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!
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
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