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Zoho Reports - Online Help

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Zoho Reports - Online Help

 
User Manual & FAQ Video Demos & Tutorials 
  1. What's New?
  2. Frequently Asked Questions
  3. What is a Reporting Database?
  4. What is a Table?
  5. Import / Upload Data into Zoho Reports
  6. Upload Tool
  7. Charts
  8. Pivot Tables
  9. Sharing and Collaboration
  10. Publishing Options
  11. Managing Users
  12. Zoho CRM Advanced Analytics Add-on
  13. Salesforce CRM Advanced Analytics Add-on
  14. ManageEngine ServiceDesk Plus Analytics Add-on
  15. Advanced Reporting for Google Analytics
  16. Zoho Projects Advanced Analytics Add-on
  17. Zoho Bugtracker Advanced Analytics Add-on
  18. Zoho Reports for iPad
  19. Zoho Reports for Google Apps
  20. Creating Data Entry Forms for Zoho Reports using Zoho Creator
  21. Zoho Reports API & CloudSQL
  1. Zoho Reports Overview
  2. Zoho Reports Quick Overview
  3. Importing data into Zoho Reports
  4. Creating Charts in Zoho Reports
  5. Creating Pivot Tables (Cross Tabs or Matrix View)
  6. Applying Filters in Charts, Pivot & Summary View
  7. Creating Dashboards in Zoho Reports
  8. Auto-Join: Creating reports by joining multiple tables
  9. Creating a Query Table in Zoho Reports
  10. Sharing Options in Zoho Reports
  11. Publishing Options in Zoho Reports
  12. Zoho Reports for Google Apps
  13. Integrating Zoho Creator with Zoho Reports
  14. Scheduled Periodic Import - Explained using Zoho Creator 

Zoho Reports Blogs - Feature Posts

  1. How to Format Columns
  2. Conditional Formatting of Data
  3. Adding Formula Columns
  4. Printing of Reports
  5. Organizing Reports within Folders
  6. Pivot Table Features - Multi-column, Multi-data & Sorting Support
  7. Pivot Table Feature - Quarterly & Weekly Time Intervals
  8. Pivot Table Feature - Advanced Summarizing Options
  9. Using Query over Query
  10. Creating Reports Over Multiple Tables Using Auto-Join
  11. Automated Analytics
  12. Quickly Generate Similar Reports
  13. Data Cleansing Using 'Find and Replace'
  14. How to Make a Database Copy
  15. Dynamic Chart Filtering and URL Data type
  16. User Filters
  17. Cascading User Filters
  18. Fine-grained Sharing Permissions
  19. Sharing Reports with Filter Criteria
  20. Scheduled Emailing of Reports
  21. Creating & Sharing Dashboards
  22. Email your Dashboards as PDF
  23. Embedding Interactive Charts in Websites/Blogs
  24. Adding Interactive Reports to your (Zoho Show) Presentations

Solutions / How-Tos

  1. Comparision with Excel/Spreadsheet Reporting
  2. Moving data from in-house database / applications
  3. On-Demand vs In-premises Business Intelligence
  4. Reporting on Zoho Creator applications
  5. Analyzing Google Adwords Performance using Zoho Reports
  6. How to use Zoho Reports to Analyze Revenue
  7. Analyzing an RSS Feed with Zoho Reports (by Ryan Knight, in IBM DeveloperWorks Journal)


For clarifications/assistance:


Guest 975 - days ago 
How do I get a table from right to left?
zohodbhelp 975 - days ago 
Hi,

We assume that your question is about RTL language support (Right to Left language). Sorry, currently we do not support this. Please let's know if we have misunderstood your question.

You can write to us at support@zohoreports.com for any further assistance or clarification. We would be very happy to assist.

Regards
Janani
Zoho Reports
Raymond Kadalec 740 - days ago 
How do I 'fill the gap' when I remove a line item from my spreadsheet? Help?
Guest 739 - days ago 
i am new user pls help me

janani.t 739 - days ago 
Hello Raymond,

Please note that in Zoho Reports table, when you delete a row the entire row will be deleted and there will not be any space. Could you please send us your exact requirement to support@zohoreports.com to help us serve you better. Also please let us know the Zoho service (if it is not Zoho Reports) you are referring to.

