New Features rolled out on September 20, 2016
Introducing Variables Feature in Zoho Reports Zoho Reports has introduced a new feature called Variables . Variables are placeholders that helps database administrators/owners to assign dynamic values for individual users of the database . You can use these variables as a part of the Sharing filter criteria to filter reports dynamically based on the user who has logged in. You can currently use variables in Sharing Filter criteria. We plan to support variables in features such as user filters,
Presentación Grafico con tres Valores
Saludos. Actualmente cuando elaboramos un Gráfico con tres Valores y escogemos este estilo de presentación, el resultado obtenido al mostrar los valores en la coordenada Y es el siguiente: Como se aprecia la información se torna confusa por la disposición de los valores mostrados. En un Post anterior creo haber hecho esta solicitud y disculpe si la repito pero su valor es considerable para quienes trabajamos en la presentación de informes de gestión. Mi solicitud gira en torno a la posibilidad de
How do i get data into other databases other than the default?
I have the default database that is receiving data but I have two other databases that are blank that I wish to also have the data imported into. How can I get all three databases to have this? The database I am using is the ME ServiceDesk Plus Analytics
API
Hi all, Is it possible to use the API to retrieve one column in Zoho Report to update a drop down/lookup field in Zhoho? I tried to use the API with tickets, but I am not able to achieve this. I followed the post here, but got Invalid XML/JSON format alert. ticketDetails = getUrl(("https://accounts.zoho.com/login?servicename=ZohoReports&FROM_AGENT=true&LOGIN_ID=<your username>&PASSWORD=<your password>")); ticket = (ticketDetails.toString()).subString(((ticketDetails).indexOf("TICKET=") + 7),((ticketDetails).indexOf("RESULT")
As the report shows all agents regardless of orders and order numbers if the order exists.
Hi! There are two tables: Orders and Agents. Each agent is obliged every day to create order. As in any report, where there is a filter over a period of dates, show all agents, regardless of orders and order numbers if the order exists. By default, when you select a date period, agents who have no orders in this period - hiding. LEFT JOIN in the query - does not solve the problem. Lookup Column - does not solve the problem.
Currency symbol:
Isn't there Indian Rupee symbol in the currency format?
Formatting multiple columns of a query table at once
Is there a way to do this? I tried selecting the required columns and formatting but it only formats the first column. I have about a hundred columns and hence need help with this.
Exporting dashboard as pdf
I have created a dashboard that I want to export and send off to a client for their monthly report. However, the export as pdf function is not printer friendly. Is there anyway to add page breaks to the dashboard so that it prints correctly?
Can Zoho Reports really handle millions of rows?
Zoho Reports claim that it can handle millions of rows. I frequently encounter the error "Sorry, refresh operation of the underlying query table was aborted, as processing time exceeded the allowed time limit. Please try after some time. Contact support, if the issue persists" on trying to view a query table which joins two tables with just 16,554 and 16,550 rows. The query table just joins the two tables on four columns which have all been indexed. Not sure what to believe- what I experience or
Restaurar Tabla de Base de Datos desde la Copia de Seguridad
Saludos. Quisiera saber si es posible restaurar la base de datos en la tabla desde donde fue copiada (respaldada) sin tener que iniciar nuevamente el proceso de descarga del archivo y posterior carga en la tabla. Gracias.
Help with an aggregate formula
I'm not use this is the right place for this, but i need help creating an aggregated formula (or some other means to achieve what im looking for) So to explain the issue im having, lets say we're having an lottery in my office based on sales. So im importing a spreadsheet with the sales persons name, the date of the sale, and the sale amount. Several sales happen every week, so there's several entries per person and week. This person is the receive a lottery ticket for every 25000 he sells for each
500 Server Error
When trying to either add or update rows in our data via an API call we are suddenly getting the a 500: Internal Service Error response. This is happening on all four tables that we use and has been working fine until a Friday. Any idea why this is happening?
Trasladar a una cuenta final de Zoho Report todo lo realizado en una Cuenta Inicial
Saludos. He abierto una cuenta de Zoho Report "For Free" para ensayar y desarrollar una serie de reportes de una única base de datos con un numero de registros inferior a los 100.000 permitidos. Logrado mi propósito deseo trasladar todo el trabajo realizado a mi cuenta "De Pago" par poder compartir mi información con mi equipo de trabajo sin necesidad de que ellos inicien sesión. Mi pregunta es: Como puedo trasladar todo el contenido (Tabla de Datos, Gráficos, Dashboard) realizados en mi cuenta "for
SQL - Using Sum(Column A) When Column B Contains 'ABC'
Using SQL... How do I sum Column A only when Column B contains specific text - such as 'ABC'? And then Sum Column A again if Column B contains 'XYZ', and so on and so forth. Column A is the number -- Column B contains a wide variety of text descriptions that I want to "sum" over and over again and drop into different columns that I name myself. Thank you, Judy B.
