2015

What's New in Zoho Reports - 2015

Trail on Zoho Reports feature and service evolution.

Dec. 22, 2015

Enhancements in Dashboard

Zoho Reports Dashboard has been enhanced with the following feature.

Themes

Zoho Reports now allows you to apply a range of visually appealing themes over your dashboard. By default Zoho Reports provides six theme layout, which can also be customized as needed.

You can choose the required theme by clicking theThemes toolbar option in the Dashboard. You can customize any theme by clicking the Customize option displayed when you mouse over the themes listed.

The new themes support will definitely make your dashboards look really appealing. You will find it more handy in case of embedding as you can customize the dashboard to suit your website or application look & feel.

KPI Widget Color Customization

Now Zoho Reports allows you to customize the display color of the Primary value of the widget, when the value is lesser than zero or greater than or equal to zero.

Handy Contextual Options for Reports

Zoho Reports now provides a set of handy contextual options for reports embedded in Dashboard. With these new options that appears on mouse over, you will be able to perform the following operations.

  • Change chart type
  • View underlying data
  • Export the view
  • Open the view in new tab

The options will appear to a dashboard viewer/user based on ther permissions granted by the author of the dashboard.

Conditional Formatting for Pivot Table and Summary View

Zoho Reports now provides Conditional Formatting support for Pivot Table and Summary View. This enables in visually highlight data points in your pivot & summary views, thereby enabling to do better and easy analysis.

To know how to apply conditional formatting over your Pivot, refer here.

Nov. 30, 2015

Enhancements in Query Table Editor Interface:

We are introducing a new feature rich query table editor in this update. The salient features of our new query table editor are as follows.

  • Syntax highlighter support.
  • Syntax Assist to construct your query. Pressing 'Control + Spacebar' in the editor would prompt a list of possible SQL syntaxes that could be used in the query.
  • Line Number support.

Add Description for Aggregate/Custom Formula:

You can now add descriptions for your Aggregate or Custom formulae. These will be pretty useful to add contextual notes about the formula you create.

Language Support for Zoho CRM Column Names

From now on, if you change the language in Zoho CRM, the column names in Zoho Reports will automatically get updated after the next synchronization.

Inventory Modules for Salesforce CRM

We now support Inventory modules like products, price books, quotes, orders and contracts in Salesforce CRM.

Oct. 30, 2015

Enhancements in Advanced Analytics for Zoho CRM

Module Rename Handling

From now on, if you rename a module name in Zoho CRM it will be automatically renamed in Zoho Reports too.

Previously, to get the renaming into Zoho Reports you need to re-sync the setup. This step is not required anymore.

Alert on fields removal

Now Zoho Reports will alert you when removing fields from the integration setup of Zoho CRM. The alert will also display the dependent views/reports that will get deleted on removing the fields. This will help you in deciding whether to delete the fields or to retain them.

This alerting feature is also implemented in Salesforce Advanced Analytics add-on.

Handy Options in Report Designer

Now Zoho Reports provides options to expand, sort and filter the fields list in the reports designer. This will be really handy to choose the fields that you want to use while creating the reports.

This menu appears when you mouse over the fields list on the left while you are creating the reports. With this new option you will be able to perform the following action.

  • Expand or collapse the tables.
  • Sort the tables in ascending or descending order.
  • Sort the fields by name or by data type in ascending or descending order.
  • Filter the fields by datatype.

These option will be available in reports designer. This will also be available in dashboard user filters and KPI widget filters.

Oct. 1, 2015

Support to Auto Format Units of a Numeric Column

Now Zoho Reports provides an option to auto format the unit value as thousand (K), million (M) and billion (B) based on the data in the corresponding column.

Recently , Zoho Reports introduced formatting the numeric columns values with thousands (K) or millions (M) or billion (B) unit notations.

Now with this 'Auto' option, Zoho Reports auto detects the data in each record and formats the unit accordingly. This allows the flexiblity of setting the right unit based on the actual value in each row, instead of fixing only particular unit always.

Sep. 23, 2015

Charts Enhancements

Display Missing Values

Now Zoho Reports provides a new option to include the tick label for the data point, which does not have any value. This is available for both the date and the category columns.

So far when you plot a chart with a date or category column, if a particular data point does not have any value, then the chart would skip this from the plotting it in the axis. With this new option you can choose to even display the point which does not contain a corresponding value in your chart.

For example if you are plotting a chart for sales across years. If the year 2013 does not have any data, then it will be skipped in the previous version. Now you can choose to display this.

This feature will be pretty useful to visualize the complete trend considering all data points.

Charts Look and Feel

Zoho Reports has enhanced the Charts look and feel by fine tuning the color effects. Now it sports a more trendy and light look & feel.

