Unable to import google drive doc
I'm unable to import any data via google drive. When I choose import and then browse to look at files in my google drive, no google docs are shown and the message "fetching google documents ... " remains. My ultimate goal is to import a shared google spreadsheet that is actually the results of a google form. I want to import that into into a database that I've been made "database owner" of. I've noticed that another user, the database administrator, is able to import the form spreadsheet while I
Problems importing a file from Google Docs
I have tried a couple of times importing a file from Google Docs but I get a message that I may not be the owner of the document or it has been delete. The problem is that neither of those option is true.
How to count quantity of text field?
I wish to create a report that answers the question: How many projects have we created in a certain County? We do not have "County" in Zoho CRM but we do have City. And we know which Cities are in the County. So I wish to make a Custom Formula that says - IF the Town is in this County, name it this, if not, do this instead. I have attempted to make this query using following code: if(Job City = 'Baldwin,Bridgton, Brunswick, Cape Elizabeth, Casco, Chebeague Island, Cumberland, Falmouth, Freeport,
Min DateTime for Each Day
I have a security access log and I want to find the earliest time entry for each day. I have one DateTime field. DateTime Access 2014/05/14 08:23 Door #1 Opened 2014/05/14 08:56 Door #1 Opened 2014/05/14 12:15 Door #1 Opened 2014/05/14 18:23 Door #1 Opened 2014/05/15 08:59 Door #1 Opened 2014/05/15 08:56 Door #1 Opened 2014/05/15 12:15 Door #1 Opened 2014/05/15 18:23 Door #1 Opened All I want is the first record for each day. Is this possible?
Enabling ALL columns for accessing underlying data when sharing reports with DB Group
Hoping someone can help me! When sharing views to the DB Group, I want to enable access ALL underlying data columns. However, I cannot see an option for doing this for ALL tables / reports in a DB at once. Instead, I have to (for EACH report): Select the report Select Share Select "Share Views to Database Group" Select "View Underlying Data" Select "Change Columns" Select all columns Select "Share" So this is 7 clicks PER report, which is really time consuming when creating DB's with 20+ reports.
Joining data from multiple query tables
Hi there, We've had to create multiple query tables to get around Zoho's inability to support multiple select statements in the same query. These are working fine, but we want to now join all five of the data tables so we can show the data from all five in one report. All five query tables only have one row and two columns (date and total columns) - we just want to include this row from each in a single report. Appreciate any advice on how to do this.
Zoho Reports - New features rolled out on May 14, 2014
Enable Reporting for NoSQL Databases Zoho Reports now enables you to analyze your data stored in NoSQL databases. You can connect and upload data from the following databases using Upload Tool and apply advanced reporting options in Zoho Reports over your data. MongoDB Apache Cassandra Apache Hadoop Hive Cloudera Hadoop Hive Hortonworks Hadoop Hive To know how to upload data from your NoSQL databases, refer to the help section here. We have also tested connecting the following relational databases
BUG in JSON Exporter - Unnecessary escaping of single-quote producing invalid JSON data
I am trying to export data from one of tables using the JSON exporter... I've found that Zoho Reports exporting is escaping single-quote characters. e.g. the export produces output like this... "today\'s" but based on the JSON Spec... http://www.json.org Go to state machine diagram for string you'll see that a single-quote does not need to be escaped (i.e. no slash \ ) The JSON as it is is produced by Zoho Reports, fails validation. If I replace the \' with just a single quote ' the validation
Nested Select on Query Tables
Hi, Is there any firm date for when/if nested select queries will be able to be used in Zoho Reports query tables? It's becoming a real limitation on how much functionality we can move to the Zoho platform when looking to use it as a complete enterprise solution. Cheers, James
How to hide from displaying the area in the chart w/o data
I have created a chart showing % change in weekly Sales for the current year vs last year. Is there a way to display only the period (up to date) rather than the whole 52 weeks?
Legend
Hi See attached image - i have a graph - some of the items in the legends have quite long names and when i export to an image these names are shortened to the top 13 options and the first 23 or so characters with dots..... Is there anyway I can produce a full legend without any of the information missing. I think that would mean giving the legend more space and the pie chart less space.
