Coming soon: Zoho Reports 3.0
As regular users of Zoho Reports, you might have noticed the 'Try our New 3.0 Interface (Beta)' link at the top. Our plan is to have the 3.0 release in early February 2015. As a precursor, here's a short video on what you can expect in Zoho Reports 3.0. If you haven't yet, try the new Zoho Reports 3.0 UI now, and let us know your feedback.
The end doesn't show the list of formula
Dear Support, The end doesn't show the list of formula as you can see below. If String is select the end show the list of formula. Thanks. Paulo Miguel.
Access Log
Is it possible to view a log of all accesses, or login attempts by my users to zoho reports?
Joining tables for conditional
I have create a conditional formula in my "Inventario" table to classify each line according to some parameters on the column "Estado". The problem is that I need a new parameter whether a "Caso" of the Inventario table is on the "Pendientes por Resolver" query the value of "Estado" column would be "Pendiente IPS". I hope I make myself clear and that you guys help me as soon as possible. Thanks.
Group report color separations
When viewing a report using a groups selection by Dates, the separation bar for each date is grey, is it possible to have the separation bar a different color like dark green or Blue.
Graphic of two tables
I have two tables (Pendientes and Datos-Casos Cerrados). I want to show in the same graphic the amount of "casos" in each table by month. In the case of Pendientes it would be the date on "Fecha de Solicitud" column and in Datos-Casos Cerrados the date of "Fecha Cierre" column. I hope I make myself clear and you guys help me as soon as possible. Thank
Report to show sales commission for each sales person
Hi, I am doing some tests on Zoho to see if it is a suitable software package for my client. My client has several sales persons. Each sale person makes several sales a month. At the end of the month, the sales person receives a 10% commission based on their grand total of sales for that month (e.g. if the sales person gets $10000 worth of sales that month, they receive $1000 in commission). How can I show this commission figure for each sales person in a report? I am very impressed with Zoho so
Zoho Reports Auto-import/refetch successive failures from dropbox and google drive
Hello everyone. This is to report an issue I have been dealing with for about 4 months now. I am having a succession of auto-import/refetch failures from a set of csv files from dropbox. I tried using google drive as well but the same issue is observed. These CSV files are dump exports from a database and are replaced/overwritten to reflect updates (new records) regularly. We cannot proceed with allowing Zoho Reports to directly query the database since our internet connection is not that reliable
Highlighting more then one row
Hello. How can you highlight more then one row in a table? For instance I want to delete five or six rows a a time. Thank you.
Forecasting Calculation
Hi, I am trying to forecast the performance of a sales performance over a 12 month period based on their past performance. This calculation aims to calculate the expected number of appointments a sales person will book. The calculation I would like to achieve is as follows: Sum total of appointments already made in 2015 / the number of weeks that have already passed in 2015 * 52 This calculation would give the total number of appointments the sales person would expect to secure based on what they
Error when importing from URL
I get the following error when trying to import from URL. Error while reading the URL contents. Please verify whether the server (host machine) containing the URL is connectable. I know the URL works because I can paste it in a browser and see the information, so it is connecting to the host machine. I can't find any information regarding this error. Thanks, Dan
Chart reporting time based data incorrectly
hi, I am currently working with a phone log. I have created a chart that analyses the number of calls made at different times of the day. Unfortunately Zoho Reports interprets calls made between 12 and 1pm as midnight opposed to midday. All other data is interpreted correctly. Is there an obvious way of solving this issue? James
Update time for Zoho Reports to see changes made in Zoho Projects
How can I push the changes made in Zoho projects to Zoho reports quickly so I don't have to wait 5 or 6 hours to re-run the reports. The wait time significantly slows down my ability to invoice my clients in a timely fashion.
Issue with creating lead / contact report with "description" for advanced filters
We noticed your lead and contact reports have changed recently. We used to be able to create lead and contact reports with being able to choose from the pulldown under advanced filters for the "description" field. This is no longer the case. Is there something that has changed with our contract / product subscription? See screen shot below (and enclosed) on an older report that we are no longer able to create. Note the "description" is chosen for the advanced filter.
