Dates & Date Filters In Zoho Reports
I see everything in zoho reports is based in GMT/UTC, I also see that you can convert dates into any timezone with with a simple formula. I also see that reports are filtered to the timezone of the user. So if dashboard filtering a report (not a user filter) to to only display "today's" records, is that also based off the timezone of the user, or the timezone of the server?
Filtering the first 7 positions of an Account Name
I developed a report in Zoho Reports that is supposed to show what Accounts have not had an Event, Task or Call in the past year. All looked good until I saw some anomalies that I was able to track down to the way accounts were entered. In our system, "official" Accounts start with a 6-digit number, followed by a space, then the account name. If the sales team happens upon a new customer, we allow them to add the name to capture any notes/information and instruct them to establish an official account.
Cash Flow Forecast Dashboard in Zoho Reports
I am exploring the capabilities of Zoho Reports and created a simplified Cash Flow Dashboard - http://db.zoho.com/ZDBDataSheetView.cc?DBID=97137000000016024 This is just a sample of the useful financial information for small businesses that can be created with this powerful business intelligence tool from Zoho.
Budget v Actuals Sales Reports
I need to create a report for management that tracks the total sales per division against total budget per quarter. I have entered the invoiced amounts by client into a table but cannot find a way to enter and compare against a budget figure. Can you please let me know how I can make this work? Many thanks Kerri
Line chart report remove duplicate zeros and make line thicker
Hello, I have some line charts that I need to customize. Please check screenshot below. Is there a way to remove the double zeros that we have in some cases in the X axis and show only one zero? Also is there a way to make the lines thicker ? Thank you in advance, Edison Rama
What's New Monthly Digest: May and June 2017
June 2017 _______________________________________________________________________ New Charts Visualizations. #MoreVariety - #MoreColors - #MoreImmersive - #MoreModern This is to inform the general availability of the brand new version of our charts visualizations. Our new charts brings in more variety, more pleasing & cool color schemes, offers more immersive experience and is built on a more modern technology stack. You can also read more on this announcement in our latest blog post. Beta
Speedometer on Dashboard
Can you add a speedometer to the dashboard?
Unable to keep Date format for column
I have a raw data table that the original data is in Date format. I use a Query Table from that original raw data table and I can't get the date to stay as a Date data type.
IMAGENES EN ZOHO
buenas tardes, Queria saber si hay posibilidad de crear una tabla en zoho reports añadiendo una foto a los articulos que tengo ya sincronizado. veo que puedo añadir una columna con URL pero no veo que pueda añadir la imagen. gracias.
Extensions & APIs: Advanced CRM Analytics - not synching
Could you please tell me what could be causing this not to sync and update?:
incoming / outgoing disabled in red.
One of the mail users incoming / outgoing mail is disabled. When I see the user in control panel, I see incoming / outgoing disabled in red. When I try and enable it, I get the error message: Operation permitted for paid user(s) only. bilal@islamabadtea.com is the email address.
New Features rolled out on June 30, 2017
Beta Announcement: Zoho Creator Advanced Analytics (Beta) We at Zoho Reports are extremely thrilled to announce the beta availability of the much awaited Zoho Creator Advanced Analytics Add-on. Zoho Reports Advanced Analytics Add-on for Zoho Creator enables you to easily slice & dice your application data and create insightful reports & dashboards. Empower your creator applications with deeper analytical capabilities with this analytics add-on from Zoho Reports. Click to learn more.
Changing Reports Admin User
Hi, How can we changed the Admin for Reports (and Motivator) to another user?
