Grouping Groups in a Report
HI, Using ServiceDesk Plus and Zoho Reports. I'm trying to create a report where I can get a percentage of requests that were answered by my Helpdesk and a number of groups that they transfer requests to. My final outcome would be something like this: Month Group Percentage to 100 May 2016 ITHelpDesk 25 Others 75 Where Others would be a group of other groups in ServiceDesk. How can I create the Group of Groups to calculate this? Thanks, Ken
New Features rolled out on May 13, 2016
Zoho Reports API - Client libraries for PHP & GO released Zoho Reports has now included the API client libraries for the popular PHP and GO languages. This enables developers to easily build/integrate the powerful reporting and analytical capabilities of Zoho Reports into their PHP or GO applications. Zoho Reports already provides client libraries in a variety of popular programming languages like Java, C# and Python. You can learn about Zoho Reports API from our help documentation.
Sub Menus in Chart Summary fields missing?
Has anyone else noticed this problem when trying to build charts? I'm trying to show a running total which is usually an option that slides out from a little arrow next to Sum in the Summary menu. All of these slide out menus have disappeared, even though the arrows still appear. I've tried this in multiple browsers. Anyone else having this problem? Emails to support have had no response so far.
Linking between Modules
I'm trying to create a simple report that pulls all my notes, both from Accounts and Contacts into one report. Account seems to trump contacts, and I can't make a report on contacts and show the account! I can't believe there's no way to do that!
New Features rolled out on May 5, 2016
Support to Auto Identify Lookup Columns Zoho Reports allows you to blend/join data across multiple tables using a special feature called Auto-Join. This feature is enabled when you associate tables through a common look-up column. Zoho Reports has now made the process of defining the look-up easier. We now support auto identification of columns that can be linked (looked-up) with your existing tables in the same database at the time of import. It just needs a review and confirmation. Click here
Calculating Rolling Monthly Total
Hi I am having trouble calculating the 6 month rolling total with SQL of this table I've got in Table.1 something like this Customer Name | Month of Sale | Revenue in the Month X Co | Jan 2016 | $5,000 X Co | Feb 2016 | $4,000 Y Co | Jan 2016 | $8,000 Y Co | Mar 2016 | $1,000 Z Co | Dec 2015 | $800 Z Co | Feb 2016 | $2,800 ..... ..... ..... I want to create a table that looks like: Month of Sale | Last 6 Months Rolling Revenue Dec 2015 | $x Jan 2016 | $x Feb 2016 | $x Mar 2016 | $x In this table,
How do you modify the column order in a Pivot Table?
I've been having some issues putting the columns in order on a pivot table. There aren't many options in the settings for the table. For example, in this pivot table I want to have the grade levels in the columns to be in a specific order. How would I be able to customize the order of the columns in my table?
Count only X value in row.
Hello I am trying Zoho Reports formulas and trying to get a count of total sales inside the status row. Can you please post an example. count( "ALL SOLUTION LEADS"."status"=SALE)
Time Elapsed in Hrs
hi, Using the ServiceDesk Analystics, The formula for Time Elapsed in Hrs is "Time Elapsed"/(1000 * 60*60). However if the Time Elapsed is 00:00:00, the results is blank, which is not correct as other formulas cant use this information, Can the formula be coded to avoid this ? Thanks,
Average Graph Line
Hi All, New to reports, what am I missing? I want to produce a simple report of the daily count and the running average. Date Users 04/17/2016 0 04/18/2016 39 04/19/2016 39 04/20/2016 36 04/21/2016 41 04/22/2016 34 04/23/2016 0 My thought was to use an aggregate formula in a Chart view but that is not with success. The desired result for the chart would be. X-Axis Date Y-Axis Unique Users Y-Axis Average
Support Center Plus - Overdue in a specific time range
Afternoon! How would I create a formula, allowing me to report on Requests that became Overdue in a specific time frame?
Downgrade
How would i downgrade from the 15 day trial to the free version?
Database Deleted
Hello We just logged into our Zoho Reports account and our database has been deleted, and all the tables we created over the past year are gone. The only thing that remains is something labeled "test" database. We have called support and left message along with sending email to support. If anyone can help please reach out. We have a lot our business dependent on Zoho Reports. Yes the bill has been paid. First thing i checked Thanks
Sorry, Zoho Reports currently does not support plotting more than 4,000 distinct values in Rows.
