Allow non-logged in users to export from Dashboard
I have a few dashboards I would like to share with non-Zoho users. This works fine creating a permalink using the publish options, but these users do not have the 'Export' option. I only see this for logged in Zoho users. How can I allow non-Zoho users to export Dashboards?
Rename columns of imported tables
I have tables that are imported via the SQL import tool. It's all working well but I am unable to rename the columns to make it more user friendly. I'm guessing this is because the import tool needs the column names to match with the export source. So for example instead of user_name I would want the column to be called Username. This is a simple example, I have columns that I need to completely rename since they don't make sense. Is this possible, maybe as an alias? If not, how can I create a more
Relative Date Range based on pay cycle
Hello, We are relatively new to Zoho Reports and still trying to figure things out. I am wondering if there is a way we can create a relative date range based on our pay period cycle? We have an hours report we would like to tie to that. So versus the last two weeks, the two week period needs to calculate based on the start of each pay period. For example our last pay period started on Sunday Jan 8th and ends tomorrow on the 21st. I would like to be able to run a report that knows thats the current
Making January 1st apart of week 52.
I am trying to include January 1st as apart of my final week for 2016. I have my column "usage week" correct, but can not figure out how to get my column "week to read "Dec, 26 2016" Thanks for all and help. Let me know if you need more information.
Filter/Search on Summary Report
I have a summary report with about 1400 rows. How can I allow users to filter and search on this report like they can on regular tabular reports?
Indeed Integration - XML Feed
Hi all, Has anyone intergrated indeed so that it appears on indeed when i post from Zoho, my indeed account manager has asked for a XML or something? Cheers Chris McGuigan
Allow users to adjust X axis dimension
I have a chart shared with some users. Along the X axis is date by 'Month & Year'. Is it possible to let users adjust the X axis dimensions to Year, week, etc? At the moment if I want to allow users to show results by week, month and year, I have to create and share 3 separate charts with this set as the X axis. Thanks
Aggregate Formula: SUMIF date matches last month
Hello, I was trying to sum only data that match last month. In SQL I was able to do it, but I was wondering if this is possible with Aggregate Formula also. This would be an example of what I was trying to do (which did not work): sumif(Month("Steering_MasterDB"."Date")=(Month(getdate())-1), "Steering_MasterDB"."Revenues Actual",0) I am open to any suggestion as long as I get the same result. Thank you Kastriot
Max Size for Multi-Line Text?
Is there a Max size for Multi-Line Text field ? We have a row, where this column seems to be clipped at a max length. Based on the API & Help Documentations, I could not find max field length for Multi-Line Text field. Thanks.
Combo Chart (hide Markers in line)
Hi there. I'm working with a combo Chart and can not find the way to hide line Markers (see attached picture). Can you please help me to do it? Thanks Matias
Pareto chart equivalent
Hi, I am trying to create the pareto chart of "Total % of profit" and "total profit" by product sub-category. I came across the following issues and was wondering if there is another approach. In a report, you can create a "% of Total" calc for measure. However, how do you make it cumulative? Which is the Pareto curve in orange (below graph shows). When I have a report with two measures - say "Total Profit" and "% of Total of Profit", I am unable to sort by any of the measures. I can only sort the
Merge multiple tables
I have about 30 individual CSV files being imported from Dropbox. I thought I could import them all into one table and have them update weekly, but this does not work as far as updating weekly? Should it? So I'm guessing the alternative is to import each csv into it's own table and then merge all tables into one? I don't really want a report, just a combined table that I can search and filter on. Thanks
how to connect local database using php
hi all...... i am new with zoho reports can any body tell me how to attach zoho reports to our site which is built in php
The table does not open
Hi, I added 1 column to the table. But it does not open anymore. Can you help me urgently?
Design Button for automatic Table Join
Hi in the Tutorial Video of Zoho Report is show that you can click a Button Call Design Change on the upper left Side of a table. In my case this button is missing - so I can only use sql language for joining tables - but I want to us the automatic query tool. any Ideas?
Zoho Reports integration zoho campaign
How can I integrate Zoho Campaigns in Zoho Reports? We would like to compare different campaigns and build KPI dashboards. Many Thanks and best regards Björn
Calculate points by platform and line chart
I'm trying to recreate this chart in Zoho and running into a few problems. It shows how many points are achieved over a few years and has separate lines for where these points were achieved on App or Web. In my table I've got separate columns for - the year points were achieved, ie 2016 - the amount of points the given row achieved ie 1000 - what platform they were achieved on, ie app or web (A or W) To get a similar chart to above, I'm thinking I have to create a formula column calculating: - amount
Link a ZoHo table to a MySQL database table on my website.
