create custom reports
How do you create a custom report, for example , I want a report that will list the scheduled start date of all potential work and I want it in either a Gantt chart or calendar
Need help with UNIQUE values in query
We are trying to return a single list of unique our departments with a "status" if all reports were not received for a given quarter. Eg. However if previous quarters status was "red", then it duplicates the department/country as shown below: Below is the query: SELECT UNIQUE t1."Country" "Country", CASE WHEN month(t1."Report Date") BETWEEN 10 AND 12 THEN 'red' END AS "Q1", CASE WHEN month(t1."Report Date") BETWEEN 1 AND 3 THEN 'red' END AS "Q2", CASE WHEN month(t1."Report Date")
Zoho reports - Create drilldown
I'm trying to create a drilldown from a table to open an existing table for certain criteria. So if table 1 has data as: ID Name Location 1 John NY 2 Mike MD I'd like it that John should be a link which links to the people table to John. How do i do that?
Share View - Filter Criteria - Error Messge
Hi Zoho When attempting to share a view to dbase group - I always get this error message on the Filter Criteria page (after I type in formula) The specified filter criteria cannot be applied to any of the inner view of the dashboard What am I doing wrong? "Filled ALL - Source"."Country" = "Mexico" Thanks!
Re: ZOHO reports
Hi, I need to open reports in ZOHO?
Using CSVUploadConsole.bat: Clear file after import
Is there a way the source csv file can be cleared of its contents after successful import into Zoho Reports via CSVUploadConsole.bat? I do not want to delete the file...just delete all rows in it.
Status field has blank values when viewing Task Data table for creation of reports
Dear Support This is shrini from CarPro Systems, I would like to create a report of all open tasks and leads which are without an open task. Unfortunately when i view the tasks data the status field is not updated where as i am able to see the status field using the front end access. How can get the status field for the tasks Appreciate your immediate response Regards Shrini
URL to Private Net Documents
Dear Sir/Madam. Is there any way to define a column in a table that link to some documents stored within a private net were the pc is conected? My idea is to include a link (in column "B", for example) to open a file (whose name is written in column "A") and this file is storaged in a server (private net). Please confirm. Thanks in advance for your help. Matias
Zoho Reports API error
I am getting following error when using Zoho Report Bulk Import API action { "response":{ "action":"IMPORT", "error":{ "code":8509, "message":"The parameter ZOHO_ON_IMPORT_ERROR does not match the accepted input pattern" } } } This is what I have for my hidden field (name="ZOHO_ON_IMPORT_ERROR" value="ABORT")
Pie chart by percentage
I have an aggregate column that gives a percentage of some data. i want to create a pie chart that groups 0 to 20%, 20% - 40% and so on and displays each group as a slice in a pie chart. How do I go about doing that.
How may I import an excel sheet without letting zoho automatically change the time format in a column??? we don´t use dates
I am importing an excel file from my computer to Zoho reports. Our column says start time and the other finish time. There the data is in the format of 24 hours in each column, indicating hh:mm:ss. Please advice of how to mantain the format and not changing into the month year time format (which by the way is different as the one that we import)... Kind regards
Importing Hyperlinks from Google Sheet
Hi All, I'm importing data from a Google Sheet into a Zoho table. There are hyperlinks in the Google Sheet that do not import correctly into the Zoho table. The Zoho table just shows the display text and does not link to the URL. Please let me know how I can correct this. Thanks!
Table Download
Is there a way to make it (in Zoho Reports) so that online users can download the table that results after they've used the filters?
User Search
Hello. I've set up a dashboard in which users can search for employees' names. The problem is that "All" is selected by default, and unless the user unclicks "all" before searching, users will actually end up unchecking the name that they are looking for. Is there a way to deselect "All" automatically when the user searches for a name? Or to have everything unchecked in the filter by default (but still include everything unless something is selected)?
Calculating new, churned, and rejoined customers
Hello, Does anyone know how to calculate churn, new, and rejoined customers using zoho reports. I currently use excel and vlookup to do this but I was wondering if there is a way to do it in zoho maybe using a query.
Track monthly recurring revenue
I have a CRM client using CRM Analytics. They track revenue in potentials with some custom fields that include: 1. Project value (non recurring) [Currency] 2. Contract term in months [Number] 3. Monthly Recurring Revenue [Currency] 4. Annual value (of recurring) [Formula(Currency)] Monthly Recurring Revenue * 12) 5. Total Contract Value [Formula (Currency)] (Monthly Recurring Revenue * Contract term in months) + Contract term in months Each potential also has contract start/end
Folder Sharing
Hi, Being able to share an entire folder to users now is great, however there is no mechanism to see what sharing permissions have been set once you do! Can this be added so that the permissions can be editted at folder level, rather than having to remove the permissions from all the individual reports in the folder? Cheers, James
Formating tooltips
Hi, pretty basic question: how do I format tooltips? I have put what should be a montary value int there and want it to show as currency. Just figured out how to format the asix titles; am very new to this! Thanks, Eli
How To get calculate the % of the total of another field?
See my image below. I would like to know how to calculate the % of the red arrow of the total of the blue arrow. I tried making an aggregate formula and I tried every option under count and %, but no luck. Do you know how I can calculate this? So the formula should be: Row 1: (10/382)*100 = 2.61% Row 2: (13/382)*100 = 3.40% etc. Any help would be great. Thanks!
Connecting to MySQL using Secure Connection
How can use configure Zoho Uploader tool to connect to Secure MySQL server using certificates?
Data Markers
Why aren't data markers showing for every week in this example? This report is splitting the Y axis into years through the use of the Color functionality.
