DECIMAL and LONG INTEGER fields cannot be computed when not filled in!
Hi I have DECIMAL and LONG INTEGER fields in Potential table: 1) Reports displays blank when DECIMAL and LONG INTEGER fields are empty. Display is OK when filled in, but it's a new field in the CRM 2) When you add formula columns in Potential, summing the DECIMAL or LONG INTEGER field with an INTEGER field, the formula column remains blank if the DECIMAL and/or LONG INTEGER field(s) are empty! Hope someone checks and corrects this very soon as I have a critical report to issue. Thanks.
Sustituir Tabla (BD) En Reporte Plantilla
Saludos. Tengo un mismo software administrativo en distintas empresas. Estoy realizando los reportes desde las tablas de Bases de Datos directamente. La morfologia de los reportes son iguales para todas las empresas, por lo que necesito mantener el mismo reporte pero guardarlo con otro nombre y sustituir la tabla cual toma los datos por la de la otra empresa y ahorrarme el tiempo desarrollando el mismo reporte varias veces. Agradeceria sus comentarios. Saludos. Adel Bahsas El Maaz.
List reports/views/databases that have been shared with users
Hi, I have shared a number of views/reports with users over the last few months. Now I would like to get an inventory on which users have access to which view/reports/database and at what permission. How do I do this? I am hoping I don't have to select each table, view, report to find who has permissions to access it as that could tedious. Thanks Sunil
Formulas
I have a column which contains a list of countries. I would like to add a new column called regions. What formula can I write so that it recognises Spain, Italy, Sweden as Europe? and Indonesia, Thailand as Asia.
Is it possible to filter a report through a different category than date?
Reports of Zoho CRM are great, however we only would like the details of tasks that have the status of not started. I can add the status as part of the customization, however i cannot filter out unnecessary tasks that have been completed in the time frame, by anything other than date. How can I filter reports to only show specific information outside of dates?
How can i export data to Adestra directly from Zoho Reports?
I would like to know how i would connect Zoho Reports with Adestra Message Focus. I would ideally like to export reports directly into Adestra?
Adding Filter to URL Link
I want to publish a URL to view a table and for this URL link I would like to Specify Filter Criteria that uses a "LIKE" operator.....is this possible? Example: <columnA> LIKE '%Good%' (show records where the string "good" appears in columnA)
Join Errors combining two databases on a single column, need assistance
Hello, I have two tables from Zoho CRM that I need to join information on for reporting purposes. My MAIN table that I'd like to retain all columns in for future reporting references is called "Job Costing" The table I need to pull information from is called "Potentials" The common Column name in each table is "Job Number" (I have attached a screen shot of the tables) What I mostly need is the "Amount" column from Potentials to be matched up with the correct "Job Number" in "Job Costing". I'd love
Sales Funnel
I need to create a sales funnel which shows the following: Potentials (Qualified)>Event (appointment)>Task (presentation)> Task (implementation)>Close Is this possible? If so, how?
Min&Max Data
I have created the following Dynamic Table The problem is that when I click to see the data, It show all the information from the day not the value that corresponds to the minium or maximun. I appreciate your help
Need to run a weekly activity report for my boss
I need to run a weekly activity report for the CEO of my sales team and I have customized a report that should work very well except for one thing, there is no option to add company name to the report, so the CEO won't know the name of the client. Is there a solution for this or another report that is better for daily sales activity?
Problem with filters when saving dashboard
Dear Sir/Madam. I'm facing the following problem when saving a dashboard: Before saving I have a HTML area above the filters area ( i need the HTML area to be located above the filters area): Then i save and close the dashboard, but when I open it again the structure turns into: Can you please help me to solve this issue? Thanks Matias
Pipeline report that show opportunities as of today
How do I create a weekly trending stacked pipeline stage report using an "as of" date of the day I run the report? The x-axis will show the weekly date. But I am not sure how I create a formula for this. The purpose of the report is to show the change in the pipeline from week to week. Thank you.
