how to add a legend?
I have been through all of the help forums and they all describe simply clicking on the LEGEND tab in order to add or remove a legend. But it's nowhere to be found. I've looked everywhere and there's absolutely no legend option anywhere. What am I doing wrong?
Any way of doing a Query which doesn't turn all the columns to Text
Hi Thought I had this and have now started to really lose the will to live. Is there any way of creating a query table that doesn't turn all the columns into Plain Text. I have imported a table successfully as Currency but then as soon as I do any sort of query it turns the currency columns to text which is not very helpful. If there is an answer to this or someway of transforming this back to currency please let me know. Without this the tool is incredibly limited.
Is there a better way
I think I have cracked getting the Campaign Table from ZOHO CRM to ZOHO Reports along with the currency. But is there a better and slicker way of doing this? Please see document attached
How do you convert Plain Text to Currency
Hi I have downloaded a report from the Campaigns table in ZOHO CRM as an Excel file. I have then imported this as a new table in ZOHO Reporter as I want to recognise the cost of leads. However I have tried every formula I can think of in SQL to convert the Actual Cost column from campaigns into a number or currency format and none work. CAST("column" AS NUMBER) no good. I then found that you might be able to change the datatype directly in the table but because the data is Plain Text Reports wont
Pivotal View sorting does not work for date
When I am editing my pivotal view report, I try to sort by anything besides the project name, but nothing works. It always sorts by the project name. How do I sort by other rows?
Recent changes to Zoho - reports are not working (products, accounts, invoices)
Hi, Since the changes made last week, we can no longer prepare a report on invoiced products, including customer account names. Previously, we would choose the product module first, then add accounts and invoices as modules. Now, when we run our previous report, it has blanks for account, segment etc., which comes from the Accounts module. Please let us know how to fix this, urgently.
Zoho Projects - comparing completion times of two tasks in a project
I want to be able to calculate the difference in days between the completion dates of two different tasks in the same project. All projects are set up using a template so always have the two tasks named the same. Can this be done?
Google Doc's Data Importer
Hi Zoho Reports Support, I think there is an issue with Data Importer. I have a formula defined column called "LastUpdated", whose value is the formula "currentdate()" When I import data from Google Drive (google sheet), every record in the table appears to be updated. Which is obviously incorrect, as only the data from Google Sheets have been touched. I have other tables where I import from a local CSV / XLS, and there are multiple different LastUpdated values, however, they are not as old as
how to make - custom report and accessing via json?
hi just need integrate reports database with external application application query data via json how can i make report, so that external app can access it and query data via json? (in manner as on screenshot) example of data that external app understand:
can't use CAST in Query Table?
I have data broken into half hourly increments. I'm trying to build a query table that sums the data into each full hour, but I need to display that hour in a time format, ie hh:mm:ss. To do this I'm trying to use CAST (DATEPART(hour, "DATE") AS varchar(2)) + ':00' AS Hour, but I get this response "Unsupported function used in the query. " Is there any way around this?
Problem at update Salesforce information
Dear Support, There is a problem at sync informations from Salesforce CRM. The special character from Portuguese idiom doesn't work. Please see at attached file. Thanks. Paulo Miguel.
RDM: Segregate as measures and facts/dimensions example
In the Relational Data Modeling chapter of the User Guide documentation, it is commented that: “With a feature like Lookup Columns you can: - Organize your data in a normalized model avoiding duplication of information across tables - Segregate as measures (numeric data columns which you could aggregate) and facts/dimensions (data columns which you use for grouping in reports). - Define familiar models like Star Schema & Snow-flake Schema which are optimized for reporting and analysis.” Could you
Capitalization - Unique Values
Hi All, I have a table with a text field that contains multiple values. These values textually are the same - e.g.: "Hello" or "hello". However when I produce charts, Zoho Reports treats the two values as different due to the capitalization of the first letter. How can this be avoided to ensure the two values are treated as the same? Many thanks, Kunal.
Set User Filter
Hello, is it possible to set the default value of the filter with the current month?
prior year and current year query
Hello I am looking to write a query that would produce the sales for a Id for current year and previous year. I unable to use a pivot because the amount of data and there will be other equations i will use off it. I would like this to be dynamic.
User Filter Criteria
Is there a way that we can add the User Filter Criteria on the output of the report... I generated a PDF output, but the user filter criteria is missing... Any idea on how to embed this on the output? Thanks
Formatting Pivot Values
How do I format data values in a pivot view? I have an average of a column and it I want to only show 2 decimals.
Advanced SCR Analytics
I just learned the very hard way that Zoho will independently delete any reports from CRM analytics, if a user will remove a field (in From setup) that is used in these reports. Zoho does not provide any alert to the users that removing a field from their form layout, will cause a permanent and irreversible deletion of their advanced analytic reports. Zoho does not have the feature to back up Advanced reports, as well as restore them. Please be aware of this shortfall, as this now cost my company
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
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