How do I give shared users the ability to edit a report
Hi I have a range of reports I want users I share it with able to edit the text box fields, how do I enable this, at this stage when we share a report the user can simply view the report, which seems a pointless exercise as if I just wanted them to view it I would of used the email as PDF option.
Lookup Columns not behaving properly on Joins and / or Query Tables
I am using the Report Client. exportDataUsingSQL method call. The SQL I am using is joining a few tables, one of the columns involved in the JOIN clause is a Lookup Column. This JOIN is now failing on that column. It is a relatively simple join Select .... From Table A a JOIN Table B b on a.col1 = b.col2 In this case, b.col2 is actually a lookup column, but I am getting an error stating that "col2" is an invalid Column. Using the create query table feature, I try "Select * from B" ...and
Report trigger when a field is updated
Dear All, I am trying to configure a report in order to measure weekly changes in client status. Because I need to know certain field updates I try to configure this in reports. Unfortunately this is not possible to add the standard filter when " certain field is updated". Only account, this makes the reporting not very trustworthy... Can you help or develop a field update standard filter, or does it already exist? Thank you very much!
Zoho Reports inside Zoho Creator missing datapoints
I have an application and since 5-6 days ago the data in the Zoho reports is not updating correctly. It is missing several datapoints after the 12th of August I have not set up any interval. I tried to refresh is countless times, but the data does not update correctly. I changed the graphs and nothing changes. The links for the reports that are not working are https://creator.zoho.com/appbuilder/raffbr2/cjuridico/report/Pedidos_por_dia1/edit https://creator.zoho.com/appbuilder/raffbr2/cjuridico/report/Pagamento_Correspondentes/edit
Upload to Zoho Reporting Issue using UploadFromDB.bat
Hi I am trying to export data from mySql and import it into Zoho DB, the export part works correct and creates the .csv into the temp directory. Then it starts the upload and it errors out. Below is a copy of the log file from the upload part. Error Log ____________________________________________________ 2013/12/06 09:55:06 MST::::::::: ZOHO REPORTS IMPORT PARAMETERS ::::::::: 2013/12/06 09:55:06 MST:Zoho Reports Database Name :: qkMicros 2013/12/06 09:55:06 MST:Zoho Reports Table Name :: dly_sys_trk_ttl
SALES FUNNEL
I'm trying to design a report with Zoho Analytics Reports but in the funnel chart the only available data is from LEADS and POTENTIALS, why CONTACTS are not there? I need them as a stage in the sales pipeline. Otherwise your tool is not useful for me
Zoho Reports - New feature rolled out on Oct 24, 2014
Support to Select a Range of Filter Values Now Zoho Reports allows you to select or unselect a range of filter values using the Shift and click. This will reduce the tedious work of selecting the individual filter values and allows you to select multiple values together. This option is available for Filters and User Filters with Actual Values.
Multiple Responses in One Column
I have a variable where multiple answer responses are entered into the same field, separated by commas. Is there a way for Zoho Reports to recognize that every response separated by a column is its own distinct response option? For example, right now, the three answers below are recognized as three distinct responses: Respondent #1: A, B Respondent #2: A, C, D Respondent #3: B, D In reality, there are four possible answer choices here (A, B, C, D), not three. Thank you!
Import Tool - Import from relational database
Hi, Please can somebody explain how to use this tool? Thanks
Filtering a query
Im working on the following query https://reports.zoho.com/ZDBDataSheetView.cc?OBJID=839514000028702034&STANDALONE=true&ZDB_THEME_NAME=grey&INTERVAL=-1&DATATYPESYMBOL=false&REMTOOLBAR=true&SEARCHBOX=true&SHOWHIDEOPT=true But I need your help with this, I need to filter the field NombreVendedor EXCLUDING data from INVERSIONES CREAR RAMA S.A., is it possible to do it? Appreciate your help
Zoho Reports - New feature rolled out on Oct 14, 2014
Setting on how to display Null/Empty values in reports Zoho Reports now provides an option to specify how to display null/empty values in your reports. So far in Charts, Pivot Table and Summary Views, when there is a null or empty value in the underlying data, it will be displayed as Unknown or No Value. Now you can specify the value to be displayed in the report for these data points. This option will be available as part of the Settings section.