Report displaying 0 values
Good morning, In our "Monthly Win Rate" report from the Potentials module, both the lost and won deals should be displayed. The won deals are displayed correctly, but the lost deals always show zero (0), which is an incorrect value. Any advice as to how to fix this? I have attached a screenshot of the problem. Thank you in advance for your time. Regards
Zoho Reports - New feature rolled out on May 26, 2015
Support for Inventory Modules in Advanced Analytics for Zoho CRM Advanced Analytics Add-on for Zoho CRM now supports analytics on inventory modules data. With this, you can configure to synchronize data from the following inventory modules into Zoho Reports reporting database while setting up the add-on. Invoices Invoice Line Items Price Books Products Purchase Orders Purchase Order Line Items Quotes Quote Lines Items Sales Orders Sales Order Line Items Vendors Existing users can synchronize
Table filter
Hi! I am importing a table and generating a simillar one in zoho hidding some columns and generating a filter. This table update data from dropbox, but whe it update the filter does not apply. It is necessary entering at the table and executing it. How do I get the table be updated with new data and execute the filter in an automate way? Thanks and regards!
Shared view not exportable to Excel or PDF
Hi there We are testing Zoho Reports as a possible BI tool to show the status of our sales projects to our customers. We have been able to easily create a database with three tables and a view with 5 reports using these tables. However when we try to share this view to one user, giving to him all the "read permission options" Export, View, View Data.... the "shared" user is only able to get acces to the view and reports, but it is not able to export any data in the report to Excel, or to Export the
Setting sync intervals
Where do you go to set the timing of auto synchronization between Zoho Reports and CRM? I've located where to do a manual sync but where is the place to set for automatic throughout the day. Thank you.
Google Analytics for Zoho Reports' dashboards
Dear Sir/Madam I would like to know if there is any way to get Zoho Reports Dashboard visitors information with Google Analytics. Thank you very much. Mat
Publication on Facebook
Can I publish a report from Zoho Report in Facebook?
Include Zoho Recruit Reports, at Data Base List
Dear Support, How can I include the Zoho Recruit Reports (DB) in the list? Cause I'd like to make a backup from this DB. Thanks Paulo Miguel.
Multiple columns/ Items
I need to show a Win/Loss chart for multiple entreies ? This is the basics, I have 10 horse races that are graded as a Win or Loss in individual table columns ie; R1 results (Race 1),R2 results,R3 results etc; I would like to know how to show the win loss % for all 10 races without making an individual chart for each race ? Any help would be appreciated. Thank You Kevin
How can I highlight rows in a view that is being shared?
Hi Experts, I want to share a report view with a few users. The report is in Pivot form and has multiple rows. However, I want to highlight a few rows before sharing them to the users. Is there any option to highlight a select few rows out of all the available rows in a report ? Thanks, Manish
Trailing 12 Month Chart
Hello, I am looking to make a trailing 12 month chart in Zoho Reports. Could you please assist me on how to do this? Thanks,
Percent of totals
Hi, I have a table that shows inventory item purchases. If I have an example where 100 items were purchased during a time period and the sum of these purchases equals $100,000 What I am looking for is to show the items purchased that represent the top 70% of the total purchased value. So in this case, I am trying to list the items where the sum of the individual purchase values adds up to $70,000. I am assuming that I want to work with a query table and with sql I understand that I would use a select
Zoho Reports - New feature rolled out on May 6, 2015
Advanced Summary Functions support on Aggregate Formula Zoho Reports now supports applying Advanced Summary Functions (Windowing functions) even over Aggregate Formula while creating reports. So far when you use an Aggregate formula in a report, you will not be able to apply other functions on the formulae. The function will always be selected as 'Actual' and cannot be modified. Now you can apply other windowing calculation such as Running Total, Difference form, Moving Calculation etc.,
Weekly sales report template
We have recently just starting using Zoho, it has as a great selection of reports. However I am looking for one that will provide me with a snapshot by rep of their weekly activity (leads, activity and potential spend of the leads etc). Can someone lead me in the right direction. Thanks Andrea
Zoho CRM Inventory Module Integration with Zoho Reports
Was wondering if there is a release date for zoho reports integration with the Zoho CRM inventory module.
