Previously MS Access database files can be imported only using the Upload Tool. You can choose a Single table, Multiple tables or write a custom SQL query to fetch the data for importing. You can schedule the import in periodic intervals if the Access database
Tip of the Week - Set Different Default User Filter for each User
Zoho Reports allows you to set different default user filters for each user. Let's say when you are sharing the Sales graph to your sales managers, then you can choose to set each of them their respective region's sales data as the default option. You can set this using Variables. Variables are placeholders that help Administrators/ Database Owners to map specific values for individual users of the reporting database. These mapped Variables can be further used in various scenarios such as sharing
"Mark as Personal Data" option appeared
Hi Folks, I see that there is now a configuration option on data tables but I can find no reference to it in update notes or in the help section. The tooltip simply says "Specify 'Yes' if the column contains Personal Data, which needs to be handled for GDPR compliance" but doesn't say what it can be used for or what the effect of setting it to 'Yes' actually is. Can you point me in the direction of a release explanation? Cheers, James
Creating a YTD Sales Person Performance Report
Hi , I need to know how to create a Sales Person Performance YTD report. How can i go about creating one in zoho reports. Regards Binitha
Implementing Oauth 2.0 for my Application
Does Zoho Reports supports Oauth 2.0 authentication ?
Report on sales line items?
We are a small batch manufacturer and must keep a running report on items on order and their status (not finaincial staus- physical). Currently we are performing invoice exports out of Books, but then must filter for custom:class, sales items desired and so on. It would be more efficient if we could maintain a report in Zoho Reports which gave us the same info with out performing an export and manipulation. We have a custom class for shipped, order, WIP (work in progress), Design, Waiting on Customer,
Query Table Comments
Hi, I would like to enquire if the ability to add comments to the SQL code in reporting Query Tables will be supported in future as, at present, trying to add comments to the code results in an error stating that only SELECT statement code is allowed.
New Features rolled out on May 28, 2018
GDPR Compliance In compliance with the General Data Protection Regulation (GDPR) effective from May 25, 2018, we have made the following enhancement in Zoho Reports. Marking data columns as Personally Identifiable Information (PII) Right to Data Portability Right to Erase and Forget Data Enhanced Data security on export and private URLs Follow the below links to know more Zoho Reports GDPR compliance enhancements GDPR Compliance Corporate Statement Zoho new Privacy Policy New Enhancements in Dashboards
Calculate the Date Time Difference by including working hours only from 09:00 AM to 06:00 PM and excluding Friday's
I want to Calculate the Date Time Difference by including working hours only from 09:00 AM to 06:00 PM and excluding Friday's in zoho reports. Please help me how can I do that. Thanks
New Features rolled out on May 16, 2018
Geo Maps for Zoho Reports (Beta) Zoho Reports users can now visualize their geographical data using a new chart called Map Chart (also called as Geo Maps). A map chart is a map of a world, continent, or country, with the data values assigned to specific regions through chart visualizations. At present Zoho Reports supports 5 types of Geo map types - Map scatter, Map bubble, Map pie, Map bubble pie and Map filled. These map charts will help you in analyzing your geospatial data using cool and interactive
Reporting on Event Duration
I need a way to be able to report on the duration of Events. Is this possible through a formula field or through reporting somehow? Thanks,
Street address included in Geo Mapping
Hi, I've been able to get the geomapping to successfully work but it only shows one data point for that county/zip code. It would be nice if the Geo mapping included a Street address or allow you to enter a specific Latitude, Longitude so that the points would scatter more. You can see in the attached screen shot that there is a pin called 'Jackson', meaning Jackson County next to the City 'Medford. In Medford, Jackson County we have 200+ clients and the pins don't represent or show this due to
Adjusting Legend Scale
Is there any option to adjust the 'scale' used when coloring a fill Geo-map?
