Zoho Report wanted: Invoices with line items
Hi, in Zoho Reports I am failing to create a report (database: Zoho Books) that shows all outgoing invoices with their respective line items. Please advise! Thanks and have a great day! Mark
Sum MAX values based on date
Hello, I am trying to sum max values based on the date column with aggregate formulas. I have the "Jobs" and "Date" columns and I would like to sum the max value of jobs for each year. Is there a way to do this directly with aggregate formulas? Thanks a lot Kastriot
Is there any way to hide or disable the share, export and publish button?
Hi, We are also proposing Zoho Reports to insurance agency in Japan.They are very strict about information security control with their financial industry background. Is there any way to hide or disable the share, export and publish button, as bellow , depending on the user profile etc.? It is also alright to hide or disable this whole organization by paying an additional fee. I thank you for your support! Regards, Junya
How to add data from previous Row to current row in ZOHO Reports
Hi ZOHO Reports Team, I have a requirement that I need to create a Column by adding the Previous Row data to the current row to get the value. This is for a SQL Query Table. For Eg: Column Name: "Revenue Difference" Row 1: April 2017:: (Budgeted Revenue Row 1 - Actual Revenue Row 1) = "Revenue Difference - Row 1" Row 2: August 2017 :: "Revenue Difference - Row 1" + ((Budgeted Revenue Row 2 - Actual Revenue Row 2) = "Revenue Difference - Row 2" Row 3: June 2017 :: "Revenue Difference - Row 2" +
Adddate - not adding
Hello, I am relatively new to Zoho, but the admin for my organization. I am trying to use the Adddate function in the web-based reports with the formula below. In the report, it is not adding the 90 days, just repeating the date. Any help is appreicated, this is the formula below: Adddate(${Deals.Implementation Date},90,'DAY') Thanks in advance! Laurie
New Features rolled out on Aug 7, 2017
New: Notifications Corner in Zoho Reports The Notifications feed in your Zoho Reports account will notify you instantly on any new activities in your account. This will also enable you to access the relevant information from the notifications feed itself. You can access the notifications feed by clicking the Notifications icon in the top right corner of your Zoho Reports account. Click here to learn more.
Add custom fields - User Module
the organization of users that I have is complex across a number of subsidiaries. I am trying to create a number of teams for Zoho Analytic Reports that are spread across multiple roles, profiles, and territories. Instead of selecting list of users each time, I wanted to add a couple fields to the user screen in CRM so I can use them to define new groupings for the purposes of reporting in CRM and Analytics. Is this possible?
Query table doesn't run
Hello, I am having difficulties running a custom query. The query works on my servers as well as different mysql clients but I am not sure why it isn't here. The query: SELECT t.month, t.year, SUM(CASE WHEN status = 'Churned' THEN 1 ELSE 0 END) as 'churned_no', SUM(CASE WHEN status = 'Active' THEN 1 ELSE 0 END) as 'active_no', SUM(CASE WHEN status = 'Resurrected' THEN 1 ELSE 0 END) as 'resurrected_no', SUM(cASE WHEN status = 'Inactive' THEN 1 ELSE 0 END) as 'inactive_no'
Change relationship in Zoho Reports
HI, can i change the relationship from Event_Owner_ID to Created_By Regards Hubert
Can we export Sales Summary with item details in XML format.
We can only export sales summary, not with item details in existing Zoho application. Can I export sales items data with Sales Summary in XML format.
New columns in Zoho form does not appear in Zoho Reports
Hello Folks, I have created a new application on Zoho Creator and linked the specific form to Zoho Reports, so that as in when we make changes to the form or add new rows, that should dynmically appear in reports. I have added a new column in the form and re fetched the data in zoho reports. Butaw the newly added column is not getting fetched into the reports ? What could have been the reason for this ? How to fix ? thank you.
Dynamic filter with dropdown filter
Hi, I'm trying to use the dynamic filter passing in the URL a as explain here . The problem is because the dropdown filter is not been filtered according the parameter in the URL. I had already defined the dropdown filter to show only the "List only relevant values" as explained here . Example: https://reports.zoho.com/ZDBDataSheetView.cc?OBJID=1230135000000004357&STANDALONE=true&INTERVAL=-1&REMTOOLBAR=true&INCLUDETITLE=true&INCLUDEDESC=true&ZOHO_CRITERIA=user_id=11 I'm filtering only data where
Sharing Filter Criteria
Hello, I created a report that shows what accounts have not been visited by a sales rep in their territory. The report works as intended. I want to share this report with each sales rep, so I created a private link. When I did this, each individual sales rep can see every sales rep's information: So, I then attempted to apply a filter criteria using User's Email = their login email, so, for example, if Jody Tucker logs in, he will only see Jody Tucker. When I logged in as Jody Tucker to see if
Get record from zoho reports
it is possible get particular record from zoho reports ?
Has Zoho Reports crashed?
I'm not able to open any of my reports, let alone work on them. I had yesterday written to Support requesting urgent attention but no reply so far. Today the situation seems to have deteriorated. There is not even an error message. All I see is the below (Generating Report...). Recent experiences have left me look for alternatives. Does anybody here have a first-hand experience with Microsot Power BI or Amazon QuickSight and tell how they compare.
New Features rolled out on July 25, 2017
New Customization options in Dashboard Themes 1. Dashboard Themes now allows you to customize the Font style and color of the title and description of individual reports embedded in a dashboard. To use this option, open your dashboard. Click the Themes button. Select the appropriate theme and click Customize . In the Dashboard Themes dialog that opens, you can customize the font style, size and color for the title and description. 2. Henceforth when you create a new dashboard by default the
How to show request id vs internal ticket id
Several of the reports come back with the internal ticket ID as opposed to the customer viewable request id. What am I missing? Dave
Gateway Zoho Reports
Hi, I need help with this, Iam try different BI intelligence software between Power BI and Zoho Reports, in lasted days i worked with Zoho Reports all intelligence BI of my company and the tool is good for me, but Power BI have something that i dont see of Zoho Report this is something call Gateway, this tool let me do a Direct Query to my database from cloud in real time see tha data of my SQlserver database. For upload data to Zoho Reports i use ZohoReportsUploadTool_Windows this import an query
Week date range in pivot table
Hello, I need to create a report that breakouts the data by week. I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 28 2017' format. Is there anyway to get the actual dates in there? ex. 10/7/2017-16/7/2017 Thanks
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.
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