Calculate To First Day Of Month
Good Morning, I need a date column for a summary report in order to create relative date filter (previous month). My date column has all sorts of dates/times in the Date Column and I need it to be grouped and aggregated to the first day of the month to make this work. Functions available in Zoho do not work the same as TSQL expressions and where I would normally have an easy time of calculating the first day of the month, I can only work out adding a day to the last day of the previous month,
Zoho Reports-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.
Report configuration archiving old information
On my pipeline stage report, I do not need to see "lost to competition" on the report indefinitely. Is there a way to archive this satge so it is not included in my report & dash boards? Same goes for won deals. Sales reps do not need to necessarilty see if once since it is no longer an active deal they are working. Thanks!
Zoho Upload Tool Could not find the main class
When I run the UploadFromDB.bat file with expected parameters it runs the following and gives me an error about the main class. C:\Program Files\ZohoReports\UploadTool\bin>rem $Id$ The system cannot find the path specified. The system cannot find the file specified. The system cannot find the file specified. Exception in thread "main" java.lang.NoClassDefFoundError: Files\ZohoReports\Upl oadTool Caused by: java.lang.ClassNotFoundException: Files\ZohoReports\UploadTool at java.net.URLClassLoader$1.run(Unknown
UploadTool stopped working with EXCEEDED_MAXIMUM_ALLOWED_AUTHTOKENS
UploadTool stopped working abruptly with the EXCEEDED_MAXIMUM_ALLOWED_AUTHTOKENS error message. Running the most recent version of UploadTool. There are not other active UploadTool processes. Username/password work fine on the web. The log follows. Update: worked after manually removing stale auth tokens from 'Zoho Accounts'. Do these things ever expire? Can I manually generate one? 2014/01/09 12:06:18 CST: OS : Linux 2.6.32-279.19.1.el6.x86_64 amd64 2014/01/09 12:06:18 CST: JVM Version : 1.6.0_24
Removing row in database using the upload script
Hi there - we are running an automatic script from Filemaker to update the Zoho database with our data every 5 minutes...right now I am using the UPDATEADD flag so that I am not uploading duplicate rows and set the ZOHO_MATCHING_COLUMNS flag in the param file. We recently ran into an issue where a row/record was created in Filemaker accidentally, then removed 10 minutes later...so it uploaded into Zoho unfortunately before we caught it. We can remove those manually as needed in Zoho, but is there
Shade every other row?
hi everyone - is it possible within a pivot report to shade every other row for easier horizontal reading? I wonder if it is possible to do with conditional formatting, but I am not sure how to accomplish this
How to get values in html/PDF report once exported
HI Friends Please help me in this regard I have exported report to HTML/PDF format ,but i cannot see mouse over effects in HTML But it works when i work on zoho website ,but that should not be option Regards Kiran
Formula on a column given a moving condition in another column
I have table with three rows, invoice#, customer#, date. I am trying to get a formula that counts the max date where the customer # in the row occured in the list. and another formula to tell me if this is the first occurance of this customer# or not been going in circles forever, hope someone can help. Thanks
Pivot Table Filters
Hello, My company has connected our Zoho Projects to Zoho Reports, and we've created a Project Schedule using the pivot table function. We are currently trying to filter out any old end dates and items that have been completed. We are trying to filter out all items that have been completed from the previous year (2015), and from January 2016, but when we filter these dates to be excluded from the pivot table it is not working. We have saved and updated the pivot table with these new filters, but
Customize email report scheduler
I would like to customize the body of the email that sends the programmer reports and reformat attached xls file to pdf, Can I do this in Schedule Reports ?
How are you sharing your reports with others in your organization?
Would anyone be interested in sharing an overview of how you share your Zoho Reports in (or out of!) your organization? I'm interested to know what sort of practices you're following, since this is my first time building and sharing reports. There are more than 30 people in the organization, but I'm the only user of Zoho Reports. I produce a weekly business development dashboard that is based on Zoho CRM data plus a couple of other data sources. I export it as a PDF and e-mail it to all-staff.
