Summary Report not listing all Milestoens
Creating a summary report that shows grouping of task lists within milestones. The report does not show all milestones and puts the task lists that should be in the missing milestones into a group for different milestones. Why is this happening?
How to move a column order in a table
Hi there, Could you please let me know whether it's possible to move a table's column order? If someone made a mistake, and deleted a column by accident, and they add that column again, it is obviously now at the end. Is there a way to move that column from right at the end to the correct place again? From for instance column 90, to column 15? Thanks.
Calculating and displaying Averages problem. Help please!
I am stuck on calculating an average using data I have uploaded within an Excel file. I have tried achieving this both from within Zoho Reports and also by adding new data within Excel to make it easier for Reports to calculate. Within my table I have one column named "Consultant" one named "Date" and the other named "Placement Count" Each time a row of data is added the name of the Consultant (from a drop down list in Excel) together with the date of the placement and the Placement Count which
What is the field to include estimated Work Hrs on a Summary View
I can't identify the field to include in my Summary report that represents the estimated Work Hrs (expected / Required). Can you tell me what it is or if it's on another table besides Tasks?
How do I delete a published URL report?
How do I go about deleting a report that is published to a url?
New Features rolled out on Dec 05, 2017
Zoho Survey and SurveyMonkey Advanced Analytics We at Zoho Reports are happy to announce the availability of the Zoho Survey and SurveyMonkey Advanced Analytics integrations. These integrations enable you as an analyst to proactively manage, measure and derive analytical insights from your surveys run in Zoho Survey or SurveyMonkey. With Zoho Reports you can easily slice and dice your survey responses, derive key metrics and transform them into actionable insights with the power of analytics.
KPI Widget - last 7 days sales vs same period last year
Hello I cannot work out how to display the sum of my sales for the previous 7 days with the same 7 day period a year ago so I can see whether sales this year are up on the same period last year. I suspect my issue is due to the "Group By" option, which I've currently got set to Week & Year. This will look at the current week of this year, and compare to the same week number last year, but this doesn't make sense to us because unless we're viewing the KPI widget on the 7th day of the week, the
Table Column data in other table
I have one Table called Leads. Depends on this Table i create a Query called Außendienstmitarbeiter Query. In this query we have workers name, which we dont have in Leads Table. Now how can i bring this column with Workers name in Leads table. Thanks in Advanced from Berlin, Germany
Zoho Report DELETE API changes
Hi Zoho, For about a year we have an application going that uses the Delete API to delete everything in a Zoho Table. This was working for the entire year until early last week when something changed. We noticed that previously we called an HTTP DELETE action to trigger the delete but looks like the API was changed to use HTTP Post. Was something changed recently as I have tested this on my business and personal Zoho account and receive the same error "7005 unexpected error" Do you have any idea
Share a report whith my admin
I'm a user in Zoho and like to share a report (I have made) with my admin and our other users. Is this possible en how can I do this?
Zoho Projects Sync Issue in Zoho Reports
Hi Viewer, We are importing the Zoho Projects into Zoho Reports using Zoho Apps in Zoho Projects. Five(5) Sync option is closed in Zoho Reports.Now the Error is occurred in Zoho Reports as 'Initial Fetch Failure'. So anyone give the idea about this.I shared the Screenshot for the reference.
Conditional Formatting Retention
Hi We converted a report to Excel & HTML (Inline as well as Attachment in Email) where we have configured Conditional Formatting for a column. We have configured colors for different criteria. Post conversion in Excel & HTML (Inline as well as Attachment in Email), the conditional formatting is not retained. The conditional formatting is retained only in case of PDF conversion. Have you got any plans to cater to the above in near future?
Lost Closing Date
(Some, not all) closing dates are not showing up on reports of open potentials. Entered the same as others where the dates are displayed and no filters are applied. Just started to happen recently. Suggestions?
