How to: copy a folder to another account/reporting database?
Hi there. Unfortunately for me, I am new with Zoho reports. My question is: how can I copy a folder containing several reports, and a dashboard from another folder, to another reporting database. Can I copy these to another account in a specific database? I found an "Procedure to copy the database from one account to another account" but along the way i get a message that tells me that the database could not be found. Thanks in advance. Victor
New Features rolled out on 10 March, 2018!
New Formatting options for Charts and KPI Widgets Zoho Reports now provides flexible formatting options to format all the elements in charts and KPI Widgets. Charts: You can now format all the data elements used in creating a chart. Earlier, Zoho Reports allowed you to only format the columns dropped in Y-axis shelf. With this new update, you can customize the formatting for all the columns that are used in creating the report. Watch the below video to learn how. Click to learn more. KPI Widgets:
How to retreive payment mode?
Hi, I want to create a report with the following columns: invoice date, amount and payment mode. However I cannot see which table has the payment mode field. Can someone help me? Thank you in advance,
Formula Column with fixed string
I am trying to add a formula column to a table with a fixed string value. So even if I add more rows to the table, the new rows will have the same value in that column. In excel that would just be ='string' But I have not been able to figure out how to do this in the Zoho Reports Formula. Any ideas?
tabular vew add field from other joined tables
I want to create a tabular view based on a table, and add other columns from other tables joined by lookup field. In Chart view or Pivot or summary, when you create a new one, you can see on the left side all the table related by lookup field, and you can add the field you want, but in the tabular view, i Don´t see how to do that.
Including fields from multiple Project Modules in Tabular View
How can I select fields from multiple Project Modules to be in a single tabular view? Specifically, I want the Project Group Name (From the Groups Module) to appear in a column rather than the Group ID in (in the Projects Module) without using an SQL query? Is there a way to drag or look up and add a column?
New Features rolled out on 27th March 2018
New and Improved Google Analytics Integration We are happy to announce the new version of Google Analytics advanced reporting connector. This new and improved integration allows you to seamlessly import your website data from Google Analytics into Zoho Reports. It also allows you to create and import custom modules (modules that are created by combining data from selective dimensions and metrics). That apart, we have extended support to import data from ' Ecommerce ' and ' Site Speed ' modules.
New features rolled out on 13 March, 2018!
Zoho Campaigns Advanced Analytics We at Zoho Reports are very happy to announce the release of Zoho Campaigns Advanced Analytics connector. 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 more. Zoho
Private Link Changed
We have 100s of dashboards and use a private link without login to display on our internal websites. Many of them no longer work and when we look at the private key without login, they are different today then they were last week. How do I determine how this occurred and can we change it back?
Error Log?
Hi Support, Suppose if a scheduler runs and tried to pull the data from different server but due to some issue or incompatibility data in those CSV/Spreadsheets, Some Rows may not be inserted or based on the configuration the NULL value will be set to those respective columns. Do we have any error log system where i can identify these rows and columns which are error prone and not imported successfully? Do we have this provision if so how do i access it ? And do we have rollback and retry options
Routine or Stored Procedure - in Scheduled way
Hi Support, Do we have any stored procedure or routine provision which i can build and schedule it to run for particular frequency to achieve some results. Please do let me know whether it is included or working on it? if working on it what could be the turnaround time? Appreciate your response. Thanks.
Post Processing Provision on Data insert/update?
Hi Support, Suppose if there is any insert or update happens to a table, Do we have the following provisions? 1. Do we have any triggers provisions where we can set them up so that when an insert or update happens the triggers will be called and the run the sub queries or update the columns which are system generated? 2. Do we have any option when an import - insert/update happens on any row do we have any provision to update another columns which is a dependent on these columns data so it will be
Query Table data dump inserting into a Table in scheduled way
Hi Support, Is there a way that i can push the data set/result set of Query Table to a normal Table in Zoho Reports which can be scheduled with in this system. If not what are the otherways to achive it? So that i do not need face limitation of 3 level Query table which i cant use further... So basically a Query Table should run in scheduled time and then push that data to a Table i configure. Do we have this provision? Appreciate your response and help...