UMBRAL (solicitudes Varias)
Saludos. He estado configurando en Parámetros la opción del Umbral y quisiera hacer varios aportes al respecto de forma que puedan incluirlos en sus tareas por evaluar y lograr una nueva mejora en el producto (si este no lo tuviese). 1) Colocar el Valor numerico del umbral visible en el Grafico y poder darle formato (Tamaño, Tipo, Negrilla, etc) 2) Poder Modificar el formato de la linea del umbral visible en el Grafico (Tamaño, Tipo, espesor, Negrilla, etc) 3) Poder establecer un Umbral bajo el
HTML edit mode of Dashboard view stripping out Style tags
Good morning, My organization uses hand-written HTML tables with style (because Zoho dashboards only support two columns, making them useless for production reports). Recently, the "html" edit mode of the Dashboards editor has started stripping out style tags, which prevents our table formatting from working correctly. Can we have the use of style tags restored?
NEW Contacts by Day Count
I just spent a couple hours trying to figure this out myself, then another hour with chat support trying to figure this out. I've been told by two chat agents now that what I'm trying to do is not available. I find this super hard to believe. I would think this would be a canned report that EVERY customer needs. Simply: Bar graph showing new customers (contact records) by day for the past 7 days. Mon 7 Tue 5 Wed 10 Thur 9 Fri 2 Sat 11 Sun 4 Why is this so hard in Zoho Reports? Doesn't every single
Mongo refrence not works
Hi, Try to load data from my MongoDB But reference type give null in Zoho Report { "_id" : ObjectId("57baba1ce4b039915181cf08"), "_class" : "com.myapp.entity.ActivityEntity", "act" : "ORDER_CUSTOMER", "use" : "momo", "oCstM" : "57baba1ce4b039915181cf07", "creDt" : ISODate("2016-08-22T08:38:52.300Z"), "ord" : { "$ref" : "order", "$id" : ObjectId("57b6a733e4b03991517a5332") } } "ord" give null "ord.$id" give null too Help Regards
Import CSV with UTF-8 or any other encodign
I've tried to import utf-8 encoded csv data. The imported result is garbled. For instance "Jānis Actiņ�" gets imported as "J?nis Acti??" or "Jānis Actiņš" The same thing happens importing either from file or with copy-paste from clipbord. I tested with utf-8 and with window-157
Mongo queries with date not works
Hi, I'm trying to query a collection and filter by date. Query woks in mongo shell but not with Zoho Report Upload Tools <Query dbname="mudb" tablename="order" importtype="UPDATEADD" matchingcols="_id" selectcols="" skiptop=""> <CollectionName>order</CollectionName> <FieldNames></FieldNames> <FieldAliasMapping></FieldAliasMapping> <Find> { "creDt": {$gte: ISODate("2016-08-21")} }, {"pjQ": 0, "pjP": 0, "billS": 0, "billC": 0, "advPay": 0} </Find>
Filters: Using Range + Needing Further Filter Criteria
Hello, Yesterday I had to use a combination of Zoho and Excel, and I am hoping that there is a way to do all of the following in Zoho. Here is an overview of the report needed and my process: The ask: 1. GROSS revenue of > $10/month each month: a. From Jan-Jun 2016: 6 months total. What's the number of unique segments, with above condition of gross revenue. b. Same as "a." for Apr-Jun 2016: 3 months total. My Solution (via Zoho + Excel): Zoho: Used the Range
Feature Request: Size of "dot" in scatter chart, related to number of records matching that criteria... i.e. Bubble Chart in Zoho Reports Please.
I have a graph of Min and Max hours on the x, y axis. I would like the ability to create a bubble chart in Zoho Reports. That is, size of the bubble at certain point (say 5, 10) would be relative to the number of records with those matching values. So if 10 records have (5 ,10), and 5 records have (4, 16) , the bubble at point (5, 10) would be twice as big as the bubble at (4, 16) Currently, the scatter chart, shows all the data points, but I'd like the size of the bubble to be related to number
New Features rolled out on August 24, 2016
Chart Chooser Dialog Revamped In our continued efforts to provide visually rich and powerful chart engine, we recently revamped our entire charting library and announced its public beta. In continuation of that, we have now revamped our Chart Chooser dialog. Our new intuitive and smooth Chart Chooser dialog will help to preview the chart types available and switch between them real fast (with lesser clicks). This dialog can be invoked using the Other Charts option in the toolbar. Try out and post
Change scale for time spent
Is there a way to change the format of the time spent field from hours to minutes? When creating a report with Average or Sum of 'Time Spent by Hours' we notice that Technicians who enter time of less than 1 hour in the Worklog appear in the report as working '0' hours. For example: Technician A closes 4 tickets with 15 minutes spent per ticket. The report shows their time spent as 0 hours instead of a sum of 1 hour. Same result for Average time spent -- appears as '0' instead of 0.25 hours. Technician
Average on a time: how to include periods with no data
Hi guys, I want to build an average hourly revenue report for some period, for example, for a month. If I count it manually for 00:00-00:59 I sum all revenues from 00:00 till 00:59 and divide by number of days I want to get average for. In Zoho Reports I've made an aggregate formula for Sum of Revenue: sum("Sales Raw Data"."Revenue")/count(Distinct(date("Sales Raw Data"."Purchase date"))) and then tried to build a chart with hours on X axis. The problem is that the aggregate formula doesn't include
Weighted Monthly Revenue Forecast
I want to add a chart to the dashboard that shows weighted monthly revenue forecast. I am able to create a stacked bar the shows monthly volume based on closed date, but have not been able to figure out a similar chart for weighted revenue.
