Zoho Reports: Create Reports Over Multiple Tables Using Auto-join

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With Zoho Reports, you can create a variety of reports including charts, pivot tables, dashboards, query/summary tables etc. Till recently, all such reports were created over only one table i.e., the columns you used for a report should belong to the same table. If the columns spanned across tables, you had to create a Query Table first and then create reports over it. Not anymore. With the new


feature, you can now create reports easily using columns from multiple tables, in much the same way as you create reports over a single table.

For the Auto-join feature to work, the tables are to be related using the

Lookup column

feature available in Zoho Reports. When you create a new report selecting any of the tables with a lookup relationship defined, columns from all related tables will be listed under the

Columns List

panel in the report designer. You can drag and drop columns from across tables, to create your reports.

Consider this scenario. An


table containing the

Employee ID


Employee Name



. And another table

Salary Details

containing the salary info. These two tables will be linked by the

Employee ID

. Let’s say you want a report on employee salaries based on departments or number of years of experience. With the newly introduced Auto-join feature, you can easily create such a report, spanning columns from both the tables.

The below video shows how a report is created using the auto-join feature.

Hope you like this new Auto-join feature. Try this feature in

Zoho Reports



: As a New Year special, we are running a limited-time, special discount offer for Zoho Reports. We are offering 25% off on annual subscriptions and 15% off on half-yearly subscriptions. Our pricing details


. Subscribe now and take advantage of this special offer.

Zoho Projects gets a fresh new look, plus many other goodies

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Over the past few months we’ve been working hard on making our

Zoho Projects
 interface flexible and easy-to-use, based on the suggestions sent by our customers. We had announced these changes on our homepage and you might have noticed the preview at http://preprojects.zoho.com. Today we’re delighted to announce the redesigned user interface of Zoho Projects along with some exciting features.

We know that you use Zoho Projects for building your business by connecting with your project teams and clients. Now we want to make your work life easier with a more appealing user interface so that you can plan, communicate and collaborate more efficiently than ever before.

Here’s a quick summary of what’s new in this release:

Tasks & Milestones
Easy-to-use interface for task management and enhanced task details page with more information – task notes, log hours, dependency, recent updates. In addition, you can have a detailed visual view of your open and closed tasks, task lists and milestones as task reports.

Import your Contacts

Import your contacts and users from your Zoho CRM and Zoho Business
account in few easy steps. From Zoho CRM, you can now import your project as well as client users for your project portal. This way you can quickly add bulk users with ease.

Contextual Reports
We’ve removed the Reports tab. No Worries! Instead, you can instantly view reports contextually in the respective tabs. Like the Gantt View and Task Reports under Tasks and Milestones. And Bug, Timesheet & File upload statistics in the respective tabs.

Custom Filters for Bugs

Start creating your own custom filters based on users, severity, status, priority and create your views based on these filters in the Bugs module of Zoho Projects.

Project Dashboard & Group Chat
Project Dashboard got spiced up with task progress and bug status reports along with the project overview. When you visit the chat tab, you can find chat rooms to select and start your discussions right away.

We’d already received a couple of encouraging tweets on this new release

Annie Tsaisays:“New Zoho UI update looks much better – great job!

John Hondroulissays:WOW! @‘s Projects V3 is amazing. SOOooo much better UX!! Thanks!”

Play around with the new user interface available at http://www.zoho.com/projects and we’d love to hear your views and ideas on the new Zoho Projects. Please let us know what you think either in the comments section or mail us at support@zohoprojects.com.

Zoho Recruit: Applicant Tracking System with Google Apps Integration

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We’ve had, quite a lot of requests from our users for integration between Zoho Recruit and Google Apps. Taking up the feedback and continually improving our service is the key to fulfilling our customer needs 
Today, we are pleased to announce the integration of Zoho Recruit with Google Apps. As a Google Apps user, you can now easily connect Zoho Recruit and Google Apps. Accessing all your Google Apps Users and Contacts from within Zoho Recruit, and viewing your scheduled interview events in your Google Calendar is made easier.  
Set of Capabilities with Zoho Recruit for Google Apps integration 
Single Sign-on with Google Apps
The Single sign-on capability allows you to access Google Apps and Zoho Recruit with your Google Apps credentials. It streamlines the access workflow for 
both Google Apps and Zoho Recruit application.
The integration with Google Apps helps you to quickly add your Google Apps users to Zoho Recruit individually or in bulk, and make them a part of your recruitment.
Import Contacts (Candidates) from Google Apps
Zoho Recruit for Google Apps gives an easy access to your Google contacts from Zoho Recruit. You can easily import your Google Apps contacts into Zoho Recruit as Candidates.
Import Contacts (Client Contacts) from Google Apps
Importing Google Apps Contacts into Zoho Recruit as Client Contacts is also possible with Google Apps integration.
Add and View Interview Events in Google Calendar
The Add Interview Events to Google Calendar feature helps you to add your Zoho Recruit interview events to Google Calendar automatically. 
Existing Zoho Recruit Users can also integrate Zoho Recruit from Google Apps Marketplace. 
This is just the beginning, more deeper integration with Google Apps is on the way. So, stay tuned!
Try Zoho Recruit from Google Apps Marketplace and let us know your feedback.