New Features rolled out on 22 Feb, 2018
SurveyGizmo Advanced Analytics We at Zoho Reports are happy to announce the availability of the SurveyGizmo Advanced Analytics integration. This enables you as an analyst to proactively manage, measure and derive analytical insights from your surveys. Using this connector you can easily slice and dice your survey responses, derive key metrics and transform them into actionable insights with the power of analytics. The SurveyGizmo Advanced Analytics comes with a unique set of hand-picked reports
Error in uploading data through URL
Hi Team, I am getting an in uploading data through URL Option. Error is as shown below: "HTTP Status code (403) thrown while reading the URL contents. Please verify whether the URL is accessible" URL is accessible and I am able to download data through all browsers. Please check and update. Regards, Anil anilkumar@tminetwork.com
Formula column issue - throwing error as "specified formula is invalid'
Hi I am trying to build a formula column as follows but it is throwing error saying "specified formula is invalid", i did other formulas but did not face this issue and i could not find out where is the issue: if("CurrentPreviousMonth" = 'Not Paid', 'Not Paid', if("CurrentPreviousMonth" = 'Paid Both months', if("TMC"+"PMC">999, '>=1000', '<1000'), if("CurrentPreviousMonth" = 'Paid in November', if("PMC">499, '>=500', '<500'), if("CurrentPreviousMonth" = 'Paid in October', if("TMC">499, '>=500', '<500')))))
Automatic updates of lookup column data between tables
Hi, I'm having some trouble with Reports. I have 2 tables, one with seller names and information about each seller ("Seller Table") and a second table that tracks sales ("Sales Table"). The two tables are linked together through a lookup column, with the Sales Table "looking up" the seller's name for each sale from the Seller Table. The problem that I'm running into is that when I update the name of a seller in the Seller Table, that information is not automatically updating in the Sales Table. I
How to populate all fields in Pivot view (Pivot Table)
I have 3 tables joined by "Description." Currently, row data is shown ONLY for the product in common between all three tables. I need data to be shown in EVERY field where data is present (see attached image). "NG Stock" is the parent to the other two child tables. Here is my Pivot Table: https://reports.zoho.com/ZDBDataSheetView.cc?DBID=1637289000000002017 Thank you for any suggestions
Subqury don't working
Hello! I want to make next query: SELECT "c"."Фамилия" AS "Фамилия", "c"."Имя" AS "Имя", (SELECT COUNT(*) FROM "Bills" AS "b" WHERE "b"."Contact"="c"."CONTACTID") AS "COUNT" FROM "Контакты" AS "c" But i get next error - An unknown table or alias 'c' is specified in the SELECT query. How I can make this query? Thanks.
RPAD with Space Character
Hi, I am trying to create a report that requires character length specific fields that are space filled. My approach is to create a query of fields and concatenate them into a single column while using the RPAD function on each selected field so I can fill with spaces as needed. My requirement is to have each field contain a specific number of characters and if the content of that field is less than the character count requirement, then fill with spaces. It seems as the RPAD function is perfect for
Zoho Desk: How to link accounts data table with tickets data table?
We are using Zoho Reports to analyze Zoho Desk performance. I cannot find a way to connect the accounts with the tickets to make an report about how many tickets were created from an account. Is there any way to solve this problem?
Nested If Help
I'm writing this nested IF statement and it doesn't seem to be working. Basically it will take the day of the week in number form and add a certain amount of days to another date column based on what day of the week it is. It works as a single if statement: If("Day of Week(Sun 1 - Sat 7)"=1, adddate("8 Week Mark",1),"8 Week Mark") But not as a nested if: If("Day of Week(Sun 1 - Sat 7)"=1,adddate("8 Week Mark",1), If("Day of Week(Sun 1 - Sat 7)"=2,adddate("8 Week Mark",0), If("Day of Week(Sun 1 -
What's New Monthly Digest: January 2018
New Connector Released: HubSpot CRM Advanced Analytics The HubSpot CRM Advanced Analytics integration empowers you with deep sales analytical capabilities and helps you keep track of your Key Sales Performance metrics. It comes with over 60+ handpicked sales analytics reports and dashboards that you will find of great value. You can also create your own insightful reports to track your sales pipeline, visualize your sales conversion funnels, measure sales team performance, forecast your sales and
RPAD With Space Character Not Working
Hi, I am trying to create a report that requires character length specific fields that are space filled. My approach is to create a query of fields and concatenate them into a single column while using the RPAD function on each selected field so I can fill with spaces as needed. My requirement is to have each field contain a specific number of characters and if the content of that field is less than the character count requirement, then fill with spaces. It seems as the RPAD function is perfect for
Query Table Using Filtered Data on Dashboard
I have one database "SALES" that has a date column, and code column. I have another Query Table "QT" that does some number crunching to get monthly data by code. When I have a global filter on my dashboard for "Month/Date" on SALES, all of my reports filter just fine except for the QT - That always stays the same. If you filter by code that QT has a lookup column for, it seems to work. Just not any date (since you cant make a date a lookup). How can you filter a QT by filtering the source by date?
