2010: What's New in Zoho Reports?
Trail on Zoho Reports feature and service evolution.
December 28, 2010
December 16 , 2010
December 03 , 2010
July 17 , 2010
May 17 , 2010
April 29 , 2010
April 8 , 2010
April 01 , 2010
March 09, 2010
Febraury 09, 2010
January 16, 2010
Dec 28, 2010
Sorting of Charts has been one of the most requested feature in Zoho Reports. Now you can sort the data points plotted on the chart along the axis labels. When your chart contains a Category (String) or Date column in either X or Y axis and you want to sort the chart data in either ascending or descending order by its axis, then you can do that with the sorting feature.
Zoho Reports introduced the support for User Filters in reports recently. In the first release it did not support including numeric columns in user filters of your reports. Only Date and Categorical columns where supported so far. Now you can also include numeric column based users filters in your reports.
To include a numeric user filter in a report, open the corresponding report in Edit Design mode, drop the required numeric column to be included in the User Filter tab. By default it will add the numeric filter as a slider.
You can edit the settings of numeric filter when you mouse over the filter column and click the Edit link. You can set the Display , Function to be applied, Component type to use (Slider and Multi-select combo are supported) and click Finish to apply the settings on the filter.
Zoho Reports now provides you with an enhanced and improved color picker for customizing the colors used in Charts. The new color picker provides a larger array of colors to pick from and options for specifying color as a RGB value. The color picker appears when you customize the legend color and when you define the color of Thresholds in a chart.
Dec 16, 2010
Till now CSV/TSV data accessible from Web URLs could only be scheduled for periodic import of data. Now Zoho Reports supports scheduled periodic import of data in XLS and HTML formats accessible from Web URLs.
When you export data from Zoho Reports in XLS file format, the maximum number of cells (contained in the data) allowed was 100,000. Now the limit has been increased to 1 Million cells.
Dec 03, 2010
Previously, when you create reports (Charts, Pivot tables, Summary views) you can only use columns from a single table in the report designer. If you wanted to create a report with columns that spanned across tables, a Query Table was to be created first. Then over this Query Table created you can create the report required.
With the new Auto-join feature this process has been simplified and you can now create reports easily using columns from multiple tables, in much the same way as you create reports over a single table.
After you create a Pivot/Summary View, you can now rename columns displayed.
To rename a Column
Nov 18, 2010
Previously, the only way to delete filtered rows was to delete a single row at a time. Now, Delete button has been provided under Filters option to permanently delete all filtered rows from your table.
Date format in Change datatype dialog
So far while changing a column's data type to Date in your table, you cannot set the date format if Zoho Reports fails to recognize the date format contained. Now using the Set Date Format option in the Change Data Type dialog box, you can not only select the Date format from the provided list, but can also type your own custom format.
Remembering Import Settings
While importing data in to your table, Zoho Reports saves data import settings like format, column names and other settings you have selected for later use. These settings will be the default settings when you import data in to the same table again. This can speed up your routine, if you frequently upload data files in to the table with same settings.
Oct 14, 2010
Zoho Reports has provided many export options (csv, html, pdf, zip) for both charts & data. From this update, you can export tables as Microsoft Excel (xls) files too. In Tables and Query Tables, when you click on Export -> Export this View, you'll see a new As XLS option.
Domain Rebranding / Whitelabeling (Beta)
Zoho Reports has offered a way to customize your logo in the UI and in the exported reports. Now we have extended this basic rebranding feature to full-fledged whitelabeling / domain rebranding. Salient points of this new beta feature include:
Minor Updates / Issue Fixes
September 9, 2010
From now on, viewers consuming your reports are more empowered, thanks to the newly introduced User Filters. View Mode Filters allow report viewers to filter and see charts for specific data ranges easily.
Once a view mode filter is chosen and the view saved, you'll see it appear in the View Mode. Viewers of a chart can easily choose the filter values to be applied from the drop down.
Aug 25, 2010
Say you share a report/table to another user. You now have the option to specify if that user in turn can share that report/table to other users. When a table is shared using this option, the shared user can in turn share the reports he/she created over that table (child reports) to other users.
