Reports Help

What's New in Zoho Reports

Trail on Zoho Reports feature and service evolution. 

May 24, 2016

New Settings Page for Reporting Databases

Zoho Reports has now introduced a new settings page that is specific for each reporting database. You will be able to manage your database preferences from this settings page. With this option, you will be able to configure a wide range of features such as starting day of the week, starting of a financial year, data backup and so on.

To access the settings page, click the Settings button in the Explorer tab of the corresponding reporting database.


Refer to this help documentation to know about the available options.

May 13, 2016

Zoho Reports API - Client libraries for PHP & GO released

Zoho Reports has now included the API client libraries for the popular PHP and GO languages. This enables developers to easily build/integrate the powerful reporting and analytical capabilities of Zoho Reports into their PHP or GO applications.

Zoho Reports already provides client libraries in a variety of popular programming languages like Java, C# and Python. You can learn about Zoho Reports API from our help documentation.

May 5, 2016

Support to Auto Identify Look-up Columns

Zoho Reports allows you to blend/join data across multiple tables using a special feature called Auto-Join. This feature is enabled when you associate tables through a common look-up column. 

Zoho Reports has now made the process of defining the look up easier. We now support auto identification of columns that can be linked (looked-up) with your existing tables in the same database at the time of import. It just needs a review and confirmation. Click here to know how.

 

Support for Email Schedules with Default User Filter

Zoho Reports now allows you to set email schedules by applying the associated default user filters on the reports that are mailed. To apply this feature, select Apply Default User Filter in the Email: Settings dialog.


Apr 26, 2016

Enhancements in Conditional Formatting 

Conditional Formatting in Pivots and Summary Views offers enhanced features like adding/formatting text and icons to highlight your condition in addition to the earlier formatting capabilities. Click to know more.

Wrapping Column Headers in Pivots and Summary Views

Zoho Reports now allows you wrap lengthy column headers in Pivots and Summary Views. You can use this feature by clicking the Settings button in the toolbar and selecting Wrap Text in Column Headers.

Apr 13, 2016

Use 'Look-up' Fields in Formula columns

Zoho Reports now supports 'Look-up' fields in formula columns. Previously, it was not possible to use formulas on a lookup field. You can refer to the Defining lookup section in this help documentation to learn about creating a lookup.

Note

  • This functionality will be applicable only if the lookup column has been created with the delete criteria set as No Action on this (child) table.

You can use the lookup field to create both custom and aggregate formulas. Refer to the topic 'Adding Formulas' to learn about creating a formula column.

Full Join Support for Query Tables

Zoho Reports now supports full join for query tables. The FULL JOIN combines the results of both left and right outer joins.

The joined table will contain all records from both the tables and will fill in 'null' in the case of missing values. You can refer to this video on 'How to create a query table'.

Custom Field Support in Zoho Projects Advanced Analytics Add-on

You can now include the custom fields available in your Zoho Projects portal in the reports that you create in the advanced analytics add-on. These custom fields will be automatically fetched upon the next schedule. Refer Zoho Projects: Advanced Analytics add-on to know more.

Apr 05, 2016

Introducing API Usage Metrics and Pricing 

Zoho Reports now introduces a daily API usage limit in accordance with your pricing plan. Zoho Reports API usage will be measured based on units consumed and the frequency of API calls. The API usage limit is capped to your pricing plan. You can refer to the below table to know the API usage limit for your plan.

Plan API Units per Day
Free 1,000 units
Standard 10,000 units
Professional 25,000 units
Professional Plus 50,000 units
Enterprise 100,000 units

You can also purchase API units as add-ons. To know more about the usage limit or how it is calculated, refer to this help documentation.

To purchase API units as add-ons:

  • Log into Zoho Reports.
  • Click the Subscription link on the top right corner.
  • Click Manage your Plan button under your Current Plan tab.
  • You can select your API add-on plan from the drop-down menu.
  • Click Proceed to make the payment.

Note

  • This is applicable only for users who sign-up for Zoho Reports, starting today. We will be gradually moving the existing users into this new API usage plan.

Mar 30, 2016

Campaign Module Support For Zoho CRM

Zoho Reports now supports the following modules in Zoho CRM:

  • Campaign
  • Campaign Lead Status

 Existing users can include these modules using the Edit Setup option.

Refer to "Zoho Reports Advanced Analytics Add-on for Zoho CRM" help documentation to know more about the default fields and formulas that will get synchronized for these modules on setup.


Mar 24, 2016

Pivot Enhancements

Display Missing Value Option

Zoho Reports now supports the Show Missing Values feature for Pivots too. Recently, this feature was introduced in charts. This allows you to view the in-between missing values in your data. This can be applied on a Date or a Category column.

So far when you create a pivot with a date or category column, if a particular category does not have any value, then the Pivot would skip displaying that data. With this new option you can choose to display the record which does not contain a value. 

You can apply this function for the columns in both "Rows" and "Columns" shelves. You can also enforce hierarchy on the selected columns. Click to know more.

Mar 14, 2016

10 Fold Increase in Rows Limit in Free Plan !!

Zoho Reports now offers 100,000 rows limit to all Free plan users. This is 10x increase from the current limit of 10,000 rows. Existing free plan users can avail this by visiting the Subscription page and following the directions from there on to upgrade their account.

Microsoft Edge Browser Support

In addition to Google Chrome, Firefox, Safari and Internet Explorer, we now support Microsoft Edge browser.

Mar 2, 2016

KPI Widget Enhancement

Customizing "Null Value" Display:

Zoho Reports now provides an option to customize the display of unknown values in your widget. You can now customize both the label as well as the value for displaying null values.

Feb 25, 2016

Schedule E-mails in your own Time Zone

Zoho Reports now offers support to schedule emails in your preferred time zone. Previously only Greenwich Mean Time(GMT) was supported.

To schedule an email :

  • Open the report/dashboard and click Email>Email this View. 
  • In the Email as : Settings window that opens, you can set your schedule preferences.


Jan. 8, 2016

Show Involved Columns Option in Reports Designer

Recently there was an update to filter, sort or expand the fields in the reports designer. We have now additionally implemented an option to Show Involved ColumnsThis will be useful to quickly list only the data fields used in creating a particular report.

Share your Feedback with a Screenshot

We now allow you to take a screenshot of the issue you are facing and attach it, while sharing your valuable feedback to the Zoho Reports team. This will help us serve you better. To use this feature click on Feedback link in the top right corner and select Capture Screen.

You can click to capture the entire screen or drag to select a section of the screen. With this feature you will be able to

  • Zoom-in or Zoom out
  • Highlight a particular section
  • Blackout a section

Jan. 5, 2016

Support to Export/Email Multiple Reports in a HTML Format

Zoho Reports now supports exporting/emailing multiple reports in a HTML file format. So far these features were only available for a single report.

Now you can export or email multiple views as a single zipped HTML file by clicking Export -> Export Multiple Views -> As HTML (ZIP).

So far this multiple export feature was supported for PDF file format.

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