I have an existing database/table on my website but I like ZoHo's reports better. Is it possible to create a LIVE link (ODBC or ??) from my data source (a MySQL table) to ZoHo's table? If so how?
Add Functions and Variables to Default Filter Values. Defaults for Date Ranges and Create Single Date Filters
Hello Everyone, These could probably all be their own topics, but I like how they tie together. First - Adding the use of Functions and Variables to the Defaults in User Filters would give developers so much more flexibility for their report writing. Second - Allowing the use of the Default Values in a Date User Filter (here comes the tie in) with the use of Functions would allow the use of things like From: DATE_ADD(DateField, interval -7 day) To: MAX(DateField) as values while allowing us to
Nested If is Null Function
Hi, I had a table where had a 4 columns by names: 1. TMI Verticals 2. C&K Verticals 3. TMI e2E Academy Pvt. Ltd. 4.Group Shared Services Verticals From the above 4 columns are dependents values, the value selected from the field should come in another New Column. Please help me out to resolve by problem.
New Features rolled out on January 02, 2017
Variable Support for Groups Zoho Reports has now enhanced the Variable feature which was introduced recently to setup groups. You can now create variables and map the values to groups. If you have created groups for sharing and collaboration, you can map variable values to them. To map a variable to a group Click the Add User/Group option in the Create New Variable page and select My Groups. Click to know more. Cloud Databases: Hourly Periodic Import Schedule Zoho Reports recently released a very
Zoho reports - Inbound, Outbound & Pending
Hi We are using Zoho reports with the Manage Engine Service desk system and would like to create a report to show inbound, Outbound and Pending requests like on the manage engine dashboard. As you can see we need several values on the X Axis which i'm not sure if it can be done. We do not require the overdue requests as above but would like to know how many tickets were pending on that day so that we can see how we see if we managing the requests thanks Dan
función "if" con algún caracter que cumpla la condición
Saludos. He usado la Función If con operador ">", "<" o con referencia de cadena de textos exactas. Mi solicitud en esta ocasión es la siguiente: Tengo un Campo de cadena de texto con varias palabras pero deseo categorizar esta información en un nuevo campo utilizando la función ÏF". Coloco un ejemplo para traficar la pregunta. Tipo de Estudio Área Rx TORAX Tórax EXPRESION: (if "tipo de estudio"contiene "torax", "Tórax", "XX")
Zoho to Zoho integration issues
Has anyone else noticed that Zoho products don't integrate well with each other? It would be great if before focusing on integrating more outside products they would focus on making sure their products (which are all paid for) integrate seamlessly.... 1) Zoho CRM to Zoho Reports - Why does this only update once a day?! It should be at the minimum every hour if not more 2) Zoho Reports to Zoho CRM - Why can't I view the reports I create through the Advance CRM Analytics in Zoho CRM... you have the
Regex/ Wildcards in User Filter search
Hi Let's say, I've a user filter called 'Industry', which contains, among 100 other values, the following- Consumer Services, Computer Services, Financial Services, Transport Services. I would like the users to be able to search for all 'Services' beginning with letter 'C' in the user filter, which in the above example should return 'Consumer Services' and 'Computer Services'. I tried using wild characters * and ? as I would in Excel, i.e. "C*Services" but it doesn't work. Is it not possible to use
Migrar a otra cuenta ZOHO Report Tabla de Datos y Graficos y Dashboard Asociados a esa Base de Datos
Saludos. En una solicitud anterior me fue explicado como migrar la base de datos de una cuenta Zoho a Otra. En esta ocasión requiero saber como trasladar también los gráficos asociados a esa BD y economizar el tiempo invertido en el desarrollo de los mismos. Gracias.
Maximum email addresses can be added in each email schedule.