Hi, My Reports was working earlier but now it doesn't work. The warning message comes on the screen constantly. :/ Sorry, Zoho Reports currently does not support plotting more than 4,000 distinct values in Rows. 'Name,Name,Ad Soyad,Eğitim Tamamlanma Durumu,FinishedDate' has more than 4,000 distinct values. Possibly, you can apply filter to reduce the number of distinct values in 'Name,Name,Ad Soyad,Eğitim Tamamlanma Durumu,FinishedDate'. I have to create this report. But zoho is an obstacle to. I
Creating a Chart from a Report
In Zoho Reports, is it possible to create a chart from the data generated by a report (instead of a table or a query table) ?
Importing json data creating duplicates and / or missing arrays and nested onjects
I've found when using the Import Data function (Import Files and Feeds) in Zoho Reports to import json data from a site's API server, that when I use version 1.0 of the source's RESTful API (versions are the Swagger revision numbers) I get all the data but many of the records are duplicated, and if I use version 1.1 then I get the correct number of records, but I only get the first level of data and all of the arrays and nested objects are missing. The data is compliant with the specification in https://reports.wiki.zoho.com/Supported-JSON-Formats.html#supported-json-format
Aggregates do not show up in matrix reports
When I customize a matrix report in zoho CRM for the "Activity" module aggregates only show up if the "Column to Total" I choose is "Record count". For any other field aggregates are not shown. Any idea how to solve this problem?
Line graph percentage based on third column
I am trying to run a line graph (X axis = date of surgery, y axis = complications) I would like to show complications as a percentage of total SURGERIES performed (month to month) currently I can only get it to run it as a percentage of total complications. Been mulling over this for 4 hours now
User Account Management
I have a white label reports site. When new users come online I have them sign up for an account at our login page. How is this account then managed? I understand that the most I can do is share views to the account, deactivate, or change user type. I would however like to be able to change the username. There doesn't seem to be an option for the user to manage the account when logged it, it only provides an option to Log Out.
New Features rolled out on March 30, 2016
Campaign Module Support for Zoho CRM: Zoho Reports now supports the following modules in Zoho CRM: Campaign Campaign Lead Status Existing users can include these modules using the Edit Setup option. Refer to "Zoho Reports Advanced Analytics Add-on for Zoho CRM" help documentation to know more about the default fields and formulas that will get synchronized for these modules on setup.
Copiar Windget.
Saludos! Quisiera saber si existe la posibilidad de copiar un windget del dashboard y duplicrlo, tal como podemos hacerlo con un grafico. Gracias.exacta
Need a ZOHO Reports Consultant / Trainer
We need someone who knows and understands ZOHO Reports and is able to do some report building for us, but is also able to help train our staff on ZOHO Reports.
Reports in Free Zoho
Hello - I am wondering how to run a report in the free version if no "Report" menu option shows up in the menu bar? I know others who use the free version who have access to the "Report" functionality. Help?? Thank you!!
Opening/Closing Balance and related layout
Hi there! I'm fairly new in actually actively using Zoho Reports and thus do not know all the tips and tricks. :-) Is there any way that I can create a report (or dash board, or any other way) that will give me account balances like this (just an example; need to do this for all my accounts), in a lay-out similar to this?: _______________________________________ Petty Cash Summary for March 2016 Opening Balance: 1234 Top-up 567
Use zoho.loginuser in embedded Zoho Reports table or dashboard element?
Hello - As the title describes, I am trying to determine if I can filter an embedded table or dashboard element on a user basis, by applying the zoho.loginuser system variable. I would like to create an embedded table or dashboard element that filters data based upon the user that is currently logged into Zoho CRM/Reports. But - I cannot seem to apply (column = zoho.loginuser) when applying Filter Criteria. Any pointers as to how I can make this work?
Need a ZOHO Reports Consultant / Trainer
We need someone who can be a consultant and help build reports, but who can also help to train our staff on ZOHO Reports. We have a complicated data set and need someone who understands: 1) Data/databases 2) Reporting and analytics 3) ZOHO Reports Depending on the pricing, this could become ongoing work, but for the time being we see this as a limited engagement consulting need.
IF Condition with Date in Table
I'm working with a table that has invoice data where the dates are formatted as 04/05/2016 MM/DD/YYYY I'm trying to conditionally apply a fee structure using a formula column, but I can't figure out why it's not working. IF((INVOICEDATE>date( 02/01/2016)), (USERS*10),(USERS*5) The expected behavior is: If the invoice is dated after Feb. 1st 2016, the fees charged are # of users * $10, otherwise it's the # of users*$5. The above consistently evaluates as *5 suggesting I've got something wrong on
Zoho Reports - New features rolled out on April 5, 2016
Introducing API Usage Metrics and Pricing Zoho Reports now introduces a daily API usage limit in accordance with your pricing plan. Zoho Reports API usage will be measured based on units consumed and the frequency of API calls. The API usage limit is capped to your pricing plan. You can refer to the below table to know the API usage limit for your plan. You can also purchase API units as add-ons. To know more about the usage limit or how it is calculated, refer to this help documentation. To purchase
Opportunities lost in a period
Hi, I am trying to create a report where I can extract all opportunities lost during a month. Is there a field that logs this info ? I tried to extract opps lost with closing date within a specivifc month, but it did not work ´cause I can´t be sure that it wasn´t actualliy closed within the month informed in the closing date field. regards, Benno.
