Problems with filters dashboard
Hi, In lasted days, I have a problem with the filters dashboard, when i try select a second filter show me this bug: 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. Why happens this? how do for solved? in where i can see more informations of this bug? Note: I try do the same with view and works without problems, for example:
Report on archived information
Morning, This is the first time I am using or rather looking into Zoho reports, I have been asked if I can create a report on archived opportunities invoices, is it possible to report on archived information? D
Time in Hours
Hi, I have a formula column calculating duration of a service call. It currently looks at two columns formatted as DD-MMM-YYYY HH:MM and subtracts one from the other to show the difference. Is it possible to have this shown in hours and minutes, rather than just minutes? The above would then show as 01:15:00. In excel the format would be [h]:mm:ss, but this doesn't appear to work in Zoho reports as it results in the following error: "The parameter DATEFORMAT does not match the accepted input pattern".
First Response Overdue Status
Hi, I have sync the Service Desk On demand to Zoho Reports and i would like to manage the First Response Overdue Status but i don't find it. Someone know how i can add? Best regards.
Customize Threshold
Hi On a report I have 2 Thresholds that appear very close together (I will be doing many reports where this occurs). I have attached an example of how the report looks if I just use the standard setup. Is there some way I can customize this so that the appearance is better. (e.g. have the test for the lower threshold appear below the threshold line) I am happy to use coding is needed. Thank you Gill
Create Report from ZOHO CRM Report
So we have three reports in Zoho CRM that I am trying to duplicate in Zoho Reports so we can than add each report to a Dashboard in Zoho Reports. As it appears so far I can get the exact report I need in CRM but not the Dashboard view we hope for, and in Zoho Reports I can get the exact Dashboard view we want but having trouble setting up the report.... So all data comes from Zoho CRM. We have set-up the Advanced CRM Analytics. So in Zoho Reports > Zoho CRM Analytics > Potentilas > Create New
New Features rolled out on Oct 4, 2017
Beta: Zoho Campaigns Advanced Analytics We at Zoho Reports are very happy to announce the Beta release of Zoho Campaigns Advanced Analytics connector. The Zoho Campaigns advanced analytics integration powered by Zoho Reports enables you to easily analyze your email campaigns and derive great insights. Product marketers and analysts can slice and dice their campaign data and derive key campaign metrics such as campaigns trend, conversion rate, click rate, open rate, unsubscription trend and do much
Is it possible to copy a specific filter on individual values in another report?
I use a filter on individual values with about 60 of 200 values for a report. Is it possible to use this filter on other reports, too - l besides selecting those 60 values for every single report?
How to combine two databanks (e.g. Zoho CRM & Zoho Desk) for reports?
We use Zoho CRM, Zoho Desk and Google Analytics as sources for Zoho Reports. How is it possible to combine them like in this demo? https://reports.zoho.com/ZDBDataSheetView.cc?DBID=779360000007798294&OBJID=779360000007813459
Database structure advice please
Currently I add new monthly data to the bottom of a spreadsheet when updating monthly. So my spreadsheet gets longer each month and I work with one table in Reports. Would it be more efficient to have seperate spreadsheets and tables for each month and join them in Reports? Can some knowledgeable person advise me as to the best approach and explain why one is better than the other. Regards Mark
What does Refresh do?
My data is in an Excel sheet on my hard drive. When I make changes to this file I would expect Refresh to show the changes but it doesn't. How do I update files in Report that have been changed in the original file on my machine? Feeling foolish - what am I missing here? What does refresh do? Mark
Change Calendar
With addition of the change module to the ServiceDesk Plus Analytics, has anyone had any success in creating a change management calendar with Zoho Reports? Any suggestions on how one might accomplish with Zoho Reports? Thanks, Craig Rice
Invoice ID not unique?
