Geo Mapping update/use
Hi, I had request to use the beta geo mapping tool in Report. We had it on our account at one time. I see it no longer there. is there a way to use it when creating a SQL Query table to define geo coded information?
Formatting size and placement of widgets and charts
It is SO HARD to get a dashboard to look nice. To make a dashboard look nice is really hard. As a user I don't have access to the height/width setting on a KPI widget or charts. The 'Sticky' method of placing items causes them to shift and move in unwanted ways. There is no precision to control height/width/placement. I could literally spend hours trying to get the items to line up. There is also no alignment tool to help with this issue either. This is the only major thing holding up back from using
How to: copy a folder to another account/reporting database?
Hi there. Unfortunately for me, I am new with Zoho reports. My question is: how can I copy a folder containing several reports, and a dashboard from another folder, to another reporting database. Can I copy these to another account in a specific database? I found an "Procedure to copy the database from one account to another account" but along the way i get a message that tells me that the database could not be found. Thanks in advance. Victor
New Features rolled out on 10 March, 2018!
New Formatting options for Charts and KPI Widgets Zoho Reports now provides flexible formatting options to format all the elements in charts and KPI Widgets. Charts: You can now format all the data elements used in creating a chart. Earlier, Zoho Reports allowed you to only format the columns dropped in Y-axis shelf. With this new update, you can customize the formatting for all the columns that are used in creating the report. Watch the below video to learn how. Click to learn more. KPI Widgets:
How to retreive payment mode?
Hi, I want to create a report with the following columns: invoice date, amount and payment mode. However I cannot see which table has the payment mode field. Can someone help me? Thank you in advance,
Formula Column with fixed string
I am trying to add a formula column to a table with a fixed string value. So even if I add more rows to the table, the new rows will have the same value in that column. In excel that would just be ='string' But I have not been able to figure out how to do this in the Zoho Reports Formula. Any ideas?
tabular vew add field from other joined tables
I want to create a tabular view based on a table, and add other columns from other tables joined by lookup field. In Chart view or Pivot or summary, when you create a new one, you can see on the left side all the table related by lookup field, and you can add the field you want, but in the tabular view, i Don´t see how to do that.
Including fields from multiple Project Modules in Tabular View
How can I select fields from multiple Project Modules to be in a single tabular view? Specifically, I want the Project Group Name (From the Groups Module) to appear in a column rather than the Group ID in (in the Projects Module) without using an SQL query? Is there a way to drag or look up and add a column?
Report of the Week - How to create a Bullet Chart?
A Bullet Chart is best suited to highlight a metric and compare it with a target value. You can also represent qualitative ranges of performance (or targets) such as poor, satisfactory, and good nicely in a bullet chart. The qualitative ranges are displayed as varying intensities of a single hue for easy comparison. A Bullet chart widget in Zoho Reports looks as shown below. In our example we have plotted the Sales in 2018. The blue bar denotes the total sales done so far. The grey line is the target
New Features rolled out on 27th March 2018
New and Improved Google Analytics Integration We are happy to announce the new version of Google Analytics advanced reporting connector. This new and improved integration allows you to seamlessly import your website data from Google Analytics into Zoho Reports. It also allows you to create and import custom modules (modules that are created by combining data from selective dimensions and metrics). That apart, we have extended support to import data from ' Ecommerce ' and ' Site Speed ' modules.
Tip of the Week - Dial/Bullet Charts
Monthly revenue, daily traffic to website, number of support tickets resolved, downloads or sign ups got, we all have targets. Dial and Bullet charts are the best when it comes to seeing how close to the target you really are. Zoho Reports supports Dial and Bullet Charts as part of KPI widgets in dashboards. These charts are highly customizable. You can set either a constant value or a dynamic value (based on your column) as the target. You can also customize the look and feel of the chart as needed.
New features rolled out on 13 March, 2018!
Zoho Campaigns Advanced Analytics We at Zoho Reports are very happy to announce the release of Zoho Campaigns Advanced Analytics connector. Zoho Campaigns advanced analytics integration powered by Zoho Reports enables you to easily analyze your email campaigns and derive great insights. Product marketers and analysts can slice and dice their campaign data and derive key campaign metrics such as campaigns trend, conversion rate, click rate, open rate, unsubscription trend and do much more. Zoho
Private Link Changed
We have 100s of dashboards and use a private link without login to display on our internal websites. Many of them no longer work and when we look at the private key without login, they are different today then they were last week. How do I determine how this occurred and can we change it back?
Report of the Week - How to create a 100% Stacked Bar?
Stacked chart allows you to easily analyze the patterns and trends in your data by comparing the parts of your dataset to the whole. In other words, it plots the contribution of each value to the total, across categories. Whereas, a 100% Stacked Bar plots the contribution of each category in percentage. Example: In our example, we are going to create a 100% stacked bar chart to display the sales contribution of each product category across regions. Steps to create a 100% Stacked Bar Chart: In order
Error Log?