Reports on Shared Database
Hi guys, I have an admin account when I upload my tables (two for a while). I shared this tables with one user and when the user try to create a report based on a table, the system ask to save on "My Reports" folder. After saving, the user cant find this folder, even the report. How/Where can he find the report saved? Thanks.
Can't see Account Name on Activity Report
Hi, I have created two different types of Activity Reports: 1. sorted out according to: a) Industry b) Account Name c) Project Name (own created name) 2. sorted according to: a) Account Owner b) Account Name c) Project Name (own created name) My Problem lies in report number 2. It shows me the column called "Account Name" however none of the fields are filled in. In other words I have an empty column called Account Name without showing me any names. How can I get all these names back on my report?
Table name as user filters
Is it possible to add Tables as user filters? To elaborate and as example, I have financial information (e.g. Sales, Profit) of companies in U.S.A and China in two tables called 'USA" and "China", respectively. Both the tables are structured uniformly with identical column names and data types. I would like to have a filter to let users select the country (in other words, the TABLE) first. I don't want to merge the data into one table because number of records per country are huge. On the other hand,
No.of Days in a month
Hi Is there any function to know the no.of.days in a month ? Regards Smitha
No. of Drill Down Levels
Hi, Is there any limitation to set drill down levels. In date field, i can set 5 drill downs. But i can set drill down Store->Category-> Sub Category. But can not set Store->Category-> Sub Category->Product Regards Kiron
Continuous data in line chart
Love the new version of charts, but there's one issue that is problematic for me. In the prior version, the smooth line chart would maintain a continuous line along a date axis, even if there was missing data for a given period. This is not true in the new version. The use case is that I want to show actual sales vs. weekly sales targets (straight-lined) across the year. So, if you're in the 6th week of the fiscal year, you want to see just the first six weeks of sales but the full 52 weeks
if syntax with boolean
why don't work expression "if("Student"='true',1,2)", when "Student" is Y/N type
Variable Parameter
I have a json weblink and I have few parameters. How can I keep a variable parameter like "fromdate" and "todate" so that iI can generate the reports for any dates as needed.
Report - Sync Data
Hello, I currently use Pipedrive as my CRM software. I love it for my staff but I the reporting and dashboard falls a little short. I would love to use Zoho reporting but I am trying to figure out how to intergrate them seemlessly. I have used 3rd party softwares such as Zapier to sync data in the past but my data changes so although Zapier can add a row to the Zoho database it can not update a row. Does anyone have a solution? Seeing the changing data is pivotal for me. I really wanted to see
Zoho Projects "My Calendar" in Zoho Reports
Is there a way to build a report in a calendar format that will pull my task over from Zoho Projects?
Duplicate dates on Group By
I have date column in query table where it is formatted with date+time. Now when I query table because of time with date group by clause returns duplicate rows. I wan to remove the time field from the table. I tried changing date format in base table but it don't work.
Pie Chart - Value not showing.
Hi, In Pie Chart Settings, there is an option to show Values by checking Value. But when selected both Value and Percentage, it does not show Value or percentage. In Tool Tip in Pie Chart, Value Field shows 5 or 6 decimal places. Is there any option to format this ? I think instead of giving option to format everywhere, it will be better to add option in the table design. By default take it from there. Regards Kiron
Stipulating a Range in if statement
This if statement works and gives 3 outputs. if("score" > 75, 'Good', if("score" <45 , 'Poor','Average')) I now want to split the Average range i.e. 45-75 into 2 categories - 45-60 Below ave and 61-75 Above ave but don't know how to stipulate the ranges. Want something like 45-60 or >44 and <61 - How is this done? Regards Mark
Edit Custom Formula - Zoho Reports
Hello, I have added several Custom Formulas in a large Table in Zoho Reports. I want to edit one of these formulas. When I click "Edit Formula," the window that pops up is to "Add a New Formula," and I'm unable to make changes to my existing formulas. Any tips on how I can simply edit vs. add an entire new formula? Thanks
Next Page