Hi, I have to send a report to more than 5 users, at the moment I've created 5 copies of the same schedule to send the report to all users it concerns. Is there an easier way to send a single report to many users? Thank you, Andrea
Upload tool MYSQL query issue
I'm trying to upload from my MSQLD database with a query that changes the names of the columns to match my Zoho table. The query I'm using in database_sql_queries.xml is: SELECT count_endtime AS DATE, REPLACE (customer_id, '514', 'OZ')AS SITE, count_in AS InCount, count_out AS OutCount, count_occupancy AS Occupancy FROM `zone_activity` where customer_id = '514' ORDER BY `zone_activity`.`count_endtime` DESC This query fundamentally works, but it only changes the name of the customer_id
Date filtering using the user filter does not seem to work
Hi, I added a date user filter to an existing report. The date picker works i.e. select start and end date. However, when I click Go there is no change to the report. See screenshot. Can you confirm if the date picker user filter is working? Thanks Sunil
Zoho Reports Widget filters get applied to Report not vice versa
Hi, When i select User Filters for the Widget and select in the view mode , filter value gets applied to the Widget and report in the same dashboard but not vice versa; if i have filter on the report and it does not get applied to the widget. it appears that the widget filter is driving the dashboard. please see attached image. please suggest how i should i design the dashboard ?
User cannot schedule email
I have a need for users of type User (i.e. non-admin and non-database owner) to be able to schedule a Dashboard via email applying selected filters. This is no problem as administrator, but it seems the email schedule function is not available for Users?
New Features rolled out on December 15, 2016
Subtle Changes in the Home page Interface We have made the following changes in the Zoho Reports home page. 1. The Create Reporting Database option has been renamed as Import Your Data to reflect the first step any user would perform upon logging into Zoho Reports. You can continue importing your data from a wide variety of sources using this option as you used to with the create reporting database option. 2. The search bar in the Zoho Reports homepage has been made much faster. The search now suggests
Date Range More than 180 Days
Hi, Can we have report for more than 180 days, As it allows only for past 180 days report. Can we manage the date or extend the report for 365 days,
Monthly Customer Dashboard
Hi, I've always wanted a monthly dashboard style report for each customer. It could be a statement stuffer kind of thing. Is there a way in Zoho reports to print a dashboard for each customer? Can I clone a dashboard and set a filter for each clone, or is there a more elegant way?
TIME data is clipping. i.e. does not support MySQL documented '838:59:59' with Table Joins (Advanced Report Engine)
I've been informed one of our databases has been migrated to "Advanced Reports Engine" I've noticed strange behavior: According to MySQL: MySQL retrieves and displays TIME values in 'HH:MM:SS' format (or 'HHH:MM:SS' format for large hours values). TIME values may range from '-838:59:59' to '838:59:59'. https://dev.mysql.com/doc/refman/5.5/en/time.html Secnario 1: No Tables - On Advanced Report Engine ( Works as expected) Create a new Query Table with the following SQL SELECT SEC_TO_TIME(86399) as
Scheduled FTP import
Hi, I'm using FTP to import CSV files from my Magento Store. In the manual they show a scheduled import option for FTP, but I don't have that button: What is going wrong? I have the CRM Extra license.
New Features rolled out on December 1, 2016
Public Release: Xero Advanced Analytics Add-on We at Zoho Reports are extremely happy to announce the general release of Xero Advanced Analytics Add-on. Till now the beta version of this connector was only available for the paid users of Zoho Reports. With this general release it is made available for all the Zoho Reports users. The Xero add-on is priced at $15/month . This will enable you to import your Xero data into Zoho Reports, and avail all the features in the Zoho Reports free plan .
I have a problem with my email
I have been using my mail for a while and I never have problems, but today I can not receive emails, I can send but not receive. Why does this happen ? Please I need help. thanks
Sending failed;Reason:554 5.1.8 Sender Address Blocked
Hi There, please remove the block on our mail account. We are not able to send a single mail right now. My IP : 14.161.16.52 Thank you ! CÔNG TY TNHH TRUYỀN THÔNG VÀ DU LỊCH SAIGON STAR 62 Thành Thái, Phường 12, Quận 10, Tp Hồ Chí Minh, Việt Nam Email: info@saigonstartours.com Website : http://ngoisaotour.com/
What graphics are available in Zoho?
Hi all, Thanks in advance for your help. So I'm trying out Zoho, to replace our current dashboard software which isn't particularly user friend. As an initial testing I'm trying to recreate what we currently produce...however wanted to find out if additional graphics are available. I currently use some thermometer, dial style graphics...is there anything like this available in Zoho? Cheers, Jason
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