Trailing 12 Month Report
Hi, I need to create trailing 12 month reports that list the month results on the X axis in a chronological order, not calendar order. For example if I were to create a trailing 12 Month report for June 2016 it should have June 2016 all the way on the right and July 2015 all the way on the left with Aug, Sept, Oct, Nov, Dec (2015), Jan, Feb, Mar, Apr, May (2016) in the middle. However all I can get is Jan 2016 on the left and Dec 2015 with June 2016 in the middle. So my trailing 12 month reports
New Features rolled out on Jun.22, 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
Grand Total not correct
I am getting an incorrect sum in the "grand total" field of one of my reports and I can't figure out why. Has anyone else every seen/had this problem?
Unable to download uploaded resume data
Dear Team, I have uploaded some resumes, Now i want the same data in excel format but i am unable to download the data in excel format,kindly let me know how to do this process
pivot table advanced summarizing missing?
i create pivot tables that use % of column advanced summary of data using this blog: https://www.zoho.com/general/blog/zoho-reports-advanced-summarizing-options-in-pivot-tables.html but just today, i noticed the advanced options menu are no longer visible. now it just shows a grey popup about the sum. see attached screenshot. is this a bug?
Sort Filter
Hi all, I have chart showing sales volume by year. When users want to apply a filter, it is more likely to be recent years. So, is there a way to sort the picklist in descending order so that users don't have to scroll through the list to get to recent years?
Eliminar datos de una BAse de Datos en Zoho Reports
Saludos. Tengo una Base de Datos Muy Grande de un cliente que debo informar periodicamente acerca de los resultados de Gestion. Sin embargo el limite de registros me impide atender otros clientes de igual dimension de manera simultanea. Actualmente no puedo aumentar el perfil de suscripcion a un numero mayor de registros. En relacion al planteamiento tengo dos dudas: 1) Si tengo una copia de seguridad de la base de dato y elimino la que esta en produccion, puedo luego restituirla desde la copia de
New to this...Want negative values to appear below the x-axis
Hi I have the chart below set up but I would like the X-axis to cross the Y axis at 0 so that negative values are shown more clearly - can anyone suggest how I do this.
Problem to insert right date format from JSON file
Hi, when importing data to Zoho Reports the column with the date isn't identified. The column has the dates formatted in ISO-standard 2014-01-04T12:15:00.000Z I´ve tried to specify the date format to "yyyy-MM-dd'T'HH:mm:ss.SSSZ".but a error is shown. Also I tried to transform the date format in a new column with following structure: yyyy-MM-dd hh:mm:ss I choosed the right date format but a error is shown again. Edit: with formula "convert_string_to_date" I could define the part of the date but
How do I turn off Report Scheduling?
The how to doesn't help. There is no Reports Scheduler button anywhere on the Reports page. I get two reports emailed from Zoho weekly. I could just report that as spam but I'd rather turn it off.
Is drill through (to source columns, not rows) possible?
Hi I know drill-down to row-level information is possible. However, I would often like my users to be able to drill through to source columns. For example, I plot only the Gross Margin column along Y-axis which is derived from Sales and Cost columns. Let's say for the year 20xx, profit is 100K and only when users click on this do they need to be shown Sales and Cost for the same year at the same aggregated-level. In this example, it would be just two numbers, let's say 250K and 150K, respectively.
Use 'Look-up' Fields in Formula columns
Hi I was excited to hear this announcement but now when I try to use a formula column as a lookup column, I can't seem to. I was hoping to get around the problem of Zoho Reports not supporting lookup on date column by converting data into number using convertdatatype function and then doing lookup on it but I encounter the same message as earlier- that formula column can't be changed to a lookup one. Not sure if my understanding of the announcement is wrong or I'm not doing the lookup properly.
zoho UploadFromDB not working
i am trying to upload from DB but its not working double click one popup came and vanished so please give me solution for this Thanks, RAMI
KPI's user filter is not working
Hello. I've created a table like: Date | Qty Jan, 2016 | 15 Feb, 2016 | 10 Mar, 2016 | 20 Apr, 2016 | 10 May, 2016 | 20 I'm trying to create a dashboard with KPI and user filter by date (Month & Year). When I changes the value of the filter, the value of the Qty is not changed For example When I select Jan,2016 I want to show 15 What is happen? Thank you
Subsequently added columns not appearing in query table using Select *
Hi I created a query table with below code. Select *.A from Table A At the time of saving this query, Table A had three columns- B, C and D. After saving the query, I added two custom formula columns- E & F. I would have expected the original query would automatically fetch the new columns upon refreshing but it doesn't. I'm not a software guy, so not sure if this is normal in SQL or a constraint in Zoho Reports. Please help understand.
