KPI Report Help: Group By and Comparison Indicator
I'm a noob at this because I am evaluating buying ZOHO for my company, but I can't believe I haven't been able to crack this with half a day of trying, googling and searching the blogs and forums. I'm trying to create a KPI widget that uses the "comparison indicator" feature, but I can't figure out how. I suspect my problem is something to do with the table I've setup. Column 1 is a Plain Text Column with Months of the Year, like January, February, March. Column 2 is a Numberic Column with whole
Pass command line parameters to UploadTool
Is it possible pass parameters to the upload tool from the command line - especially a parameter that could be used within the sql query to limit data retrieval? When doing periodic uploads it would be nice to have functionality based on:- eg: select * from table where fieldname > {parameter_1} Parameter_1, parameter_n could be passed on command line by task scheduler?
How do I add a custom field from Opportunities to Zoho Reports?
I created a custom field in Opportunities and I want to be able to report on it in Zoho Reports. How do I get the field to show up in my Zoho Reports builder? Thank you.
Not all projects showing up in ZOHO Reports
All the projects created by ALL the users are not showing up in ZOHO Reports. I need to be able to run reports on all projects not matter who created them within zoho projects. how do I go about doing this?
Empty dashboard (no data) when user filter value is unselected
We are trying to build a dashboard to display charts and tables that will help us to analyze the sales history for a selected customer. In the “User Filter” selection box of the dashboard, the Zoho Report’s user should first select the desired customer’s name (filter the list by name), and then all the charts and tables will display information that belongs only to the selected customer. What value could we add on the “Default Filter Value” of the “User Filter” menu, so no data is displayed as default?
Zoho Reports - New features rolled out on Oct. 1, 2015
Support to Auto Format Units of a Numeric Column Now Zoho Reports provides an option to auto format the unit value as thousand (K), million (M) and billion (B) based on the data in the corresponding column. Recently, Zoho Reports introduced formatting the numeric columns values with thousands (K) or millions (M) or billion (B) unit notations. Now with this Auto option, Zoho Reports auto detects the data in each record and formats the unit accordingly. This allows the flexiblity of setting the right
Allowed IPs associated to users
Hi, it would be great if Zoho Reports could allow to associate IPs addresses or ranges of IPs to users or groups of users. For example for the “Employees” users group (or for employees users) that only work on one location (most of our users) we would allow them to access Zoho Report only from one fixed IP address, and for the “Managers” user group (or managers users), we should impose no access restriction. Thanks!
Emailing Individual Records
I would like to be able to email individual records. Is there a way?
Incorrect Row Limit
I am trying to upload a CSV file that hass 50K rows. I am getting errors that I can not do so because the data exceeds 500,000 rows. I have cleared the contents and deleted the empty rows below my data to no avail. Any ideas?
UploadTool - The system can not find the path specified
Error: The system can not find the path specified. \ZohoReports\UploadTool\temp\Query_* What I do ?
Zoho Reports - New feature rolled out on Jul. 24, 2015
Chart specific Drill Down Path Now Zoho Reports allows you to set a drill down path for your chart axis from within Charts settings. This enables you to define drill down paths a lot quicker for a chart. You can find this option in Settings section, which allows you to define the complete path in the same dialog. This path is specific to the chart where you are defining it. When you open the Drill down settings, any drill paths paths already defined at the table level will be displayed by default.
Zoho Reports - New feature rolled out on Sept. 23, 2015
Charts Enhancements Display Missing Values Now Zoho Reports provides a new option to include the tick label for the data point, which does not have any value. This is available for both the date and the category columns. So far when you plot a chart with a date or category column, if a particular data point does not have any value, then the chart would skip this from the plotting it in the axis. With this new option you can choose to even display the point which does not contain a corresponding value
Chart to show total number of tickets and trending analysis.
Hi, My chart below shows the total amount of support tickets created at each office. 1. How can I show the total amount of tickets created from all offices? 2. How can I show a line chart for a trending analysis over a 3 months span? Thank you very much.
"Unknown" Tasks Status do not show up on a pie chart
How do i show tasks with an unknown status in a pie chart?
Pie Chart - Tasks with Status Unknow not able to view
How do I show in a pie chart all tasks regardless of their status (meaning: unknown,open,upcoming, complete, etc) in a pie chart?
Zoho Budget Number Field
What is the budget information stored on the Zoho Projects can be used in Zoho Reports?
Zoho Reports - New features rolled out on Sept. 9, 2015
Multiple Groups Support for Sharing & Collaboration Zoho Reports now allows you to create multiple groups to share & collaborate easily in a reporting database. You can group a set of users based on functional roles/needs to create a group. Within this group you could easily share data, reports and dashboards to enable easy collaboration. Till now there was a limitation to have only one group in a database, which has now been removed. Email Reports and Views as In-line Mail Zoho Reports now allows
Report WIdth when Publishing and Embedding in Blog
Hi Zoho, I am working with a group that is publishing a number of Zoho reports to a Google Sites wiki. Some reports do not display a scroll bar , even though you can't see everything in the right-most column. I've experimented with different widths (800, 1000, 1200) but that doesn't seem to make a difference. Any suggestions? Thanks, Kim
Creating a report that shows only the last activity.