New Features rolled out on Nov 29, 2017
Public Announcement: Google AdWords Advanced Analytics We at Zoho Reports are happy to announce the general availability of Google AdWords Advanced Analytics integration. This connector provides deeper marketing analytical capabilities for your campaign data in Google AdWords. Product marketers and SEM analysts can 'slice & dice' their AdWords campaigns data in depth and analyze key performance metrics such as impressions, click rate, conversion rate, cost metrics, growth rate and much more. Not
Parantheses
Hi I am creating a aggregate formula and i am writing a formula: (sum("Personnel Data"."OT-1")+sum("Personnel Data"."OT-2")+sum("Personnel Data"."OT-3")+sum("Personnel Data"."OT-4")+sum("Personnel Data"."OT-5")+sum("Personnel Data"."OT-6")+sum("Personnel Data"."OT-7")+sum("Personnel Data"."OT-8")+sum("Personnel Data"."OT-9")+sum("Personnel Data"."OT-10")+sum("Personnel Data"."OT-11")+sum("Personnel Data"."OT-12"))/((SUM("Personnel Data"."Headcount96")+sum("Personnel Data"."Headcount95"))/2) unfortunately
Dashboard Filtering with 2 query tables using one filter field
Hi There, I have been using user filters on the dashboard and for the most part they are fine. However I have one issue I would like to see if there is a fix for it. I have a main query that most of my widgets use. Then I have a second query for another widget. The dashboard uses the field "brand" in the main query for the filter. The second query uses the main_query.brand field alongside fields from a second table. I have set the widget to use main_query.brand as a filter, but when the dashboard
Python library ZOHO_IMPORT_TYPE error
Hi, I get the error com.adventnet.zoho.client.report.python.ReportClient.ServerError: u'ZOHO_IMPORT_TYPE is not present in the request parameters list' My code: def importData(self,rc,uri): try: with open('biexporttozoho.csv', 'r') as f: importContent = f.read() except Exception,e: print "Error Check if file biexporttozoho.csv exists in the current directory!! " print "(" + str(e) + ")" return impResult =
Email Alerts based upon KPI information
Hi there, I was wondering if there is some way to send out Email Alerts based upon if a KPI information is lower then a certain number. I want to be able to identify quality scores dipping below a certain number and then trigger an email. Is this possible to do? Thanks, Ben
Changing Dashboard Widget background color
Hi, I'm using servicedesk+zoho reports. Is it possible to change the background color of the widgets in the dashboard? Currently im using free subscription. What are all the settings wise benefits ill get if im moving to the paid subscription? Please kindly reply. Thank you.
What's New Monthly Digest: September and October 2017
New Connectors Released We have extended the Advanced Analytics connectors for the following popular business applications. Zoho Creator Deeper Analytics for your Creator apps Microsoft Dynamics Sales Analytics to empower your sales execution Zoho
Zoho Reports API Import Error 7005
The Zoho Reports API import has not been working for the past week. The response is always Error 7005 "Sorry, an unexpected error occurred when performing this operation". Is there any way to make the API import work again?
Zoho Reports Admin
Hello, I would suggest having at least 2 Admins for the Zoho Report module. Currently the reports Admin user defaults to the CRM Super Admin. These can be different people. For my job, I use the Reports module extensively, having to ask our Director to do syncs and add new fields when the CRM has custom fields/modules added is annoying and not productive. This also cause an issue when we upgraded to Zoho One. Our account was upgraded under our Directors user name instead of the existing Super Admin.
New Map Charts for Zoho Reports
Saludos. Podria enviarme la version Beta de New Map Charts for Zoho Reports Gracias
New Features rolled out on Nov 07, 2017
Teamwork Projects Advanced Analytics We at Zoho Reports are happy to announce the general availability of Teamwork Projects Advanced Analytics integration. This connector empowers project managers with advanced analytical capabilities thereby giving a greater visibility & control on their project execution. Users of this application can slice and dice their project data, derive & analyze key project metrics such as project completion rate, resource utilization rate, risk rate and do much more. The
New Features rolled out on Oct 31, 2017
Stripe Subscriptions Advanced Analytics We at Zoho Reports are happy to announce the availability of Stripe Subscriptions Advanced Analytics integration. This connector enables you as a business owner to proactively manage and drive your subscription business with deep analytical insights. With Stripe Subscriptions Advanced Analytics you can slice and dice your subscription data, derive & analyze key SAAS subscription metrics such as revenue, growth rate, churn rate, cancellation rate, customer
Union / Join two tables for sales+payroll reporting
Hi, I'm relatively new to this, so this may be convoluted, but I'm hoping someone can give me a hand on this. Trying to relate/join/union (not sure the best method here) two tables with select conditions. Here is the layout, as I've got a few tables with sales-related data. "Sales Ledger" is actual transactions (where there are multiple lines per TX, some that show individual items, some that summarize everything, and some that just have payment info). Importantly, each sale has a unique "receipt
Ability to specify database_sql_queries.xml file to execute for UploadTool
Hi. We have multiple databases that we want to update periodically with UploadTool. I generate own database_sql_queries.xml file for every database. What I want is to be able to specify file to execute like: ./bin/UploadFromDB.sh ~/sql_xml_files/database_sql_queries_organization_123.xml As I understand, what I can do right now is to either replace conf/database_sql_queries.xml file after previous import completes and start import again or duplicate whole UploadTool folder each with own database_sql_queries.xml
CSVUploadConsole.sh java not found error
Hi, I try to use UploadTool for linux. When i want to run CSVUploadConsole.sh i got this error " TOOLHOME/jre/bin/java: Permission Denied" and then i change permission to 777 for this java file then i got this error "TOOLHOME/jre/bin/java: not found" i search in form and google but i couldnt find any thing. I need help ASAP Thanks Umut.
