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
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
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