Timeline Filter In Dashboards I receive NON-EXISTENT date column, for column that should be present
I have created a dashboard called "member & customer" counts. I have added a few KPIs, which I'd like to be filtered by the timeline filter. In one widget, I have the discount count of invoices, filtered by status = closed. This data is based off the "invoices(Apliiq)" table, a standard generated table from the zoho books integration. When I attempt to add the Invoice Date from the "invoices(Apliiq)" table, then click save, I receive the following error: " Non-existent date columns provided for
DateDiff but Working Days only
Hello, I would like to have use DateDiff but only considering Working Days, because I need to get the numbers of days between two tasks excluding weekends. I don´t know if this is possible with a mix of current formulas that are available or if a new one has to be created. BR, Edgar
User Defined Date Filters In Dashboard Don't Work For Widgets
I have a few widgets setup, and I'd like to filter them by date (New & Returning), I setup user filters in the dashboard, based on the date in that table (create_date). When I select a relative timeframe for that filter, the widgets using that data table are not filtered.
Calculation of correlation between two series
Is there a way to calculate correlation between two series? I tried both custom and aggregate formulae but couldn't make it. I guess the problem is correlation requires combining aggregate formulae (Avg) with custom formula (X-Avg(X)).
Incluir dos valores en una sola Columna
Saludos. Estoy deseando elaborando un Gráfico de Barras que permita evaluar los montos y las cantidades de productos vendidos en un solo Gráfico La Vista Actual es la Siguiente: Vista Deseada: Gracias por su atencion.
Counting empty cells in pivot
Hello all, I have created a pivot view and I have problem with empty cells. For some reason there is no calculated data in "Tyyppi count" -column in cases where the value "Tyyppi" is empty. How can I get this problem fixed?
How to optimize embedded views for search engines?
Hi, I'm an analytics startup trying to build my online presence with the help of Zoho Reports. I've embedded quite a few interactive views on my website. However, all my efforts seem to be coming to naught because Google is picking irrelevant words like 'loading', 'columns', 'filters' as keywords of my site, overpowering the real meaningful keywords. While I understand it is not an issue with Zoho Reports but how search engines see and index AJAX and other dynamic content, I would like to know if
How to display new client or lost client only? Zoho Books / Zoho Reports.
Hi I am looking for a way to display only new client and / or lost clinet over a time period on Zoho Reports using Zoho Books data. It's really straight forward on a excel sheet, but i don't understand how to do it on Report Can you hel?
Include empty values in Pie Chart
Hello all, I have a very simple pie chart. How can I get empty values shown in my chart? For some reason chart ignores the empty values.
Zoho Reports - Books Help required
Any experts out there who'd like a challenge. We want to have job costing reports pulled from Zoho Books for our construction company. It shouldn't be too hard if someone knows the product well. We will pay any one who can do this successfully.
New Features rolled out on July 27, 2016
Beta Announcement We are glad to announce the availability of two important features for public beta testing. As these features are in beta, we would love our users to try and share their valuable feedback. You can share your feedback by clicking the Feedback link inside Zoho Reports. Visually Beautiful Charts: We have completely revamped our charting library. Our new charts have been built using the latest client technologies such as HTML 5, Javascript, CSS & SVG. It is visually appealing, fast,
How To Restore Accidentally Deleted Report
I inadvertently deleted a standard report on accounts. How can I restore this? i am using the free edition?
