More Power to the Math Wizard in You – Aggregate Formulas

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Zoho Reports has long supported custom formulas, where you can define your own formula that involves two or more columns. These formulas are applied at the row level. Say there is Column A and Column B and you want a Column C which does string concatenation (combining texts). You can have a formula column defined as
concat(Column A, Column B).

There are scenarios where aggregation formulas (sum, avg, min, max etc) are to be applied at the column level. Here’s a real world example. In Google Adwords, Click Through Rate (CTR) is defined as (No. of Clicks)/(No. of Impressions). If you just go by averaging the CTR as Avg(CTR), you will end up with the wrong average value for the month, quarter or year. But if you let Zoho Reports know that CTR is actually sum(Clicks)/sum(Impressions) by using the Aggregate Formula, then you’ll arrive at the right values.

You can add an aggregate formula by using Add -> Aggregate Formula option in a table’s toolbar.

When creating reports (charts, pivot tables, summary views), you can use these aggregate formulas as you would use the regular columns or custom formula columns.

Here’s how the wrong and right approaches for averaging the CTR would look like.

Can you think of other scenarios where you can use the power of Aggregate Formulas in Zoho Reports? Let us know in the comments.

Analyse your Business Reports – Now in 9 Languages!

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是否需要深入查看您的销售人数?
Besoin d'informations plus détaillées sur vos données Google Adwords?
Möchten Sie analysieren, wie sich Ihr Umsatz nach Produkten/Regionen entwickelt hat?
Mi chiedevo come stia andando ciascuna delle sue campagne di marketing?
サイト・トラフィックの分析が必要ではありませんか?
Gostaria de acompanhar continuamente a métrica de desempenho dos seus colaboradores?
¿Necesita un análisis profundo de los indicadores de sus finanzas?

We humans usually tend to think and question in our native language. And then we convert those thoughts to the language we want to speak in. As a non-native speaker of English, I hear this advice quite often:

If you want to master English, think in English.

But asking everyone to change their way of thinking is not possible/fair. When it comes to using a product, how nice would it be to experience the UI not just in English but to have it in your own native language?

Whatever language you are asking your business questions in, Zoho Reports now makes it a bit easier for you. Yes, Zoho Reports’ UI is now available in 9 different languages – Chinese, English, French, German, Italian, Japanese, Portuguese, Portuguese (Brazil) and Spanish.

If you are a speaker of any of the above languages and have your browser’s locale set to your native language, you will see the Zoho Reports UI in that language. In case you have a different language setting in your browser, you can go to https://accounts.zoho.com and change to your native language there.

Try Zoho Reports in your own native language. Let us know how the experience was and what more languages you would like support for.

ps: The questions at the beginning of the post in English.

Need to drill down deep into your sales numbers?
Need insights into your Google Adwords data?
Want to analyze how your sales has performed for different products/regions?
Wondering how each of your marketing campaigns are faring?
Need to analyze your website traffic?
Like to continually track your employees' performance metrics?
Need an in depth analysis of your finance numbers?

TeamSupport.com integrates Zoho Reports

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TeamSupport.com, provider of web-based customer support and help desk software solutions had earlier integrated with Zoho CRM. Now, TeamSupport.com’s integrated with Zoho Reports too. With this integration you can create custom reports and dashboards on a variety of TeamSupport data – tickets, ticket status history, portal logins, KB traffic and chat requests – and share them throughout your organization.

Read more about the TeamSupport.com – Zoho Reports integration.

If you are an Independent Software Vendor (ISV) like TeamSupport, you too can take advantage of Zoho Reports’ reporting capabilities, and make it the reporting module of your product/service. We offer a white label solution too that you can use for making your own private labeled (re-branded) reporting solution for your clients. Read more.

Zoho Reports: Email your Business Dashboards as PDF

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Creating business dashboards have always been easy with Zoho Reports. Dashboards thus created can be shared and accessed from web URLs. But you may have clients (or colleagues) who would like to view the dashboards as PDF files. Now, how nice would it be if your dashboards were to be emailed as beautifully formatted PDFs with your own company’s logo?

Till recently, it was possible only for individual reports to be exported/mailed as PDF. Now, dashboards can be exported/emailed as PDF too.

You can even schedule the dashboard PDF files to be emailed at regular intervals using the scheduled emailing of reports feature.

Note: The PDF generation is optimized for charts. Just make sure that the dashboards you convert as PDF don’t contain large data tables.

Case Study: Measuring Marketing Effectiveness with Zoho Reports

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An important part of every marketer’s job is to know how each of his/her campaigns are performing. “What’s the ROI (return on investment) from this campaign?” is a question in every marketer’s mind. Based on that, the marketer proceeds with making decisions on which campaigns to continue and which ones to stop.


Chris Swanson is the owner of BMA Marketing, a firm that manages paper coupon programs for bowling centers. As a marketer, Chris was interested in knowing the returns each of his campaigns generate. He not only studies the returns, but also shares the info transparently with all his clients. This is crucial for his clients as they get to know how the coupon campaign that Chris is running for them is performing.

For analysis and easy sharing of the marketing campaign info, Chris tried various options but each had their own difficulties. He searched for a solution that will allow him to share the campaign results with his clients in the easiest way possible. And he finally zeroed in on Zoho Reports. Says Chris,

The thing I like most with Zoho Reports is the ability to have my reports hosted on the web instead of having to create reports using PDF files or other formats that must then be attached to emails and sent to clients who may or may not be able to even open the file. Now I simply email my clients a URL that they can click to instantly view their own custom Zoho report.

Read in detail about the problems Chris faced, the ideal solution he was searching for and how Zoho Reports became the answer for him and his clients to know how their coupon campaigns are performing.

The Smart Way to Share your Business Reports

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Consider this. You have created a beautiful monthly financial report using Zoho Reports, that you need to share with your CEO and the various business heads of regions. The CEO would like to see the data across regions while the regional heads would like to see the data from his/her own region alone. Previously, you would have made multiple copies of the report you created and shared a report each, to your CEO and to each business head. Now, this has been made simpler. You can apply filter criteria for each of the users you are sharing the report with and achieve it all with just a single report. This brings in two big benefits:

  • Avoid unnecessary crowding of reports due to duplication
  • More fine-grained control over data that is being shared

Filter Criteria‘ is accessible from the Sharing wizard. You can refer to the help documentation here. Use the new sharing filter criteria in Zoho Reports and see many of your old duplicated reports all cleaned up. Let us know how it goes.

Visualize your data better: Conditional formatting and more!

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A chart makes it easy to see a trend over time or to compare how different figures stack up. To achieve a similar effect with plain tabular data is difficult, but not impossible! That’s what conditional formatting in Zoho Reports achieves.

Conditional Formatting of Tabular Data

You often see conditional formatting applied to financial data, where positive values are typically in green and negative values in red. A similar example below, where we show the best ‘CTR’s in green, the bad ones in red and the intermediate ones in yellow. You can apply color to the cell background and to the font (‘Clicks’ column in the below example).

Definitely easy to identify outliers and easy to comprehend, right? Zoho Reports now supports conditional formatting in base tables and query tables. We will be extending it to pivot and summary tables soon. You can access conditional formatting by right-clicking on a column.

Area and Stacked Area Charts

We have been continuously adding new chart types. The latest ones to come in are area and stacked area charts.


Try conditional formatting and area charts in Zoho Reports and let us know your feedback comments.