Query with 3 joins not working
Hi, I'm trying to build a query table by joining 2 tables with 150,000 records each. My data are such that I need at least 3 fields to match to get unique records. In fact it is four but because I encountered issue in saving, I used Concat function to combine two text fields but alas, I'm still not able to complete the query! FYI, of the 3 fields I'm trying to join the tables on, 2 are text fields (e.g.company name and currency) and 1 is date field (e.g. financial year end date). I see the following
Potentials report with actual Account & Contact names (text)
evaluating Zoho trying to make a simple report with Account Name, Contact Name, Amount (from potentials) only allows me to choice columns from the one Potentials table, so i only get the hidden Id#s. Not useful. Need a join. don't see any way to add other tables (modules) to a report.
Lookup field not showing in Zoho Reports
Hi, We use Zoho Crm with Zoho Reports. I have a custom lookup field in the invoice to Projects (custom module), but I can not see this field or relationship (Invoice-Projects) in the Data Model Diagram.
Excel Export and Hyperlinks
Hi, I have a summary view of my data in a table and I am attempting to download this information but when I download the file the hyperlinks still exist as Text so you are not able to easily click on it in excel. I have tried XLS and XLSX formats but both produce the same result. Is there any resolution to this issue so you dont have to copy and paste the data into a browser to bring up the link.. Thanks,
Integrate Data into Zoho Reports
I want to be able to get my ticket data from Zoho Support and have it loaded into Zoho Reports so I can include it with our other reports on some KPI dashboards. I see we can use the API to communicate between the two but I don't know where to begin. Are there any examples of how to do this? I am not opposed to paying a reasonable price to have someone set this up for me.
Can't edit dashboards
Hi, I'm trying to edit the dashboards that I've created but I can't. I'm not receiving any error message. Using Chrome - When editing "my dashboards" I receive a blank page instead of the dashboard page. Using IE - I'm able to see the dashboard and start the "Edit" process, once I want to add an image into it, the pop up window never insert the image. Any idea? Thanks in advance Luis
Query Week Number
Hi, Is there a simple way to return the week number in a query? In SQL the equivalent would be DATEPART(wk,[MyDate]) Thanks in advance!
Cannot downgrade Zoho Reports
Hello, current I have the Zoho Reports Professional Plus Plan, when I go to the button downgrade it appears a window with "Sorry, you cannot proceed to purchase. Please choose any Plans / Add-ons / Connectors to proceed." Why I can not downgrade the?
Zoho Reports - how to get user context in query mode
Hi I am writing a query that would need user context in query mode. How can I get the Zoho user context in my query. Example SELECT EMPLOYEE_NAME, EMPLOYEE_ADDRESS FROM EMPLOYEE where EMP_USER_NAME = <LOGGED_IN_ZOHO_USER> How can I get " <LOGGED_IN_ZOHO_USER>" as john@abc.com john@abc.com - is already a registered user in zoho reports. Thanks in advance Rahul
New Features rolled out on May 24, 2016
New Settings Page for Reporting Databases Zoho Reports has now introduced a new settings page that is specific for each reporting database. You will be able to manage your database preferences from this settings page. With this option, you will be able to configure a wide range of options such as starting day of the week, starting of a financial year, data backup and so on. To access the settings page, click the Settings button in the Explorer tab of your database. Refer to this help documentation
Connect to Zoho Reports via MS-SQL Server
Hi there, I have a premises MS-SQL Server and we are trying to get all tables/fields information about our current subscription we have and I wondering how can I connect from my local DB to your ZOHO DB to begin extracting information and combining with different datasets to generate an internal analytic dashboard. What would be the best approach? Or is there any way that I can download report on a weekly basis, if so. How can I generate it? Thanks for your help
Comments
Is it possible to include comments in the reports? Thank you in advance
Aggregate Formula - Median Values?
I have a simple table like this: Item Value ===== ======== Apple 20 Apple 22 Apple 14 Apple 30 Orange 12 Orange 10 Orange 81 Orange 7 Orange 44 I need a way to get the median value for each 'Item' in the table. Using the Aggregate functionality with a pivot report seems like an ideal solution, however, 'Median' is not available as an aggregate function. If I were 'averaging' the numbers,
How do I customize the the format of a report?
