Zoho Analytics: Determine profits from invoices and purchase ordershttp://mail.joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 items and work out the profit. The third is to group by the sales person, date, and customer so as to generate meaningful reports. The first dataset should be just the profit per item based on what was purchased. I'm including the Purchase Order ID so...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttp://mail.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

08 February 2023 Recruit via the API but couldn't find a database table to determine who has been associated to what job. In Zoho Recruit reports (Analytics), you can include the "Associate" module which then allows you to link the Candidates to the Job Openings; but my...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 in order to authorize payment creation Date Modified: 2023-02-02 (Joel Lipman) - Marked Items as inclusive of VAT so VAT reports in Books will be accurate (eg. £499.95 is correctly £416.62) Date Modified: 2023-02-23 (Joel Lipman) - Check if ebay Order...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttp://mail.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 URL", v_Endpoint); // // first parameter is the workspace name containing the "Attachments" data table r_Analytics = zoho.reports.createRow("My_Desk_Workspace", "Attachments", m_Data, "zanalytics"); info r_Analytics; // // add to analytics m_Header =...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Analytics: Create a Monitoring System with Imageshttp://mail.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 the monitoring system. Preferably use the workspace that has the data to check. For demo purposes, I'm going into the CRM Reports workspace > Click on "Create" > Then select "Dashboard": Then in the top right of the dashboard, I'm going to click on the...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho People: Get Performance Records over APIhttp://mail.joellipman.com/articles/crm/zoho/zoho-people-get-performance-records-over-api.html

18 September 2025 the documentation has started to genericize. My client has seen the Goals or Objectives report under "Organization Reports" but would like some additional fields/columns added to it. Turns out, it's a system report you can't change. Enter Zoho...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttp://mail.joellipman.com/articles/crm/zoho/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

25 September 2025 // using Analytics API v1.0 (suprisingly still works in September 2025) /* v_OwnerEmail = ""; v_WorkspaceName = "Zoho CRM Reports"; v_ViewName = "ZohoSurveys - Spider Chart"; // invalid oauth is check your TLD (eg. .com or .eu or...) v_Endpoint =...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

SSRS Templates in BIDS 2008http://mail.joellipman.com/articles/microsoft/ssrs/ssrs-templates-in-bids-2008.html

01 April 2011 use as a template. Rename the copy (suffix with template?) Remove objects unique to the report and leave elements for all reports. File > Save selected item as... For SSRS 2008: Save in the folder: "C:\Program Files\Microsoft Visual Studio...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: en-GB

Set default parameter dates to start and end of monthhttp://mail.joellipman.com/articles/microsoft/ssrs/set-default-parameter-dates-to-start-and-end-of-month.html

05 April 2011 The requirement in a lot of my reports in SSRS has always been a date range rather than just the one date. The user must be allowed to select all results between two dates instead of just specifying the one day. If the second parameter (ToDate) is the...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: *

Convert Decimal (Person Days) to Time in Excelhttp://mail.joellipman.com/articles/microsoft/excel/convert-decimal-person-days-to-time-in-excel.html

13 February 2013 We have an excel spreadsheet which reports against a mySQL database and reads time spent on projects by IT Service colleagues. The main report is a pivot table with staff members along the top, tasks down the first column, and time spent in the form of...

• Type: Article
• Author: Joel Lipman
• Category: Excel
• Language: en-GB

MS Excel: Convert a text to a numberhttp://mail.joellipman.com/articles/microsoft/excel/ms-excel-convert-a-text-to-a-number.html

15 November 2013 part, how to copy into a column just the number? Even if I tell it to multiply by 1, Microsoft Excel gets confused and reports an error?!?!?!? The answer on the Microsoft website is as helpful as the Microsoft paperclip, in other words, not worth the...

• Type: Article
• Author: Joel Lipman
• Category: Excel
• Language: en-GB

SSRS Subscriptions cannot be createdhttp://mail.joellipman.com/articles/microsoft/ssrs/ssrs-subscriptions-cannot-be-created.html

22 November 2013 (setup in the subscription section). The report being subscribed to is hidden in tile view. Cases where this would NOT work Reports where the connection string to the data source is held in the parameters (though, with more time, we could have tried...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: en-GB

SSRS No Delay for First Report of the Dayhttp://mail.joellipman.com/articles/microsoft/ssrs/ssrs-no-delay-for-first-report-of-the-day.html

11 April 2014 There are a few options out there but this one made a noticeable difference. Applicable to the server, it will affect all reports on that server. Apply to each server that requires it. Let your report server administrators do this: On the server, open...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: en-GB