Zoho Books
Hi, When can will integrated zoho Books in Reports (like Zoho CRM) ? Best regards, Floriane
Need Help
I am trying to create a chart or graph to measure employee efficiency. I'm trying to measure the average hours per employee per a certain task. In the timesheet data (table) I have the following information as an example: Employee 1 Project A hours x Title/Task C Employee 1 Project A hours y Title/Task C Employee 1 Project A hours z Title/Task C Employee 1 Project B hours q Title/Task C Employee 1 Project B hours r Title/Task C Employee 1 Project B hours s Title/Task C So the
Remove Numbers from string
I have these in a column, I only want to see the text and not the numbers on the right. M Padavatan P 500189440 Parklands P 500246309 Shallcross P 500261257 Insizwakazi P 500165760 Nonopha P 500235764 Shalimar Ridge Primary School 700340059 Heidelberg Public School 700340158 Ratanda Primary School 700342056 Thari Ya Tshepe I/S 440602062 Atang P/S 440303248 St Augustines P/S 443907217 Other Kobue P/S 443907244 Shishila Primary School 800020529 Is there any way of doing this using a formula? Thanks!
Support Center Plus - Initial Response Overdue
Afternoon! Is it, or will it be possible to report on Requests for which the Initial Response has failed? Similar to the Overdue Request flag?
ServiceDesk Backlog Historical Report
I am trying to create a report that shows how many tickets were still open at the end of each month. I have created the formula within excel and I am trying to move it into Zoho Reports. I have been able to create this 2 different ways. (Number of Open tickets - Number of closed ticket) + Previous months calculations. I can do this with moving calculation and get the results i need but once i lose the previous point it throws of all calculations.
How to analyze data from 500+ apps in Zoho Reports (Hint: Use Zapier)
We are happy to announce that Zoho Reports is integrated with Zapier, the platform that makes it easy to connect business apps. This integration of Zoho Reports with Zapier, makes it easy for business users to get data from more than 500 apps which are part of the Zapier platform, and analyze it using Zoho Reports. How the integration works You probably use different business apps on the cloud for running your business (apps for sales, marketing, support, finance, team collaboration etc). And
How to chart Incidents over time
I'm trying to build some simple reports for my SDP implmeentaton. I would like to be able to report some metrics over time but there doesn't seem to be an option to just plot the date along one axis. Am I missing something? I've struggled with this for some time with SDP's native reporting and was hoping that Zoho Reports would help, but so far it's just prettier.
Duplicating values
I am facing problems regarding refetching or scheduling data import. Always is duplicating values for every importation... Why does it happen? How to solve it? I have to delete all rows so after I refetch them... boring and unreliable Schema: 3 sheets in Xcel in the same worksheet 1. For goals 2. For store results 3. For salespeople results Thanks!! Mauricio.
Exempt widget from user filter?
I have a dashboard that reports on an internal "kudos" our staff give to one another. I want to be able to filter by month and quarter, but I have two widgets that show the total all-time dollar value and the total all-time count of awards given. Is there a way to exempt these two widgets from the user filter so that if you're filtering just to look at Q3, the "all-time" numbers remain the same? They can't just be fixed text values, of course, because they will continue to grow over time.
Zoho Reports-New features rolled out on Mar.24, 2016
Pivot Enhancements Display Missing Value Option Zoho Reports now supports the Show Missing Values feature for Pivots too. Recently , this feature was introduced in charts. This allows you to view the in-between missing values in your data. This can be applied on a Date or a Category column. So far when you create a pivot with a date or category column, if a particular category does not have any value, then the Pivot would skip displaying that data. With this new option you can choose to
Search buttons not working
Hi I've added user filters to my reports but search buttons that appear when I click on those filter columns are not working. As soon as I move the cursor to the search box, the search icon gives way to a 'x' mark and when I type what I would like to look for, just nothing seems to happen. This is the case both in the 'View' mode within Reports as well as embedded view on my site. Please help.
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