Zoho Reports - New features rolled out on Sept 17, 2014
The following features were dded to the service on 17th of September. Enhancement in User Filters Component Option Now Zoho Reports provides an option to choose between a single select or a multi select drop down list for displaying date related values. Until now date user filter values for Actual, Relative and Seasonal period can be listed only in a multi select drop down list. Now you have the option to choose between single or multi select list box as required. Enhancement for Advanced Analytics
Calculating difference between two rows
Hello! I am hoping this is an easy one. I am looking to do a report with data captured from Facebook. I have the following column "total likes" I would like to add a formula to calculate the "total new fans". I would need to find the difference between the current month row and previous month row to calculate the "total new fans". Any thoughts on how to do this across rows?
Zoho Reports
I hav created a table for reservation system. I want execute a result using sql query. My doubt is how to use subquery in zoho reports
Zoho Reports - New features rolled out on Sept 9, 2014
Zoho Reports Analytics Connector for Salesforce CRM Zoho Reports now provides a connector add-on for Salesforce CRM. Using this, Salesforce users can now 'slice and dice' their CRM data and take informed business decisions. Importing Data Setting up this add-on will sync data from your Salesforce account into Zoho Reports. Data from the following modules, for which you have read permission, will be imported and stored in tables in Zoho Reports. Accounts Contacts Events Leads Opportunities Tasks
plain text report in email?
hi how can i send in email reporting data in plain text? without attachments thank you
Using a table as an excel data source
Hi, Is it possible to connect to a database table to use it as an external data source for excel? I've tried using the permanent URL to connect to the table as a "web source" but it only pulls back the catalogue of possible dialogue messages for every screen... Cheers, James
Recipient Report
Hi, I'd like my recipients to be shown a Report (a list if you will) of al the No answers they gave throuout the survey. Is that possible? Best regards Gerald
Syncing Reports with Creator & Deleting Records
We use Creator extensively. We are reaching our Records limit and so I want to export the data to Reports. The options in reports to visualize data, set dashboards etc., looks great, so I am now wondering if I could use the sync process to not just export the older data from Creator, which would then be deleted in Creator, but to schedule a sync that exports data regularly to Reports so I can use Reports to examine/visualize old AND more recent data together. If the sync is a real 2-way sync, will
I'm not picking up a project in zoho reports.
I'm not picking up a project in zoho reports. I checked the status and it matches other projects.
query over query table limit
I'm running into some kind of a limit -- getting the following message "The above query cannot be saved, a maximum of 3 levels of Query over Query tables only allowed." What does this mean??
Zoho Project Database out of date
Hi Have a database shared to me that comes from Zoho Projects. New projects have been added but they do not appear in the reports? Projects that originally appeared in reports successfully update but no new ones, please help. Kind Regards Sonia
Tables/chart quesion
I am sure this is a simple question, I apologize I have looked over the help section and can't figure it out... I have a table of information I would like to have the same baseline of information displayed in the chart but the baseline keeps changing based on the values from the tables. Is their anyway to set the baseline of X axis to always be 0-300 with 50 increments and display the data in the table?
Zoho Reports Imports xlsx file but not aspx returning an xslx?
I get "Sorry, Zoho Reports was unable to import this file" when accessing an aspx page returning an xslx file. What is it that Import expects to see in the returned file?
How to obtain a cumulative value in a Query Table?
