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
Transitioning to a new Zoho Community platform
Dear Zoho Reports Users, Our users forum here is being transitioned to a new Zoho Community platform. More details are available in the below URL. https://help.zoho.com/portal/community/topic/zoho-community-is-transitioning-to-a-new-platform We are excited about this and we believe you will like it too, as the new Zoho Community platform will result in more user engagement. Happy participating in the new forum!
Greater Than symbol not being accepted as valid.
Hi, I'm working on a table to determine when an Organization first enrolled for any of our services. This could be for a Portal service which there is a Training Record for or a Data connection for which there is Interface Record. I've been able to pull back the earliest date from each table to determine when the first service was. Here is the expression I'm using: Case When Min(Trn."Training Date - End Users") >= Min(InterS."Go Live Date") >= Min(InterD."Go Live Date") Then
New Features rolled out on Jan 17, 2018
HubSpot CRM Advanced Analytics We are happy to announce the general availability of HubSpot CRM Advanced Analytics powered by Zoho Reports. This integration empowers you with deep sales analytical capabilities and helps you keep track of your Key Sales Performance metrics. HubSpot CRM Advanced Analytics 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
mongodb connection problem
I am trying to import the data from mongodb database. I am facing an issue that it is giving an error saying that "Database is not found, Please check whether the database exists or not" Actually, I have a database in my mongodb called test. Can anyone help me? Please check the below link for my configurations. logs and conf files
Getting an error when trying to use a date filter as a user filter
Hi there. Can someone help me with this error that I am getting when trying to use the Expense Date as a user input filter on a summary report being built from a query table Numerical Criteria format is illegal() If I take out the user filter, it works fine. Thanks
Crear grafico apilado con el total sumarizado de los valores que lo componen.
Saludos. Quiero agradecer el interés que siempre han puesto en todas mis solicitudes. En la medida en la que profundizo en el uso de la herramienta van surgiendo nuevas necesidades. Acá planteo una mas. Al crear un "Gráfico Apilado" en el se pueden observar los valores individuales de cada uno de los elementos que lo componen identificados con un color diferente cada uno de ellos. No obstante la barra no posee un valor del total de los elementos que la componen. Podría ser esto posible? Para ejemplificarlo
New Features rolled out on Jan 05, 2018
Import Data from Multiple Excel Sheets in a Single Click Zoho Reports now allows you to import all the data from your Excel workbook in one go. Earlier, users were allowed to select only one sheet at a time while importing data from an Excel workbook. From now on, when importing an Excel workbook, you can select multiple sheets at a time to be imported into Zoho Reports (in Step 2 of the Import Wizard). Each sheet will be stored as an individual table in the reporting database. Click to learn more.
Report for Leads to won conversion ratio
Hi Team, We are running a trial version of zoho reports to find out suitability to our needs. We have created couple of reports as well as referred to few default reports which are fine. However, we are facing issues in creating a report for leads to won conversion ratio for a particular time period. For example, we want a report to show number of leads created in 2017 and the percentage of these leads won in 2017. We tried to tweak some of the existing reports to get the results but not getting
7005 Error on ZohoQuery
We are experiencing some api issues since 27th Decemeber 2017 and wondered if you have changed the api requirements? Adding and updating rows works fine using ZOHO_IMPORT_TYPE, but query commands like ZOHO_SQLQUERY have stopped working completely We make the api calls are made via php (using sample code originally taken from your forum) and have been unchanged for a few years. The code example of one of the calls is as follows: $url = "https://reportsapi.zoho.com/api/yyyyyyyy/tttttttt?ZOHO_ACTION=EXPORT&ZOHO_API_VERSION=1.0&authtoken=xxxxxxxxx&ZOHO_OUTPUT_FORMAT=CSV";
Advanced Analytics configuration
I get this error when trying to connect to Manageengien / Zohorepports in the cloud ERROR: Could not update configuration settings due to an exception while saving the Advanced Analytics configuration details. Report the problem to the system administrator. The support file will get the error tracking to analyze the problem and can be created under Support -> Create Support File. Any suggestions ?
How to make a widget for progress % in zoho reports?
Similar to this one: Is there a way to do this in zoho reports. The available widget only shows the inc/dec from a previous time. Hoping for your response. Many Thanks,
Can we add html link in the Reports
We have the need to hand off the user to another application based on the row value. Can we create a HTML code and have it render a link in the report?
"Magic SalesMap" para ZOHO Y SALESFORCE
Saludos. Podria Darme informacion detallada acerca del asunto del correo. Gracias.
New to Zoho and wish to create a database
Hi, I'm new to Zoho and I wish to create a database of raw data client contacts. My existing data is on a multitude of excel spreadsheets some of which are duplicated. What is the easiest way for me to create this I will be looking to have four fields which would be name, home phone number, mobile phone number and product. I am presuming I need to make sure that all of my excel spreadsheets have their columns in this order? Am I able to upload all my spreadsheets then dup check by phone number
New Map Charts for Zoho Reports
Hi. Can you send mr a private Beta version of Map Charts for Zoho Reports feature. Thank You.
Dashboard 3+ Columns
Is it me or one doesn't seem to be able to create a new Dashboard of 3 or more columns ? I can see the pre built Dashboards, some include 4 widgets side by side, but when I keep trying to recreate that arrangement, the boxes auto resize and I cannot replicate the same. This is counter intuitive and really, the only issue I've found with Zoho reports. Hopefully there is a trick to make this work. Daniel
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