Allowing people to upload text to the website
I run a web site for a charity (U3A) and have been asked if some Group Leaders could add short messages for their groups without having to come through me. We did this some years ago using I think Zoho reports but I can't now remember how to do it! Can anyone please point me towards the correct tutorial?
urgent - datatype changed avoid data truncation
hi just connect report from zoho creator to zoho reports database all works well but at first connection in zoho database there is changing of datatype (positive number -> decimal number) why? and how to leave in database first (positive number) datatype for column? and what is "avoid data truncation"?
Not able to refetch data from Table
Hi, I have created a table named Mill Report New. The database fetches the data from a google drive folder. I have set the sync schedule for every 6 hours and have chosen the option to "Delete existing records and add". I am not receiving any error notifications but it appears that the database is not being fetched completely. The total number of rows in the database is 46923 however the database size shown in the uploaded table (BSP Flour Mill Sales Analysis D) is 46754) .The size of the data base
Customization of charts
I have embedded a number of charts within a website, but the default chart background does not match the website color/aesthetic. When I attempt to change the chart background, only the inside of the chart is shaded with the background color (not the axis or legend areas). Is there a way to shade the Entire char, so that I can make it blend with the website that it is embedded into? Is there a way to add a background image to a chart? Thanks,
vertical cell height in reports
Hello, I have come across an issue recently. In the reports that my company uses, the height of cells would automatically be adjusted so that all the text in the cell could be seen across multiple lines. This was always just how Zoho reports worked. Recently, it seems that the height of cells has stopped automatically adjusting and is showing at just 1 line. This causes us to only be able to see what fits in 1 line of text, which is insufficient in many cases. If I modify the width of a column,
How to get support for reports?
Is this the only way to get support? I have a problem specific to my database and would like to be able to email someone directly instead of going through a public forum. I have created a "feedback" request, but it's not clear to me that is actually a support ticket.
how to make same diagrams in reports?
how to make diagram with floating pointer from red to green zones? see screenshot
Zoho Reports - New feature rolled out on Jan 02, 2015
Copying a Table With this new feature from Zoho Reports, you can now save a copy of a table in your database. This feature will be pretty useful for cases like Backup, Copying table design etc. Click 'Save as' menu in the toolbar to save a copy of that table. You can choose to copy the table with data and/or retain the lookup columns of the original table. On copying, all formatting, formulas etc. will get retained in the new table.
How can I select rows without a date ?
dear all, In a data sheet I have rows of which in one particular date column there is a date filled in or no date.(blank). The date is a proof of delivery date. I would like to build a pivot table only filled with the rows that in the particular column has not a date ( = blank) . so all rows should be reflecting those who have no proof of delivery date in it ( = not delivered) How can i obtain this. If I selct the column and try to put a filter it does not let me to select blank or emty or...
How can I get a report to display empty cells?
I created a dashboard that has two reports within it. The first report shows all 12 months in the year because each field has a value greater than 0. The second report (filtered slightly differently) only show 5 months because 7 of the cells are empty. This doesn't look good, how do I get it to show all values even if they are null/empty.
Zoho Potential - Sales Report
I have closed won potential with revenue amount of $48,000 which is divided into 12 months projects. Each month is actually $4,800. So, 1) How to divide the revenue to 12 months and 2) How to generate a sales person's report for specific month?
firewall configuration
Hi team, We would like to evaluate SD+ with ZOHO Reports, but our SD+ server by default doesn't have access to the internet to upload the data. So, in order to open the traffic on firewalls from our SD+ server only to ZOHO Reports we need to know your IP range, can you share? Mar
Is anyone online?
I have some (basic) questions regarding Zoho Reports and am wondering if I can chat or screenshare with someone. 1) I have a field called "Event Type" and values such as "A", "B", "C", "D", "E". Let's say I wanted to report on a rollup or group these into regions where Event Types A, B, C = region 1 and Event Types D and E = Region 2. How can I add this column to a database? 2) When I want to refresh the database, how do I do that? I would want to wipe out all of the original data and put new data
Zoho Reports: any timeframe for iPad / iPhone browsers support?
