Matching
We have a database in Reports which contains monthly data for investments each of which has a unique identifier. This data is classified into different sectors, which we then analyse within Reports. We want to be able to reclassify this data using external data which would identify matches between our Zoho Reports database and the external data using the unique identifier - if there is a match of the unique identifiers then a new column would be created with the new classification. Could you let
Error when importing URL
I get the following error when trying to import from URL. Error while reading the URL contents. Please verify whether the server (host machine) containing the URL is connectable. I know the URL works because I can paste it in a browser and see the information, so it is connecting to the host machine. I can't find any information regarding this error. Thanks, Dan
Zoho Reports - New feature rolled out on Jul. 24, 2015
Report specific data formatting options Zoho Reports now allows you to set report specific formatting for data columns displayed in your reports. Till now you could set column formatting only in the Tables in which these columns are part of which was just inherited to every report that was created involving these columns. Hence it was not possible to change the formatting at the report level. The new reports specific formatting options addresses this limitation. You can set this using Setting section
Summarising Data
I have file in which I am trying to summarise the % allocated to each country. Most of the countries have distinct % allocations but for some reason a number of Countries have double entries and I can't work out when I use a summary table or a pivot table why the system is splitting some Country allocations into two.
Opportunities over time
Dear, We are in a project related business and our opportunities do stay active for more then 120 days on average. To analyse our quote and opportunity activity we would like to know the total opportunity development over time. So what I would like to know if it's possible and how to create a report in ZOHO Advanced Analytics which shows the following content: - Per month or date the QTY of opportunities - Per month or date the amount and Expected Revenue of opportunities. So this should give the
Zoho Reports Bulk Import API error
Hi, I need help. I am getting following error when using Zoho Report Bulk Import API action: code error 7127 - 100 exceeded maximum length for a column any solution for this error ? Thanks!
Does Zoho Reports AUTOMATICÅLLY delete views when custom columns are changed?
We made a few changes to custom columns in our Contacts table in the CRM yesterday. All seemed fine. This morning when I went to continue working on the queries, it shows that MOST of my queries have been deleted. I suspect this has to do with the fact that the deleted columns are in these queries. But now I can't even open them, restore them, view the design. I had no warnings when changing the columns that this would DELETE related queries/views. Please advise. Or please work with us to restore.
Export to Excel
Dear Sir/Madam. Is there any way to export a summary table view to excel?? Note: the summary table is part of a dashboard (filters included). Ideal: include an icon above the table to export the view....can I do this??? Hope you can help me with this. Kind Regards Matias
I want a "<< previous" and "next >>" buttons on date range selectors
I find that I often want to quickly navigate to the next or previous month/quarter/year when I'm filtering by date range. Using the drop-down selector to choose the next or previous range is a pain. I want "<< previous" and "next >>" buttons that will decrement/increment the range selector. Any way to do this?
ZohoReports/Advanced CRM Analytics Issues
hi I have created an java program that extracts my data from zohoreports and inserts it my sql server database. the problem is that the data from zohocrm that is sync to zohoreports wont allow me to extract it. When i make a copy of that data it works so i dont know why it wouldnt work i get this error when i try to pull data from the zoho crm tables: xception in thread "main" java.sql.SQLException: Sorry, an unexpected error occurred when performing this operation. The error has been logged and
Paged Report Dashboards
We love almost everything about this service. However, we still have to create reports that go to stakeholders by hand in powerpoint or google presentations. Its a laborious copy and paste exercise of screenshots from zoho charts and dashboards and pasted into another medium that adds no value. I'd like to see another concept on zoho that supports a paged report idea. A grouping of dashboards with fixed width and heights (page layouts) that can be reordered, etc., exported to a pdf and emailed automatically
Unconsistency between Zoho CRM and Zoho Reports
Hi, we upgrade today from free to standard Zoho Reports plan. Unfortunately data are not consistent between those two tools. For example we do have 794 deals on Zoho CRM but only 759 on Zoho Reports. How to update Zoho Reports Database to up to date content, or how to create a fresh new database based on Zoho CRM data ? Best
Creating custom 'custom ranges' and naming them
Hi everyone! I've been using Zoho reports for a few weeks now and I feel like I have encountered something that is not yet supported. Please let me try to explain. We are currently building an automated reporting system which reports on lead time/turnaround time. Doing so, we have created several ‘custom formula’ columns which use the 'datediff' function. We created pivot tables (all quite simple). We want to automatically divide the table into 'acceptable', 'marginally inacceptable' and 'inacceptable’
The parameter login_name does not match the accepted input pattern
Each time my client tries to sign up for an account she receives this error message. What's wrong? We've enabled shared view for one of our report dashboards but of course she can't access it.
