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.
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"
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