I have the following query: SELECT "D"."Date" as 'Date', ISNULL("O"."Opened",0) as 'Opened', ISNULL("C"."Closed",0) as 'Closed', (ISNULL("O"."Opened",0) - ISNULL("C"."Closed",0)) as 'Backlog Change' FROM "Days" AS "D" LEFT JOIN "Opened by Day" as "O" on "D"."Date" = "O"."DATE" LEFT JOIN "Closed by Day" as "C" on "D"."Date" = "C"."DATE" I want a 5th column called "Backlog" which is the cumulative sum of "Backlog Change". I tried adding a query on a query table, nested sub-query, etc but
CUMULATIVE totals
Hi, I have the following table: DATE SALE AMOUNT 1 Jan 2009 15 1 Jan 2009 5 2 Jan 2009 15 3 Jan 2009 15 ... 1 Jan 2010 25 1 Jan 2010 5 ... Each sale adds a new row with the date of the sale and the amount. I need to compare March 2012 to March 2011 but cumulative. For example today March 15 2012 I need to see: From 1st of March 2011 to 15th of march 2011 TOTAL VS. From 1st of March 2012 to 15th of March 2012 TOTAL
Percentage change
Hi, I want to be able to calculate the % change on a value from a previous month and can't, for the life of me, work out how. Can anyone help? Thanks Stephen
Zoho Reports - I need assistance in creating my report dashboard
Where can I get in touch with people who can help me put together a dashboard report?
Zoho Reports - New features rolled out on Sept 2, 2014
Support to Auto Refresh Published and Embedded Views Zoho Reports now provides an auto refresh option for the view that you embed or share as Permalink. Now you can set your views to automatically refresh at every N seconds to show latest data. This will especially be useful when you project your reports and dashboards in various devices (including TV screens), where you want to display the current data without any manual intervention. Enhancement in Charts Custom Sort Option Now Zoho Reports provides
Zoho Reports - New features rolled out on Aug 25, 2014
Zoho Bugtracker Advanced Analytics Add-on The Zoho Bugtracker Advanced Analytics Add-on is now available in the service. With this add-on, Zoho Bugtracker users can slice & dice their bugs data to effectively analyze & track their issue management projects. Importing Data Setting up this add-on will sync data from your Zoho Bugtracker portals into Zoho Reports. Data from the following modules will be imported and stored in Tables in Zoho Reports. Bugs Timesheet 50+ Useful Default Reports Along
access zoho report in project how ??
i want to use zoho reports but how
CANT IMPORT DATA FROM API
Cant import data from from url with authentication. The button NEXT ("Seguinte" in portuguese) is impossible to press. There is text space in front of the button, so there is no place to click it.
Reports - Permalink Filter Criteria ERROR - Need Help PLEASE
When using Permalink to share in Reports, entering filter criteria SQL statement . "Filled ALL - Source"."Pipeline Req" = 'Yes' The statement is valid, however the recipient receives the following 2 error messages: Specified criteria is invalid. Some tips: Lexical error at li ne 3, column 0. Encountered: <EOF> after : "\'Full Time\n" And The view cannot be displayed since the associated criteria is not valid See pic
certain account lines in report not updating
Hi, We have created a few reports to give us information on our accounts and the opportunities within. I have a stacked bar chart which seems to be updating fine, but there are also two sheet-report, which doesn't seem to be updating a few of the accounts (clients) - e.g. for one account the sheet-report isn't updating/displaying all the new opportunities, and only updating some opportunities. infact it still has one opportunity which was already deleted. i've use the crm analytics>data sync function
How to Convert String to Date in this Context
Hi! I have the following code: SELECT concat(year(sd."Doc Date"), '-', if(length(month(sd."Doc Date")) = 1, '0', ''), month(sd."Doc Date")) as Month, sd."Source of Rebill", Count(sd."Invoice #") as 'Number of Invoices', Count(sd."Credit Memo # (if app)") as 'Credit Memo' , (Count(sd."Credit Memo # (if app)")/Avg(ic."Number of Invoices")*100) as 'Credit Memo %', (count(sd."Credit Memo # (if app)")/count(sd."Invoice #"))*100 as '% of Billing Errors' FROM "Sales Detail" sd inner join "Invoices Count
Lost all my data and reports when upgrading my license
Last week I was working on a temporary license and unfortunately it expired. Today I upgraded the license to be able to start working again. Strangely I can see my database name but cannot access my data and also the views and reports I had created last week. Can anyone help??