ZOHO Reports: Multiplying Weight of product by Quantity
Hello, I'm in Zoho Reports and running a pivot table of my sales line items which are products & each product has a weight associated with it. However if a customer is getting "3" of something, I want the weight to be multiplied by 3 and the Report isn't doing that. How do I build a formula like this in a pivot table report? Let me know, thanks! **For example, "1" Lookout Rock weighs 11,500 lbs. But we have two of them & want the weight of both in the Grand Summary.
Layout and design of widgets in dashboards
I really want to be able to show 6 or 8 widgets in my weekly dashboard, and it's important that I be able to export the final dashboard to PDF. The difficulty I'm having is getting the widgets to lay out in any way that looks graphically acceptable. For instance, I cannot understand what conditions lead to text wrapping of the title. Is there a way to left justify both the title text and the metric text? I've been unable to find any documentation for how to manipulate the widgets in dashboards.
Permission Denied for Exporting Created Reports
When I try to export my created report the interface tells me that my permission is denied even though I have complete admin access. I have to be able to export my reports in order to communicate to my company. How can this be fixed? This is what pops up: "Sorry! You cannot export this report because you do not have the permission to export one or more modules that are part of this report."
Fault Displaying pivot table - misses out first few hundred rows
Hi I have created a table in Zoho - My account - Pace - No Training Arranged. When i run this table on Zoho i can see it start on row 1 - when i embed the report in an iframe it starts at row 197 and there is no way to see the preceding 196 entries (the i frame has enough space to show all the entries). I'm doing what I've always done and can't see any settings that have changed. I attach a view from both Zoho and the embedded table. Any help would be appreciated. Joe
Have Inline Display of Charts and Tables in a Scheduled Email
As a business owner and manager when we get hundreds of emails a day it is difficult to open attachments from our mobile device. These KPI reports we get are so important, but really difficult to deal with when there are various attachments. I am suggesting to simply also include the reports inline within the body of the email for at least tables, if not charts and tables. You can still include the attachment of the report as a supplement. Can this be implemented in the near future.
A limit to the number of SQL tables subqueries?
Hi Zoho, Is there a limit to the number of SQL-created subqueries that can be used. I have no trouble making SQL based tables and then basing other queries off of them. However, I have written a series of subqueries, that are joined and suddenly it no longer seems to recognize the name of the table or query. I've checked dozens of times and tried renaming but still no luck even when I try a simple iteration. For example: SELECT "qryTestGreaterThanFour".CONTACTID, Tasks."Due Date" FROM Tasks LEFT
Account record duplpicates
When we run a report we created under Accounts and Contacts we are getting duplicates of account records. When we search in Zoho on accounts, we don't see duplicate account records. All of our account records have been entered manually, so it shouldn't be a data dump issue. Could someone please advise how this might have happened and how we can fix it. Thanks!
Zoho Reports - New feature rolled out on Jun. 23, 2015
Custom Sorting in Pivot Tables Zoho Reports now allows you to sort the Pivot Table columns in a custom order that you define. Custom sorting was a feature that is already available in Charts, which has been extended to Pivot tables now. You can find the Custom Sort order item under the "Sort" menu in Pivot Tables. Invoking the same will allow you to customize the order in which the values of the columns are to be sorted. Setting the order and applying it will sort the column values accordingly.
Lookup by name, then view all for that name by order ID
I have a spreadsheet I've imported as a database. There is a column "order_id" and there is a column "last_name". I need users to be able to easily search by last name (for which there might be several different customers with the same last name), but then immediately click on the order id value in that result to get to the right customer's orders. How can I do this?
Users Activity
Dear Sir. Could you please confirm me the best way to analize users activity in my zoho reports account? Thanks Matias
.NET Zoho RepClient.ImportData doesn't release the file after the import.
.NET Zoho RepClient.ImportData doesn't release the file after the import. Is there some way to make it release so that the file can be deleted after?