Thank you for your time and we assure you the best of our service.

Sincerely,
Janani | Zoho Cares
janani.t 739 - days ago 
Hello,

Thank you for your interest in Zoho Reports.

Please sent us your exact reporting requirement to support@zohoreports.com. This will be useful for us to serve you better. Also, we would be glad to arrange a demo illustrating the features in Zoho Reports. We can discuss about your requirements and answer them quickly. If preferred, please do let us know a convenient date & time, along with your contact number.

Looking forward to work with you.

Sincerely,
Janani | Zoho Cares
Shihab Gamal 643 - days ago 
Dears ,
i wanna to make a report to evaluate the sales agent performance using the following columns :
column 1 :Agent name Column 2 : Achievement(sales) column 3 : Target (set Manually ) Column 4 : Percentage of achievement
need your help please .
Anand Narayanan 641 - days ago 
Hello Shihab,

Please share with our Support Team the database containing the table you wish to use for your report. You can do this by clicking the Share > Share To Support menu bar item. Please also mention the type of output you need the report to produce, and we'll try and create it for you.

Regards,

Anand N
Emma 588 - days ago 
Hi how can i change the colour of whatever report i make?
zohodbhelp 577 - days ago 
Hello Emma,

Sorry for the delay in response.
We assume that you want to change the color for the chart data series. You could easily do this in Zoho Reports.
To set the color of the chart with multiple data series refer here
https://reports.wiki.zoho.com/Customizing-a-Chart.html#Changing%20Chart%20Color

To set the color of the chart with single data series refer here

https://reports.wiki.zoho.com/Customizing-a-Chart.html#Borders%20and%20Colors

Regards
Janani
Zoho Reports
Mahadev 568 - days ago 
Hi,

i have Created the database which contain the 2 seperate Excel sheet, now i wanted to link the 2 excel sheet(join) and get the graph based on the data related to the 2 excel sheet.(Note: we have the one same name column in both the Excel)


in short :

i want to join the 2 excel sheet.

one excel contain one table information

and second excel contain the another table information.
janani.t 567 - days ago 
Hello Mahadev,

Good Day!

Zoho Reports does supports joining multiple tables and create reports over them. You could join tables using either the Lookup column or the Query table. Please refer to the below link for more details.

https://reports.wiki.zoho.com/Joining-Tables.html

For further clarifications on the same, please do write to us at support@zohoreports.com.

Sincerely,
Janani | Zoho Cares
Leon van Meel 422 - days ago 
Can the column width of summary/pivot tables be changed in an exported dashboard .pdf?
janani.t 414 - days ago 
Hello Leon,

We are sorry, you cannot set the width of the tabular data in the exported PDF.

To get a better visibility, we recommend you to follow the below.
# Export the Dashboard as Each report in a new page. This will accommodate the entire table in the specified paper size, without truncating any of the columns.
# Set the orientation of the page to Landscape and choose proper Paper size to accommodate your data. If you have numerous column and the page size is small, then we would decrease the width of the column to fit them without truncating.
# It is also recommended to choose the Paper Size to Auto.

Please let us know if you require any further clarifications or assistance.

Sincerely,
Janani | Zoho Cares
SUPERUSUARIO 404 - days ago 
How do I link a report to a specific project
janani.t 401 - days ago 
Hello,

We assume that you are referring to Zoho Projects. We do support synchronizing Zoho Projects with Zoho Reports, Please do refer the below page to know more on this.
https://reports.wiki.zoho.com/zoho-projects-connector-add-on.html

If this isn't you were referring to, then do elaborate us on what projects you wanted to link with Reports.

Sincerely,
Janani | Zoho Cares
arsene.tianhoun 394 - days ago 
Hi
Is it possible to copy a whole database content to another database?
janani.t 388 - days ago 
Hello,

Yes, it is possible to copy views from one database to another. This could be done with the same account or to a new account. Please do use the CopyReports API to copy the views. This will copy the reports, dashboard and table structure to the targeted database. You can import the required data into the copied table.

