What's New

What's New in Zoho Reports

Oct 5, 2018

New settings to customize Interactions in Dashboards

 

As part of Zoho Reports 4.0 release, we are introducing a new set of options to customize the interactions in Dashboards. You can customize the following:

  • Enable or disable drill down option for all charts in dashboard.
  • Enable or disable view underlying data option for all reports in the dashboard
  • Provide sort option for all grid views such as Table, Pivot etc., in the dashboard
  • Enable or disable the Show/Hide Columns option for all tabular views such as Table, 
  • Enable or disable the contextual options menu, when you hover over each report in the dashboard.

These options are available only in the new 4.0 interface, which is currently in beta. More exciting dashboard enhancements are awaiting in the Zoho Reports 4.0 release.  Stay tuned...

Sept 19, 2018

New Advanced Summarizing Functions for Pivot Table

Zoho Reports now supports the following advanced summarizing functions in Pivot Table to enhance the analytical ability.

  • % of Row in Group  - Displays the data in each cell as a percentage of the total value, of each row within a group. 
  • % of Column in Group - Displays the data in each cell as a percentage of the total value, of each column within a group. 
  • Lookup Value - Displays the data in each cell by fetching value from any of Previous/Next/First/Last cell, based on the Base Field selected.

Click here to learn more about the advanced summary function for pivot.

Sept 14, 2018

Cool Preset Themes for Dashboards

Zoho Reports now introduces a set of six cool preset themes for Dashboards. These elegant preset themes applies specific colors for every element in the Dashboard with single click. Previous Dashboard themes were single color based. 

Customizing themes has also been enhanced now. The entire dialog has been revamped. A new magic band option, to auto suggest matching colors for all elements based on the selected Dashboard background color, has also been added. This allows you to quickly setup a custom theme for your dashboard.

Learn More.

Sept 4, 2018

Share Selective Columns from your Tables

Zoho Reports now allows sharing selective columns from your data table to your users. 

So far when you share a table all the columns will be shared to the user. Now you can choose columns to be shared. This enables you to control what data your users get to see and create reports upon. This will particularly helpful in case you have sensitive data in your table.

Click here to know how to share selective columns

Merging User Filters

Zoho Reports now allows you to merge multiple user filters (Text Column) into a single a filter. The below animation shows merging User Filters.

Merging User Filters is pretty useful when you have a dashboard with reports created over similar columns from different tables.

So far, the Dashboard User Filters are bound to a specific column in a table and will only filter the reports based on them. 

Now, this can be overridden. You can map similar columns into a single User Filter to filter all reports using the Merged User Filter. This avoids the tedious process of adding multiple User Filter and filtering the dashboard back and forth.

Only user filters which are based on Text column types (categorical columns) can be merged. 

Click here to know how to use the Merging User Filters option.

Configure Lookup Path

Zoho Reports now allows you to customize the join path to be used for a report. 

You might have joined multiple tables using various Lookup columns in your Workspace. When creating reports,  Zoho Reports will use the appropriate Lookup column (Lookup path) created between them and generate the report using the auto join capability.

However, in some cases this might not suit your specific need. To address this, Zoho Reports allows you to choose the appropriate Lookup path between tables to be used for report creation using the Configure Lookup Path option. 

To know more on this refer, to the Customise Lookup path section. 

Revamped Share and Formula Dialog interface

We have completely changed the User Interface of the share and formula dialogs for an enhanced user experience. 

Share Dialog


The new Share dialog allows you to quickly share any view as well as customize the necessary settings. For more details refer to the Sharing Views to Users section. 

Formula Dialog


The new Formula dialog allows you to construct the formulas quickly by providing a wider editor space and easy access to insert functions and column. It also provides a powerful search option to search across the functions and columns available. For more details refer to the Adding Formula section. 

Aug 10, 2018

Important Terminology Change

We are doing an important terminology change in Zoho Reports today. 

Database renamed as Workspace 
From now on Reporting Database will be renamed as Workspace. You can learn more about Workspaces here

Database Owner renamed as Workspace Administrators 
The role, Database Owner (DB Owners) has been changed to Workspace Administrator. With this change, the user roles in Zoho Reports will be referred as follow. 