Hi Support, Suppose if a scheduler runs and tried to pull the data from different server but due to some issue or incompatibility data in those CSV/Spreadsheets, Some Rows may not be inserted or based on the configuration the NULL value will be set to those respective columns. Do we have any error log system where i can identify these rows and columns which are error prone and not imported successfully? Do we have this provision if so how do i access it ? And do we have rollback and retry options
Routine or Stored Procedure - in Scheduled way
Hi Support, Do we have any stored procedure or routine provision which i can build and schedule it to run for particular frequency to achieve some results. Please do let me know whether it is included or working on it? if working on it what could be the turnaround time? Appreciate your response. Thanks.
Post Processing Provision on Data insert/update?
Hi Support, Suppose if there is any insert or update happens to a table, Do we have the following provisions? 1. Do we have any triggers provisions where we can set them up so that when an insert or update happens the triggers will be called and the run the sub queries or update the columns which are system generated? 2. Do we have any option when an import - insert/update happens on any row do we have any provision to update another columns which is a dependent on these columns data so it will be
Query Table data dump inserting into a Table in scheduled way
Hi Support, Is there a way that i can push the data set/result set of Query Table to a normal Table in Zoho Reports which can be scheduled with in this system. If not what are the otherways to achive it? So that i do not need face limitation of 3 level Query table which i cant use further... So basically a Query Table should run in scheduled time and then push that data to a Table i configure. Do we have this provision? Appreciate your response and help...
New Features rolled out on 22 Feb, 2018
SurveyGizmo Advanced Analytics We at Zoho Reports are happy to announce the availability of the SurveyGizmo Advanced Analytics integration. This enables you as an analyst to proactively manage, measure and derive analytical insights from your surveys. Using this connector you can easily slice and dice your survey responses, derive key metrics and transform them into actionable insights with the power of analytics. The SurveyGizmo Advanced Analytics comes with a unique set of hand-picked reports
Error in uploading data through URL
Hi Team, I am getting an in uploading data through URL Option. Error is as shown below: "HTTP Status code (403) thrown while reading the URL contents. Please verify whether the URL is accessible" URL is accessible and I am able to download data through all browsers. Please check and update. Regards, Anil anilkumar@tminetwork.com
Formula column issue - throwing error as "specified formula is invalid'
Hi I am trying to build a formula column as follows but it is throwing error saying "specified formula is invalid", i did other formulas but did not face this issue and i could not find out where is the issue: if("CurrentPreviousMonth" = 'Not Paid', 'Not Paid', if("CurrentPreviousMonth" = 'Paid Both months', if("TMC"+"PMC">999, '>=1000', '<1000'), if("CurrentPreviousMonth" = 'Paid in November', if("PMC">499, '>=500', '<500'), if("CurrentPreviousMonth" = 'Paid in October', if("TMC">499, '>=500', '<500')))))
Automatic updates of lookup column data between tables
Hi, I'm having some trouble with Reports. I have 2 tables, one with seller names and information about each seller ("Seller Table") and a second table that tracks sales ("Sales Table"). The two tables are linked together through a lookup column, with the Sales Table "looking up" the seller's name for each sale from the Seller Table. The problem that I'm running into is that when I update the name of a seller in the Seller Table, that information is not automatically updating in the Sales Table. I
Report Of The Week - How Do I Create A Combination Chart?
Combination chart as the name suggests is a combination of bar and line charts. This chart is a great pick for visualization when you have a mixed data series. You can also use it to represent a complementary data series along with the main data. Example: In our example, we are going to create a combination chart to plot the Sales vs Profit as shown below. Steps to create a Combination Chart: In order to create this report, we will be using the sample Sales data. Let us now see how to create
How to populate all fields in Pivot view (Pivot Table)
I have 3 tables joined by "Description." Currently, row data is shown ONLY for the product in common between all three tables. I need data to be shown in EVERY field where data is present (see attached image). "NG Stock" is the parent to the other two child tables. Here is my Pivot Table: https://reports.zoho.com/ZDBDataSheetView.cc?DBID=1637289000000002017 Thank you for any suggestions
Subqury don't working
Hello! I want to make next query: SELECT "c"."Фамилия" AS "Фамилия", "c"."Имя" AS "Имя", (SELECT COUNT(*) FROM "Bills" AS "b" WHERE "b"."Contact"="c"."CONTACTID") AS "COUNT" FROM "Контакты" AS "c" But i get next error - An unknown table or alias 'c' is specified in the SELECT query. How I can make this query? Thanks.