You'll find this new sharing option in the Share dialog box, Share -> Share this View to New Users -> Permissions
Jul 17, 2010
Numbers can now be displayed according to the browser locale settings. Let's take a number like 128896.98. When 'Apply User Locale Settings' is chosen, it will be shown as 123,896.98 in the USA and as 123.896,98 in Germany. Users can change this default behavior and have the numbers displayed in the way they want, too.
When a view is shared to the public using the Share -> Make this View Public option, the dialog that comes has been made much simpler and easily understandable. Whether the database is to listed in the Zoho Reports Public Databases page is now shown as a check box (earlier, this option was a text link hidden in a paragraph of text).
May 17, 2010
You can now set threshold markers in a chart for better visualization of your key performance data. You can add a maximum of 4 threshold values and also name each of these thresholds too.
Click on 'Settings' option of a chart and you'll see a new 'Thresholds' tab in the dialog for creating thresholds.
In pivot tables, you can now show/hide the various sub & grand totals, providing more control in customizing the pivot table views. The options available are to show/hide
- Row Grand Total - the grand total for each row
- Column Grand Total - the grand total for each column
- All Subtotals - all subtotals within the pivot, other than the row/column grand totals
April 29, 2010
Previously, you can export (save a copy to your desktop) multiple tables or reports only as pdf. Now we have enhanced this with a couple more options. From the Export -> Export Multiple Views menu, you can choose multiple reports/tables and export all of them as 1) a pdf, 2) a zip file consisting of csv files (each csv corresponding to a report/table view) or 3) a zip file consisting of image files (each image corresponding to a report view).
April 8, 2010
Previously, data that can be imported using the user interface was 3 MB or 100,000 rows. Now, we have increased this limit to 10 MB or 500,000 rows.
April 1, 2010
Previously, the shared user (in case of private link sharing) and the public viewers (in case of public sharing/embed) can only see the reports/tables being shared. Now, if the person who shares enables the 'Export' and 'View Underlying Data' options, private/public shared users can not only view but also export, see the underlying data.
Previously, reports and tables in a database can be made public/private only in the 'Explorer' view. Now the options have been brought inside the table/report view's 'Share' menu itself. You can enable/disable public/private sharing and edit sharing permissions for private/public views.
In 'My Home', where all your reporting databases are listed, each database now has the following info - 1) how many users it's shared with 2) whether it's got multiple database owners and 3) whether it's been made public.
March 9, 2010
'View Underlying Data', the drill-down function in Zoho Reports, now has the 'Export' option added. You can now export the underlying data of a chart or pivot table as a CSV, PDF or HTML file. When sharing a report, if 'View Underlying Data' and 'Export' permissions are given, the shared users will also be able to see/export the underlying data.
Other than the above, there's a usability enhancement to the 'View Underlying Data' pop-up too. It can now be re-sized, maximized and restored.
The embed HTML code snippet (used for embedding Zoho Reports in your intranet, website or blog) now includes the option of where to place a chart's legend. Options available are - Right, Left, Top-Right, Top-Center, Top-Left, Bottom-Right, Bottom-Center, Bottom-Left and Hidden.
February 9, 2010
A new chart type, Funnel Chart, has been added. In Funnel chart, your data gets sorted as a funnel automatically with the highest value at the top and the lowest at the bottom. In an upcoming update, the Funnel chart will further get enhanced, letting you arrange the values in the funnel.
You can find the new Funnel chart option under Pie charts.
You can now choose where to place a chart's legend. Options available are - Right, Left, Top-Right, Top-Center, Top-Left, Bottom-Right, Bottom-Center and Bottom-Left. The chosen legend position gets retained when a chart is exported as pdf/png. You can access the legend settings from Settings -> Legend -> Legend Position for the chart selected.
Also you can choose a different legend position when the chart is embedded as part of a Dashboard.
Previously, dynamic filtering can be done only for charts with single y axis. With this update, you can do it for multiple y axis as well.
January 16, 2010
- Users now have the option to export the reports (as pdf, html, png etc) that are shared to them
- When a table gets shared, users can now export the reports that they create over the table.
- Both the above cases hold true only when the Export Data option is checked when sharing.