  • Database Owner will be referred as Workspace Administrator.
  • Admin will be referred as Account Administrator.

To learn more on user roles in Zoho Reports, refer here

Note: This is just a terminology change and will not affect any of the existing functionality. 

If you have any questions please write to us at support@zohoreports.com.

Aug 10, 2018

User Access Log Details

Zoho Reports now enables you to track the activity of all users in your account, from administrator to public users, through Audit Logs

A reporting database will be automatically created in your account and the activity logs will be updated in this reporting database. You will also get an insightful Dashboard, the Access Log Analytics capturing the essentials of user activity such as Daily Access Trend, Access Count by View Type and by Users, etc.

This option is available for all paid plans of Zoho Reports. You can choose to log the users' activities in your account using the Access Logs toggle button in the Settings page Audit tab. Click here to learn more on this. 

July 31, 2018

Enhancements in Exporting 

Exporting in Zoho Reports has been enhanced with the following options.

Exporting into Zoho Sheet

Now Zoho Reports supports exporting Tables, Query Tables, Chart, Pivot Table and Summary View into Zoho Sheet

For Chart, Pivot Table and Summary View you can either choose to export the underlying data or the summarised data of the current view into your Zoho Sheet account. 

Exporting Personal Data

Zoho Reports takes additional care in handling your personal data. From now on, columns marker as personal will be excluded from export by default. This avoids accidentally sharing the personal data with others. However, you can choose to export them by explicitly selecting them. 

Emailing Reports - Configurable From Address to handle DMARC 

Until now, the reports that you mail from Zoho Reports will be sent to the specified users from your email address. 

In case your receiver has set up DMARC for mail sender validation, then these emails might be blocked or sent to spam. To avoid this, you can choose to mail the reports directly from Zoho Reports common mail address (notifications@zohoreports.com). You can select this in the From field on Email Setting page. 

July 24, 2018

Enhancement for Dashboard User Filters

Now User Filters in the Dashboard will be anchored as you scroll.

So far the User Filters will be available in the place you have added them in the Dashboard. When you scroll down the Dashboard the User Filters will be hidden. 

Now they will be retained till the end of the Dashboard while scrolling. This allows you to quickly access the User Filter when required.

Support to Pick Location for Geo Data


From now, Zoho Reports provides a Location picker to resolve the locations which are not identified due to mistakes in the data. 

Previously you need to provide the Latitude and Longitude of the location to identify the location for Geo data. 

From now you can easily pick the location using in the Location Picker map. This also provides a field to search the location in the map.  Click here to learn more on this. 

Enhancements in Teamworks Projects Advanced Analytics

Now Zoho Reports allows you to import data from projects across Companies in Teamworks Projects into a single reporting database in Zoho Reports. 

Previously, you need to create multiple databases to import data from each company. Click here for more details. 

 

July 5, 2018

Zoho Reports Release 4.0 Beta

We are delighted to announce the new Zoho Reports Release 4.0 Beta. Your favorite Zoho Reports now comes with a fresh new-look and exciting features. 

The new Zoho Reports 4.0 includes the following features:

Dashboards in Single Click
The UI has been completely revamped focusing on easy navigation. Now you can access any dashboard in a single click using the Preview Cards.

Easy Navigation
The main navigational elements are made bolder and bigger now. The analytics elements are organized into three categories (Dashboards, Reports & Data) for easy accessibility. 

Geo Map Charts *
A new and very useful chart type - geo map chart - is now available. It allows you to plot location data on geo  chart. Learn More.

Dark Themed Dashboards *
Other than light themes, dashboards now come with six cool dark themes. You can also customize the themes to fit your look & feel needs. Learn More.

Colored KPI Widgets *
KPI widgets need not only be white anymore. You can now set solid background colors. When combined with a dark themed layout, this gives your dashboards a more appealing look. Learn More.

Zoho Reports on-premises 
We are also introducing an on-premises version of Zoho Reports for private network or private cloud deployments. You can download it from here - https://www.zoho.com/reports/onpremise-download.html

Those are just some of the major changes done in Release 4.0 Beta. As you use the product to visually analyze your data, you will come across a lot more features.