Hi, all! I was wanting to know how to further customize the format of my report spreadsheets that I generate in Zoho. I already know about the three different options for what kind of layout you want on your report, but instead of all of my cells going left to right in rows like this: Company Address Contact Phone # Notes I want it to look like this, preferably with the bottom row merged into one: Company Contact Title Address Phone # Website Notes Does anybody know how to help me format the report
SQL date calculation
I'm trying to calculate the 20th day of the month following a column 'DueDate' in a query table. In SQL, this works: DATEADD(d,19,DATEADD(m, DATEDIFF(m, -1, DueDate), 0)) But in Zoho, it returns this error: Length of the display column name 'DATE_ADD(DATE_ADD(0, INTERVAL PERIOD_DIFF(EXTRACT(YEAR_MONTH FROM so.duedate), EXTRACT(YEAR_MONTH FROM - 1)) MONTHS), INTERVAL 19 DAY)' exceeds 100 characters. Length of the display column name should be less than 100 characters. Can anyone recommend an
UploadTool for copied database
hello guys, I copied a database from my zoho reports account using the web interface within all data (tables and reports). But now I am trying to upload data from my local database but it gives me an error: Server Exception The database is not found! Check if it exists. When I try to upload the data with the original database it works perfectly, but with the copied one does not. Is there any limitations for UploadTool for a copied database ? Thanks,
Filter or Group by Stage Modified Date
Hello, I have built a sales activity report to show anytime a Potential is moved from a certain stage to another within the last 30 days (i.e. from a Stage 0 to Stage 1 this month). As "Stage Modified Date" is not an available field for filters or grouping, does anyone have any advise? Many thanks
Convert a Report to a Table
I'm trying to import a Zoho web shared report into other database, but the settings does not reflect the data. Is there something I can do to import the data? Thanks in advance,
Database restore
Hi I deleted my database by mistake. Is there a way to restore it? Please let me know if there is any chance of doing this as it is quite urgent.
Grouping Groups in a Report
HI, Using ServiceDesk Plus and Zoho Reports. I'm trying to create a report where I can get a percentage of requests that were answered by my Helpdesk and a number of groups that they transfer requests to. My final outcome would be something like this: Month Group Percentage to 100 May 2016 ITHelpDesk 25 Others 75 Where Others would be a group of other groups in ServiceDesk. How can I create the Group of Groups to calculate this? Thanks, Ken
New Features rolled out on May 13, 2016
Zoho Reports API - Client libraries for PHP & GO released Zoho Reports has now included the API client libraries for the popular PHP and GO languages. This enables developers to easily build/integrate the powerful reporting and analytical capabilities of Zoho Reports into their PHP or GO applications. Zoho Reports already provides client libraries in a variety of popular programming languages like Java, C# and Python. You can learn about Zoho Reports API from our help documentation.
Sub Menus in Chart Summary fields missing?
Has anyone else noticed this problem when trying to build charts? I'm trying to show a running total which is usually an option that slides out from a little arrow next to Sum in the Summary menu. All of these slide out menus have disappeared, even though the arrows still appear. I've tried this in multiple browsers. Anyone else having this problem? Emails to support have had no response so far.
Linking between Modules
I'm trying to create a simple report that pulls all my notes, both from Accounts and Contacts into one report. Account seems to trump contacts, and I can't make a report on contacts and show the account! I can't believe there's no way to do that!
New Features rolled out on May 5, 2016
Support to Auto Identify Lookup Columns Zoho Reports allows you to blend/join data across multiple tables using a special feature called Auto-Join. This feature is enabled when you associate tables through a common look-up column. Zoho Reports has now made the process of defining the look-up easier. We now support auto identification of columns that can be linked (looked-up) with your existing tables in the same database at the time of import. It just needs a review and confirmation. Click here
Calculating Rolling Monthly Total
Hi I am having trouble calculating the 6 month rolling total with SQL of this table I've got in Table.1 something like this Customer Name | Month of Sale | Revenue in the Month X Co | Jan 2016 | $5,000 X Co | Feb 2016 | $4,000 Y Co | Jan 2016 | $8,000 Y Co | Mar 2016 | $1,000 Z Co | Dec 2015 | $800 Z Co | Feb 2016 | $2,800 ..... ..... ..... I want to create a table that looks like: Month of Sale | Last 6 Months Rolling Revenue Dec 2015 | $x Jan 2016 | $x Feb 2016 | $x Mar 2016 | $x In this table,
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