Importing from Pipedrive into Zoho Report
Hi! I'm using Pipedrive and I want to start using Zoho Reports. After a few moments in Zoho, I managed to start importing the Pipedrive API JSON results that contain all my Deals data. However, after the first few steps, I get a message that there is a 300 columns limit, and that my dataset has about 700 columns. It is impossible for me to filter this "by hand". Has anyone done this successfully before? I tried using the "api.pipedrive.com/v1/deals", which returns what seems to be all my deals and
Creating Reports for Individuals
Hi All, I want to create a report that send out the Data to my Employer for the following: Leads - Status (Nurture, working, etc.) Notes - On those leads that I have worked upon Last Modified Date - When was it updated last BY ME I need to send this report end of every week. Please help me out to understand how I can create this report and how can get the Scheduler Activated to Auto Generate the reports. If possible please add a link of YouTube or Step by Step Guide for the above Report Creation.
Using Zoho Criteria to pass a parameter to a report URL
Hello Can anyone help me? I'm tearing my hair out trying to determine whether my issue is syntax-related or that I'm trying to do something that just cannot be done. As part of my report url, I have the following Zoho Criteria specified... ...ZOHO_CRITERIA=(%22Work Completed%22.%22Email%22%3DCurrentUser)&ZOHO_DELIMITER=0"> where: 'Work Completed' is the name of the Zoho Reports table in the Report that I am referencing to embed into my Zoho Creator Page. (I must specify the table as the same field
Metric Widget negative sign
Hi, I have created a Metric widget which compares YTD sales for current year vs the previous year. The figure is a negative however, the Metric widget shows a positive number with the red indicator (indicating value is negative) - see below. How do I show the metric with a negative sign? Cheers
Relative filter for snapshot/non-aggregate table
Hi, I want to create widget in dashboard that shows the sum of sales 3 months ago. If I use the relative filter (this logic applies to pivots and charts as well) such as "Last 3 Months" it aggregates the Sales $ for the three months. If current month April 2015, then the relative filter will aggregate total sales for Feb, March and April 2015. However, what I would like is the total sales for the month of Feb 2015 only. The reason I am using relative filter is because next month which is May 2015,
Drill down from one dashboard to another
Hi, Can I create links from one dashboard to another. A scenario would be where we have the homepage/overview dashboard with a bunch of metrics and want to click either the metric or a hyperlink that takes us to another dashboard - sales the Sales Dashboard with more detailed information. Cheers Sunil
Table with filter selected
Hi. I build a dashboard with 2 charts, 1 table and 3 aoption for filter. The charts works fine but the table wont respect the filter selected. How can I add filter to my table? Tks.
When importing via Web API using 'paging[page_size]=50' I receive an error.
Error: The parameter ZDBSCHURL does not match the accepted input pattern when I leave off the parameter 'paging[page_size]=50' things work fine, but I'd like to include this parameter when importing on a schedule. It seems like the issue is because of the brackets but encoding them didn't resolve the error.
Running reports to show increase in sales
Is there a report that you can run on Invoices for Accounts to show an increase or decrease in Sales?
Import csv/json file into zoho reports
Hi, Im unable import CSV file into ZohoReports using API. It was displaying below error. java.io.UnsupportedEncodingException: multipart/form-data please help how to resolve this issue.
Report
I want to pull a report of my leads by date of birth. When I try to customize it, it pulls all my leads. What am I doing wrong?
Unable to load report charts in Internet explorer 9, 10 and 11
I use the zoho creator and zoho reports form, my embed public links are not loading in internet explorer, I have already tried looking for answers in your forum, but I was unsuccessfull. The public embed links generated are not loading in all recent versions of internet explorer, 9, 10 and 11. As an example I provide the public link bellow, it loads normally on chrome and firefox, but it never stops loading in the internet explorer and I can only see the title of the chart, the rest is blank. Public
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