Hi, using Zoho Reports I pulled a report from the table "Invoices" and exported it as Excel. The outcome is that in the Excel file the invoice ID does no longer match what is inside Zoho database. Please see screenshot attached and notice how the information differs. Please advise! Thanks, Mark
Inbox Bloqueada novamente
Por favor ajudem-me! Meu email havia sido desbloqueado e aí quando comecei a receber as mensagens de meus alunos depois de umas 40 mensagens voltou a bloquear-se a inbox e necessito manter contacto com eles porque lhes estou guiando através de um processo muito importante. Por favor alguem me pode explicar porquê isto está acontecendo porque não estou a entender. a mesma mensagem quando tento desbloquear. "You have reached the maximum self unblock limit within the past 24 hours." Por favor algum
Aggregate formula sumIF,AverageIF problem for sales calculation more than 10000
Dear Sir, I am working on Aggregate sumIf formula for sales report But unable to make it . There is a error coming specific formula is invalid .Please check my formula and find the problem . I think syntax of formula is not correct thats why its showing error .Please give me a demo example for same .Below is my formula sumif(( "Ford details"."amount" >10000)) ford detials is sales report amount is Ford details Column I have to calculate Amount greater than 10000. I have also attached the screenshot
crosstab report
Can get more than 2 factors in crosstab report ? or have any way to do it
Tick box in reports
Hi I have an table that includes entries from a list of tick boxes in 1 cell with each item separated by a pipe. . See example This makes adding the total number of any item difficult. Is there any way i can return the individual entries in the end column (advice given) into a filter where i could choose the individual item rather than the entire column of many individual items - which is what i can do just now. Thanks Joe
Combine Date Column and Time Column in Query Table
Hello, I have created the below sql query to combine a date field and a time field. The query works in Sql Management Studio, but, I receive an error when I attempt to run the same query in a Zoho query table. Query: SELECT PREP_START_DT = convert(varchar, Prep_Start_Date, 103) + ' ' + convert(varchar, Prep_Start_Time, 108) FROM "HQProductionPerformance" WHERE Prep_Start_Date >= '2017-08-27' Zoho Query Error: Length of the display column name 'CAST(PREP_START_DT as CHAR) CAST(CONVERT(varchar, Prep_Start_Date,
Sales vs target
Hi, I would like to create a combined chart, with target in line and sales in bars, like this : The target for each sales reps is different from month to month. So I create a table of target : (example of Q3 2017 below) The problem is I can't join this with the data "won amount" from opportunities table. How can I do this ? Thank for your help Opportunity owner date Target A Jul-17 5,000.00 A Aug-17 0.00 A Sep-17 4,000.00 B Jul-17 1,200.00 B Aug-17 0.00 B Sep-17 2,000.00 C Jul-17 0.00 C Aug-17 0.00
List reports that reference a table
Hello, Is there a way to list what reports are referencing a specified table? I want to know which reports are referencing it so I can see how a change I want to make would affect reports that are using it.
Account Inactive
Hi, Please Urgent help needed! when I tried to login into my account info@workapay.com it returns "account inactive"'. please how do I get my account reactivated?
Is there way to check the usage of the shared dashboards?
Is there way to check/track the usage of the shared dashboards in Reports? I like to track the things like whom has accessed to it at when. Any idea? Thanks
Connecting to MySQL database on a hosted server - need incoming server IP/domain
We have a hosted MySQL database siting on our website hosting service (Dreamhost). I've created a MySQL connection in reports with the credentials for the database, but the connection fails with "Access denied for user zohoreports. Login failed.". I know the credentials are correct, because when I connect to the database using the 'MySQLWorkbench' off my laptop, it connects just fine (I Whitelisted my laptop's IP address). The Dreamhost service restricts access based on the inbound IP address or
Average Sales per Day Formula Over Selected From To Dates
Hi I have a Sales table wherein I have Invoice Dates, Item Description, Qty per Invoice, Invoice value. I have made a pivot for sales data with different user filters. One of them is Sale Invoice From Date and To Date. I want a formula to calculate average sale qty per day with respect to the number of days selected in the date filter including the selected dates.
New Features rolled out on Sep 7, 2017
Public Release: Microsoft Dynamics CRM Advanced Analytics We at Zoho Reports are extremely excited to announce the public release of the Microsoft Dynamics CRM Advanced Analytics connector. This integration empowers you with deep sales analytic capabilities over your data in Microsoft Dynamics CRM. Thereby enabling you to keep track of your Key Sales Performance metrics and optimize your sales execution. It comes with over 100+ handpicked reports and dashboards that you will find of great value.
Keep the filters floated at the top of the page
One suggestion, could we have the option to keep the filters floated at the top, or side, of the page? This option would be useful especially when the dashboard page is long. With the filters always on the page, users could easily check what filters have been set and easily toggle the setting wherever they are on the page.
Why is my project not showing up in my reports
Hi - my projects from Zoho Project Mgmt used to automatically integrate to reports. Then, for some reason, I had to go through and choose the projects I wanted to integrate. Now, I can't even choose a project. So - Im adding projects into Zoho Project Manager but, they don't show up on reports. Any ideas why?