Unable to run reports without error
Of recent, when trying to run a report and not customizing anything other than selecting Current Month, I receive "Unable to Process Your Request". I've logged out, back in, and using the standard report, Tickets by Account and again, only changing the date range to Current Month. I am an Admin to this account and have successfully run various reports in the most recent past w/o issue. All other functionality outside of Reports works w/o issue. Thank you for your thoughts and help as to why this
Running item reports that include NON inventory items.
Hi folks, I am new to reports and struggling a little to understand them. I seem to be able to graph my top 10 product sales per month no problem, as long as they are items we track inventory of. However, I can’t find a way to show the top sales of NON inventory items, or services such as “labour” for example. I dont know if this is enough information for anyone to help, or wether someone will say “H, I had that problem” and recognise the issue. Regards, Stu
Filters : "Others" Options
Hi Was looking for "Others" option in Filters tab while creating reports & graphs as provided in User Filters tab. In the Filters tab, after selecting required details in "Include Items" or "Exclude Items", there should be a option to display or calculate other items as "Others". This is specifically important in Pie Chart type of graph where in only say top 5 are selected to display individually and remaining group as "Others". Request you to incorporate feature as above & confirm timeline. If you
connectivity problem in uploading SQL SERVER database
Hi, i am trying to upload my SQLSERVER database to zoho reports, and am receiving connectivity problems, i followed the regular steps but i'm not able to trace the problem. COMMAND PROMPT ERROR >rem $Id$ 1 file(s) moved. The system cannot find the file specified. Logging in... Logged in successfully... Error !!! Exception occured while establishing connection to the database server Network error IOException: Connection refused: connect Kindly check the logs for more details! Logged Out successfully
New Formula to count Hold Orders
Hi, Firstly sorry if this is the wrong place to be asking this! I have started to use Zoho reports with Zendesk so very new to this - Inside Zendesk I have tickets with an tick box option to select when the ticket is a new order. I would like to create a new Aggregate formula in a report to count the number of tickets with this box checked but the ticket status is not closed, solved or deleted. I have easily worked out how to count the number of orders with the following: count("Tickets"."New Order")
Development Tools
Can anyone suggest a set of tools for using in zoho reports? Writing in SQL and searching for dependencies would help for queries referencing tables and queries in other files. Also in Zoho Database Formulas, a tool to check for nesting parenthesis in sync or balanced. thanks,
Recommended Development Tools
Can someone recommend development tools to search for dependencies in multiple SQL queries?
Getting data from previous row
Hi, I have a specific requirement to make using ZohoReports. It goes something like this: If "Status" is 10 (row #2) and "Status" of previous row is 2 (row #1), subtract "StatusTime" (#2.StatusTime - #1.StatusTime) and put it in #2.DifferenceTime How can I achieve this using Zoho reports? Thanks!
Admin setting to control Multi Factor Authentication
Hello, Is there an administrative setting to require users to enable multi factor authentication?
Date Pattern not recognized when importing data
Hi, I'm trying to import a data set which send a Date column in the format below: 2016-07-19T17:35:25-03:00 (it comes with a "T" between day and Hour) When I set the Date field in the import process to: yyyy-MM-dd'T'HH:mm:ssZ (which is standard in the list of date formats available in Zoho Reports) IT won't import the column, saying the format is not like the imported data. The alternative is to choose the column, Find and Replace the "T" for a "space", and then change the format to the one below:
Using Contains as a filter
We are using Zoho Reports, ServiceDesk Plus analytics. I do not see how to create a report filter using Contains comparison of a string values, is one string contained in another. For example, Task Title contains the word Monitor. Is this possible in Zoho Reports? This reporting feature is available in SDP reporting. Thanks in advance, Craig Rice
Custom Reporting Periods
If I want to do a report to show time spent on a client, how do I set a report to show from 17th of the month to 17th month rather than 'last month'
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