How can I merge Accounts and Potential
Working with the zoho Advanced CRM Reports Anyone who can update me on how I merge info from one zoho CRM section with other section - ex Accounts + Potentials - BR Finn
Add an increasing subID to zoho reports database
Hi, I have a Zoho reports database where I import data via APS from multiple sources. For each row, I need to have an unique row ID which is +1 from the previous row. On excel I could simply create a formula like B1=(A1+1) but I can't seem to do that on Zoho. Any ideas? Cheers, Ian
Pie chart label text truncated
Hi, I created a pie chart and added it to a dashboard. In both cases, the data labels for the pie chart truncates the values when viewing via web. Is there a way to make sure the values are not truncated? Also, if I export to dashboard the following happens: 1. The location of the label for each chart is different to viewing the dashboard on the web. 2. The label title does not show in the PDF. I have attached two documents for you to visualize the issue I am describing. Are these known issues? Thanks
Right ()
Attempting to use the right() string function to remove the front end text from the data in a field. The data is represented as "SRF-123456" with unique values for each entry. I want the column to only display the numbers. I have not had any success using the right() formula. Any help would be appreciated. Thanks, Brent
how to make progress bar in reports?
Hi how to make same progress bar in zoho reports? there is number 1 - example 1000 (equal to 100%) and growing number 2 - example 100-200-300 (equal to growing percentage)
Import Into Zoho Reports Not Working from Creator (permalink, publish URL - Unknown Host)
I am no longer able to import Creator data into Zoho Reports. Steps to recreate: Creator - Data Location = web, in the URL box I am inserting the URL from Creator "links" "permalink", "publish URL". It returns a message "unknown host or host not reachable. Please verify the URL provided"
Inversion of Y-Axis labels
Hello, im running into an problem whenever I view a chart in dashboard. When I created a chart the Y-axis (which has a scoring system of A,B,C,D,E) was initially descending but i was able to change this to ascending using the button next to the chart. however, when i add this chart to a dashboard and filter, the results that are produced flip around and are descending again (i.e. the worst score of E is at the top). Also the scale of the Y-axis changes to leave only those that are scored within the
Problem with UploadFromDB.bat
Dear Sir/Madam I’m having this error when trying to execute “UploadFromDB.Bat” file with Auth Token instead of the Password. Could you please give me some help? Note: When I run the same op with the password (instead of the auth token), everything works great. Thank you very much Matias
Cannot get "Text" of chart onto a 2 data point chart
I am unable to get the correct text onto a chart that has two data points. There is only one option for "text". Question: Is it possible to just have each data point show its own text? Please see screenshot.
Custom Reports containing multiple fields on one report row
I want to create (for export into .pdf format) a report just like I create in crystal reports. Below are my requirements - 0. One Record per page 1. A logo on top left corner of the page 2. Company name in bigger font size and bold letters 3. Insert lines (Horizontal Rules) to separate sections in report 4. Multiple fields per report row (e.g. Title, Name and Surname on same row), and then Profile Summary on next row etc. etc. Gone through reporting documentation, but couldn't find solutions for
Table vs Graph number rounding
Hello, Why the table has a configuration of rounding and the graphs another? See this example that uses the same data source and filters: Table total number: R$2.382.224 Same filters, but has a graph: R$2.382.218 When I change decimal config to 2 decimals in the column from data source table, they match! But just when I do this! Result (right result): See that the rounding from the graphs are the right one, cause R$2.382.217,61 is indeed R$2.382.218. Should this happen? I really don't want to show
Single Sign On to zoho reports
Hi I have one SharePoint 2010 application hosted in internet. Recently we plan to use Zoho Reports for our reporting purpose. And my requirement is I am using FBA authentication for my SharePoint site and I want a single sing on future to be activated for both Zoho Repots site and my SharePoint application. Can you please suggest how I can achieve this as this is only question that we need to solve to use Zoho.
api json ZOHO_DATE_FORMAT?
I'm attempting to use the IMPORT function with JSON on the Zoho Reports API but cannot seem to get the ZOHO_DATE_FORMAT right. The standard JSON ISO 8601 date format looks like this: 2014-01-04T12:15:00.000Z I've tried the following with no luck: "yyyy-MM-dd'T'HH:mm:ssZ" Here's the error response: { "response":{ "action":"IMPORT", "error":{ "code":8509, "message":"The parameter ZOHO_DATE_FORMAT does not match the accepted input pattern" } } } I've also tried without ZOHO_DATE_FORMAT
Invoices in Zoho CRM ---> Zoho Reports?
Hi, How can I get my invoice data from Zoho CRM to Zoho reports? I like to use zoho reports to analyze my sales data. Roger,
Zoho Reports - New features rolled out on April 22, 2014
Enhancement for Pie and Funnel charts The following enhancements are available in the Pie and the Funnel Charts. Customize Data Label Now you will be able to set whether to display the percent or value as data label over the corresponding section. You could also choose to remove data label. This is available in the Settings option.