Edited value in Time format does not fit with what is edited
Hi, i faced with the issue on wrong editing of "Time format" columns: 1. import data from google doc both Date and Time columns as plain text. 2. set Date type = dd MMM yyyy HH:mm:ss 3. For column that contains Time > Apply "Format Column" to HH:mm a 4. Change any value in cell : from 3:15 pm to 3:16 pm >> but>> 1:40 am is shown instead http://i.imgur.com/ImcrhE1.png Chrome browser at Desktop. It looks like issue happens with custom Time format when Date format to "view" differs from Date format
Data Quality Dashboard Content
I would like to put together a data quality dashboard that shows how complete our Zoho CRM Account records are. I'm curious about how others go about showing this kind of information in a dashboard. Specifically, I'd like to report on the percentage of accounts with any given field having content. Is there a way to, for example, show the total count of Accounts as a 100% stacked bar with the percentage of the Billing State field having some content? I don't care about all fields, but I think
Pre-render Zoho Reports slide show for a low-performance passive monitor display?
I'm sure we're not the only ones who are displaying a simple 6-page slide show on a "public" (in-house) monitor. The thing is, when the slide show runs on a 10-second cycle, it will spend the first 5-7 seconds displaying only "Rendering..." and then display the actual slide for only 3-5 seconds. Given that the slide show will display the same 6 pages over and over again, this seems rather inefficient. As far as I understand, new data is not imported continuously but only once or a few times a day.
Reports and Dashboards
Hi I've been trying Zoho CRM. I've arleady import leads and all the information related, but I can't manage to export reports and dashboards. Can someone help me on this? Regards Maria Gonçalves.
Add account name to custom contact report
I created a custom report using the account and contact reports section showing the emails the contacts have received over a specific period. I can create the report I need however I cannot add the Account Name of the contact to the report. This field - Account Name - is not a column available to add to the report. Any ideas on how to create a report showing a list of emails by contact that includes account name greatly appreciated!
CASE statement in query table over 100 characters for column length
I've been working my way through the forums getting a ton of insight, so thanks for that. But I can't seem to find an answer to this issue. When I create a CASE statement to bundle different accounts together, I can't get the column name length down to 100 characters. Is there a way to get around that? Here's my example: SELECT "Account Name", CASE WHEN "Account Name" LIKE '%foo%' THEN 'A' WHEN "Account Name" LIKE '%bar%' THEN 'B' ELSE 'C' END FROM "Accounts" This example might be below 100 characters,
Monthly SLA Performance % Chart
Hi, I am trying to create a line chart showing monthly performance as a percentage. We have a column in a table within the database showing "Pass" or "Fail" but I cannot get a chart to calculate this value as a percentage of the total of entries with "Pass" or "Fail" If this possible? Thanks
Is there a way to send message to users based on report data?
For example: I have a report built to monitor how many leads each rep has worked in the past 30 days. If their total number dips below a certain threshold, can Zoho send an email to me and the rep?
How to add filtering in Tabular Report placed on a Dashboard
Hi, I created a Tabular report (on Table1) which is used on the Dashboard. There is another Summary report (on Table2) also in the Dashboard. I made the SalesPerson ID in the Table2 a lookup column to Sales Person ID in Table 1. On the dashboard, I added a user filter to Table2 column Sales Person ID. My expectation is that, when I select a sales person id, it should filter both the reports since that is a look up column. But the Tabular Report does not filter while the Summary report works fine.
showing blanks in a table
Hi We are running a report that is giving us the data back that we want but we would also like the following: The data is being returned in weeks... but without blank data being shown ie. We would also like it to show the week ending date showing at the moment: week 1 week 2 week 4 week 8 £80 £97 78 £87 What we would like it to show 07-Jan-16 14-Jan-16 21-Jan-16 28-Jan-16 £80 £97
upload tool error while uploading from mysql database
Hello, I'm trying to upload data from my remote MySQL database using Zoho upload tool but I got this error Exception in thread "main" java.lang.NullPointerException at com.adventnet.zoho.client.report.advancedtool.SuggestError.suggestXMLParseException(SuggestError.java:157) at com.adventnet.zoho.client.report.advancedtool.SuggestError.suggestException(SuggestError.java:81) at com.adventnet.zoho.client.report.advancedtool.SuggestError.printAndLogSug(SuggestError.java:169)
Reports unexpected error
Hi, We are getting error in your zoho application. Error for the sample file we are sending. The same query in 2 different report is available. the new copy when we receive the following error we receive.The following error is coming. Video ; https://www.dropbox.com/s/71pkibqnyxtpkti/Zoho%20Reports%20Error.mp4?dl=0
"Almost" duplicate Events showing up in tables (and therefore reports)
Hi, We've sync'd our CRM with Zoho Reports and have noticed that certain of our Events have duplicate entries, although with different Modified Dates and different EventIDs. Not sure where these duplicates came from. When I look at an object in the CRM with that Event, it only shows the one Event. Thanks, Justin
Importing data into zoho report table
Hi, Im importing using uploading tool from a mysql database to a zoho table. Only the data in one column get wrong imported. The column in mysql is defined as longtext. I get these value in the fields (instead of the proper text) [B@100271a [B@100271a I do not have these kind of problems with mysql data type varchar, only with longtext. Can you help me with this issue. Regards, Juan.