create custom reports
How do you create a custom report, for example , I want a report that will list the scheduled start date of all potential work and I want it in either a Gantt chart or calendar
Need help with UNIQUE values in query
We are trying to return a single list of unique our departments with a "status" if all reports were not received for a given quarter. Eg. However if previous quarters status was "red", then it duplicates the department/country as shown below: Below is the query: SELECT UNIQUE t1."Country" "Country", CASE WHEN month(t1."Report Date") BETWEEN 10 AND 12 THEN 'red' END AS "Q1", CASE WHEN month(t1."Report Date") BETWEEN 1 AND 3 THEN 'red' END AS "Q2", CASE WHEN month(t1."Report Date")
Zoho reports - Create drilldown
I'm trying to create a drilldown from a table to open an existing table for certain criteria. So if table 1 has data as: ID Name Location 1 John NY 2 Mike MD I'd like it that John should be a link which links to the people table to John. How do i do that?
Share View - Filter Criteria - Error Messge
Hi Zoho When attempting to share a view to dbase group - I always get this error message on the Filter Criteria page (after I type in formula) The specified filter criteria cannot be applied to any of the inner view of the dashboard What am I doing wrong? "Filled ALL - Source"."Country" = "Mexico" Thanks!
Re: ZOHO reports
Hi, I need to open reports in ZOHO?
Using CSVUploadConsole.bat: Clear file after import
Is there a way the source csv file can be cleared of its contents after successful import into Zoho Reports via CSVUploadConsole.bat? I do not want to delete the file...just delete all rows in it.
Status field has blank values when viewing Task Data table for creation of reports
Dear Support This is shrini from CarPro Systems, I would like to create a report of all open tasks and leads which are without an open task. Unfortunately when i view the tasks data the status field is not updated where as i am able to see the status field using the front end access. How can get the status field for the tasks Appreciate your immediate response Regards Shrini
URL to Private Net Documents
Dear Sir/Madam. Is there any way to define a column in a table that link to some documents stored within a private net were the pc is conected? My idea is to include a link (in column "B", for example) to open a file (whose name is written in column "A") and this file is storaged in a server (private net). Please confirm. Thanks in advance for your help. Matias
Pie chart by percentage
I have an aggregate column that gives a percentage of some data. i want to create a pie chart that groups 0 to 20%, 20% - 40% and so on and displays each group as a slice in a pie chart. How do I go about doing that.
How may I import an excel sheet without letting zoho automatically change the time format in a column??? we don´t use dates
I am importing an excel file from my computer to Zoho reports. Our column says start time and the other finish time. There the data is in the format of 24 hours in each column, indicating hh:mm:ss. Please advice of how to mantain the format and not changing into the month year time format (which by the way is different as the one that we import)... Kind regards
Importing Hyperlinks from Google Sheet
Hi All, I'm importing data from a Google Sheet into a Zoho table. There are hyperlinks in the Google Sheet that do not import correctly into the Zoho table. The Zoho table just shows the display text and does not link to the URL. Please let me know how I can correct this. Thanks!
Table Download
Is there a way to make it (in Zoho Reports) so that online users can download the table that results after they've used the filters?
User Search
Hello. I've set up a dashboard in which users can search for employees' names. The problem is that "All" is selected by default, and unless the user unclicks "all" before searching, users will actually end up unchecking the name that they are looking for. Is there a way to deselect "All" automatically when the user searches for a name? Or to have everything unchecked in the filter by default (but still include everything unless something is selected)?
Calculating new, churned, and rejoined customers
Hello, Does anyone know how to calculate churn, new, and rejoined customers using zoho reports. I currently use excel and vlookup to do this but I was wondering if there is a way to do it in zoho maybe using a query.
Track monthly recurring revenue
I have a CRM client using CRM Analytics. They track revenue in potentials with some custom fields that include: 1. Project value (non recurring) [Currency] 2. Contract term in months [Number] 3. Monthly Recurring Revenue [Currency] 4. Annual value (of recurring) [Formula(Currency)] Monthly Recurring Revenue * 12) 5. Total Contract Value [Formula (Currency)] (Monthly Recurring Revenue * Contract term in months) + Contract term in months Each potential also has contract start/end
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