Zoho Reports - New features rolled out on Sept 17, 2014
The following features were dded to the service on 17th of September. Enhancement in User Filters Component Option Now Zoho Reports provides an option to choose between a single select or a multi select drop down list for displaying date related values. Until now date user filter values for Actual, Relative and Seasonal period can be listed only in a multi select drop down list. Now you have the option to choose between single or multi select list box as required. Enhancement for Advanced Analytics
Custom Formula times
Hello, I need to create 30 custom formulas in my table. Is there a way to do this quickly? Currently I am having to select custom formula enter the info and press save and it is taking a long time to process and sometimes crashing.
Calculating difference between two rows
Hello! I am hoping this is an easy one. I am looking to do a report with data captured from Facebook. I have the following column "total likes" I would like to add a formula to calculate the "total new fans". I would need to find the difference between the current month row and previous month row to calculate the "total new fans". Any thoughts on how to do this across rows?
Zoho Reports
I hav created a table for reservation system. I want execute a result using sql query. My doubt is how to use subquery in zoho reports
Importing data into a column with more than 100 characters using the API
I’m using the API to upload data into an existing database and I’m running into a problem with source data longer than 100 characters. When my python script hits one of these conditions it aborts. I can see that using the upload utility there are parameters that can be edited in the common_params.conf file to deal with these types of conditions ZOHO_TRUNCATE_COLNAMES TRUE or FALSE ZOHO_ON_IMPORT_ERROR ABORT or SKIPROW or SETCOLUMNEMPTY I've tried using
Zoho Reports - New features rolled out on Sept 9, 2014
Zoho Reports Analytics Connector for Salesforce CRM Zoho Reports now provides a connector add-on for Salesforce CRM. Using this, Salesforce users can now 'slice and dice' their CRM data and take informed business decisions. Importing Data Setting up this add-on will sync data from your Salesforce account into Zoho Reports. Data from the following modules, for which you have read permission, will be imported and stored in tables in Zoho Reports. Accounts Contacts Events Leads Opportunities Tasks
plain text report in email?
hi how can i send in email reporting data in plain text? without attachments thank you
Using a table as an excel data source
Hi, Is it possible to connect to a database table to use it as an external data source for excel? I've tried using the permanent URL to connect to the table as a "web source" but it only pulls back the catalogue of possible dialogue messages for every screen... Cheers, James
Recipient Report
Hi, I'd like my recipients to be shown a Report (a list if you will) of al the No answers they gave throuout the survey. Is that possible? Best regards Gerald
Syncing Reports with Creator & Deleting Records
We use Creator extensively. We are reaching our Records limit and so I want to export the data to Reports. The options in reports to visualize data, set dashboards etc., looks great, so I am now wondering if I could use the sync process to not just export the older data from Creator, which would then be deleted in Creator, but to schedule a sync that exports data regularly to Reports so I can use Reports to examine/visualize old AND more recent data together. If the sync is a real 2-way sync, will
10,000 row limitation exceeded
I am evaluating Zoho reports for my company with the free trial. I have been importing and deleting in testing. I have no data in Zoho reports but says I cannot import as I have exceeded 10,000 rows. Can you explain how pricing and row count is calculated? Best regards Edith
I'm not picking up a project in zoho reports.
I'm not picking up a project in zoho reports. I checked the status and it matches other projects.
query over query table limit
I'm running into some kind of a limit -- getting the following message "The above query cannot be saved, a maximum of 3 levels of Query over Query tables only allowed." What does this mean??
Zoho Project Database out of date
Hi Have a database shared to me that comes from Zoho Projects. New projects have been added but they do not appear in the reports? Projects that originally appeared in reports successfully update but no new ones, please help. Kind Regards Sonia
Tables/chart quesion
I am sure this is a simple question, I apologize I have looked over the help section and can't figure it out... I have a table of information I would like to have the same baseline of information displayed in the chart but the baseline keeps changing based on the values from the tables. Is their anyway to set the baseline of X axis to always be 0-300 with 50 increments and display the data in the table?
Zoho Reports Imports xlsx file but not aspx returning an xslx?
I get "Sorry, Zoho Reports was unable to import this file" when accessing an aspx page returning an xslx file. What is it that Import expects to see in the returned file?
How to obtain a cumulative value in a Query Table?