I am trying to Sum data by a Month/Year date range to merge with another table
I currently have a report for Quotas by sales rep and date (Mm/yy) A separate report for Sales by Mm/DD, and Rep. I can do pivot tables independently for quota and sales; however when I attempt to add sales to the quota pivot to determine the variance by month Sales vs. quota, the sales is summing the entire year not by month. I believe that a query to get a sum of sales by month is the route I should take AND then merge to the quota table. yet this is where I am not able to get the proper sum of
Using Geo Mapping
Hi, I've been able to get Zoho Reports to generate some geo maps but am having some issues with 'unresolved' location. I currently have the United States Postal Service Zip Code data set loaded. I use that to 'tag' all geo columns onto my data. It doesn't seem to be working 100%. What geodata should I be using to get it to work accurately. I've attached the sample map I'm working on with the data I'm missing. In this example I'm missing Jackson County, Oregon. I know there is a Jackson County in
Filters in Dashboard
Hello, I am fairly new to using Zoho. I have been using the platform over the past few months to create different table and reports of project data. We are ready to take several of those reports and tables and create one dashboard to show the different indicators of our project. To best read and analyze our data it is important to be able to filter it for specific geographic areas. The filters are the same for each of the reports and tables. My question is: Is there a way to create one main filter
FULL OUTER JOIN
Hello Zoho DB team, Does Zoho DB & Reports support FULL OUTER JOIN? It will be great if you could help me to get the following data from Zoho DB. I have two tables containing date and values like: Table A. 1999-01-01 123 1999-03-08 234 Table B. 1999-01-01 21 1999-04-01 456 From these, I want to run SQL to get 1999-01-01 A.VALUE=123, B.VALUE=21 1999-03-03 A.VALUE=234 B.VALUE=21 // As I don't have value for 199-03-3 in B, I just want to copy the previous value here. 1999-04-01 A.VALUE=234 B.VALUE=456
Can we link a record from a report to a view in Zoho CRM
Hi everybody, I have created some lists of customers with Zoho report. We would like to update these customers in Zoho CRM. Is there a possibility to have a link in these lists to click on and go directly on the customer form in Zoho CRM to update it? Thanks a lot for your answers. Have a great day Val
SQL Query for TOP N and Other Rows
Hi Zoho Reports Team, We have a requirement where we need to list TOP 15 values based on Dollar amount and the 16th Row should be the "OTHER" comprising of all the values not in TOP 15. See attached file for more clarity: Could you please help us in developing this query? Thanks, Kumar
AYUDA CON consulta sql ZOHO REPORTS
Una base de datos con las columnas vendedor direccion tipocliente telefono correo contacto tiene campos vacios a los que complete con 'PENDIENTE', necesito una consulta para totalizar los pendientes de cada columna el cual logre con esto SELECT ( SELECT COUNT(*) FROM "GANADERIA ABRIL 2018" WHERE Direccion = 'PENDIENTE' ) as Direccion, ( SELECT COUNT(*) FROM "GANADERIA ABRIL 2018" WHERE Telefono = 'PENDIENTE' ) as Telefono, ( SELECT COUNT(*) FROM "GANADERIA ABRIL 2018" WHERE tipoCliente =
Linking Zoho modules in Reports
Hi, I find that we do reporting to Stakeholders in different Regional areas. This report includes: Projects in their area, Help Desk usage by end users in their area, enrollment Potentials from the CRM, and can also include Training Survey comments/answers. Currently, I use the Organization's zip code to then add addtional information, our designated Region names, and different grant/programs labels we participate with to add a columns. These columns are then used to filter dashboards to different
Upload tool with access 2013
Dear Help desck guys. Yesterday I've updated my MS Access to 2013 version (I had 2007) and now the update tool I've been using for more than 1 year does not work anymore. The error screen is attached (also the "db connection params"). Please help me to solve this issue. Kind Regards
Dashboard = Simple math operation on of 2 summarized numbers
Assume there are 2 tables - revenue and cost. Revenue total is the sum of all rows and cost total is the same for cost table. Profit is revenue total minus cost total. How do i do that in dashboard?
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