Zoho reports query table problem
Hi, I wanted to ask you a question regarding one query that I am trying to build so I can make a report out of it. I had 2 requirements: 1. Get the potentials that have reached the red zone, and the red zone is a percentage of probability for that potential. 2. Get the potentials that have reached the red zone and ended up being won. The red zone will also be chosen in the report slider. For the first one I solved the problem by using this query : SELECT potential."POTENTIALID" AS "Potential Id",
Giving an access to Zoho Reports
Hi, could you advise on how to give an access to Zoho Reports to the person from my organisation? This is what is despaled after accesing ZOHO Reports: You've got the right process, but is it followed through? Read more. Top of Form Bottom of Form FeedsProjectsHomeLeadsAccountsContactsPotentialsCampaignsReports Top of Form Bottom of Form 1 Setup General Users and Control Customization Automation Extensions & APIs Zoho Google Social Marketplace Others APIs Webforms Data Administration Advanced
Directly push form date from Zoho Creator into Zoho Reports
Hi I found this link on the subject but it is no longer working. https://reports.wiki.zoho.com/-Creating-Data-Entry-Forms-for-Zoho-Reports-using-Zoho-Creator.html Any guidance on how this can be achieved would be greatly appreciated. Thank You.
Running Average of Scores
Hi, I've created a graph that has the date on the x-axis and scores on the y-axis. I would like to graph the average of those scores over time, such that the last point should be the current overall average. I've tried all the options, including "moving calculations" and while that one gets the closest to the current average with the last point, it is off by a few points. Any suggestions for building the graph that I want so that each bullet point includes the average of the scores to that point?
report comparison on time with gaps
Hi, Is there any way to see reports with time frame as - this year quarter1 vs last year quarter1 - this year month1 vs last year month2 .. I can see options like this week/month/year vs last week/month/year but not this year current week vs last year same week I'm expecting a dashboard in which I have 2 reports side by side showing same kind of data say "number of leads on weekly basis". It has a user filter on top in which there are options like "this month/quarter/week". When user selects say
First Trx Date in SQL
I am trying to get the first trx date by joining Zoho CRM Accounts, Zoho Books Contacts, and Zoho Books Invoices. I can get my expected results, but the first trx date column is no longer a date field, I believe its a string, which is not ideal for reporting filters. I am updating my SQL to CONVERT the field to a date field: SELECT "Account id", "Account Name", "Account Type", CONVERT(DATE,MAX("Invoice Date"),23) AS lasttrx, MIN("Invoice Date") As first_trx, COUNT("Invoices
Filter not being applied
Hi Everyone, I have a report that i have applied a filter on. When i run the report, I have to constantly select the filter. Is there a way to have the filter permanently applied? Thanks Dan
Zoho Reports App for iPhone
Why isn't there an iPhone app for Zoho Reports? There is one for iPad, but not iPhone.
Aggregate Formula: Calculate Conversion Rate based on Orders and Sessions: Parameter EXPR not correct
Dear Zoho Reports Community, I have following table: Date | Type | Value with Order and Sessions information, e.g.: Date Type Value 30 Nov 2017 Orders 10 30 Nov 2017 Sessions 100 31 Nov 2017 Orders 5 31 Nov 2017 Sessions 100 ... ... ... Now I want to calculate the conversion rate for each day, based on Orders/Sessions. This would lead to a conversionrate of 10% for 30 Nov 2017 and 5% for 31 Nov 2017 At the end, I want to have a chart, showing the conversion per day. So I added a Aggregate formula
Announcing New Charts Visualizations.
Announcing New Charts Visualizations. #MoreVariety - #MoreColors - #MoreImmersive - #MoreModern We at Zoho Reports are extremely happy to announce the general availability of the brand new version of our charts visualizations. Our new charts brings in more variety, more pleasing & cool color schemes, offers more immersive experience and is built on a more modern technology stack. #MoreVariety: We have now added several new chart types such as Bubble, Packed Bubble, Dial and Bullet to our library,
Zoho Reports (User Filter)
Hello, User Filter has "Select all" Button. But that disappears once a Query is Typed in User Filter Search Box I want to "Select all" results of My Query. I Have already discussed this with Mr. Sarvanaprakash from Zoho Reports and he understood the problem. Development team please insight from him. Best Regards, Atul Jain. 9550590673
Zoho Reports Sync failure with Zoho Projects and Incorrect data displayed
Hello, We have created a report for Zoho Projects in Zoho Reports to give us results for the users Overdue, Today and upcoming Tasks. We have a total of 5 users. Selecting each user in the User Filter allows us to see the tasks and take a print accordingly for each user.. Since today morning, the user filter shows only 2 users. Also it only shows the Upcoming tasks. We need help. As the system is broken suddenly. Nothing has been changed at our end. We also noticed a Sync failure. (Attaching screenshots
Sales Report by Customers and by Item quantity
HI I want to know how many quantity of each items each customers bought during the month How can I do this Am not seeing any ways in Zoho reports. and its used to be
Razão:554 5.1.8 Email Outgoing Blocked. Learn more.