 

Not just that, more new exciting features are in development which will be rolled out as part of Release 4.0 public release. Stay tuned...

To access the New Zoho Reports 4.0, login to your Zoho Reports account at https://reports.zoho.com, click the Try 4.0 button at the top right. You'll get switched to the 4.0 version (This will not be enabled for trial users. You can avail this once the trial period ends).

Please do give Zoho Reports 4.0 Beta a try and let us know what you think. Post them to support@zohoreports.com. Looking forward to your valuable feedback....

* - Some of the features were already enabled in the existing UI. 

June 12, 2018

Split Column Option for Data Preparation

Do you have a concatenated values in your columns which you want to split for making better sense of your data and analytics? A simple example is splitting a customer name column as a first name and last name. The new Split Column option helps you do this exactly. 

The Split Column option allows you to split the value in a column into multiple columns based on a separator. This can be applied over the columns with data type Text, Multi-line Text, Email and URL. The split columns will be created as Formula columns with string data type. 

To learn how to split a column refer here

 

June 7, 2018

Importing from MS Access Database using Import Wizard

Now you can import data from the MS Access database files you have stored in Local Drives, Web URLs, FTP servers or Cloud Drives right from the Import Wizard in Zoho Reports user interface. Previously MS Access database files can be imported only using the Upload Tool.

You can choose ‌a Single table, Multiple tables or write a custom SQL query to fetch the data for importing. You can schedule the import in periodic intervals if the Access database files are stored in a Web URL or FTP server or Cloud Drives. You can also choose to sync data instantly from your database in a few clicks. 

To learn how to import data from MS Access database files, refer here.

Importing from Secured Web URL with OAuth authentication

So far you can import data from authenticated Web URLs which supports only basic authentication system. Now, this has been enhanced to support import data from Web URLs using OAuth 1 and OAuth 2 authentication system.

Click here to learn more on this. 

Supporting Dynamic Parameter in Web URL Import

With this update, you can set dynamic values for the parameter while importing data from Web URLs. You can specify Current Date, Current Time and Current Date & Time as a dynamic value for the parameter of the import URL. 

Learn how to set dynamic value for import parameter from here.

New Options in Importing from Email Attachment

Zoho Reports now provides the following new options for Importing from Email attachment:

  • How do you want to Import? - This allows you to specify how to import data on subsequent data import.
  • On Import Errors - ‌This allows you to specify how to handle errors condition in case it occurs while importing data. 
  • First Row Contains Column Name - This allows you to specify whether the first row contains column header or not, in the email attachment. 

Learn more on these options from here.

Multi-date Format Support in Imports

Now Zoho Reports supports importing data with multiple date formats. 

Previously, when your data has date columns in different date format, then the column with the first date format alone will be identified as a date while importing. The rest of the columns will be imported as text columns.

Now Zoho Reports will identify multiple date columns with their corresponding date formats. You can also choose to modify the identified date format for each column using the Change Date Format option in preview menu. 

To learn how to configure multiple date format while importing, refer here.

May 28, 2018

GDPR Compliance

In compliance with the General Data Protection Regulation (GDPR) effective from May 25, 2018, we have made the following enhancement in Zoho Reports. 

  • Marking data columns as Personally Identifiable Information (PII)
  • Right to Data Portability
  • Right to Erase and Forget Data
  • Enhanced Data security on export and private URLs  

Follow the below links to know more

New Enhancements in Dashboards

Dark Themes:

We are excited to introduce 6 Dark themes that will enhance the look and feel of your dashboards. Not just visual appeal, these themes have been designed to increase usability and break monotony on repeated access. 

You can customize all the elements in the dashboard theme right from background color to picking report colors specific to the dashboard. This enables you to design a theme that not only captures your organization's branding but also add a character/theme to your reports.

These dark themed layouts are in addition to the existing 6 light themed dashboards. You can quickly check out the theme types using the radio button in the Dashboard Themes dialog.

 

Click here to learn more.

KPI Widget Themes:

From now on, you can apply themes/background colors for both single numbered and chart type widgets. This new feature further enhance the appearance of widgets in dashboard.