Automating Weekend Reports
I am looking for a way to have a report run on Monday that show me the tickets (records) created on Saturday and Sunday. I can do it manually by selecting the Create Date field and inputing the dates, but I would like the report automated and delivered to me Monday morning. Any help would be greatly appreciated. Craig Rice
how to configure a report with working hours
Hi i imported a table from my ERP in to zoho reports. It contains the following info employee id employee name task start date and time task end date and time task number of hours project name i want to make a report that shows the utilization of hours per employee per month of quarter. also how many hours worked on a weekend and public holidays. how to enter the working days and holidays. thanks :) Mamoun
Past due Callbacks with formulas in zoho reports
Hi!! I want to know how can i calculate with a formula in a report, how many clients do i have with a past due callback I would appreciate very much your help Best regards Miguel Vera
Creating a Running Total from Counts
I have a table with the following 3 columns: Active Users Terminated Users Total Users I was able to calculate 'Total Users' by subtracting the other two. This gives me a monthly net Users for an Organization. Now I need to generate a 'Users - Running Total'. I know this table can be put into a graph and get the running total but I'm combining this table with several about User usage and need to know a running total of users each month. I've tried several SQL methods but can't get the running total
Past due call backs
Hi, I would like to know how can i calculate the number of lines that i have with a pastdue callbacks with a new added formula. Your help will be very appreciated Best Regards Miguel Vera
Rollup function
Don't think ZR supports Rollup function but could someone please confirm?
Age Bands
I have a column of ages (called Age) on one of my table and i want to create a formula column that groups these ages into age bands - something like this if("Age">=0 and "Age"<5,'0-4') if("Age">=5 and "Age"<12,'5-11') if("Age">=12 and "Age"<18,'12-18') if("Age">=18,`Above 18') Is it possible, any help would be appreciated.
save as (another table/report)
hi! is it possible to save a table or something else under another name? it seems to me that it was possible in some of previous versions with a command Save As - but can't find it now. thanks for help.
Limits on Import Number
I'm attempting to import all of the records from a Knack.com database. Knack only allows calling 1000 records at a time. The object has over 1000 records so I need to request the records until it has them all. I'm not very good at coding or java. I've attached what I've got so far. Anyone able to help?
Resizing KPI widgets
Hi, I'm having an issue where some KPI widgets have resized and are not displaying the information. I attempt to resize them larger to show the information but it's not working. In the attached image you can see the original size of the widgets I had on the dashboard. I'm still not sure why they resized. I can hover the cursor over them and the blue line appears but won't let me resize it.
Limits on Import Number
Hi, I'm importing data from a knack database. Knack's API only allows pulling out 1000 records at a time. I'm a little stuck on how to get zoho to continue asking for records until it has all of them. Any suggestions?
Aggregate formula
Hello I am trying to write a Aggregate formula however I am running into problems. Is there a forum that helps define the operators as well as the syntax for the tables, columns, and rows. IE "Table"."Column". 'Row'
Import from zoho reports table
Hi, I need to make a scheduled import from one table from zoho reports to make a new table with the historical value. How I can to import from a zoho reports table? Thanks, Oriol
GET XML via API to Bubble only getting 1 column
Good Afternoon, I'm trying to GET data from Zoho Reports using the Bubble development API. The results I'm getting are getting stuck at the first column Here's how I've set up the Bubble API connector to Zoho Reports: The rest of the parameters are: ZOHO_ACTION = EXPORT ZOHO_OUTPUT_FORMAT = JSON ZOHO_ERROR_FORMAT = XML ZOHO_API_VERSION = 1.0 ZOHO_DELIMITER = 2 (this sets the delimiter to a semicolon) And finally, the Bubble results when I initialize the call: You can see that columns 0, 1, 2, 3...
Endless "Sync In Progress" Status
My Zoho Reports trial recently ended and I purchased a subscription to continue working on the reports. The data was imported from Zoho CRM and was set to sync automatically every day. However, I noticed Zoho CRM's database is now stuck in 'Sync In Progress' mode and I can't access its setup nor manually sync the database. It's been in this state for the last 2 days. If someone has been experiencing the same issue and found a solution I'd appreciate your sharing that information. Thank you!
Absolute and relative variation / Variación absoluta y relativa
Thank you. I have several years' information on a table called Financial Transactions. In some of its columns I have "Date" and "Value of Sales" among others. I require absolute and relative values for the last two months. Could you please tell me how? Thank you ******************************** Gracias. Tengo información de varios años en una tabla llamada "Operaciones Financieras". En algunas de sus columnas tengo "Fecha" y "Valor de Ventas" entre otras. Requiero obtener los valores absolutos y
Zoho Reports & Zoho Books Automatic Sync not adding records to zoho reports
We've been using zoho reports and zoho books sync for about a year with no problems. About a week ago, we noticed that new zoho books records are not being added automatically. The sync says it has run, but there aren't new records. If you manually trigger the sync, new records appear. Very inconvenient, since many of our report consumers cannot trigger a manual sync.
