custom attachment name / custom email subject
Hi, I need to sand out every day the same report and I need my recipients to be able to sort email and download and archive the attachments. Therefore I would like to add the timestamp to the email's subject and attachment name. How can I do it? Thank you Gianluca
Analytics Report for Books Comments and History
I want to be able to pull a report in analytics that can spit out portions of comments and history in different modules of Zoho Books. For example, when estimates, sales orders, or purchase orders are rejected, I would like to be able to pull a list and
reports Zoho analytics
hello need a customised report showing sales order value and purchase order value , please look at the attachment and advice if that is possible with Zoho analytics or any other way , thanks.
Conditional sum with average
Hello I have date, value, and category columns. I need to create a formula where I sum the values for every month for each category in the data set . I then need an average of all these months for the given year (or period), separated by category, which
Cities appear in the wrong countries
Hi, I have a small problem/question. I'm making a graph to show the cities where parcels are shipped to, but the problem is that South Africa have a lot of names that also appear in other countries in the world and it selects them over South Africa. Does
Adding marker to timeline on graph
Hi, Is it currently possible to add a marker to a graph? eg tracking (y) over time and an anomalous spike occurs it would be great to be able to add a marker at this point and a note detailing a related event. Cheers, James
How to get tickets violated and non-violated stats?
I'm trying to build my own SLA Dashboard in Zoho Analytics, as per the SLA Dashboard in Zoho Desk. However, I'm not getting the same stats as the SLA Dashboard in Zoho Desk. I would like to know how the SLA Dashboard in Zoho Desk is calculated and how
Any Way to embed report on website (wordpress) and show dynamic data to different users based on wordpress login email?
I know that when we share a report/dashboard, we can set filter parameters that take dynamic values, such as filtering the dashboard data based on zoho login id/email. Is there any way we can similarly embed a report on our website, but dynamically filter
Show percentage of constant value threshold in bar chart?
Is there a way to show a bar, in a bar chart as the percentage of a constant value-threshold rather than just show a value of the bar itself? IE, if I have a sales goal of 1,500,000 per day, and the bar chart shows the total sales sum of each day - is
How to: Create Tabular report of non-matching column headers from header table and deals import
We have a vendor that we need to provide sales data to in a nightly report csv file. We need to produce a csv file of all Deals created for the day within certain criteria. As in: "Form Type = wexham" and "Deal Disposition = Approved" for the date of
Formula of Average
i have a column of permit_number and first_approval_date i need to show the bar report of average count of permit_number per month wise in that what can i do, for example if i need to add a new formula column for the average count of permit_number by
Description not showing in dashboard
I created a report that has a description and after adding the report to my dashboard, the description is not showing in the dashboard, but in view and edit mode. When I shared the report publicly, the description shows but not when the report is part
Average based on Distinct Values
I have a table that looks like this: JcId Days 214 4 214 4 210 0 When building a new chart, I want to find out the average days based on the distinct values of the JcId column. How can I achieve this as an aggregate formula? If I just drag the Days to
Issue connecting to API on another site
Hello, I'm new to SQL and calling API's - it looks like Zoho Analytics can help me a lot. I'm wanting to import my data from https://convexvalue.com/l The SQL/API documentation can be found here - they have an example JSON query. https://convexvalue.com/docs/#/sql
API problem request
I'm Brazilian and I don't speak English, I'm sorry if the grammar is incorrect. I'm trying to consume Zoho Analytics API to send data to a table. The idea is to make a routine that will be executed every day to send the updated data. But when I try to
Private Links Available In Basic & Standard Package
Hi Everyone, I would like to know how many private links are available in the Basic & Standard package.
Missing fields in Zoho Analytics for Overdue Tickets
I'm looking for two fields in Zoho Analytics namely Is Overdue Is Response Overdue These fields exist in Zoho Desk but not in Zoho Analytics, and I require them in order to replicate a report in Zoho Analytics that I built in Zoho Desk. Any idea where
B2b Sales timeline filter issue
Hello Team, We are into b2b our sales cycle if minimum 3 month, I am trying to create report to get the conversion ratio as follows Deal Created Date Deal Close Date Conversion Ratio 10 deals ceated 2 deals closed xxx Now the challenge is when I apply
Changed Lead Source in Zoho CRM not syncing to Zoho Analytics
Hi, I've setup Zoho CRM. I've setup Zoho Analytics. I've added Zoho CRM as a data source for Zoho Analytics. The information has synced across. I have now had several days of automatic updates between Zoho CRM and Zoho Analytics. Most data seems to be
[Upcoming Webinar] Win with Analytics: Overcoming 5 critical sales challenges
According to a Harvard Business Review study, companies that excel in sales pipeline management witness a remarkable 28% increase in revenue growth. To clock such accelerated growth rates, sales teams must adopt a comprehensive approach that enables them
Sort a pie chart legend by the count
Is it possible to change the sort order on a pie chart to list the values in order by the count vs. alphabetically by the name?