Sep. 11, 2015

Enhanced Upload Tool - Upto 4 times faster

The new version of Upload Tool supports executing multiple database queries in parallel, thus enabling quicker data uploads from your local databases. This version of upload tool can handle data uploads up to 4 times faster than the previous versions.

The previous versions of Upload Tool will execute the database queries configured in database_sql_queries.xml one at a time, pulling data from your local database and uploading the same into Zoho Reports. In the new version the tool smartly identifies dependencies between the queries configured and looks at parallelizing the execution.

The tool considers the following cases as dependent queries:

  • Queries trying to upload data into the parent table and the child table.
  • Queries that are trying to upload data into the same table.

For the above mentioned cases, queries will be executed sequentially one after the other based on dependency . In all other cases, where there are no dependencies, query execution will be done in parallel, thus enabling faster data uploads.

You can download the latest version of the Upload Tool from here.

Sep. 9, 2015

Multiple Groups Support for Sharing & Collaboration

Zoho Reports now allows you to create multiple groups to share & collaborate easily in a reporting database. You can group a set of users based on functional roles/needs to create a group. Within this group you could easily share data, reports and dashboards to enable easy collaboration.
Till now there was a limitation to have only one group in a database, which has now been removed.

Email Reports and Views as In-line Mail

Zoho Reports now allows you to E-mail reports as a in-line mail content. So far reports can be mailed only as an attachment. Now they can be sent as part of the mail content, which will be very easy for users to view them.

Goal Module support in Google Analytics data connector

Google Analytics Advanced Reporting Add-on now supports syncing Goal data from Google Analytics into Zoho Reports for reporting & analysis.

Support for New Formulas

With this update the following formulas have been supported in Formula Columns.

  • Created Time - The function returns the created time of a record/row in the table.
  • Table Data Modified Time - The functions returns the last data modified time of the table. Data modification includes any of import, add, update and delete rows action.

Aug. 24, 2015

Enhancements in KPI Widgets

Support to Customize the Comparison Indicator

Now Zoho Reports allows you to customize the comparison indicator. Till now the indicators will only be displayed based on the result of comparison between latest and previous value. From now on you will be able set the indicator by choosing what to compare with the given aggregate values.

With this you can display the indicator based on various patterns such as comparison between maximum & minimum value and so on. You can also set the indicator by comparing it with a constant value.

Support to Customize the Primary Value

With this update Zoho Reports allows you to display dynamic values in the Label & Value component of the KPI widgets. You can do this by specifying the values in a parametrized format.

Follow the below given format to specify a parametrized format.

${ColumnName}.LABEL - Refers to the default label of the column used.
${ColumnName}.VALUE - Refers to the corresponding functional value of the column used.
${OPERATION} - Refers to the corresponding Show Value As operation.

Aug. 13, 2015

Android App Support for Zoho Reports

We are happy to announce the availability of the Zoho Reports App for Android Tablets. With this app you can access & interact with all your reports & dashboards in your Zoho Reports account on the go any time, any where.
This mobile optimized app provides options to interact & explore your reports, favourite the most accessed reports, share them, and do much more. You can use this app on Android tablets with screen sizes 7" and above.
The Zoho Reports Andriod app is free and available for download on the Google Play Store.

Groups & Clients Modules support in Zoho Projects and Zoho BugTracker Analytics Add-on

The Advanced Analytics Add-on for Zoho Projects and Zoho BugTracker now supports Groups and the Clients modules. From now on you can synchronize data from these two modules into Zoho Reports and analyze the same.
You can also find new pre-built reports added for these modules when you setup the Analytics add-on including them.

Aug. 6, 2015

Chart specific Drill Down Path

Now Zoho Reports allows you to set a drill down path for your chart axis from within Charts settings. This enables you to define drill down paths a lot quicker for a chart.

You can find this option in Settings section, which allows you to define the complete path in the same dialog. This path is specific to the chart where you are defining it.

When you open the Drill down settings, any drill paths paths already defined at the table level will be displayed by default.

If you want to define the path globally (i.e., for all charts), then you need to define that for the corresponding columns at the table level. To know more refer this documentation.

Create Lookup Columns in Business Application Data Connectors

In the databases that you setup using any of the default Business Application Data connectors (like Zoho CRM, Salesforce etc.,) offered by Zoho Reports, till now you cannot define Lookup columns in the data tables pulled (synchronized) from these applications. Now we support this too.

With this option you can combine data sets (using the auto-join feature) across business applications (e.g., combine Zoho CRM Leads data with your Marketing Campaign information that you might have stored Google Drive etc.) and easily do cross functional analytics.

Refer How to define Lookup columns and join tables.