Zoho reports query table problem
Hi, I wanted to ask you a question regarding one query that I am trying to build so I can make a report out of it. I had 2 requirements: 1. Get the potentials that have reached the red zone, and the red zone is a percentage of probability for that potential. 2. Get the potentials that have reached the red zone and ended up being won. The red zone will also be chosen in the report slider. For the first one I solved the problem by using this query : SELECT potential."POTENTIALID" AS "Potential Id",
Giving an access to Zoho Reports
Hi, could you advise on how to give an access to Zoho Reports to the person from my organisation? This is what is despaled after accesing ZOHO Reports: You've got the right process, but is it followed through? Read more. Top of Form Bottom of Form FeedsProjectsHomeLeadsAccountsContactsPotentialsCampaignsReports Top of Form Bottom of Form 1 Setup General Users and Control Customization Automation Extensions & APIs Zoho Google Social Marketplace Others APIs Webforms Data Administration Advanced
Directly push form date from Zoho Creator into Zoho Reports
Hi I found this link on the subject but it is no longer working. https://reports.wiki.zoho.com/-Creating-Data-Entry-Forms-for-Zoho-Reports-using-Zoho-Creator.html Any guidance on how this can be achieved would be greatly appreciated. Thank You.
Running Average of Scores
Hi, I've created a graph that has the date on the x-axis and scores on the y-axis. I would like to graph the average of those scores over time, such that the last point should be the current overall average. I've tried all the options, including "moving calculations" and while that one gets the closest to the current average with the last point, it is off by a few points. Any suggestions for building the graph that I want so that each bullet point includes the average of the scores to that point?
report comparison on time with gaps
Hi, Is there any way to see reports with time frame as - this year quarter1 vs last year quarter1 - this year month1 vs last year month2 .. I can see options like this week/month/year vs last week/month/year but not this year current week vs last year same week I'm expecting a dashboard in which I have 2 reports side by side showing same kind of data say "number of leads on weekly basis". It has a user filter on top in which there are options like "this month/quarter/week". When user selects say
First Trx Date in SQL
I am trying to get the first trx date by joining Zoho CRM Accounts, Zoho Books Contacts, and Zoho Books Invoices. I can get my expected results, but the first trx date column is no longer a date field, I believe its a string, which is not ideal for reporting filters. I am updating my SQL to CONVERT the field to a date field: SELECT "Account id", "Account Name", "Account Type", CONVERT(DATE,MAX("Invoice Date"),23) AS lasttrx, MIN("Invoice Date") As first_trx, COUNT("Invoices
Filter not being applied
Hi Everyone, I have a report that i have applied a filter on. When i run the report, I have to constantly select the filter. Is there a way to have the filter permanently applied? Thanks Dan
Zoho Reports App for iPhone
Why isn't there an iPhone app for Zoho Reports? There is one for iPad, but not iPhone.
Aggregate Formula: Calculate Conversion Rate based on Orders and Sessions: Parameter EXPR not correct
Dear Zoho Reports Community, I have following table: Date | Type | Value with Order and Sessions information, e.g.: Date Type Value 30 Nov 2017 Orders 10 30 Nov 2017 Sessions 100 31 Nov 2017 Orders 5 31 Nov 2017 Sessions 100 ... ... ... Now I want to calculate the conversion rate for each day, based on Orders/Sessions. This would lead to a conversionrate of 10% for 30 Nov 2017 and 5% for 31 Nov 2017 At the end, I want to have a chart, showing the conversion per day. So I added a Aggregate formula
Announcing New Charts Visualizations.
Announcing New Charts Visualizations. #MoreVariety - #MoreColors - #MoreImmersive - #MoreModern We at Zoho Reports are extremely happy to announce the general availability of the brand new version of our charts visualizations. Our new charts brings in more variety, more pleasing & cool color schemes, offers more immersive experience and is built on a more modern technology stack. #MoreVariety: We have now added several new chart types such as Bubble, Packed Bubble, Dial and Bullet to our library,
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