What's New in Zoho Reports
Trail on Zoho Reports feature and service evolution.
Support for Inventory Modules in Advanced Analytics for Zoho CRMAdvanced
Analytics Add-on for Zoho CRM now supports analytics on inventory
modules data. With this, you can configure to synchronize data from the
following inventory modules into Zoho Reports reporting database while
setting up the add-on.
- Invoice Line Items
- Price Books
- Purchase Orders
- Purchase Order Line Items
- Quote Lines Items
- Sales Orders
- Sales Order Line Items
users can synchronize the newly supported modules by editing &
saving the setup again. You can edit the setup either from Zoho CRM or
Zoho Reports. You can choose to include or exclude the line items (for
quotes, invoice, sales order and purchase order) using the Include
(module name) Line Items Fields checkbox in. For more details on how to
edit setup, refer here.
Support to Edit Advanced Analytics for Zoho CRM Setup from within Zoho Reports
Now you can edit Advanced Analytics setup from within Zoho Reports too. To edit setup click CRM Analytics > Edit CRM Setup from the Explorer tab of the Zoho CRM Advanced Analytics database.
Advanced Summary Functions support on Aggregate Formula
Zoho Reports now supports applying Advanced Summary Functions (Windowing functions) even over Aggregate Formula while creating reports. So far when you use an Aggregate formula in a report, you will not be able to apply other functions on the formulae. The function will always be selected as 'Actual' and cannot be modified. Now you can apply other windowing calculation such as Running Total, Difference form, Moving Calculation etc.,
Configurable Join support for report creation
Zoho Reports now allows you to choose between Left or Right type join while creating reports (Charts, Pivot Table and Summary View) over related (linked) tables. This option will provide much more flexibility in creating reports.You can find this option in the Table Relationship dialog.
- Left Join - Report will be computed with all the rows from the child table (left) and only the matching rows from the parent table (right). Matching is done based on lookup columns defined between child & parent tables. This will be the default join type.
Right Joint - Report will be computed with all the rows from the parent table (right) and only the matching rows from the child table (left). Matching is done based on lookup columns defined between parent & child tables.
Let's say you have joined Employees (parent table) and Tasks Completed (child) tables through a Lookup column Employee Name. If you want to create a report to show the tasks completed by each employee.
Left join will return all employees who have 1 or more completed tasks in their name.
Where as Right join will return all employees, including those with no completed tasks at all.
Announcing Zoho Reports 3.0
The much awaited Zoho Reports 3.0 is now here. Zoho Reports 3.0 is sleek, responsive and feature-packed.
user interface has been completely revamped. Zoho Reports 3.0 offers an
enhanced user experience, designed for power users and beginners alike,
to quickly and easily create fabulous reports.
connectors for popular business applications including Salesforce,
Google Analytics & ManageEngine ServiceDesk Plus have been added to
the existing robust set of data connectors.
Apart from the above,
Zoho Reports 3.0 comes with lot other interesting features like
exploratory drill down, KPI Widgets in dashboards, organizing and
sharing reports as Slideshows, visualizing and understanding your
database models through Model diagrams etc.
Watch what's new in Zoho Reports here
Jan 02, 2015
Copying a Table
With this new feature form 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 look up columns of the original table. On copying, all formatting, formulas etc. will get retained in the new table.
Advanced Analytics Add-on for ServiceDesk Plus
Zoho Reports now provides an advanced analytics add-on for ManageEngine ServiceDesk Plus. With this add-on, SDP customers can create fine-grained reports with easy drag-and-drop actions, without writing database queries. The add-on also comes pre-packed with 80+ useful reports and dashboards. With this add-on you get simplified KPI tracking and analytics for improved decision support in IT service desk operations.
Conversion rate in Funnel Charts
Find the above features under 'settings' in chart view.
- 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.
Other Chart Enhancements
- 'Sorting' option has been added to both pie charts and web charts.
- While plotting a pie chart you can now show both the percentage and actual value as data labels.
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.
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.
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.