Jul. 24, 2015

Report specific data formatting options

Zoho Reports now allows you to set report specific formatting for data columns displayed in your reports. Till now you could set column formatting only in the Tables in which these columns are part of which was just inherited to every report that was created involving these columns. Hence it was not possible to change the formatting at the report level. The new reports specific formatting options addresses this limitation.

You can set this using Setting section of the report you create. This feature is available for Charts, Pivot View and Summary View. In Charts this will format the data displayed as tooltip. The following screenshot is from a pivot table settings dialog.

Dashboard PDF Export Enhancements

Zoho Reports has now enhanced the dashboard PDF export with the following features.

Zoom Factor in % (Font size)

With this option, you can scale the font size of the reports in your dashboards to fit to the page size appropriately. This could be scaled between 1 to 100%.

Column Width Ratio

This allows you to define the column width radio for the table styles reports (pivot, summary, table etc.,) in your dashboard. You can either choose to have equal width for all columns or set proportional column width based on the design of the original report.

Support for Custom Modules in Salesforce Advanced Analytics Add-on

Salesforce Advanced Analytics Add-on now supports pulling data from custom modules setup in your Salesforce account into Zoho Reports. You can add up to five custom modules from Salesforce into Zoho Reports.

Schedule Imports in your own Time Zone

So far data imports can be scheduled only in GMT time zone. Now Zoho Reports allows you to set these schedules in your own time zone of preference.

New Functions in Query Table

Zoho Reports Query Table has now been enhanced with the following new functions.

  • ADDHOUR - Adds the specified number of hours to the given date value.
  • ADDMINUTE -Adds the specified number of minutes to the given date value.
  • ADDSECOND - Adds the specified number of seconds to the given date value.
  • ADDWEEK - Adds the specified number of weeks to the given date value.
  • ADDMONTH - Adds the specified number of mounths to the given date value.
  • ADDQUARTER - Adds the specified number of quarters to the given date value.
  • ADDYEAR - Adds the specified number of years to the given date value.

Jun. 23, 2015

Custom Sorting in Pivot Tables

Zoho Reports now allows you to sort the Pivot Table columns in a custom order that you define. Custom sorting was a feature that is already available in Charts, which has been extended to Pivot tables now.

You can find the Custom Sort order item under the "Sort" menu in Pivot Tables. Invoking the same will allow you to customize the order in which the values of the columns are to be sorted. Setting the order and applying it will sort the column values accordingly.

Support for Date and Time Difference function

Zoho Reports now supports data and time difference functions in both Formula Columns and Query Tables. With this function you will be able to calculate the date and time difference between two date columns based on the unit specified. The supported units are SECOND, MINUTE, HOUR, DAY, WEEK, MONTH, QUARTER, YEAR. For more details refer here.

Enhancement to Auto Generated Reports

Auto generated reports in Zoho Reports has now been enhanced. With the new update you will find new combination of analysis done and reports created automatically. That apart now the reports generated also covers some the valuable features that has been recently introduced into the product. Do give it a try...

Jun. 5, 2015

Trash and Restore Support

Zoho Reports now supports to the concept of trash and restore for better handling your deleted views in your reporting database. With this, you can easily restore views deleted accidentally from Trash.

You can view all the deleted view list using the Trash option at the bottom left of your navigation tree. You can find the options to restore or delete the view permanently, when you mouse over the views listed under Trash.

The views will be maintained in trash for 45 days from the date of deletion.

Support to Format Numeric Columns in Units

Now Zoho Reports supports formatting the numeric columns in units such as thousands (K), millions (M) and billion (B). This helps to maintain your data more legible as the value increases.

Dependency List of a Query Table

Zoho Reports now provides an useful option to view the dependency list of any Query Table. With the "Dependency List" option you can view the parent tables ( & query tables) on which the selected Query Table has been created on. You can also view the list of child query tables which have been created over the selected Query Table.

In the dependency list, you will also be able view the hierarchy level of each table (or query table) in the dependency list. Level indicates the proximity of the dependency. The lower the level the more direct is the dependency.

Dependency list will be a pretty useful feature to facilitate easy management & maintenance of your query tables, especially if you are a power user of query tables.

Importing MilliSecond data

From now on you will be also able to import millisecond data into your date column in a Zoho Reports table.

May 26, 2015

Support for Inventory Modules in Advanced Analytics for Zoho CRM

Advanced 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.

  • Invoices
  • Invoice Line Items
  • Price Books
  • Products
  • Purchase Orders
  • Purchase Order Line Items
  • Quotes
  • Quote Lines Items
  • Sales Orders
  • Sales Order Line Items
  • Vendors

Existing 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.

May 6, 2015

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.,

Mar. 26, 2015

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.

Jan. 12, 2015

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.

The 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.

New data 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 the video below to find out what's new in Zoho Reports 3.0.

Jan. 02, 2015

Copying a Table

With this new feature from 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.

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