In case you are coping reports alone and not the tables, please ensure that you already have similar table with used columns in the targeted database.

For more details on how to use CopyReports API, refer to the link below.
https://zohoreportsapi.wiki.zoho.com/Copy-Reports.html


Sincerely,
Janani | Zoho Cares
kalyani.joshi 357 - days ago 
I want % or numerical value for e.g. in my data i have prepared a chart of citiwise companies in different domains--soo if i get 4 companies in 1 domain on 10 in other there is no difference seen in the chart-either the color or size should be different or % should be seen--
janani.t 354 - days ago 
Hello,

We are unable to get the exact scenario you are describing.

Zoho Reports does support color axis. To get the color or data label for your data series, please do add the corresponding column in the Color and Text shelves respectively. In case your requirements are different, then do share your data structure and the exact result you require to our support team at support@zohocorp.com.

Sincerely,
Janani | Zoho Cares
Srinivasan Narasimhan 287 - days ago 
Hi
I need to find the list of tasks which are not completed. In the tasks data table the status field of the data is not filled up where as i can see the task status in zoho front end. In addition how do it identify the tasks or activity which are not complete ?

Regards
Shrini
shrini@carprosystems.com, mobile :9766367147
Sailas Sundaram 277 - days ago 
Hi Srinivasan,

Thank you for your time during the screen-sharing session.

As discussed, please follow the below mentioned steps to include the 'Status' field for automatic synchronization.

1. Login into your Zoho CRM account ( https://crm.zoho.com )
2. Click Setup at the right-hand side top corner.
3. Select Apps & Add-ons.
4. Open Zoho Apps tab.
5. Select Advance CRM Analytics.
6. Click Settings.
7. Select 'Activity' module and make check mark on the 'Status' fields to include in automatic sync.
8. Click Save.

Please make a note that the field will be included from next scheduled synchronization. You may also enable the synchronization manually by following the below mentioned steps.

1. Login into your Zoho Reports account ( https://reports.zoho.com )
2. Goto your Zoho CRM database.
3. Click CRM Analytics > Data Sync Status > Sync now ( toolbar menu option ).

Further, you can identify the not completed task or activity using the 'Status' field in Zoho Reports. If you need any clarification, please let us know. We'd be glad to assist you.

Regards,
Sailas S
TOM RICHARDS 131 - days ago 
I NEED TO SEND GROUP EMAILS TO SELECTED INDIVIDUALS REPRESENTED BY LINES IN MY FILE. EACH LINE OR RECORD HAS AND EMAIL ADDRESS ASSOCIATED WITH IT. HOW DO I SELECT 20 TO 30 OF EMAIL ADDRESSES AND SEND THEM A GROUP EMAIL.

THANKS FOR YOUR HELP

TOM
saravanaprakash.t 130 - days ago 
Hi Tom,

Could you please elaborate further about your requirement.

Zoho Reports is a business intelligence service which would help you in creating reports upon your data and those reports could be sent to others as an e-mail. But if your requirement is to send some message to multiple e-mail ids then you could try Zoho Campagins available under the below URL:

https://www.zoho.com/campaigns/

We would be able to guide you appropriately after looking at your requirement. You could send your response as an e-mail to support@zohoreports.com.

Regards,
Saravanaprakash
Zoho Reports
taner.inci 123 - days ago 
Hello,

How do I add a file to the view in my Zoho reports table
vignesh.ns 122 - days ago 
Hi,

Greetings from Zoho Reports!

Kindly refer the below link to know about import options available in Zoho Reports. If you need further assistance, kindly send us a mail to support@zohoreports.com ,we will be glad to assist you.

https://reports.wiki.zoho.com/Import-Data-from-Files-and-Feeds.html


Regards
Vignesh
Zoho Reports!
vindujahareendran 45 - days ago 
Hi
I am a new user I want to drill down the charts and also add google map.

Regards
Vinduja
Hi Vinduja,

One of us will call you today, and will help you to set up a drill down chart. You can also write to support@zohoreports.com, for any further clarifications or assistance.

Regards,
Sathya V
Zoho Reports
vindujahareendran 45 - days ago 
Hi

Thank a lot

Regards
Vinduja
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