Use zoho.loginuser in embedded Zoho Reports table or dashboard element?
Hello - As the title describes, I am trying to determine if I can filter an embedded table or dashboard element on a user basis, by applying the zoho.loginuser system variable. I would like to create an embedded table or dashboard element that filters data based upon the user that is currently logged into Zoho CRM/Reports. But - I cannot seem to apply (column = zoho.loginuser) when applying Filter Criteria. Any pointers as to how I can make this work?
Need a ZOHO Reports Consultant / Trainer
We need someone who can be a consultant and help build reports, but who can also help to train our staff on ZOHO Reports. We have a complicated data set and need someone who understands: 1) Data/databases 2) Reporting and analytics 3) ZOHO Reports Depending on the pricing, this could become ongoing work, but for the time being we see this as a limited engagement consulting need.
IF Condition with Date in Table
I'm working with a table that has invoice data where the dates are formatted as 04/05/2016 MM/DD/YYYY I'm trying to conditionally apply a fee structure using a formula column, but I can't figure out why it's not working. IF((INVOICEDATE>date( 02/01/2016)), (USERS*10),(USERS*5) The expected behavior is: If the invoice is dated after Feb. 1st 2016, the fees charged are # of users * $10, otherwise it's the # of users*$5. The above consistently evaluates as *5 suggesting I've got something wrong on
ASP.NET C# Insert Records
Hi , From previous posts I could not find a sample to insert records in Zoho from a .NET app. Can anyone provide a sample on how to insert records from ASP.NET C# app to Zoho
Zoho Reports - New features rolled out on April 5, 2016
Introducing API Usage Metrics and Pricing Zoho Reports now introduces a daily API usage limit in accordance with your pricing plan. Zoho Reports API usage will be measured based on units consumed and the frequency of API calls. The API usage limit is capped to your pricing plan. You can refer to the below table to know the API usage limit for your plan. You can also purchase API units as add-ons. To know more about the usage limit or how it is calculated, refer to this help documentation. To purchase
Opportunities lost in a period
Hi, I am trying to create a report where I can extract all opportunities lost during a month. Is there a field that logs this info ? I tried to extract opps lost with closing date within a specivifc month, but it did not work ´cause I can´t be sure that it wasn´t actualliy closed within the month informed in the closing date field. regards, Benno.
Zoho Books
Hi, When can will integrated zoho Books in Reports (like Zoho CRM) ? Best regards, Floriane
Need Help
I am trying to create a chart or graph to measure employee efficiency. I'm trying to measure the average hours per employee per a certain task. In the timesheet data (table) I have the following information as an example: Employee 1 Project A hours x Title/Task C Employee 1 Project A hours y Title/Task C Employee 1 Project A hours z Title/Task C Employee 1 Project B hours q Title/Task C Employee 1 Project B hours r Title/Task C Employee 1 Project B hours s Title/Task C So the
Remove Numbers from string
I have these in a column, I only want to see the text and not the numbers on the right. M Padavatan P 500189440 Parklands P 500246309 Shallcross P 500261257 Insizwakazi P 500165760 Nonopha P 500235764 Shalimar Ridge Primary School 700340059 Heidelberg Public School 700340158 Ratanda Primary School 700342056 Thari Ya Tshepe I/S 440602062 Atang P/S 440303248 St Augustines P/S 443907217 Other Kobue P/S 443907244 Shishila Primary School 800020529 Is there any way of doing this using a formula? Thanks!
Support Center Plus - Initial Response Overdue
Afternoon! Is it, or will it be possible to report on Requests for which the Initial Response has failed? Similar to the Overdue Request flag?
ServiceDesk Backlog Historical Report
I am trying to create a report that shows how many tickets were still open at the end of each month. I have created the formula within excel and I am trying to move it into Zoho Reports. I have been able to create this 2 different ways. (Number of Open tickets - Number of closed ticket) + Previous months calculations. I can do this with moving calculation and get the results i need but once i lose the previous point it throws of all calculations.
How to analyze data from 500+ apps in Zoho Reports (Hint: Use Zapier)
We are happy to announce that Zoho Reports is integrated with Zapier, the platform that makes it easy to connect business apps. This integration of Zoho Reports with Zapier, makes it easy for business users to get data from more than 500 apps which are part of the Zapier platform, and analyze it using Zoho Reports. How the integration works You probably use different business apps on the cloud for running your business (apps for sales, marketing, support, finance, team collaboration etc). And
How to chart Incidents over time
I'm trying to build some simple reports for my SDP implmeentaton. I would like to be able to report some metrics over time but there doesn't seem to be an option to just plot the date along one axis. Am I missing something? I've struggled with this for some time with SDP's native reporting and was hoping that Zoho Reports would help, but so far it's just prettier.