Travel in 2017 - A Zoho Reports Travelogue
From revamping our entire charting framework to releasing powerful Mobile BI apps for mobile devices, Zoho Reports has had an eventful 2017. Not just that, we have added close to Half a Million Users last year!! As we start a new year, we want to take this opportunity to thank you all for your constant support and feedback. We wouldn't be here without you. Here's an Infographic that highlights the key product milestones in 2017: You can read the complete list of what was new here. Cheers, Zoho Reports
Zoho CRM reports consistent naming conventions
We are using Zoho CRM Plus, which has built-in integration and data sync between Zoho CRM and Zoho Reports. Getting into building some Query table and quickly got frustrated with the inconsistent naming conventions of fields between tables. For example, the field "AccountID" in the Accounts table is listed as "Account ID" (see the space?) in the Contacts table. When writing queries it is cumbersome to have to remember these slight variations.
Need help
Is there anyone in this community that has experience with Zoho Reports and I can hire for a quick project? I just need an experienced user to help me create a dashboard should not take more than an hour and I will pay.
summary view
I want to know the SQL that is used to display the summary view,because I want to use Zoho CloudSQL.
How to convert Seconds into Hrs:Min:Sec format in Zoho Reports
We have two date/time stamp field in one of our data tables. We want to create a formula column to calculate the difference between these two dates. What format will the resulting column be in -in am hoping it will be in a numberic format and the result will be in seconds. Can someone confirm?
Average Processing Time
Is it possible to show Avg Processing time in Hrs:Min:Sec format???
Zoho report API
I'd like to use zoho report in zoho crm. I get zoho report. Can I use ZohoReportPHPLib.zip?? Please teach me how to ZohoReportPHPLib
Transitioning to a new Zoho Community platform
Dear Zoho Reports Users, Our users forum here is being transitioned to a new Zoho Community platform. More details are available in the below URL. https://help.zoho.com/portal/community/topic/zoho-community-is-transitioning-to-a-new-platform We are excited about this and we believe you will like it too, as the new Zoho Community platform will result in more user engagement. Happy participating in the new forum!
Greater Than symbol not being accepted as valid.
Hi, I'm working on a table to determine when an Organization first enrolled for any of our services. This could be for a Portal service which there is a Training Record for or a Data connection for which there is Interface Record. I've been able to pull back the earliest date from each table to determine when the first service was. Here is the expression I'm using: Case When Min(Trn."Training Date - End Users") >= Min(InterS."Go Live Date") >= Min(InterD."Go Live Date") Then
New Features rolled out on Jan 17, 2018
HubSpot CRM Advanced Analytics We are happy to announce the general availability of HubSpot CRM Advanced Analytics powered by Zoho Reports. This integration empowers you with deep sales analytical capabilities and helps you keep track of your Key Sales Performance metrics. HubSpot CRM Advanced Analytics comes with over 60+ handpicked sales analytics reports and dashboards that you will find of great value. You can also create your own insightful reports to track your sales pipeline, visualize your
mongodb connection problem
I am trying to import the data from mongodb database. I am facing an issue that it is giving an error saying that "Database is not found, Please check whether the database exists or not" Actually, I have a database in my mongodb called test. Can anyone help me? Please check the below link for my configurations. logs and conf files
Getting an error when trying to use a date filter as a user filter
Hi there. Can someone help me with this error that I am getting when trying to use the Expense Date as a user input filter on a summary report being built from a query table Numerical Criteria format is illegal() If I take out the user filter, it works fine. Thanks
Crear grafico apilado con el total sumarizado de los valores que lo componen.
Saludos. Quiero agradecer el interés que siempre han puesto en todas mis solicitudes. En la medida en la que profundizo en el uso de la herramienta van surgiendo nuevas necesidades. Acá planteo una mas. Al crear un "Gráfico Apilado" en el se pueden observar los valores individuales de cada uno de los elementos que lo componen identificados con un color diferente cada uno de ellos. No obstante la barra no posee un valor del total de los elementos que la componen. Podría ser esto posible? Para ejemplificarlo
New Features rolled out on Jan 05, 2018
Import Data from Multiple Excel Sheets in a Single Click Zoho Reports now allows you to import all the data from your Excel workbook in one go. Earlier, users were allowed to select only one sheet at a time while importing data from an Excel workbook. From now on, when importing an Excel workbook, you can select multiple sheets at a time to be imported into Zoho Reports (in Step 2 of the Import Wizard). Each sheet will be stored as an individual table in the reporting database. Click to learn more.
Report for Leads to won conversion ratio
Hi Team, We are running a trial version of zoho reports to find out suitability to our needs. We have created couple of reports as well as referred to few default reports which are fine. However, we are facing issues in creating a report for leads to won conversion ratio for a particular time period. For example, we want a report to show number of leads created in 2017 and the percentage of these leads won in 2017. We tried to tweak some of the existing reports to get the results but not getting
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