Click to learn more.

Secure your Private URLs and Exported Files with Password 

In this update, we have introduced password protection for exported files and privately embedded views or URLs for enhanced Data security on export and private URLs.

Password Protection for Exported Files

You can choose to protect the exported data from unauthorized access using password protection. 

Click here to learn more.

Password protection for Privately Embedded Views and URLs

You can protect your private URLs (without Login) with password. ‌This way you will be able to restrict the access only through password.

Click here to learn more.

May 16, 2018

Geo Maps for Zoho Reports (Beta)

Zoho Reports users can now visualize their geographical data using a new chart called Map Chart (also called as Geo Maps). A map chart is a map of a world, continent, or country, with the data values assigned to specific regions through chart visualizations. 

At present Zoho Reports supports 5 types of Geo map types - Map scatter, Map bubble, Map pie, Map bubble pie and Map filled. These map charts will help you in analyzing your geospatial data using cool and interactive chart visualizations. You can easily create a map chart by dragging and dropping the Geographical columns in the X or Y axis of the chart designer. 

Click to learn more.

Note

This feature is currently in public beta testing. Therefore you may encounter certain functional bugs and limitations. We request you to try it out and share your valuable feedback to support@zohoreports.com.

Teamwork Desk Advanced Analytics

We at Zoho Reports are happy to announce the general availability of Teamwork Desk Advanced Analytics. Zoho Reports advanced analytics for Teamwork Desk enables you to easily analyze your helpdesk data in Teamwork Desk. With this, you can easily slice and dice your helpdesk data, derive key metrics and transform them into actionable insights with the power of analytics.

The integration comes with 75+ reports and dashboards organized functionally as Teamwork Desk overview, agent performance, traffic insights, customer analytics, satisfaction, users, and much more.

Learn More: Teamwork Desk Advanced Analytics | Sample Reporting Gallery

April 10, 2018

New Formatting options for Charts and KPI Widgets:

Zoho Reports now provides flexible formatting options to format all the elements in charts and KPI Widgets.

Charts: 

You can now format all the data elements used in creating a chart. Earlier, Zoho Reports allowed you to only format the columns dropped in Y-axis shelf.  With this new update, you can customize the formatting for all the columns that are used in creating the report. Watch the below video to learn how.

Click to learn more.

KPI Widgets:

We have added an option to format the 'Group by' column used in creating a KPI widget. With this update, Zoho Reports allows you to format all the components of a KPI Widget.

Click to learn more.

New options in Advanced Summary Functions 

The widely used Advanced Summary functions in Pivots has become even more powerful with the new set of functions.

Following are the new options that are provided in the Advanced Summary Function:

  • Running Total - Until now when you select a Running Total function, you can only compute Sum. From now on you can apply functions like Average, Minimum and Maximum in addition to Sum.
  • Difference From - Displays the data value as the difference from the value in the previous cell, based on the base field provided. You can choose to compare the difference from either of Previous Value, Next Value, First Value or Last Value. Previous Value will be selected by default.
  • % of Difference From - Displays each data value as a percentage of difference from the previous value (or the specified value). You can choose to compare the % difference from either of Previous Value, Next Value, First Value or Last Value. Previous Value will be selected by default.

Click to learn more.

March 27, 2018

New and Improved Google Analytics Integration

We at Zoho Reports are happy to announce the new version of Google Analytics advanced reporting connector. This new and improved integration allows you to seamlessly import your website data from Google Analytics into Zoho Reports. It also allows you to create and import custom modules (modules that are created by combining data from selective dimensions and metrics). That apart, we have extended support to data import from E-commerce and Site speed modules.   

These improvements will help marketers slice and dice their site's data, analyze key metrics, and make informed decisions in optimizing SEO/SEM campaigns. The new version comes with a refreshed set of pre-built reports and dashboards that will help you jumpstart your analysis. 

Note

Henceforth this integration is available only in the paid plans of Zoho Reports. Users who have set up this integration from a free plan prior to this release can continue to use their existing integration for free. But, if they wish to set up a new integration they will have to upgrade to any of the paid plans.  

Learn more about this integration.