Duplicating values
I am facing problems regarding refetching or scheduling data import. Always is duplicating values for every importation... Why does it happen? How to solve it? I have to delete all rows so after I refetch them... boring and unreliable Schema: 3 sheets in Xcel in the same worksheet 1. For goals 2. For store results 3. For salespeople results Thanks!! Mauricio.
Exempt widget from user filter?
I have a dashboard that reports on an internal "kudos" our staff give to one another. I want to be able to filter by month and quarter, but I have two widgets that show the total all-time dollar value and the total all-time count of awards given. Is there a way to exempt these two widgets from the user filter so that if you're filtering just to look at Q3, the "all-time" numbers remain the same? They can't just be fixed text values, of course, because they will continue to grow over time.
Zoho Reports-New features rolled out on Mar.24, 2016
Pivot Enhancements Display Missing Value Option Zoho Reports now supports the Show Missing Values feature for Pivots too. Recently , this feature was introduced in charts. This allows you to view the in-between missing values in your data. This can be applied on a Date or a Category column. So far when you create a pivot with a date or category column, if a particular category does not have any value, then the Pivot would skip displaying that data. With this new option you can choose to
Search buttons not working
Hi I've added user filters to my reports but search buttons that appear when I click on those filter columns are not working. As soon as I move the cursor to the search box, the search icon gives way to a 'x' mark and when I type what I would like to look for, just nothing seems to happen. This is the case both in the 'View' mode within Reports as well as embedded view on my site. Please help.
Search buttons not working
Hi I've added user filters to my reports but search buttons that appear when I click on those filter columns are not working. As soon as I move the cursor to the search box, the search icon gives way to a 'x' mark and when I type what I would like to look for, just nothing seems to happen. This is the case both in the 'View' mode within Reports as well as embedded view on my site. Please help.
Report by Note Type
Is there a way to create a report and include "Note Type" in the Note Information section or anything? We've added some Note Types that it would be helpful to include
auto size column widths
is there a function that allows for auto sizing of report column widths ?
Create merge of data to pre designed merge template
I was to take an excel worksheet and merge rowed information into a standardized printable template. So like a mail merge of information to be able to print out individual reports of data from each row of excel.
Possible to Print/ Email Tooltips?
I've created a KPI Dashboard that is very useful to me, particularly for my monthly staff meetings. I love that it gives me live data formatted in a way that makes sense, and that it calculates the numbers I really need. BUT... I need to be able to capture a moment in time of these numbers. I also want to be able to print to share with the team in those meetings. When I email or print the dashboard, I lose the tooltips on a particular pie chart that is very rich with valuable information. Is there
Support Center Plus - Business Hours
Good Afternoon! It appears that any reports based on times do not take our configured business hours into account. Example: Request arrives @ 1000h on a Sunday Response is responded to @ 1000h on Monday Response Time is calculated as 24h -- this should be 1h Thoughts?
Is it possible to edit Tooltip labels
Hi there, I was wondering it is possible to edit the tooltip labels themselves? A label named 'customerId Distinct Count' doesn't read well for non tech people. I want to be able to edit the label to anything at all. Thanks, Leon
New Features rolled out on Mar.14, 2016
10 Fold Increase in Rows Limit in Free Plan !! Zoho Reports now offers 100,000 rows limit to all Free plan users. This is 10x increase from the current limit of 10,000 rows. Existing free plan users can avail this by visiting the Subscription page and following the directions from there on to upgrade their account. Microsoft Edge Browser Support In addition to Google Chrome, Firefox, Safari and Internet Explorer, we now support Microsoft Edge browser.
More graphs horizontally on dashboard
Hi all, searching for a way to show more graphics on one page horizontally, as far as i see its only possible to have 2 graphs horizontall, I need more graphs. Just make smaller graphs and show more info and have less scrolling. Any ideas are welcome!
How to group the duplicate(forigen Key ) column and select the distinct related value from duplicate column
Hi Gurus, I am new to Zoho reports designs , Here i have a database where there are multiple duplicate values associated with another column with distinct related values, the db table illustration is like bellow Customer Invoice Invoice date Invoice amount Receipt num Receipt Date Receipt amount A INV1 10-Feb-16 200 REC1 30-Mar-16 3000 A INV2 11-Feb-16 500 REC1 30-Mar-16 3000 A INV3 20-Feb-16 1300 REC1 30-Mar-16 3000 A INV4 1-Feb-16 1000 REC1 30-Mar-16 3000 Invoices total payed by receipt
New Features rolled out on Mar.2, 2016
KPI Widget Enhancement: Customizing "Null Value" Display Zoho Reports now provides an option to customize the display of unknown values in your widget. You can now customize both the label as well as the value for displaying null values.