Aliasing Tables in Reports
I'm trying to build a Query Table in Zoho Reports using my Zoho CRM data, and I'm running into this error: Whenever a table alias is defined, kindly use table alias name before the respective columns used in SELECT query I'm trying to create a query table that joins several aliases of the Contacts table to the Opportunities table. For example, an Opportunity has a Primary Contact, a Referral Source, a Primary Liaison, and an Agent. All four of these are represented in the Opportunities table
Convert string in date
hello, i have a string field as 15-Nov-2015, how can i convert in date field ? thanks you
iPad - Not Getting Previews
Hi, I just started using the iPad to view my Zoho Reports from Servicedesk. Unfortunately when I view any screen on my iPad I am not seeing any previews. Not on the 'My Databases' screen or drilling into the databases. Any ideas? Thanks,
Uploadtool: Query Problem
Dear Experts. I’m trying to add a new Query from my SAP business one Database to Zoho reports using uploadtool, but when I add following query to database_sql_queries file (as I always do), then Zoho doesn´t upload any data. If I delete the new Query then Zoho starts to import again. Please help me understand where is the problem. Best Regards. Best Regards, Jens Lehmann
Zoho Reports-New features rolled out on Jan.5, 2016
Support to Export/Email Multiple Reports in an HTML Format Zoho Reports now supports exporting/emailing multiple reports in an HTML file format. So far these features were only available for a single report. Now you can export or email multiple views as a single zipped HTML file by clicking Export -> Export Multiple Views -> As HTML (ZIP). So far this multiple export feature was supported for PDF file format.
Lead/Potential Source Analysis
Is there a way of tracking the source of a lead right from initial lead generation through to sale? And visually showing this in a graph? For example 10 leads from google search 20 leads from event 5 google were converted to potential 11 event leads were converted to potential 3 google leads resulted in job 5 event leads resulted in job I seem to loose data when lead is converted into potential and finding it hard to track. Also seems as if there is a lag and it doesn't update all data?
Can not upload from MYSQL using upload tool
Hello, I know this is a common issue so I have looked through the other posts about this but no luck with my specific issue. I am trying to upload from a local mysql instance into zoho using the UploadFromDB .bat file. I have edited all 3 of the configuartion files and made sure that the parameters are correct. I have tried both running the .bat directly and tried running it from the command prompt. On cmd I get the below attached error. Please review if you can and provide some insight. Also
Wrapping SQL Query Error text
When building a new query in Reports, I've notice that you now helpfully produce some suggestions to fix the query when there's an error. But in Chrome at least, this text does not wrap inside the window. Anyway to force it to do that? It would make it much easier to take advantage of this assistance.
Append Records to Existing Data
I have a database which includes: SALE DATE, ITEM CODE, END CLIENT. The END CLIENT field is currently empty. I have a excel sheet on my PC which lists all ITEM CODEs and who the END CLIENT is. I attempted to update all records in Zoho Reports with the END CLIENT name, hoping it would match the ITEM CODE. Unfortunately, it simply added all the records at the end. There are duplicates of ITEM CODE in my database because they are purchased multiple times and have different SALE DATEs. How can I map
FULL OUTER JOIN support
Does Zoho Reports Supports FULL OUTER JOIN? If I need to do a LEFT and then a RIGHT that is a no. Thanks
Wrap Text in description column for dashboard PDF export
I'm creating a report using a combination of dashboard and a tabulated report. Reason for this being that when I export the tabulated report the column widths are the same size, therefore the column with descriptions in it is quite thin and squashed. However if I create a dashboard, insert the report and then export as a PDF there is an option to use proportionate widths, which works great. However when I export the dashboard report to PDF the text in the descriptions column does not wrap do words
Server Locationsd
HI Is there any plans to provide european server hosting in the future?
Summarising data
I have monthly data which I want to summarise into quarterly data. When I use Reports it appears to sum the data for the whole quarter and what I want to see is the data for each quarter end over the year. Could you explain how this is done in reports
Chart based on pivot table
Hi, I have created a pivot table, but now want to create a chart based on that pivot table. Is this possible? I cannot get the information in the required format based on the data in the original query / table. Thanks,
Next Page