Good afternoon I can not even send emails, says it's blocked.(554 5.1.8 Email Outgoing Blocked.) Can check Thank you
Format of Numbers
Hi, I can't change the number format from the one with two digits after the decimal. Changing Settings - Range and Interval - Set Format does not work. So instead of having 123456 I have 123456,00. Please advise how to get rid of ,00. Thanks in advance!
COLUMNAS DE BUSQUEDA DESAPARECIERON
En las columnas en donde tenian la opción de BUSQUEDA DE COLUMNA, han desaparecido. Y si edito la tabla en la columna de tipo de datos no aparece la opción LOOKUP COLUM. Por favor necesito ayuda urgente. muchas gracias. DANIEL ARRIETA de Mendoza - Argentina mail: postvtamendoza@gmail.com
New Features rolled out on May 24, 2017
Improvements in the Lookup Column Feature We are rolling out a few enhancements to the lookup column feature to further enhance its usability. Specify data type for look up column: Users can now change the datatype of the lookup column. Until now, the child column will share the data type of the parent column. With this update, you can set a specific data type for the child column. You can change the data type of the lookup column using the Edit Design option in the table. Support for Default
Mixing of Aggregate functions (like SUM, MAX, ...) with non aggregate columns is not allowed
The formula below is not working and I cannot find a workaround. Could you please help me? if("source indicator"='Total Opex', "Steering_Database_EUR"."Diff. Actual vs Target (EUR)"*-1, "Steering_Database_EUR"."Diff. Actual vs Target (EUR)") Thanks
Storing historical data for potential probability
Hi all, Currently we are using Zoho DB as the main source of data for the reports. I would like to know if we can have the following data store in Zoho reporting database: - max probability that was ever reached for potentials (since the potential record was created)? Basically, we would like to measure how many potentials reached final stages of negotiation (where probability for winning was very high), but were not won for some reason. Do you have some ideas/formulas for that? Regards Vera
SQL Query: COUNT value in Column, ignoring Group By - Found solutions not supported in Zoho
Hey everyone, I have the following database Order # | SKU | Other info | Other info2 - always first when grouped 1 SKU1 Name |abc 1 SKU1 Name |xyz 1 SKU2 Name |xyz 1 SKU2 Name |xyz 2 SKU 2 Name |abc 2 SKU 2 Name |xyz 3 SKU3 Name |xyz 3 SKU3
Median Aggregate Formula - Percentile Workaround
Hello, This is a very specific example, but I'm hoping to find a workaround for calculating Median. See below request: I've tried the Percentile workaround for Median in Zoho, but for some reason my aggregate formula is not calculating the Median. For instance: Aggregate formula used: Percentile("ODC Dec2015-Apr2016"."GROSS_REVENUE",50) On the graph, the only number appearing is the highest value vs. the actual media. Is there something off with my formula? Please advise. Thank
Is this possible?
We have a custom module (Value Visit) that contains many different checkboxes that our end users check when they complete a task for a client. The end users aren't required to do all tasks at once, but as long as they complete all tasks (check all boxes) within a fiscal quarter all is well. The end users do not continuously update 1 Value Visit record for the entire quarter, but instead make a new record each time they visit a client (account). What we need is a report that will look in a given time
Gauge Graphics
Dear Support, It'll be great if we have some Gauge Graphics at Zoho Reports. Could you tell us if is possible? Thanks. Paulo Miguel.
New Features rolled out on May 17, 2017
Homepage - Import Options in a Single Page The new Zoho Reports homepage layout will allow you to easily spot all the import options in a single page. Until now, users had to navigate across pages to check out the available import options. We request you to check out our new layout and share your feedback. Send Email - Option to Append Email Sent Time You can now choose to display the exact time when the report was generated in the subject line of the email while emailing reports and dashboards.
Free trial has hijacked my access
I have access to a number of Zoho services on a corporate license. Today, I was granted a license to use Reports, but when I navigate to Reports, it claims I am in a Free Trial (I also received an email to this effect). Please remove the free trial and verify my access to my company reports.