Some Account Names not syncing from Zoho CRM to Zoho Reports
Out of about 1200 accounts in my CRM, there are maybe a dozen account names that do not seem to sync to Zoho Reports. I can't figure out what these names might have in common that is causing them not to sync. A couple are just three letters, and a some are more than 30 or 40 characters. But I also have some three-letter accounts that DO sync over and longer names that do sync over. Data from the unsynced account names DOES come over, but it just shows as "No Value" in my reports. Very frustrating.
Cannot get export permissions
Hi I have just started using Zoho, and am unable to export report data. I am the Administrator so according to the online help should have access to all permission options on the Standard service. I work on my own, but still need to produce reports. Please help!
Zoho Reports importErrors - ERROR: Invalid Date value
I am having problems importing Date data via the API. Initially, my table had one Date column (called `date_of_birth`) and the data imported fine. However, I have just added a second Date column (called `datetime_registered`) to the table and when I try importing data, I get the following error... "importErrors":"<nobr>[Line: 2 Field: 7] (04 Mar, 2016 15:17:34) -ERROR: Invalid Date value<\/NOBR><br><nobr>Import error, row skipped 2<\/nobr><\/br>" ...and that is despite my two date formats being
New Features rolled out on Mar.2, 2016
KPI Widget Enhancement: Customizing "Null Value" Display Zoho Reports now provides an option to customize the display of unknown values in your widget. You can now customize both the label as well as the value for displaying null values.
New Features rolled out on Feb.25, 2016
Schedule Emails in your own Time Zone Zoho Reports now offers support to schedule emails in your preferred time zone. Previously only Greenwich Mean Time(GMT) was supported. To schedule an email: Open the report/dashboard and click Email>Email this View. In the Email as: Settings window that opens, you can set your schedule preferences.
Addition treated as concatenation?
I see some very old posts in the forums about this problem, but I can't seem to find a way to solve it. I'm simply trying to add two fields together--a price field and a discount field, both numbers, not strings--in a query table, and Reports is treating it as a concatenation rather than an addition. Is this still a glitch of some kind?
Subtotals in pivot tables
Dear, I have a pivot table where in the same column there are Expenses and Income. Everything is showing fine, and the Grand Total is correct. My question would be: Is it possible to show subtotals for a group of rows, not for each of them, and then have the grand total also. Example: COST1 10$ COST2 10$ COST3 10$ COST4 10$ Subtotal COST: 40$ INC1 10$ INC2 10$ INC3 10$ Subtotal INC: 30$ Grand Total: 70$ Thank you, Kastriot
"Ignore" Notes?
Hi All, I'm trying to produce a report that shows all child accounts under their respective parent account. I pretty much have it built, but in the "Account Name" column it's showing X blank cells under the name of each account, where X is the number of notes on the account. For example, the account name is displayed as "Bob's Building Suppy (27)" if there are 27 notes in that account, and then there are 27 blank cells under the account name in that column. Is there a way to "ignore" the notes altogether
Excel Extraction from Zoho report
Hello, My company is located in France, licence baught through US internet I can't extract the amount opportunities file from zoho to excel because the column are text instead of value which means I can't do dynamic excel analysis. I tried also with Open office extraction ( a bit better but still some crazy text into value fields) I would like to share informations and experience with a French user of the zoho solution THANKS FOR YOUR FEED BACK Regards Victor
Google Analytics
Hi How to get Site Visitors from Google Analytics in Zoho reports . I am newbie Thanks
Google Analytics - How to implement it with Zoho Reports
Dear Sir/Madam Could you please help me to find a way to implement Google Analytics with my Dasboard in Zoho Reports? I hope you can help me doing that. Kind Regards Matias
How to integrate Zoho Report in Sharepoint 2010?
I am using SharePoint Page Viewer Webpart -> put in the following Web URL. But no content could be displayed out in SharePoint, it only shows the text "Powered by ZOHO Reports". Any clue what is going wrong? https://reports.zoho.com/ZDBDataSheetView.cc?OBJID=1188502000000003035&STANDALONE=true&privatelink=d78f03f36506deada3bad4cb2d1a3254&WIDTH=800&HEIGHT=600&INTERVAL=-1&REMTOOLBAR=true&INCLUDETITLE=true&INCLUDEDESC=true
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