Zoho Reports iPad Support
Greetings: I set up a database and table for one of our employees to use in the field. He can access the table, sort and filter it, but cannot add data to it. If he taps in the search box, the keyboard is displayed and works as expected. However, when he taps on a cell to enter data, the cell get an orange selection border, but the iPad doesn't display its keyboard. We've tried unsuccessfully: tap, double-tap, tap and hold, and we've looked for an Edit menu item. He has the appropriate share permissions.
About Summary View
Hi everyone, I have a database of transaction data with 3 columns: customer ID, transaction date and transaction value. Each row is one transaction. A customer can have several transactions. I have identified using the summary view the latest transaction date for each customer (2 columns: customer ID and last transaction date). I now want to make analysis on this new data but I need to transform the summary view into a table in order to drill down the data. How to do that? Thanks in advance, Louis
Stacked Bar Chart
I'm trying to create a a report that shows a 'Course Name' on X axis and the number of registration compared to the number of registrations need to make budget on the Y axis in a stacked bar. If a course needs to have 100 registrations to make budget and there are 80 registrations, I'd like the number of registrations number of registrations need to make budget to show 20. I can't seem to get it to work. Any ideas?
Default entry for lookup columns
I'm wanting to have one of my lookup choices show up in the column as a default setting. Is that possible? Thanks.
Splitting a data set into multiple lines on the same chart
I have a dataset similar to the following: Type Price Year AAA 1000 2011 BBB 1000 2011 CCC 1000 2011 AAA 2000 2012 BBB 4000 2012 CCC 6000 2012 I would like to create a report that shows three line graphs, one each for AAA, BBB, and CCC. I would like Price on the Y axis and Year on the X axis. Is there a way to do this with a "Chart View" and without using SQL to create a separate data table? Thanks in advance, Jeff
Reports in Zoho Creator vs Zoho Reports?
What is the difference between the two (if any)? Is there an advantage of getting Zoho Reports if I already have Creator?
Dashboard Filter Email PDF
I have a dashboard with a scheduled email delivery that sends a pdf file, but I want to filter the data in the PDF, by default all data is sent. I think I need to setup a shared filter on the view but I'm having a hard time doing that with a date field. What I would like to do is only email the last 3 weeks which is what the default filter on my view is.
Urgent call-back required
Hi, Sent an email through to support and also tried phoning the support number (never an available representative and no queuing system until one becomes available). I need a support agent to call me as soon as possible as there are currently major issues with our Zoho reports instance that are rendering it unusable. Cheers, James
JDBC Driver is missing using UploadTool
Hi, I'm trying to import data to zoho reports from a mysql database. I have upload the UploadTool to my server. I got the following error : 2014/07/19 15:15:26 EDT:Error during import. It may occur due to driver class name is specified wrongly or JDBC Driver is missing in /home/USER/public_html/UploadTool/lib directory. Kindly check this and try the upload process. For further assistance, refer to the Upload tool help documentation. How can I correct that? Thanks for your help!
Edit Zoho Report
Hi! I using report Zoho CRM, but it is very limited, therefore decided to make reports with Zoho reports services using pivot tables, but Zoho reports services no it can edit records in pivot tables, how could I do in that case? In short, I need a tool that allows me to do reports with pivot tables in which you can edit records, Zoho reports services can be integrated with a tool to edit?
Filter by legend
Hello, I have a bar chart and I would like the user to be able to filter by the legend, however there is no option to allow the user to do so. I have tired Settings -> Legend -> but there is no option to allow filtering by legend available. See screenshot: http://imgur.com/dq0CkSr
TIMESTAMPDIFF()
Hi, Is the function TIMESTAMPDIFF() supported in the zoho implementation of SQL? Trying to use it in a query table and it keeps telling me that the unit identifier isn't a recognised column. TIMESTAMPDIFF(MONTH, "First Date", "Second Date")
Grouping values in a user filter?
Hi, I am attempting to make a user filter with the following values as options for the "combo selection"- 62, 65, 66, 67, 68, 94, 99. For all intensive purposes 65, 66, 67, 68 are the same and 62, 94, 99 are the same. Is there a way to group these same values together so with one click you can filter to either the 65, 66, 67, 68 group or the 62, 94, 99 group? Thanks.
How to make query table do pivots?
I want to do pivots in query table like in the using the SQL below. It says error near "yellow" highlight. SELECT pvt.* FROM (SELECT "ID", "Stage" from "Rawdata" ) PIVOT Count("ID") FOR "Stage" ([01New], [02L10], [03G10]) AS pvt
sharing reports with crm
how can i share an advanced report/dashboard so I can add it to my CRM homepage?
Allowing subqueries in FROM clause
When building a Query table in Zoho Reports, I encountered an error when attempting to put a subquery in the "FROM" clause of my statement. Why isn't this currently supported? Is there a plan to implement this functionality in the future?
Zoho Reports "Will be right back"
I am trying to access my company reports within zoho reports app and the page has said that it will be back up soon. Is there some sort of time table? This was at least 4 hours ago. I didn't see any sort of official notice, although I may just be blind and missed it. Can anyone provide me information on this?
Opportunity/customer report by Geographic area/city
I am wondering how to generate a report of opportunities by geographical area and or city. Reason is I would like to visit a geographical area and setup several meetings in that area.
Opportunity report by geographical area or city.
Is there a way to generate a report of opportunities/customers in a specific geographical area? I want to visit a geographical area or city and I would like to generate a report of open opportunities and/or customers in that area or city so i can schedule a few meetings while I am there. Thanks for your help. Adriaan
Next Page