Report using Related Lists
Hi, I am a user of CRM Plus, which I have integrated with Zoho Reports. In the CRM, there is a section within the modules for related lists, and I can run reports on this relationship in CRM. However, the same relationship is not available in Zoho Reports (the two modules in the model diagram are completely disconnected). Please consider integrating related lists into your reporting tool along with the module data! This is the only way I have found to reasonably create a many-to-many relationship
Table vs. rows in UploadTool command prompt
Can someone explain me, where is the difference in my configuration, that I get on one site table in UploadTool's command prompt and on the other site the status is reported in rows? Thanks! vs
Widget - Grafico Dial y Grafico Comparativo -
Saludos! He descubierto con grata sorpresa que los widget incluidos en el Dashboard poseen dos nuevas funcionalidades, GRAFICO DIAL y GRAFICO COMPARATIVO. Podrían enviarme tutoriales sobre como usarlos. si poseen manuales completo de uso de la herramienta widgwt con todas sus posible utilidades, seria aún mejor. Gracias.
How to JOIN 2 Tables
Hello, I Have Put Several Tables in a Custom Folder (all tables Have same Headers) . I want to Create a MASTER TABLE and Merge all Tables in it. I Tried Query Table But it is returning Crazy Results, Can anyone please help. Best Regards, Atul Jain
Currency Standardization for Proper Analysis
Hello, My Data Has Separate RATE and CURRENCY columns, RATE mentions price of the Product and CURRENCY Mentions Which Currency price is (mentioned in Standard 3 Digit USD, EUR, INR etc) Can anyone let me know how to Standardize all Price to USD for Correct Analysis. Best Regards, Atul Jain
Embeding Zoho Reports Dashboards into Help Desk Portal -
Hi, Is there a way to embed a Zoho Reports Dashboard into the Help Desk Client Portal and have it filtered by the User's Organization in the CRM?
Colocar Valores del Eje Y en una posicion determinada
Saludos. Quisiera saber si existe la via para colocar el "valor del eje Y" del menu "Parámetros" en una posición seleccionada por nosotros "arriba", "abajo", "Medio". Gracias.
UploadFromDB.bat failing to run on Scheduled Task
Hey guys, Hoping i could get some help with this. I am trying to use a scheduled task to run the UploadFromDB.bat file on the Reports Tool. However, when i try to run it, it wont even show the cmd prompt showing up and times out after the hour i set it to. If i run the batch file manually, all works fine. I have tried to multiple ways to get this to work Set Add Arguments: UploadFromDB.bat Email Password UploadFromDB.bat Email -A authtoekn <Blank>
User Filter Does not Reset on initial load of Dashboard
I have several Dashboards with a single user filter on them. I have the filter set to Select Box List All Values I have set the "default filter value" to a valid field value Filter Behavior is set to "Always list all values" When the Dashboard is first loaded (by a user) the filter does not have a starting value and the reports are not filtered. It is really ugly for my users, as the query it is pulling from has all sorts of information that I don't want my users to see when the page loads. If
Beta charts - Stacked Area Chart, colors faded
Hello! On the Beta charts, the Stacked Area Chart colors are too faded relative to the background, so my users cannot read them very well. Is there a way to deepen the colors?
creating a simple report
In a Pivot Table, how can I filter an individual field but not filter all of the incoming data? What I want is a simple report listing the following, using the data imported from Zoho Desk - Agent Tickets Assigned Tickets Resolved John Doe 1,200 1,100 Tickets Assigned will be the total number of tickets assigned in the given period [Filter all records by date range] Tickets Resolved will be the total number of 'Resolved' tickets in the time
Calculate percentage of total sales
Hi, I am kind of new in Zoho reports, so I will need your support... I would like to know for each client what is the percentage of sales. I am familiar with formulas and aggregated formulas but i didn't manage to make it works. Tnx L Client Jul 2012 Oct 2012 Nov 2012 Total by client Percentage of total sales Client 1 $ 4.00 $ 4.00 4/52 = 7.69% Client 2 $ 4.00 $ 21.00 $ 23.00 $ 48.00 48/52= 92.31% Total $ 52.00 100.00%
FTP Feed Schedules
Good Day I am currently working with a database that has tables that need be updated from an FTP server three different times a day, everyday. My current solution has been to update the tables in my database every hour. My question/suggestion is, can it not be made possible for one to set multiple specific times one can update a table in a day?
Date Difference to today's date
I am looking to write a formula that calculates the difference (in number of days) from a date in the past (entered in a column) to todays date e.g. Date 10th April to todays' date (in this case 1st May) answer = 21 Thanks, Tom
I need help in sorting a Pivot Table, can some help me?
Is there any where I can go to get some direction in sorting a pivot table? I would appreciate any help I can get. Thanks in advance!!
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