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'
Zoho UploadTool connect Heroku database issue
Hi. I have an issue with connection to Heroku PostgreSQL database from UploadTool. I'm getting an error: no pg_hba.conf entry for host ... Looks like an additional parameter should be passed in with connection string sslmode=require as stated in Heroku docs. But I cannot find how can I set this configuration in ZohoUpload Tool. Does any one know how to deal with it? https://devcenter.heroku.com/articles/connecting-to-relational-databases-on-heroku-with-java#connecting-to-a-database-remotely https://devcenter.heroku.com/articles/heroku-postgresql#external-connections-ingress
Data API via curl
Dears, I have a very strange problem with Zoho data API via curl. I have a database called Monitoring which contains a Table called Test with two columns (ID, Value). If I try to add an element via curl with the command curl -d "ZOHO_ACTION=ADDROW&ZOHO_OUTPUT_FORMAT=JSON&ZOHO_ERROR_FORMAT=JSON&ZOHO_API_VERSION=1.0&authtoken=<my token>&ID=2&Value=3" https://reportsapi.zoho.eu/api/<my e-mail>/Monitoring/Test I always obtain the answer { "response":{ "action":"ADDROW", "error":{ "code":8518,
Daily web traffic report
Hi I used to get a daily report of visitors to our website at www.eon-media.com, we relaunched our site recently (with the same URL) and the reports have ceased, any suggestions on what I need to do to re-instate?
MS Access 2010 Config file settings
I've just updated an MS Access database from MDE to 2010 format ACCDE. It's now stopped uploading to ZOHO. Can anyone advise on the settings I need in the database_connection_params.conf. I think I need to change the DBName and DriverClassName but can only find instructions for MDB files in the help docs. Thanks
New Features rolled out on Oct 12, 2017
Introducing Dynamic Threshold feature for Charts We at Zoho Reports are happy to announce the Dynamic Threshold feature. Until now, users could only set a static (constant) value as threshold. With this update, users can apply dynamic functions (value) such as Sum, Avg, Minimum, Maximum over the column in the reference axis or over a different column. Users can now set the Scope of the threshold to the entire chart or set the threshold value for each data point (cell). Apart from this, we have
Week starting on Monday in Reports
Hi, I have a Line Chart with "Week and Year" in X axis. Everything is ok, but I need an ability to change week span to Monday-Sunday instead of Sunday-Saturday. Basically I need the week to start on Monday. Is there a way I can do it?
Problems with filters dashboard
Hi, In lasted days, I have a problem with the filters dashboard, when i try select a second filter show me this bug: Sorry, an unexpected error occurred 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. Why happens this? how do for solved? in where i can see more informations of this bug? Note: I try do the same with view and works without problems, for example:
Report on archived information
Morning, This is the first time I am using or rather looking into Zoho reports, I have been asked if I can create a report on archived opportunities invoices, is it possible to report on archived information? D
Time in Hours
Hi, I have a formula column calculating duration of a service call. It currently looks at two columns formatted as DD-MMM-YYYY HH:MM and subtracts one from the other to show the difference. Is it possible to have this shown in hours and minutes, rather than just minutes? The above would then show as 01:15:00. In excel the format would be [h]:mm:ss, but this doesn't appear to work in Zoho reports as it results in the following error: "The parameter DATEFORMAT does not match the accepted input pattern".
First Response Overdue Status
Hi, I have sync the Service Desk On demand to Zoho Reports and i would like to manage the First Response Overdue Status but i don't find it. Someone know how i can add? Best regards.
Customize Threshold
Hi On a report I have 2 Thresholds that appear very close together (I will be doing many reports where this occurs). I have attached an example of how the report looks if I just use the standard setup. Is there some way I can customize this so that the appearance is better. (e.g. have the test for the lower threshold appear below the threshold line) I am happy to use coding is needed. Thank you Gill
Create Report from ZOHO CRM Report
So we have three reports in Zoho CRM that I am trying to duplicate in Zoho Reports so we can than add each report to a Dashboard in Zoho Reports. As it appears so far I can get the exact report I need in CRM but not the Dashboard view we hope for, and in Zoho Reports I can get the exact Dashboard view we want but having trouble setting up the report.... So all data comes from Zoho CRM. We have set-up the Advanced CRM Analytics. So in Zoho Reports > Zoho CRM Analytics > Potentilas > Create New
New Features rolled out on Oct 4, 2017
Beta: Zoho Campaigns Advanced Analytics We at Zoho Reports are very happy to announce the Beta release of Zoho Campaigns Advanced Analytics connector. The 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
Is it possible to copy a specific filter on individual values in another report?
I use a filter on individual values with about 60 of 200 values for a report. Is it possible to use this filter on other reports, too - l besides selecting those 60 values for every single report?
How to combine two databanks (e.g. Zoho CRM & Zoho Desk) for reports?
We use Zoho CRM, Zoho Desk and Google Analytics as sources for Zoho Reports. How is it possible to combine them like in this demo? https://reports.zoho.com/ZDBDataSheetView.cc?DBID=779360000007798294&OBJID=779360000007813459
Database structure advice please
Currently I add new monthly data to the bottom of a spreadsheet when updating monthly. So my spreadsheet gets longer each month and I work with one table in Reports. Would it be more efficient to have seperate spreadsheets and tables for each month and join them in Reports? Can some knowledgeable person advise me as to the best approach and explain why one is better than the other. Regards Mark
What does Refresh do?
My data is in an Excel sheet on my hard drive. When I make changes to this file I would expect Refresh to show the changes but it doesn't. How do I update files in Report that have been changed in the original file on my machine? Feeling foolish - what am I missing here? What does refresh do? Mark
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