Support to Select a Range of Filter Values
Now Zoho Reports allows you to select or unselect a range of filter values using the Shift and click. This will reduce the tedious work of selecting the individual filter values and allows you to select multiple values together. This option is available for Filters and User Filters with Actual Values.
Setting on how to display Null/Empty values in reports
Zoho Reports now provides an option to specify how to display null/empty values in your reports.
So far in Charts, Pivot Table and Summary Views, when there is a null or empty value in the underlying data, it will be displayed as Unknown or No Value. Now you can specify the value to be displayed in the report for these data points. This option will be available as part of the Settings section.
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 Add-on for Zoho CRM
Analytics Add-on for Zoho CRM now supports analysing your Potential
Stage History. You can avail this by selecting the Include Potential Stage History fields
checkbox when you setup the Advanced Analytics Add-on. The Potential
Stage History data will be added as a new table in Zoho Reports
You will also get insightful default reports
and dashboard for your Potential Stage History such as Momentum of a
Winning Deal, Momentum of a Winning Deal vs Lost Deal, Stage Duration
for a Winning Deal and Stage Duration for each potential.
You can slice and dice your stage history data by creating your own reports over the Potential Stage History table.
||Support to Import XML Format
Zoho Reports now supports importing data from one more important file format, the XML. You can do this by setting the File Type as XML and then upload the XML data in the Import Wizard.
||Support to Set Parameters for Web URL while Importing Data
Reports New 3.0 Interface (which is currently in beta) now provides an
option to set Get or Post parameters for the Web URL from which you are
importing data. You can set up to 20 parameters for your import URL.
feature will especially be useful for importing data from URL protected
by Authentication systems like Token Authentication as you can pass the
authentication information as parameters to the Web URL.
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 delete option in Charts custom sort dialog to remove the values that are no longer available in the underlying data.
Enhancements in Advanced Analytics Add-on for Zoho Projects
Advanced Analytics Add-on for Zoho Projects now provides the following new options.
- Import New Projects Automatically - Selecting this option will add data from any new projects that you create in Zoho Projects automatically into Zoho Reports reporting database without any manual intervention. With this you need not edit the synchronization setup each time you add new projects to sync them for reporting purpose.
- Retain Archived Projects - Selecting this option will retain the data from old projects that you have archived in Zoho Projects in Zoho Reports. With this option data from your archived projects will continue to be available in the reporting database for your analysis & reporting.
Support to Block E-mailing Reports with No Data
Zoho Reports now provides an option to stop sending the reports if there is no data for the corresponding report. This is available when emailing individual Table, Query Table, Charts, Pivot Table, Summary View and Tabular View.
With this feature, you can ensure that the E-mail will be sent only when report has data. For example, you have created a report to get the pending tasks from last week and schedule to send this to the sales persons every week. When there is no pending task, the report will not be sent for that week alone.
Support to Export Column Description
Now Zoho Reports allows you to export the column description when exporting to an Excel files (both XLS and XLSX format). By choosing this option the column description will be exported as a comment for the column header in the exported Excel file.
Support to Publish with Filter Criteria
Zoho Reports now supports Filter Criteria option while publishing the views. With this feature, you can apply a filter criteria to display the filtered data in your embedded view or published Permalink as needed.
Support to Share Folder
Now Zoho Reports provides an option to share the views in a folder. This will reduce the tedious work of selecting the views from the entire views list available in that database, when you share them.
Support for Cases Modules in Advanced Analytics Add-on for Zoho CRM
Advanced Analytics Add-on for Zoho CRM now allows you to synchronize data from the Cases modules. With this, you can configure to synchronize data from Cases modules into Zoho Reports reporting database.
This module will be synchronized for all new users setting up the Advanced Analytics Add-on. Existing users can synchronize the newly supported module into Zoho Reports by saving the setup again. For more details, refer here.
Support to view Row Count in Databases
Zoho Reports now displays the number of rows used in each of your reporting databases. You could view this from the Subscription page, in the Manage Users tab and View by Databases. This will be beneficial in managing your plan usage & upgrades proactively.
Enable Reporting for NoSQL Databases
Zoho Reports now enables you to analyze your data stored in NoSQL databases. You can connect and upload data from the following databases using Upload Tool and apply advanced reporting options in Zoho Reports over your data.