Applying a filter for a scheduled email report
I'm trying to generate a report on a daily basis and have them emailed out to users. In these reports, I want to apply a filter to the report so that only the information for "today" (the transactions for the day) are included in the daily report. When I use the "Edit Email Schedule" capability, the reports are produced and emailed, but they include ALL the transactions versus just "today's" transactions. I setup a user-filter on the report with the default filter value of "Today", but I still
Announcement: Zoho Reports Advanced Analytics for Zoho Books and QuickBooks Online
We are extremely happy to announce that Zoho Reports has now released Advanced Analytics Add-on for the two most popular accounting softwares - Zoho Books and QuickBooks Online. Zoho Reports offers seamless integration with these two softwares. This add-on empowers you with analytical capabilities over your Zoho Books/QuickBooks data. It also gives you a greater visibility on your financial data and helps you stay on top of the cashflow. The add-on comes with a set of 75+ pre-packaged reports and
More than 2 charts side by side in the dashboard
Hi there, Is is possible to place more than 2 charts side by side on the dashboard. Two charts is not enough as I need about 4-5 so the page does not scroll down. I've attached a sample layout I would like to achieve. Thanks, Leon
Zoho Upload Tool: ServerException (HttpStatusCode 500 Error Code: 7005
While using the Zoho upload tool I am getting the following error. I have attached logs and common_params to this post. 2016/07/20 01:30:29 UTC:Exception occured while executing queries and uploading data 2016/07/20 01:30:29 UTC:Trouble Shoot Error!!! If you require assistance to resolve the problem, please send a mail to 'null' by attaching the files 'conf/common_params.conf', and its related log files from the logs folder(logs/tool0.log, logs/tool1.log ...) 2016/07/20 01:30:29 UTC:java.lang.RuntimeException:
Error Api <code>7005</code>
<response action="ADDCOLUMN"> <error> <code>7005</code> <message> Lo lamentamos, se produjo un error inesperado al llevar a cabo esta operación. Se ha registrado el error y se revisará el problema. Sería de gran ayuda si nos proporcionara información adicional mediante el enlace de comentarios en la parte superior de esta página. </message> </error> </response>
I'm not in the group i should be!
Hi everyone, I have on problem. I want to be in the same group as my administrator. Now i can see only 1 database because my admin shared to me that db, but im not in the same group of my company. Is there any option to link my user zoho@trazos.net to the same group of jvromero@trazos.net?? If i check my subscription i see that im alone in a separate group and with a free version, and my admin has a paid version. Thanks for your help. And is there any option be "admin" and jvromer "superadmin"??
Calculate KPI
Hello. I have 2 KPI on my board. For example I have a board with: - KPI 1 - Total of balls (10) - KPI 2 - Red balls (3) I need calculates the percentage of red balls refer to total balls I need the KPI 3 - With result 30%, in this example. There's a way? Thank you
Adding two columns
Is there anything wrong with the below custom formula (NOT Aggregate formula) I'm using to simply add two columns? It doesn't show any error but the result column is blank. "Col.1"+"Col.2"
JRE supplied with UploadTool is not running on my 64-bit Debian Wheezy
Let me show the result of a few commands. First, my linux: root@HUPIVSR010:/opt/ZohoReports/UploadTool/jre/bin# uname -a Linux HUPIVSR010 3.2.0-4-amd64 #1 SMP Debian 3.2.60-1+deb7u3 x86_64 GNU/Linux The JRE\BIN folder of the UploadTool, with X bits, etc: root@HUPIVSR010:/opt/ZohoReports/UploadTool/jre/bin# ls -la total 756 drwxr-xr-x 2 root root 4096 Jul 1 12:55 . drwxr-xr-x 8 root root 4096 Jul 1 12:56 .. -rwxr-xr-x 1 root root 6347 Jul 31 2009 ControlPanel -rwxr-xr-x 1 root root 47308
Basic reporting
Hi I need to set up 3 reports as follows: 1. Lead enquiry source totalled - e.g phone = 3, email = 5, webform = 4 etc etc 2. Lead enquiry source by regional office 3. Lead enquiry source by regional office and product category Hope that makes sense if anyone can help. Cheers
How to Repeat a File Import
Hi, I think the file importer for ZoHo reports is great but is there a way of saving everything you choose when defining the import, such as the column mappings, date format, etc, so that you can just run exactly the same import the next time without having to re-enter these details each time? Thanks. Kind regards.
Convert to hours breakdown
Hi, I have a table of employees and the duty they are working on a day by day basis. I need to create a report that shows by hour ( 00:00 to 23:00) how many staff are on shift each day. How can I do that please? Thank you Regards Marc
How to sum with multiple criteria
How to sum a field using more than one conditions? I tried SumIf but that seems to be only for one condition. I tried Sum with nested Ifs but that doesn't work either.
How do I link tables?
Hello, I have been a ZOHO CRM user for the past 3 years and am just getting my feet wet with ZOHO Reports. What I am trying to do is an "All Activities" Query that the sales managers can use to manage their teams. There is an Activities query that I used to develop this as it essentially gave me what I wanted with one exception, the Account Name. Instead I get the Account ID, which is meaningless to most people. I am not a programmer and am more used to Access 2010 where I link tables that I need.