Pause All Imports
Is there a way to easily pause all imports into a workspace? Like a toggle off switch? Thanks
Aggregate function to count current month leads.
count_if(date(("Join Leads & Opportunity"."Leads.Time")) = 'current month')
How to get data based on current month using queries
My time field has date and time both. SELECT count("Id") FROM "Leads" where "Time" = month(now())
New Features rolled out on Jun 15, 2023
Advanced Analytics for ShipStation We are happy to announce the release of Advanced Analytics connector for ShipStation. The connector comes with 50+ hand-picked reports and dashboards that provide deep insight into your order and shipping management
How would you create a report that shows last week's Deal Stages to Now Deal Stages?
This is not achievable with CRM Reports. It might be possible in Analytics. It looks like it might require hand-coded SQL. I welcome your input and ideas.
ZOHO analytics URL criteria on two tables
I'm trying to publish a dashboard for several companies by scheduling an email and giving them a URL for the dashboard per company. I have one dashboard with a user filter by company drop down on the whole dashboard. The dashboard consists of reports
Data Validation - Date Range
I have a table in Zoho Analytics that I manually add records to: UserName - StartDate - EndDate ExampleData: JoeSmith - 1/1/20 - 6/1/20 JoeSmith - 6/1/20 - 1/2/22 JoeSmith - 7/1/20 - 1/2/22 Is there a way to prevent the last entry from being entered/saved
Zoho Analytics Pivot Table
We are trying to generate a sale analysis reports for all the customers in Zoho Analytics Format of Report: <Customer Name><Invoice Numbers><Items> But when we are generating the report, we are taking base table as invoices. We can see only customer ID
Graph Data Load Time
Has anyone else noticed a timing lag between updating a data set and that updated info visually changing in graphs? It used to be nearly instantaneous when you updated a table of data and the visual sets updating correspondingly. But the last day or two
Zoho Analytics Sync Status "In Queue" for so long that import Fails
Currently Zoho Analytics is failing to sync from an AWS source as the process is placed in the status 'In Queue' and remains in that status for so long that the sync fails due to "Taking Too Long". This seems to happen every 7 to 10 days and can last
Formatting and conditional formatting for multiple columns
Dear Zoho, we're building user retention views where large tables have data where we need to color code the background depending on value in a field. We also have to change the data format (to percentage), and set the digits shown (to 1), and then create
Issue with Zoho Analytics API when adding rows using Postman
Dear Zoho Support, I have been encountering an issue while attempting to add rows to a table using the Zoho Analytics API through Postman. My goal is to iterate over all Postman global variables that end with '_Managed_Devices' or '_Managed_Computers',
Sort Y Axis
Is there a way to sort the Y axis descending like for a ranking chart? This seems like an easy feature to make happen if not. See below chart for an example.
Zoho Analytics Dashboard - Export to PDF
Hi, I have previously created a number of dashboards that are shared via email as PDF attachments. The PDFs are all exported using the Layout as Dashboard option, generally this has been reliable. The latest dashboard isn't behaving correctly on export,
Looking for someone good with Zoho Analytics
Looking for someone good with Zoho Analytics, can organize tables, create relationships and ensure database is up to standard.
White dashboards
Hello, Since a few days I cannot see the dashbaords anymore. Only white screens Can you help me please ? Thanks
Dashboards not loading
Anyone else been having an issue lately with dashboards not loading? Below is an example image. For a month now it has been getting increasingly worse, what happens is the dashboard will load the boundaries of the graphs, but no data will appear. After
Dashboard widget for same day last week
Hi, Just wondering if it was possible to have a dashboard widget that would get the data of a sales amount from yesterday, say Wednesday in this case, and compare it to the same day, Wednesday, from the previous week only? Thanks
HTML links in column
I am importing this date from a Zoho Creator view via a CSV feed. The Link column is from a field in the Creator view that is of "URL" type. How do I get the column to display the link as a HTML clickable link? I do not see an option to set a column to 'Link' type.
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