Checkout our other Zoho services for Google Apps integration.

Introducing Zoho Invoice for iPhone

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If you are a Zoho Invoice user, we have some good news. Zoho Invoice application is now available on AppStore (iTunes link) for free.

The applications is rich in functionality. It includes 5 modules – Invoices, Estimates, Customers, Expenses & Items. In all these modules, you can create, edit or view your existing data within the iPhone app. Additional contextual actions are also available for each module.

If you are accessing Zoho Invoice from devices other than iPhone, a
mobile optimized version of Zoho Invoice is available @ mobile.zoho.com.

Please do give this app a try and let us know your comments.

Zoho@Zoho: Managing Security Issues with a Zoho Creator Application

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series kicked off last year. We have been portraying Zoho Creator applications which we use for our very unique needs. With the series nearing completion, there are only a few more applications left, and we’d like to know how  this series has influenced you. And just in case you have missed out any, here is an archive of the situational applications

showcased till now
The first app for this year is here because of its significance. It helps us ensure the reliability of all our services by keeping track of possible security threats. Here is

Hall of Shame.
You read it right. Hall of Shame. More than anything else, we crave for reliability of our services. We realize that you trust us with your precious data. We also understand that we cannot compromise on the security of any of our services and live to talk our way out of the mess. It is why we chose to be on the front-foot. Every single entry on this application is a disgrace to the team, so the teams do whatever it takes to avoid it. Rightly named, don’t you think? Whenever a team comes out with a major update, every other team gets to test it intensively. They test not to find faults, but to improve the quality and reliability of the service. Should they stumble upon a backdoor that might be damaging, it is immediately brought to the attention of everyone. Don’t panic, because we don’t do all these after you start using the feature. This hunting-down happens on a local set-up. Only after every flag has been brought down, do we let it go live for you to use. Here is how it is streamlined.
Flags is the hot keyword here that attracts all the attention it deserves. All flagged vulnerabilities are tracked by security coordinators who are at the heart of every team. Whenever a set of features or fixes is ready, it is updated on a mirror set-up which is very much similar to the one you use, except that this is for testing privately. Security coordinators of every team are then notified of the update through automated email notifications.
Just like our customers, we too use our services extensively and rely on them. While testing the mirror set-up, if any security coordinator comes across any issue that is seemingly dangerous, he makes a note of it on this application and the team behind the service is notified. A developer of that team is then assigned to rectify the reported issue within a deadline. Once done, testing is iterated.
By ensuring that all service updates pass through this critical phase before going live, we have security in it’s rightful place.

Zoho Creator

is not the reason why our services are reliable, but it sure can take all the credit for a timely and custom application with which we implement security. Try this application.

Tracking Interview Schedules Now Made Easier With Zoho Recruit – Zoho Calendar Integration

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A Very Happy New Year 2011 to all of you! 
With the New Year comes a new feature from Zoho Recruit – Zoho Calendar Integration.
Zoho Recruit – Applicant Tracking System with Zoho Calendar integration makes your personal and organization scheduling a lot more easier. You can now easily access and manage your personal and organization calendar from within Zoho Recruit. Scheduled interview events will be automatically reflected in both the organization calendar and the interviewers’ calendar. 

Zoho Recruit’s dashboard gives you a quick calendar view of your personal and scheduled interview events for each day.

With this feature, scheduling interviews and keeping them organized is no more a difficult task. You can also set email reminders to avoid missing interview events. 
We hope you like this. Please try this feature and share your suggestions/comments with us.

Stay tuned for more exciting features in the coming weeks.

New in Zoho Viewer: Online Document Converter, New PDF Viewer

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There are two important highlights in the recent update of Zoho Viewer

  1. Online Document Converter
  2. New PDF Viewer
1. Online Document Converter
You can now use Zoho Viewer to convert office documents to different formats. For example, you can convert a DOC file to PDF or an XLS file to CSV and so on. Upload your file, select the desired output format, convert it and save it back to your computer. No sign up needed. No installation required. Try the online document converter now at viewer.zoho.com/converter and let us know your feedback.
2. New PDF Viewer
We have a new, improved viewer for your PDF files. This new viewer will retain the original formatting of your PDF files as much as possible. Here is the list of functionality available with our new PDF viewer:
  • Retain the format of the original document
  • Page navigation controls
  • Find text within a PDF document
  • Copy selected text to your system clipboard
Check out our new PDF viewer and share your thoughts with us. Here is a screenshot. Click on the image to view the PDF online.
Barely a week after we released our new PDF viewer, a free ebook was launched on Zoho Viewer by an author. Here is the free ebook: viewer.zoho.com/docs/r1bbdh.

The new PDF viewer is not yet available in the following scenarios. 

  • Viewing a PDF file available on a public URL
  • Using the Viewer APIs to view PDF files
This will be made available in the coming weeks. Stay tuned!