hi, Zoho Reports is great but when I try to access one of my published reports from my iPad, the graphs keep on refreshing. They seem to be displaying well other than the constant reloading. Do you have any plans to make it compatible? If so, any date? Thanks in advance! Fabien
Feature Request: Add area shading to axis (background) or as minimum Add "Threshold" to Scatter chart
HI Zoho Folks, I have request for a new feature. I have a scatter chart of min vs max as my two axis. One set of our customers get a certain configuration if their MIN value is ABOVE a certain threshold. One set of our customers get a certain configuration if their MAX value is BELOW a certain threshold. My "Max" value is charted on the Y-Axis, my "Min" value is charted on the X-Axis. So I'd like to be able to shade from Min Threshold and greater, that is the area to the right of a threshold value
Query table not updated automatically after adding formula columns
Hi, if I create and save a query table of this type: SELECT * FROM TABLE1, TABLE2, … WHERE (any condition) And later modify the source tables (TABLE1, …) adding formula columns, these new columns will not be added to the original query table result. I hope this can be improved on the future, since now apparently it is required to generate a new query table for any change (adding new columns, etc.) that is done on the source tables.
prior month formula
Hello, Does anyone know how to create a formula to get the prior month sale?
Issue in ZOHO_CRITERIA
I want to filter the report (Pivot chart) based on user login. I created a report in ZOHO Report and i want to embed that into my creator app. iframe code is <iframe frameborder=0 width='400' height='300' src='https://reports.zoho.com/ZDBDataSheetView.cc?OBJID=###### &STANDALONE=true&LP=RIGHT&ZDB_THEME_NAME=grey&INTERVAL=-1&REMTOOLBAR=true&INCLUDETITLE=true&INCLUDEDESC=true&ZOHO_CRITERIA='Company Email='zoho.loginuserid'></iframe> But the filter is not working. Thanks Gowsalya.B
Feature Request: Add "Best Fit Line" (R-Squared) to data set on Scatter Plot
HI Zoho Reports Folks, Please add the ability to chart a "Best Fit Line" (i.e. R-Squared) to a scatter plot graph. It would also be nice if you could include a 'error line' around this best fit...so that you can visually see all of the data points that fall in inside the Best Fit Line +/- 20% (or some other threshold value mechanism) Cheers, Tyler
How to create a field in a table that is the sum of 2 other numeric fields in the same table row
I have a table of time spent on a task in a project. Each row of the table is a task and has a billable minutes column and a non billable minutes column. So the table would look like this: Task Billable Minutes Non Billable Minutes Task Name 1 25 10 Task Name 2 12 60 Task Name 3 6 15 I want to create a column in the table that has the billable minutes and non
Zoho Reports - New feature rolled out on Dec 08, 2014
Conversion rate in Funnel Charts With the latest enhancements, you can now show the conversion rate in your funnel charts as data label. The conversion rate can either be from the previous value or from the original value. Also, two new funnel designs, 'weighted height' and 'weighted width' have been added to the existing 'uniform height' design. You can find the above features under 'Settings' in chart view. Other Chart Enhancements 'Sorting' option has been added to both pie charts and web
Zoho Reports - New feature rolled out on Dec 03, 2014
Dashboards - Enhancement to View Underlying Data permission control While sharing a dashboard for the permission "View Underlying Data" you could now handpick the columns specifically that you want to share. So far you could only show all the columns or the columns involved in the reports embedded in the dashboard.
Zoho Reports - New feature rolled out on Nov 20, 2014
Editable User Filter So far, in 'User Filters', multiple values could be selected only from the drop-down box. But now, you can also enter the values separated by commas in the highlighted field. Values are case-sensitive and should exactly match the phrase. This feature is enabled only with 'Multi-select box component' in user filters.
Zoho Reports - New feature rolled out on Nov 10, 2014
Multi table support in Aggregate Formula So far, aggregate formula could be created with columns only from a single table. But now, you can create an aggregate formula by combining columns from any number of related tables. This will further help you to derive more powerful business metrics in Zoho Reports.
Stacked Bar Chart - data not stacking
When I try to create an stacked bar chart, the two data sets don't stack, but go side-by-side. How do I correct this/
Single Number Reports
Saludos. Soy nuevo en el uso de Zoho Report y estoy estructurando los reportes necesarios para introducir en toda nuestra organización este modelo de reporte. Es por ello que surgen algunas dudas cuyas respuestas no son evidentes en el area de trabajo. Quisiera me orientaran en relación a lo siguiente: 1) Single Number Reports 2) Dar formato (color, tamaño, negrillas,etc,) al Dato que aparece en las "Vistas de Resumen" 3) He elaborado un filtro con el 20% de las empresas que mas facturan en la "Vista
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