Three KPI widgets on a single row
Hi, The Zoho Reports 3.0 video shows an example of 3 KPI widgets on the same row in a dashboard. http://blogs.zoho.com/tag/kpi-widgets I am unable to do it. The dashboard only allows two KPI widgets per row. Can you tell me how the demo show three widgets on a single row? I am using Safari v8. Cheers Sunil
Basic leads report needed
I and a CRM subscriber and need to see the growth in number of leads week-over-week. How do I do this? I am doing this manually at this stage. Any help will be greatly appreciated.
HTML content disappear
Dear Sir. I'm having some troubles with HTML content included in a dashboard. This content is erased everitime y save the dasboard. Could you please confirm whether is my problem or not? Thanks Matias
Error in Graphic
Hi, I create a graphic and when i shared it with someone, this person click in the graphic to visualize a spread sheet that does not appear. which the following procedure?
Move entire Database between 2 Zoho Reports Accounts
Dear Sir. Is there any way to move an entire database (Tables, SQL querys, dashboards, etc) from one zoho reports account to another? If so, please confirm me how. Thanks in advance. Matias
Dashboard on activities (calls and events) per week or month
hi, In Zoho CRM 1/ How can we create dashboard that shows on a graph the number of events/calls (Y) per week or month (X) ? In Zoho Invoice 1/ How can we create dashboard that shows on graph the numbers of invoices (and average amount) (Y) per week or month (X) ? Thanks,
zoho_criteria that assign a variable value
Hi, I know that the right syntax is ZOHO_CRITERIA ="field name"='field Value' The right way to code it in the Iframe should be: ZOHO_CRITERIA=%22field name%22=%27field Value%27 Let assume that the same Report in Zoho Reports has to be shown with field name that can be set to 'Male' or 'Female'. I have the Variable Gender that can assume the 'Male' or 'Female'. How Can I made the %27field Value%27 change to 'Male' or 'Female' depending on the Gender variable value? tks, Pippo
Service desk
Hello, I need to know if there is a possibility to make reports based on tasks which requires on site visits? Thank you in advance,
Recurring Revenue Tracking and Reporting
We are a small consulting firm, and we sell both short term "Projects" that are closed, delivered and paid for in the space of a few weeks and "Subscription" services that are delivered and billed monthly over the long term (some clients we've had for more than ten years). I'm wondering what others who face this split in their sales types do to track these opportunities. For now, I'm treating Subscription sales on a year-by-year basis. So I look at the monthly fee estimate for the service and
Send data from Zoho crm to Zoho Creator
Hi All Please Help me. I have to write a function in zoho creator which fetch the data from zoho crm and insert that into zoho reports by using Api. I have to schedule that script for 24 hours. After 24 hours it run again and insert data into zoho reports. If any data is new then it insert into reports else update it.
How to calculate rate and hourly/daily averages?
Hello, Can you please help me with the correct way to enter a formula to calculate rate in Zoho Reports? Example: I have a totalizing meter taking readings every 15 minutes. I am wanting to create a rate column that takes the difference of two readings over that time period (15min). Is there a way to do this? Also, is there a formula I can use to get hourly and daily averages of that 15 min data? Thank you for the help.
How do i pass parameter and store it into zoho's local variable ?
How do i pass parameter and set it into zoho reports ? i want the chart to be generated on the basis of user input. The user input will match with a field value and according to that graph should be generate.
Possible to show data table underneath chart?
Hi guys, is it possible to add a data table underneath a chart? I'm using a funnel chart which looks nice but it only shows %. It would be good to show numbers underneath as well. In Excel, you can add a data table to most charts which I like. Any way to achieve this through Zoho Reports? -- If you need any help with this or anything else related to Zoho, check out www.nuanced.it or email me at jeremy.nagel@nuanced.it
Zoho Reports - New feature rolled out on Jun. 5, 2015
Trash and Restore Support Zoho Reports now supports to the concept of trash and restore for better handling your deleted views in your reporting database. With this, you can easily restore views deleted accidentally from Trash. You can view all the deleted view list using the Trash option at the bottom left of your navigation tree. You can find the options to restore or delete the view permanently, when you mouse over the views listed under Trash. The views will be maintained in trash for 45 days
Sequential Numbering in a Column
Use Case: I'm using Zoho Reports to compile the results of an online exam and issue certificates based on the exam completion. I would like to number these sequentially as they come into Zoho Reports via an API. So starting with, say, certificate 1507, the next entry into the database should be 1507+1=1508. Is there a way to apply a formula to a Certificate # column so that incoming data is assigned a unique, sequential number? Any help would be much appreciated!
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