Separate records after Deal Owner Name typo fix
One of our users in the CRM changed a typo in her name, more specifically a double space between first and last name fixed to only one space. While we expected that the Deal Owner Name from all CRM tables would be changed to the correct version, instead
Filtering a View Based on User Identity
I am creating a report that contains data from several clients: A, B, C and D. I want each client to only see their own data when they login. Is there any way to automatically filter a view or dashboard in this way? For example, each row of data will contain a Client column, indicating which client it relates to. If I can indicate which client each user works for (jsmith@acme.com works for A corp), then I could match the user to the Client column. The alternative is to create a different shared
adding non-pivoted columns to a pivot table
Hi Zoho, Did some searching around and I haven't found a way to add columns back to a pivot table. Currently I have a back end query table that contains contracts. For each contract ID there are and invoice date and invoice amount along side extra information
How do I exclude a report form a user filter on a dashboard.
I have a dashboard that has a few reports on it. I want one of those reports to be EXCLUDED from the user filter at the top of the page. See here: https://monosnap.com/file/0S4RxVB0BM1MLHal8TyptlT6bdUF9o How do I do this? I have tried: Adding a filter on the report itself that is different than the user filter. Any other ideas? Thanks!
Zoho Dashboard kopieren
Ich möchte gerne dieses Zoho Beispiel Dashboard kopieren und dann die Inhalte verändern. Wie kopiere ich dieses Dashboard? https://analytics.zoho.com/open-view/1160261000007273601/39de7082e48d3b498845d486492cbb4c
Reporting tags in Zoho Analytics
Hello, I associated reporting tags to my expenses. My tags are e.g. "Department" - Development - Marketing - Management I want to see all expenses grouped by these tags. I looked at the data model and it seems that Reporting Tags table is standalone.
Zoho Analytics: Email schedule - dynamic filename
Hello, we have to send reports to our customers every day. The file names must therefore be dynamically structured (name including date) so that they can be easily saved, otherwise the customer has to rename them - not acceptable. Is there a solution
Associate Data Values with Named Value
Hi, Via an automatic data sync, some of the data from the platform am I am using is pulling into Zoho Analytics as its raw ID, instead of the named value. There is no option in the source data to have this pull through as the named value. As this is a
HTML Embed Code changes, how to make it remain the same
Hi there, I am embedding a video from Vimeo into a dashboard. The following code is taken from Vimeo using the embed feature: <div style="position: relative; padding-top: 56.25%;"> <iframe src="https://player.vimeo.com/video/869556664?h=0737c03545&badge=0&autopause=0&player_id=0&app_id=58479"
Dates Missing when filtering data
I am having an issue with the charts and dates disappearing. In the image below you can see bar charts. They are set to be on a rolling 13 month display, using the relative filter to include the last 13 months of data. When the data set is unfiltered,
Error in Analytics
Please see screenshot of error for query below and assist SELECT "Union"."Date" AS "Date", "Union"."GL Number" AS "GL Number", "Union"."Value" AS "Value", SUM("Union"."Value") OVER(PARTITION BY "Union"."GL Number" ORDER BY "Union"."Date" ASC ROWS BETWEEN
calculate Date difference in summary view
Hi, I want to calculate date difference. suppose I have post_date and now I want to calculate difference between the post is publish and current date or in sql format ( datediff(now(),post_date) ) how can I achieve this in summary view.
Can not open any of the previously created dashboards / charts
Any attempt to access previously created dashboards or even stand alone charts results in Alert Message: "Sorry, an unexpected error occurred when performing this operation. The error has been logged and will be looked into. It would be of great help if you could provide us with additional information using the ''Feedback'' link at the top of this page." Tried to create a new chart - the same result. Access to Tables appears to be unaffected.
Report of the Week - Expected Revenue based on Subscription Data
This 'Report of the Week' tip is for those of you who run a (recurring) subscription based business. Zoho Analytics can help you calculate your revenue for upcoming months, based on the current subscriptions. We are using Advanced Analytics for Zoho Finance
Urgent / Converted from Lead remove form potencials? / Synchronization stops
Hi Team I need support ASAP, I've just recived an email with the following message: Zoho CRM data synchronization with Zoho Analytics has stopped on 20 Sep 2023 10:49:12 AM GMT due to some columns being deleted in Zoho CRM which will be deleted in the
Saving Chart Titles in Zoho Analytics
I have files that I upload into a workspace that already has the charts, filters, and dashboards with the same file headers. After I create similar charts and table option, I go to the charts already in the dashboard and change the title name and it doesn,t
White label solution- Zoho Reports
Hello, Is there anyone who is using the white label solution for zoho reports? If so, can you tell me how you like it, is it working, are there any bugs? I have a few clients that I have implemented zoho reports on, but I use a web portal solution to make it as white labeled as possible. Thanks in advance, Arron Robles Blue Pumpkin Hosting | Solutions Made Simple http://bluepumpkinhosting.com
SQL filter last 7 days
I am trying to filter SQL database based on dates. I only want to include data from last 7 Days (including today) = 1 Week. I tried to use: WHERE 'TransactionDate' >= DATEADD(day, -7, GETDATE()); and similar restrictions, but it doesn't work Can someone
Custom CSS Stylesheets for Reports
It's great that we can control certain style elements for Zoho Reports either through the settings or by using HTML in the text blocks. However, it would be much easier for reports that feature multiple text blocks to rely on a centralized stylesheet or custom css setting so that we don't have to copy and paste styles into every block.