Query based report
Hello, I'm very new to this....just started. I want to see if this tool will meet my needs. I've created an app that will allow for us to take reservations at a restaurant. My date field (date of reservation) is formatted so it shows the day of week as well.....(Mon Apr, 7 2014). I want to be able to create a report that allows me to see all reservations for a specific day. For example, I want a quick view of how many reservations I have on May 3rd. I've successfully created reports to show
Can you add WTD (Week to Date) to the Formulas?
Can you add WTD (Week to Date) to the formulas for both Zoho reports and Zoho creator? I love the MTD formula so much I'd love to use WTD. THanks! https://reports.wiki.zoho.com/Add-Formulas.html
Zoho CRM & Zoho Reports
We are using Zoho reports to create some custom function dashboards from our CRM data. When the Zoho CRM data is automatically extracted and presented in Zoho reports the email (that we mostly populate from our Outlook integration) is not pulled through. To get around this we have manually exported the email history from Zoho CRM and then imported the table into Zoho reports. This is a manual process that I'd like to do automatically on a daily basis. What is the best way to achieve this?
Dashboard: Revenue overview of online marketing campaigns with flighting
Hi, I would like to ask you for help. We are an online marketing agency setting up our sales CRM on Zoho. For a proper tracking I need a report showing me the standard amount of campaigns sold by our sales reps (expected, or closed), but the revenue/sales amount needs to be allocated according to the flight/delivery dates of a campaign. e.g. campaign for a brand is sold at March 13th, but is going to be delivered from April 1st to May 31st. Then I would like to have the revenue allocated accordingly
Zoho Reports CRM data
We are exporting from Zoho CRM to Zoho Reports on a daily basis to create some custom dashboards We wanted to include email activity, which is mostly imported from outlook add in. As the email activity isn't imported as a default we have exported it manually as a csv and then imported it as a new table. Is there any way to automate this process? Only need a 24 hour update.
Zoho Reports - New features rolled out on April 10, 2014
Enhanced Dashboard User Filter Zoho Reports Dashboard User Filter will now filter tabular data too. So far when you add a user filter for your dashboard, only data from Charts, Pivot Table and Summary View will be filtered. Now Tables, Query Tables and Tabular Views included in the dashboard will also be filtered. Query Table Function Enhancement Query Table now provides Interval support for the following functions. With this, you will be able to add or subtract required time interval to your data
Is Zoho Reports down?
Not able to login......is the system down?
How to plot average of something data graph
I have a data which these fields for a month - Month - Country - Total of Something - User count - Avg (calculated as total of something/user count) While plotting graphs for a month, I want to show Avg. It works if I only show for particular country as the Avg is calculate that way. But when I want to show it for all countries I have to use Avg of Avg which is wrong calculation. How can this problem be solved. Example for any month: USA - 100 - 2 - 50 INDIA - 70 - 7 - 10 For both India and USA the
Multipe date format during CSV data import
Hi, I tried to import a CSV data file (can apply to MS Excel data files as well) where there are two date columns but different date formats. One column had the dates formatted as "dd/mm/yyyy" while another column had the dates formatted as "dd/mm/yyyy hh:mm:ss". When importing into Zoho, you can select a date format that translates any input column that meets the date format as a date data type. However, this would apply to one of the columns as it has data formatted as per Zoho date format specification
Can't find 'Last Modified' to be able to add to a Potentials Report
Please help, I need access to this! Nathan
Zoho Reports - New features rolled out on March 25, 2014
Account Usage Notification Now Zoho Reports allows you to configure mail notifications to monitor your account usage. This will notify you when your account usage crosses the threshold limits you have set for rows and users. This will be beneficial in managing your plan usage & upgrades proactively.
revenue forecast
hey, we are a online agency selling campaigns, which start in the future and last for a couple of weeks or months. e.g. campaign sold 1st march campaign duration 1st april - 1st july. I would like to forecast on the weighted actual campaign duration + probability of sale (like 50%). Does it work with a standard ZOHO report. Do I need a custumization?
Dashboard date Filter on all reports
Hi all, i've got several reports which i want to place on a dashboard, but i want to have 1 date filter on top to pass to all reports on the dashboard. How can i do this? It should ignore the time within the date field. Osman
How can we create a Distinct Countif aggregate formula?
Hello, I am currently trying to filter a very large query table that has several pieces of data in it. Often times line items. The goal of this is 2 fold. 1.) Is to please our client that is paying for Zoho reports by giving them Global Filters for 1 dashboard. 2.) To produce accurate data in the reports off of this 1 query table. As we know, you cannot have 1 set of Global Filters on your dashboard if multiple reports have a different base query table. Here is our goal, we want to perform a
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