RPAD with Space Character
Hi, I am trying to create a report that requires character length specific fields that are space filled. My approach is to create a query of fields and concatenate them into a single column while using the RPAD function on each selected field so I can fill with spaces as needed. My requirement is to have each field contain a specific number of characters and if the content of that field is less than the character count requirement, then fill with spaces. It seems as the RPAD function is perfect for
Zoho Desk: How to link accounts data table with tickets data table?
We are using Zoho Reports to analyze Zoho Desk performance. I cannot find a way to connect the accounts with the tickets to make an report about how many tickets were created from an account. Is there any way to solve this problem?
Nested If Help
I'm writing this nested IF statement and it doesn't seem to be working. Basically it will take the day of the week in number form and add a certain amount of days to another date column based on what day of the week it is. It works as a single if statement: If("Day of Week(Sun 1 - Sat 7)"=1, adddate("8 Week Mark",1),"8 Week Mark") But not as a nested if: If("Day of Week(Sun 1 - Sat 7)"=1,adddate("8 Week Mark",1), If("Day of Week(Sun 1 - Sat 7)"=2,adddate("8 Week Mark",0), If("Day of Week(Sun 1 -
Tip of the Week: Customizing KPI Widgets
Zoho Reports offers many options when it comes to customizing a KPI widget. In a few easy clicks, you can customize a KPI widget to appear the way you want. Like, changing the font type, size and color, adding up/down arrows, showing Previous and Latest values etc. Below is an animated gif that shows how some of the customization options are done. For more information on KPI widgets, refer here.
What's New Monthly Digest: January 2018
New Connector Released: HubSpot CRM Advanced Analytics The HubSpot CRM Advanced Analytics integration empowers you with deep sales analytical capabilities and helps you keep track of your Key Sales Performance metrics. It comes with over 60+ handpicked sales analytics reports and dashboards that you will find of great value. You can also create your own insightful reports to track your sales pipeline, visualize your sales conversion funnels, measure sales team performance, forecast your sales and
RPAD With Space Character Not Working
Hi, I am trying to create a report that requires character length specific fields that are space filled. My approach is to create a query of fields and concatenate them into a single column while using the RPAD function on each selected field so I can fill with spaces as needed. My requirement is to have each field contain a specific number of characters and if the content of that field is less than the character count requirement, then fill with spaces. It seems as the RPAD function is perfect for
Query Table Using Filtered Data on Dashboard
I have one database "SALES" that has a date column, and code column. I have another Query Table "QT" that does some number crunching to get monthly data by code. When I have a global filter on my dashboard for "Month/Date" on SALES, all of my reports filter just fine except for the QT - That always stays the same. If you filter by code that QT has a lookup column for, it seems to work. Just not any date (since you cant make a date a lookup). How can you filter a QT by filtering the source by date?
Report of the week - How do I create essential sales funnel charts on my CRM data?
Funnel charts are used to represent the flow of a process (business metric) across phases. It is primarily used to visualize the progressive reduction in your data metric as it passes from one phase to another. Each stage in the funnel corresponds to a phase in your business process flow. It visually represents the value or percentage of the data metric in comparison to the initial value or the previous stage value. The funnels in the following video have been created using the sales data in Zoho
Travel in 2017 - A Zoho Reports Travelogue
From revamping our entire charting framework to releasing powerful Mobile BI apps for mobile devices, Zoho Reports has had an eventful 2017. Not just that, we have added close to Half a Million Users last year!! As we start a new year, we want to take this opportunity to thank you all for your constant support and feedback. We wouldn't be here without you. Here's an Infographic that highlights the key product milestones in 2017: You can read the complete list of what was new here. Cheers, Zoho Reports
Zoho CRM reports consistent naming conventions
We are using Zoho CRM Plus, which has built-in integration and data sync between Zoho CRM and Zoho Reports. Getting into building some Query table and quickly got frustrated with the inconsistent naming conventions of fields between tables. For example, the field "AccountID" in the Accounts table is listed as "Account ID" (see the space?) in the Contacts table. When writing queries it is cumbersome to have to remember these slight variations.
Need help
Is there anyone in this community that has experience with Zoho Reports and I can hire for a quick project? I just need an experienced user to help me create a dashboard should not take more than an hour and I will pay.
summary view
I want to know the SQL that is used to display the summary view,because I want to use Zoho CloudSQL.
How to convert Seconds into Hrs:Min:Sec format in Zoho Reports
We have two date/time stamp field in one of our data tables. We want to create a formula column to calculate the difference between these two dates. What format will the resulting column be in -in am hoping it will be in a numberic format and the result will be in seconds. Can someone confirm?
Average Processing Time
Is it possible to show Avg Processing time in Hrs:Min:Sec format???
Zoho report API
I'd like to use zoho report in zoho crm. I get zoho report. Can I use ZohoReportPHPLib.zip?? Please teach me how to ZohoReportPHPLib
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