Lookup Column
Hi I have created lookup column in one of my tables. However, values in that are not populated automatically in the table. How do we achieve this? Regards. Vaibhav
Aggregate Forumula - Variance %
Hi, I have financial data with Actual and Budget $s. I need to create a Variance and Variance % calculation. I created the Variance calculation as an aggregate formula: Var. = SUM(Budget - Actual) I then tried to create a Var. % which using the aggregate forumula "Var.". Var. % = SUM(Var.) / SUM(Budget). I get an error. See attached screenshot. Thanks Sunil
Aggregate formula in table not available in view
Hi, I created a few aggregate formulas in my table. I then would like to have a view on top of the table followed by pivot table. Prefer not to have a report (pivot or chart) directly connect to a table but to connect via a view. I noticed that aggregate formulas in a table do not transfer to the view. Is this correct? If yes, they do I rebuild the aggregate formulas in the view? Thanks Sunil
CloudSQL - Insert, Delete, Update operations
Hi, According to the online docs: SQL querying over HTTPS Currently it supports SELECT querying over HTTPS INSERT, UPDATE and DELETE statements will be supported soon Can you confirm if INSERT, UPDATE and DELETE operation is implemented, and if not, any thoughts on when this would be implemented? I can use the traditional SQL_ACTION=DELETE but I do prefer the native SQL structure that CloudSQL provides. Thanks Sunil
New Features rolled out on Aug 30, 2017
Zoho Creator Advanced Analytics We at Zoho Reports are extremely thrilled to announce the general availability of the much awaited Zoho Creator Advanced Analytics Integration. Zoho Reports Advanced Analytics Add-on for Zoho Creator enables you to easily slice & dice your application data and create insightful reports & dashboards. Users can embed reports and dashboards within your Zoho Creator apps. Empower your creator applications with deeper analytical capabilities from Zoho Reports. This integration
Query SQL with inner join
Hi, I have a transaction table with heaps of rows. I want to create a SQL script that gets all transactions with the minimum transaction date. Eventually I want to purge/delete old rows using the delete API. Logically this is two steps: 1. Get minimum trans date from transaction table. 2. Select all rows in the transaction table where trans date equals the minimum trans date from previous step. I tried the following 2 SQL statements but receive different errors messages: SELECT COUNT(*) FROM
SQL Query for adding previous row with current row
Hi ZOHO Reports Team, I have the following table (See attached) that has 5 columns and each column has 4 rows. I want to create a new Column that will add the value from Previous Row to the current row and display. For Eg: For the column "Revenue Difference", the Rows should have the Formula like below: Row 1: April 2017 :: (Budgeted Revenue - Actual Revenue) = "Revenue Difference Row 1" Row 2: August 2017 :: "Revenue Difference Row 1" + (Budgeted Revenue - Actual Revenue) = "Revenue Difference
Number of rows used in a database
Hi, Is there any easy way to write a SQL or call an API to find out how many rows are used in a database i.e. sum the rows counts of each table (not view) in a database. I tried the SQL path as shown below. When click the Execute button it works. However, if I try to save the SQL as a view and error pops up - "Parsing of Query failed, please check the syntax ". SELECT SUM(rc.row_count) row_count FROM (SELECT count(*) as row_count FROM "event_log" UNION SELECT count(*) as row_count FROM "job_log")
If statement Issue
I wrote this if statement in the Markup Qualified Formula Column if(("Type" = 'PV' and "Markup" > 0.3999), 1, (if(("Type" = 'HEAT' and "Markup" > 0.3999), 1, (if(("Type" = 'TANK' and "Markup" > 0.3999), 1, (if(("Type" = 'EV' and "Markup" > 0.3999), 1, (if(("Type" = 'BATT' and "Markup" > 0.1999),1, 0))))))))) I am trying to say: If (Type = PV or HEAT or TANK or EV) and Markup is greater than .3999 then 1 Else If Type = BATT and Markup > .1999 then 1 Else 0 However in the screenshot below it
Using variables in Pivot Reports' filter
Hello, Is there any way that I can use a variable, instead of a value or range or top/bottom %, when adding a filter to the report. Example: I would like to pass a variable from a script that calls a chart/table. The value in that variable will be used to filter the records to be displayed or charted. Any help would be appreciated Thank you
Gantt Chart not showing correct dates
I am importing a project report from ServiceDesk Plus into Zoho in hopes of creating a delivery schedule report (Gantt chart). We are using the schedule start and scheduled end dates, but everything on the chart is showing Jan. 1972 as the date. The date fields I imported and used the mm/dd/yyyy format in Zoho from a CSV file. I have attached a couple of screen shots. Screen01 shows my report and report config. Screen02 show what I get when I click on one of the bars in the chart, no data but
LookUp and Relational Errors
Hello, I'm trying to change the relational model of my database because they are improperly linked when I sync and no data is showing up- see attached proposed relationship. When I attempt to create a lookup I receive an error message- see attached. Any help would be greatly appreciated. Thanks!!
What's New Monthly Digest: July and August 2017
August --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Zoho Desk Advanced Analytics The Zoho Desk Advanced Analytics integration which was previously in beta has been rolled out. This connector enables Zoho Desk users to easily analyze their help desk data and track their key help desk metrics. The Zoho Desk Advanced Analytics connector comes bundled with over
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