- Apache Cassandra
- Apache Hadoop Hive
- Cloudera Hadoop Hive
- Hortonworks Hadoop Hive
To know how to upload data from your NoSQL databases, refer to the help section here.
We have also tested connecting the following relational databases using Upload Tool through JDBC driver to enable data upload for reporting.
- HP Vertica
- SQL Anywhere
- Progress Openedge
- Mimer SQL
To know how to upload data from your Relational databases, refer to the help section here.
Similarly, you can now connect to databases hosted in Amazon RDS and upload the same into Zoho Reports to enable reporting over the same. To know how to upload data from your database in Amazon RDS, refer to the help section here.
Enhancement for Pie and Funnel charts
The following enhancements are available in the Pie and the Funnel Charts.
Multi Y Support
Zoho Reports now offers Multi Y Axes support. With this you will be able to compare data from multiple columns in Pie and Funnel.
Customize Data Label
Now you will be able to set whether to display the percent or value as data label over the corresponding section. You could also choose to remove data label.This is available in the Settings option.
Enhanced Dashboard User Filter
Zoho Reports Dashboard User Filter will now filters tabular data too. So far when you add a user filter for your dashboard, only data from Charts, Pivot Table and Summary View will be filtered. Now Tables, Query Tables and Tabular View included in the dashboard will also be filtered.
Query Table Function Enhancement
Query Table now provides Interval support for the following functions. With this you will be able to add or subtract required time interval to your data column.
Account Usage Notification
Now Zoho Reports allows you to configure mail notifications to monitor your account usage. This will notify you when your account usage crosses the threshold limits you have set for rows and users. This will be beneficial in managing your plan usage & upgrades proactively.
|Changes in Advanced Analytics Add-on for Zoho Projects
Supporting Bugs Module
Advanced Analytics Add-on for Zoho Projects now allows you to synchronize data from your Bugs module. Users who have purchased the Bugs module in Zoho Projects, can choose to synchronize data from bugs module into Zoho Reports for analysis and reporting. Also, we have added 20+ insightful reports & dashboards over Bugs module for your convenience.
You can synchronize this by selecting the Bugs checkbox in the Import dialog. You could also choose to add this in the existing reporting database by editing the setup by clicking Zoho Projects Edit setup in the toolbar option.
Timesheet module is no longer a mandatory module to be synchronized. You could choose to include or exclude this from your reporting database as needed.
Support to Import from Cloud Storage/Drive
Zoho Reports now allows you to import data from different Cloud Storage/Drive to start with your reports and analysis.
You could import data from the following services.
- Zoho Docs
- Google Drive
|Added Custom Formula
Zoho Reports now supports STR_TO_DATE function for creating custom formula to convert a text column with date into a date column.
|Enhancement for White Label site Home Dashboard
The White Label site home dashboard is been enhanced now. So far, views from a single database alone can be added in the home dashboard. Now you could configure to add views from multiple database as needed.
Also, you could configure to display all the shared views of your users in their home dashboard.
To get this configured for your White Label site write to us. We will get this done for you.
Improvements in Lookup Column
Now Zoho Reports has enhanced the Lookup column feature by adding a new option to handle parent table data deletion.
Setting this option will not delete (retain) the corresponding rows in the child table even when data is deleted in the parent table. Also enabling this option will provide much higher performance in data uploads into this table when compared to others options and hence its highly recommended
From now on this will be the default option. You could enable this option for the existing Lookup Columns using the Edit Lookup Setting option in column right-click menu.
Enhancements to Multi-view Exports
The following convenience options have been added for selecting views in Multi-view Export:
- Sort - Allows you to sort the views list in Alphabetical or by view type.
- Search - Allows you to easily search for views
- Select by View - Allows you to select views by view type.
- Selected View Display - The Selected views will be displayed now in a separate pane on the right for better segregation and easy ordering.
More API Supports
Zoho Reports now supports the following APIs.
- Add Column - Add a column in a table in Zoho Reports.
- Rename Column - Rename an existing column in the table
- Delete Column - Delete an existing column in a table