Zoho Reports or Creator to Google Sheets
Hello - Let me start by saying that, although I am technically savvy, I do not know all the inner workings of coding/writing scripts/APIs/et cetera. As for my problem, I am using a 3rd party dashboard service that does not have direct integration with Zoho Creator or Zoho Reports. The dashboard service does integrate with Google Sheets. So, as painful as it is, I have been taking the data manually from a Zoho Reports dashboard and updating the Google Sheet twice a day. The inefficiency of this is
Data imported into CRM is not synced to Analytics
I set up the integration between Zoho Analytics and Zoho CRM, and imported data into Zoho CRM using CSV. However, the data imported using CSV is not synced to Analytics. Delete the data source and set up the integration again to synchronize. Is there
How to calculate Time Spent per Agent?
Hello community!! Any tips on how to have a column calculated with the total time spent by the agent? The time spent is added to the Ticket/Activity Time Entries. I was unable to create a column that would allow me to add up the hours spent and display
Integration between Outlook and Zoho Analytics to analyze the number of e-mails sent/received
Hi, Is it possible to integrate Outlook and Zoho Analytics? I want to analyze the number of e-mails sent to and received from leads and clients. So it is not about the content of the e-mails, but only the number of e-mails per lead or client
Sharing graphs and data tables between workspaces
I'm wondering if there is a way to share graphs and data tables between various workspaces? For instance, if I wanted to add a graph to several workspaces, is this possible or do I need to recreate the graph in each individual workspace?
Sync with Zoho CRM Not Working
For over 5 hours now the sync with Zoho CRM has not been work - it just remains stuck in 'Sync in Progress'. There is no way to stop or restart the sync. Have verified this is an issue in multiple accounts. Reported the problem hours ago but no response
Alert Message problem on Reports
I see this message when I try to: Filter with the range or dropdown items Enter a value in the search query Try to press reset button on the right Is zoho analytics facing any problems at the moment?
Tables as options in Pivot Table not showing lookup queries
I creates 3 query tables (Sales, Items, Customers) and setup lookup fields as follows Sales.CustCode > Customers.Custcode Sales.ItemCode > Items.ItemCode The model diagram below demonstrates the relationships I amm trying to create a pivot table from
Synchronize number of e-mails sent to a lead within CRM
Hi, We've set up the IMAP configuration within Zoho CRM to make e-mails sent to leads accessible for other colleagues. However, we want to measure how many e-mails are sent to each lead and create a dashboard in Zoho Analytics. Is it possible to synchronize
Zoho Sheets: Can I Preset Formulas?
Hi, I'm looking for the best way to export Zoho Analytics Reporting. There is additional calculations that we want to make once the report is in Sheets/Excel. What we are wondering is if there's a way to preset formulas so that once a report is exported
Attributing revenue to Zoho Campaigns through Zoho Analytics
Hi, I've just recently setup Zoho Analytics for our account and have made a dashboard which includes Zoho Campaigns, Zoho SalesIQ and BigCommerce (Our Ecommerce Website). Trying to setup a report that details our revenue per campaign. (Linking BigCommerce
How To Give Access for Zoho Analytics
We are using Zoho Analytics for Prestige Park Grove to monitor our client's activity But We Need to Share the Access With Our Crew Members and maximize how many people can have access to that Please Help Us to resolve with this issue
Double quotes in the header of the query table
Hello. I have created a query table in analytics and exported it as a csv file. Then the header row values are converted to double quoted values and output. English values are not enclosed in double quotes, but Japanese values are enclosed in double quotes.
Limit Forecast Values Below Certain Value
Hi, Just wondering if there is a way to limit the forecasted values from going above a certain value. What we are measuring should never go above 100%. Can I set it so that anything predicted that is over 100% just defaults to 100%? Thank you!
data from url not working
I have this Url that is from freshservice that is basically a CSV file that gets updated periodically. when I try to add it is says that is not accessible. Any other way to accomplish this or idea why this does not work? https://corefone.freshservic
Filtering email PDF Dashboard layout
I have created one dashboard for ZOHO DESK tickets that we handle for different companies. I have also scheduled emails that send the managers the dashboard layout via PDF and a URL that uses a variable COMPANY to filter the dashboard data and show only
How refresh the dashboard everyday
How to display data properly each day on zoho analytics across multiple graphs please tell me how to do
Filter group
Good afternoon, I would like to know if it is possible to create groups of filters. For example, offering users an "English traffic" dashboard filter, corresponding to the addition of several unique filters from several fields or even do tables
Month-on-month Growth Chart
I want to create a month-on-month growth chart but I'm not sure how to go about it. For example: Jan 2023: 100 customers Feb 2023: 200 customers (100 signed up) Mar 2023: 220 customers (20 signed up) Apr 2023: 210 customers (10 cancelled) May 2023: 280
emailed as inline message cuts off table
Hello, I am facing a problem, please help 【emailed as inline message cuts off table】 please see following screen shot from the eamil recipient
Row usage on Zoho Analytics
Dear community, I've found out that my Zoho Analytics is not syncing due the limit of rows present on my plan. I've checked and found out the following: But I have no idea which tables of mine are using such a great quantity of rows. Is there an easy
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