I have the following query: SELECT "D"."Date" as 'Date', ISNULL("O"."Opened",0) as 'Opened', ISNULL("C"."Closed",0) as 'Closed', (ISNULL("O"."Opened",0) - ISNULL("C"."Closed",0)) as 'Backlog Change' FROM "Days" AS "D" LEFT JOIN "Opened by Day" as "O" on "D"."Date" = "O"."DATE" LEFT JOIN "Closed by Day" as "C" on "D"."Date" = "C"."DATE" I want a 5th column called "Backlog" which is the cumulative sum of "Backlog Change". I tried adding a query on a query table, nested sub-query, etc but
CUMULATIVE totals
Hi, I have the following table: DATE SALE AMOUNT 1 Jan 2009 15 1 Jan 2009 5 2 Jan 2009 15 3 Jan 2009 15 ... 1 Jan 2010 25 1 Jan 2010 5 ... Each sale adds a new row with the date of the sale and the amount. I need to compare March 2012 to March 2011 but cumulative. For example today March 15 2012 I need to see: From 1st of March 2011 to 15th of march 2011 TOTAL VS. From 1st of March 2012 to 15th of March 2012 TOTAL
Percentage change
Hi, I want to be able to calculate the % change on a value from a previous month and can't, for the life of me, work out how. Can anyone help? Thanks Stephen
Zoho Reports - I need assistance in creating my report dashboard
Where can I get in touch with people who can help me put together a dashboard report?
Zoho Reports - New features rolled out on Sept 2, 2014
Support to Auto Refresh Published and Embedded Views Zoho Reports now provides an auto refresh option for the view that you embed or share as Permalink. Now you can set your views to automatically refresh at every N seconds to show latest data. This will especially be useful when you project your reports and dashboards in various devices (including TV screens), where you want to display the current data without any manual intervention. Enhancement in Charts Custom Sort Option Now Zoho Reports provides
Zoho Reports - New features rolled out on Aug 25, 2014
Zoho Bugtracker Advanced Analytics Add-on The Zoho Bugtracker Advanced Analytics Add-on is now available in the service. With this add-on, Zoho Bugtracker users can slice & dice their bugs data to effectively analyze & track their issue management projects. Importing Data Setting up this add-on will sync data from your Zoho Bugtracker portals into Zoho Reports. Data from the following modules will be imported and stored in Tables in Zoho Reports. Bugs Timesheet 50+ Useful Default Reports Along
Python Report Client, Update Record Count
Hi Zoho Foks, Is there any way to tell the number of record updated when using the Python Report Client ? In a perfect world I'd be able to do something like result = rc.updateData(prodURI, updateInfo, updateCriteria, None); have a dictionary return with something like {'RecordCount':0} or whatever the number of updated records actually is. What I am trying to do, is figure out if my Update command, actually updated 0 records, in which case I actually need to insert the record. However, since
access zoho report in project how ??
i want to use zoho reports but how
CANT IMPORT DATA FROM API
Cant import data from from url with authentication. The button NEXT ("Seguinte" in portuguese) is impossible to press. There is text space in front of the button, so there is no place to click it.
Reports - Permalink Filter Criteria ERROR - Need Help PLEASE
When using Permalink to share in Reports, entering filter criteria SQL statement . "Filled ALL - Source"."Pipeline Req" = 'Yes' The statement is valid, however the recipient receives the following 2 error messages: Specified criteria is invalid. Some tips: Lexical error at li ne 3, column 0. Encountered: <EOF> after : "\'Full Time\n" And The view cannot be displayed since the associated criteria is not valid See pic
certain account lines in report not updating
Hi, We have created a few reports to give us information on our accounts and the opportunities within. I have a stacked bar chart which seems to be updating fine, but there are also two sheet-report, which doesn't seem to be updating a few of the accounts (clients) - e.g. for one account the sheet-report isn't updating/displaying all the new opportunities, and only updating some opportunities. infact it still has one opportunity which was already deleted. i've use the crm analytics>data sync function
How to Convert String to Date in this Context
Hi! I have the following code: SELECT concat(year(sd."Doc Date"), '-', if(length(month(sd."Doc Date")) = 1, '0', ''), month(sd."Doc Date")) as Month, sd."Source of Rebill", Count(sd."Invoice #") as 'Number of Invoices', Count(sd."Credit Memo # (if app)") as 'Credit Memo' , (Count(sd."Credit Memo # (if app)")/Avg(ic."Number of Invoices")*100) as 'Credit Memo %', (count(sd."Credit Memo # (if app)")/count(sd."Invoice #"))*100 as '% of Billing Errors' FROM "Sales Detail" sd inner join "Invoices Count
Lost all my data and reports when upgrading my license
Last week I was working on a temporary license and unfortunately it expired. Today I upgraded the license to be able to start working again. Strangely I can see my database name but cannot access my data and also the views and reports I had created last week. Can anyone help??
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