Solved: building custom timesheets with Zoho Analytics based on Zoho Sprint time tracking data structure
If you're using Zoho Sprints for agile projects, you're tracking time in it, and you want to use the data for performance billing, this tip is for you.
Three steps:
1. use Zoho Analytics.
Either bundle it with Zoho One or Zoho CRMPlus or use it as a standalone instance.
Either bundle it with Zoho One or Zoho CRMPlus or use it as a standalone instance.
Besides reporting and dashboard functions, you get direct access to the data with the help of Cloud-SQL - to almost all Zoho applications and of course also to Zoho Sprints.
2. create a workspace in Analytics and connect to Zoho Sprints
3. after the initial data sync is complete, create a query view using the following SQL:
- SELECT
- date(substr(t."Log Date", 1, 10)) "Log Date",
- t."Description" "Description",
- t."Log Time in Minutes" "Log Time in Minutes",
- t."Log Time in Hours" "Log Time in Hours",
- t."Last Updated Time" "Last Updated Time",
- t."Billable Type" "Billable Type",
- ou."User Name" "Owner",
- au."User Name" "Approved By",
- p."Project Name" 'Project Name',
- s."Sprint Name" 'Sprint Name',
- s."Sprint Type" 'Sprint Type',
- i."Item No" 'Item No',
- i."Item Name" 'Item Name',
- i."Item Type Name" 'Item Type Name',
- i."Priority Name" 'Item Priority Name',
- e."Epic Name" 'Epic Name',
- e."Epic Type" 'Epic Type'
- FROM "Timesheets (Zoho Sprints)" t
- LEFT JOIN "Users (Zoho Sprints)" au ON (au."ZSUser ID" = t."Approved By")
- LEFT JOIN "Users (Zoho Sprints)" ou ON (ou."ZSUser ID" = t."Owner ID")
- LEFT JOIN "Items (Zoho Sprints)" i ON (i."Item ID" = t."Item ID")
- LEFT JOIN "Sprints (Zoho Sprints)" s ON (s."Sprint ID" = i."Sprint ID")
- LEFT JOIN "Epics (Zoho Sprints)" e ON (e."Epic ID" = i."Epic ID")
- LEFT JOIN "Projects (Zoho Sprints)" p ON (p."Project ID" = i."Project ID")
- ORDER BY t."Log Date"
At CEYOND, we use Zoho Analytics in close to all Zoho projects - starting from initial data import to ongoing automated reports and dashboards. We use Zoho Sprints in all our customer projects. We work according to Scrum and map our requirements, goals and activities in the form of Epics, Stories and Tasks.
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