Import from Email Attachment

Zoho Reports now enables you to import data into an existing table from an email attachment. This allows data to be automatically uploaded into a table by just sending an email to a specified email id as an attachment. 

This option is available only for Premium and Enterprise plan users.

Learn more.

Support for 'User' module in Zoho Finance apps

Zoho Reports now supports User module in Zoho Finance apps. From now on, you can import the data from User module either at the time of the setup or by editing the setup.

Click to learn about the Zoho Finance apps.

March 13, 2018

Zoho Campaigns Advanced Analytics

We at Zoho Reports are very happy to announce the release of Zoho Campaigns Advanced Analytics connector. Zoho Campaigns advanced analytics integration powered by Zoho Reports enables you to easily analyze your email campaigns and derive great insights.

Product marketers and analysts can slice and dice their campaign data and derive key campaign metrics such as campaigns trend, conversion rate, click rate, open rate, unsubscription trend and do much more.

Zoho Reports also enables you to blend your campaign data with a variety of data sources and popular business applications such Zoho CRM, Salesforce, Dynamics CRM etc to perform cross-functional analytics.

The connector comes with 50+ hand-picked reports and dashboards organized functionally as campaign & email analytics, email domain analytics, subscriber analytics and list analytics, thus enabling you to easily jumpstart on your analysis.

Learn more:

Feb 22, 2018

SurveyGizmo Advanced Analytics

We at Zoho Reports are happy to announce the availability of the SurveyGizmo Advanced Analytics integration. This enables you as an analyst to proactively manage, measure and derive analytical insights from your surveys.

Using this connector you can easily slice and dice your survey responses, derive key metrics and transform them into actionable insights with the power of analytics.   

The SurveyGizmo Advanced Analytics comes with a unique set of hand-picked reports and dashboards that enables you to easily jumpstart your analytics.  

Learn more.

Jan 17, 2018

HubSpot CRM Advanced Analytics

We are happy to announce the general availability of HubSpot CRM Advanced Analytics powered by Zoho Reports. This integration empowers you with deep sales analytical capabilities and helps you keep track of your Key Sales Performance metrics.

HubSpot CRM Advanced Analytics comes with over 60+ handpicked sales analytics reports and dashboards that you will find of great value. You can also create your own insightful reports to track your sales pipeline, visualize your sales conversion funnels, measure sales team performance, forecast your sales and do much more with ease.

Learn more

Support for Median and Mode Function

You can now apply Median and Mode function over your columns while creating reports. 

To apply this, 

  • Drag and drop the column into the reports designer
  • Select Median or Mode function from the drop down as shown in the snapshot

Jan 04, 2018

Import Data from Multiple Excel Sheets in a Single Click

Zoho Reports now allows you to import all the data from your Excel workbook in one go. Earlier, users were allowed to select only one sheet at a time while importing data from an Excel workbook.

From now on, when importing an Excel workbook, you can select multiple sheets at a time to be imported into Zoho Reports (in Step 2 of the Import Wizard). Each sheet will be stored as an individual table in the reporting database.

Click to learn more.

Unified Data Sources page to manage all your Data Imports

Zoho Reports has enhanced the Data Sources page to easily view and manage all the import data sources setup in a reporting database. Earlier this feature listed only the advanced analytics connectors in the reporting database. From now on this page will contain details of all the Import Sources in the reporting database.

You can access this page by clicking the Data Sources button in the Explorer tab of the reporting database. 

You can view and manage the data sources from this page by selecting them.

Click to learn more.

Track Resource Usage and Manage Users of a Reporting Database 

Zoho Reports allows you to keep a track of the resources that are used at the database level. This feature enables you to monitor and manage the resources used for that particular reporting database.

You can view these details by clicking Settings > Resource Usage.

You can perform operations such as adding, deleting and deactivating a user from the reporting database. Click the Users tab to perform these operations.

Click to learn more.  

Option to Schedule Email on the Last Day of the Month

With this update, you can set schedules to email reports on the last day of the month. Earlier if you had to email a report on the last day of the month, you will either have to select 30 or 31.

Now, you can select the option Last day under the Repeat By section. This will automatically send emails on the last day of the month.

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