I want to create a report that only shows the last activity on a Account. When I do this I keep getting all activities on the account. New to ZOHO Any help would be appreciated.
Importing time data to table with api
Hi, i am trying to add a row to reports using URL request. But i got bad request error all the time. i have a data which is dateandtime, format like YYY-MM-dd HH:mm:ss but when i add this data to a url, i think ":" syntax is a problem, i got bad request error. how can i post this data with url request. thanks umut. Edit: sorry i got "HTTP request failed! HTTP/1.1 505 HTTP Version Not Supported" error.
Dashboard
Hi, I would like do one dashboard which contain many widget with different data bases sources. How can i do pleas? Have a good day Floriane
Duplicate Dashboard
Salut, Je voudrais reproduire un tableau de bord en tant que modèle. Comment nous ne vous plaît? salutations Floriane
Zoho Reports - New features rolled out on Sept. 11, 2015
Enhanced Upload Tool - Upto 4 times faster The new version of Upload Tool supports executing multiple database queries in parallel, thus enabling quicker data uploads from your local databases. The new version of upload tool can handle data uploads up to 4 times faster than the previous versions. The previous versions of Upload Tool will execute the database queries configured in database_sql_queries.xml one at a time, pulling data from your local database and uploading the same into Zoho
Problem pulling reports with a Mac
When I send a dashboard report to my boss he cannot open/click on the report details within the pie chart that I have created. I have the ability to pull the report detail because I use a PC, but we think that he cannot pull the report because he uses a Mac. Can you please help us resolve this issue? Does Zoho not work on Mac's like they do for PC's? Please let us know, Thank you.
Importing a cvs file located on a Google Drive folder
We daily export a file from our company software that we later upload on Zoho Reports. Because these two actions are not performed by the same person, we have create a folder in Google Drive, where the file should be upload daily replacing the one from the previous day (The file's name is always the same). We will like to set the import to Zoho Reports automatically at an specific time of the day but we are getting error.
Decoding JSON objects inside CSV files
Hi I have JSON objects inside my CSV files but when I upload them to Zoho it doesn't decode the JSON formatted columns. Is there a way Zoho can do this inside the CVS files? or would it work if i uploaded the files straight from the database? Cheers
Querying data across databases
Is it possible to build a query in one database that references a table in another database? Perhaps by fully qualifying the table name with the database name?
Migrate table and report between databases
Is it possible to move a table and report from one database to another?
Drill Down Not An Option on all Columns
Please could you advise why drill down options are not available on all columns. For example I have a column called Measurement Year which has the datatype of positive number because the form that it comes in from does not classify it as a date. Why could this not be on a drill down path?
Change axis automated dashboard
This is driving me crazy, but I would like to change the axis formula from sum to count. For the life of me, I cannot seem to do this. Can anyone help?
Can Report get tables from Creator? How can I do this?
I want to create reports based on a table that I have created in Creator.
Option to embed data in body of email
When using the email scheduler, there are cases where it would be useful to be able to send a snapshot of the report in the body of the email.
Using French Text symbols in a DATA import exercise
I want to import a csv file into our ZOHO account containing french symbols ("é", "è") : the symbols are ignored and turn up as "?" : any way to avoid this?
Saved Report Filters not working in Dashboard
I have Reports that contain saved filters (i.e. Completed Date = this week). When I run the report the filters work fine. But when I embed the Reports in a dashboard, the filters are not active. How do I activate the Report Filters in a Dashboard Report?
Timesheet Report that includes Closed Tasks/Projects
I run a labor report each month that includes all of the time that we've spent on our projects. We log our time in Zoho Projects and then I use Zoho Reports to pull the time for each month. I've noticed that if a task or project is closed/archived, it will not include that information on my report. Is there a way to filter the information so that the timesheet report will show time on closed tasks and archived projects as well?
Limit to three query over query tables
Can you explain how the Query over Query Tables levels are calculated in producing this error? "The above query cannot be saved, a maximum of 3 levels of Query over Query tables only allowed." I have a ZohoCRM Opportunities table, a Query Table that pulls daily sales for business line 1, a Query Table that pulls daily sales for business line 2 and then a Query table that JOINS those two business lines to a fixed Projections table. I don't understand why I'm hitting my limit of query tables...
Zoho Reports - New feature rolled out on Aug. 24, 2015
Enhancements in KPI Widgets Support to Customize the Comparison Indicator Now Zoho Reports allows you to customize the comparison indicator. Till now the indicators will only be displayed based on the result of comparison between latest and previous value. From now on you will be able set the indicator by choosing what to compare with the given aggregate values. With this you can display the indicator based on various patterns such as comparison between maximum & minimum value and so on. You can
Create templates
Hi! Could I create some pivot tables and dashboards to use as "template"? I've got some pivot table and dashboard I'd like to apply to different tables than the original one, especially I'd like to share this templates to make other users to apply them on their own tables. Is it possible? Thanks in advance Arianna
Templates
Hi! Is it possibile to create pivot tables and dashboards to use as template to apply on different tables? Thank you
Format row based on content of column using tabular reports
I would like to be able to format rows on a tabular report based on that contents of a single column. So, if a list of open Potentials has a "Created on" Date, I'd like to color code the whole row for that potential based on how many days it has been open. I can see how to do it for individual cells, but I'd like the whole row to be colored.
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