Aggregate function doesn't work with non-aggregate
Hello, I've pulled my data from Zoho Projects and I am trying to work on creating reports for the hours that have been performed. Specifically, I'm trying to show the remaining hours for a project on the pivot table. So, I'm taking the Budget Hours from Projects table, and then I sum the Total Billable Hours from the Timesheets table that have been performed, and then I subtract that sum from the Budget Hours. "Projects"."Budget Hours"-sumif("Timesheets"."Status"='Billable',"Timesheets"."Hours",NULL)
Cannot view underyling data when pie chart shows 100%
I have built a report which displays a pie chart, with a drill down to lower levels (product range -> design -> customer type). In some circumstances, drill down on a segment of the pie chart gives you a new pie chart with only one segment i.e. 100%. If you hover over this segment, you get the usual floating dialoge which shows the segment value and the text 'Click to see the data' - however, clicking does nothing - no underlying data is displayed. Everything works fine if there is more than one
How can I create custom views?
Hi, I have been using Zoho Reports for a year and it would be very interesting for us implement this option. We use Zoho as Inventory with info of each item such as Serial Number, price, accounting code, name of suppliers, date, country, location, technical name... Every team have their own info distributed in columns, but technician department not interested in know the accounting code, price, accounting code etc and admin department not interested in know technical name, date of setup etc..
New Features rolled out on July 07, 2016
FTP Import Support in Zoho Reports Zoho Reports now supports data imports from your FTP and SFTP servers. This will be extremely beneficial for users who store their data on these servers. Zoho Reports also allows you to periodically schedule importing of data from your local/remote servers. With this, you can have the latest data synced into Zoho Reports. Click here to learn about importing data from a FTP server into Zoho Reports.
report to track close rates?
I would like a report to track my historical close rates (how many of my potentials have successfully converted). Any suggestions on how to generate this report? Thanks!
Import limitation
I can only import from an excel file a maximum of 100 columns. Is this a limitation of the free version?
Show collective average and item total in one graph
I have query that would like some help. I have a table where each row shows the monthly total of 15 items. I would like to show in a graph the average of all and compare that to the individual monthly total. The individual monthly item, I would like the end user to be able to select. I have created an aggregate formulae to show the average, however when that is compared to the total and filter is applied, this changes for both. I would like the average of all items to remain static and the monthly
Multipage API calls
Hi, The API I'm connecting to limits each call to 250 rows per page. I need to collect all data from each page. Is there any way to automatically "paginate" a scheduled refresh of feed data? Thanks
Missing Custom Fields in ZOHO Reports
Hi, I am currently attempting to generate some reports using the programme. However, I have met some obstacles in the form of missing custom fields from the field selection panel when creating charts etc. Please advise. There are plenty of custom fields which is rather important to creating these reports. Thank you.
change the sender of an email report
I am currently sending scheduled email reports to a large group of people. The sender info (Name and email address) is mine. How can I make it a different sender address? It's not really appropriate for such a report to come from me. It should be something more general, like "Reporting Server" or "Daily Reports". Is there a way to do that? Thanks, Alon
Problem importing a date with format 2016-06-17T15:21:07.891+02:00
Hello, I try to import a csv file with date columns in format 2016-06-17T15:21:07.891+02:00. I used several formats but none is working. At the end i tried to get only the date part before converting it to date with this formula : convert_string_to_date( left("Date",10), 'yyyy-MM-dd') but it does not work. Please help. Regards
Average formula in pivot and Total average
Hi! I have 2 questions: 1) I want to add a widget with secondary value of AVG. Ex: Store 1: 50000 Store 2: 23000 Store 3: 10000 The average revenue here is 27000 So I want to show the next value 50000 (up 92%), because it is 92% better than the average 50/52 How do I do that? 2) I want to use Avg in my calculation in pivot table, like instead of show total sum, I want it to show total average of the column. And then I need to add a formula of calculating the % of each value from the average. See
Customize Report Issue
I am creating a Customize Report and wanted to have the last NOTE as part of the report so that I can analyze why certain accounts were deemed disqualified. The NOTE section doesnt show up in the Available Column section? Any input would be appreciated.
New Features rolled out on June 23, 2016
Timeline Filter for Dashboards Zoho Reports has introduced a new type of user filter named Timeline Filter. This feature allows you to create a common Date/Period user filters that can be applied on all reports in the dashboard. This user filter is different from the other filters, as it is not tightly bound to any (date) column in a table. With this timeline filter, you will be able to setup a common Date/Period user filter independent of the tables on which the reports have been created. When you
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