General

1. What is Zoho Analytics?

Zoho Analytics is an on-premises reporting and business intelligence application that helps you analyze your IT data and create insightful reports & dashboards for informed decision-making. It offers the following important capabilities:

2. What are the highlights of this integration?

Zoho Analytics offers out-of-the-box analytics for your Zoho Creator applications' data. You can import data from both pre-built and custom Zoho Creator applications into Zoho Analytics easily, for advanced reporting and analysis.

Benefits of Zoho Analytics over the inbuilt reporting module in Zoho Creator:

Setup

1. How do I integrate Zoho Analytics with Zoho Creator?

To integrate Zoho Analytics with Zoho Creator Cloud, follow the steps detailed in the below presentation.

2. How long should I wait for my Zoho Creator data to initially appear in Zoho Analytics?

After setting up the integration, you might have to wait sometime for the initial fetch to complete. Depending on the amount of data in your application, the reports and dashboards might take up to 5 minutes to display all the metrics. If you access the workspace before the initial fetch, it will not display any data.

3. What should I do when the data synchronization fails?

The import or synchronization process of your Zoho Creator data can sometimes fail, due to a variety of reasons. Follow the below steps to resolve this:

1. Click the Data Sources button from the side panel. This opens the Data Sources summary page which lists all the configured data sources in the workspace.

   

2. Navigate to the Zoho Creator data source, and click the Re-Authenticate link.

3. In the popup that appears, click Authenticate Zoho Creator.

   

4. How frequently can I synchronize my data?

You will be able to synchronize your data in the intervals mentioned below.

• Daily: This option allows you to synchronize data every day at the specified time.

• Hourly: This option allows you to synchronize data every 3, 6, or 12 hours.

5. Can I edit the synchronization settings?

To edit the connection and synchronization settings, follow the steps below:

1. Click the Data Sources option from the side panel. This opens the Data Sources summary page which lists the data sources configured in the workspace.

   

2. Navigate to the Zoho Creator data source, and click the Edit Setup link.

3. In the Edit Setup - Zoho Creator dialog, make the necessary changes and click Save.

   

You can also edit the setup from the Data Sources summary page.

1. Click the Settings icon that appears on mouse over on the Zoho Creator data source and click the Edit Setup option.

2. In the Edit Setup - Zoho Creator dialog, make the necessary changes and click Save.

   

6. Can I synchronize my Zoho Creator data instantly?

Yes. To do this, click the Data Sources option from the side panel. In the page that appears, navigate to the Zoho Creator source and click the corresponding Sync Now button.

You can also access the Zoho Creator data source page, and click Sync Now.

7. Will the data from my Zoho Creator's forms and subforms be related?

Yes. The data from your forms and subforms will be stored in Zoho Analytics as tables, and a lookup relationship will be created between relevant tables automatically.

8. How do I create custom reports over my Zoho Creator data?

You can easily create custom reports in the form of charts, pivot tables, summary and tabular views in Zoho Analytics. Click the corresponding links to learn more about creating reports. These reports can also be organized together to form intuitive dashboards. Refer this documentation to learn more about creating dashboards.

9. Can I set up the Zoho Creator integration in existing workspaces of Zoho Analytics?

Yes. Follow the steps below to do this.

• Open the required workspace, click the Create button from the side panel, and select the New Table / Import Data option.

  

• Select the Zoho Creator tile from the Import Your Data screen that appears, and follow the setup procedure.

10. How do I remove this setup?

• Open the required workspace, and click the Data Sources option from the side panel.

• Click the Settings icon that appears on mouse over the data source's name, and select Remove Data Source.

Reporting Features

1. What are the report types supported by Zoho Analytics?

Zoho Analytics supports a wide variety of reports, in the form of charts, pivot tables, summary views and tabular views. To know more about the various types of reports, click here. To know more about dashboards and KPI widgets, click here2

2. How do I create reports using fields/columns across different Zoho Creator modules?

If the specific forms are related in Zoho Creator, , a lookup relationship will automatically be created between the two corresponding tables in Zoho Analytics. You can then easily create the required report by dragging and dropping the required columns.

In case you have not created a lookup relationship, you can easily create it either in Zoho Creator or in Zoho Analytics.

3. What are formulas in reports?

Formulas are calculations that can be defined using the powerful formula engine to create required reports. Refer this documentation to know more.

4. Is it possible to create custom formulas in Zoho Analytics?

Yes. Refer this documentation to learn more.

5. Can I modify the tables imported from Zoho Creator?

No, you cannot add/modify data in the Zoho Creator data tables. The Zoho Creator's application data is synchronized with Zoho Analytics automatically, and stored in the form of various tables (one table for one form). Therefore, it is not possible to add data or modify the existing data present in these tables.

However, you can add new tables, add/import data into them, and combine the data with Zoho Creator data to create reports.

6. Can I add new columns to the tables imported from Zoho Creator?

No. However, you can add Formula Columns and Aggregate Formulas to these tables, to create custom reports. Refer this documentation to know more.

7. Can I import new tables into the Zoho Creator workspace?

Yes. To do this, open the Zoho Creator Analytics workspace, click Create from the side panel and select the New Table / Import Data option. You can integrate with other applications, or choose to import data stored in local files, web URLs, local databases, cloud databases and cloud drives. Click the corresponding links to know more.

8. Can I combine data from other sources with the data from Zoho Creator, and create reports and dashboards?

Yes. To do this, import or add a new table to the Zoho Creator workspace and define a lookup relationship between the added data and the existing data in the workspace. To define a lookup relationship between two tables, it is essential that the tables have at least one column in common between them. Follow the below steps to establish a lookup relationship.

• Open the corresponding table, right click the column header and select the Change to Lookup Column option.

  

• In the Change to Lookup Column dialog that appears, select the column from the second table to look up.

  

• Click Save & Close.

Click here to learn more about lookup columns.

9. What are Query Tables?

Using query tables, Zoho Analytics allows you to import the required data by writing standard SQL queries. This feature also allows you to combine data from different tables, and create reports from the combined data. Refer this documentation to know more.

Sharing & Collaboration

1. How do I share reports, dashboards, and tables in Zoho Analytics?

You can share the out-of-the-box reports, dashboards and tables, and the ones you create, with other users easily. Refer this documentation to know more.

2. Why are my colleagues unable to access the reports I create?

The Zoho Creator workspace can be accessed only by the administrator who set up the integration. To allow other users to access the out-of-the-box reports and dashboards, you can share the reports and dashboards as needed. Refer this documentation to know more. 

3. Can other users create reports using the tables in the Zoho Creator workspace?

Yes. To do this, share the required table with the users with the required permissions and filters.

4. Is it possible to share the same report to multiple users such that they each see different data? 

Yes, you can do this by creating Variables. This allows you to share the report to several users, with associated filter criteria so that each user can access only the data specific to them. To learn more, refer this documentation.

5. Can I export a report or a dashboard?

Yes, you can export the report or dashboard in various formats such as CSV, EXCEL, PDF, HTML and image. To learn more, refer this documentation. 

6. How do I print the reports and dashboards created in Zoho Analytics?

To do this, export the report or dashboard in the required format and print the exported file. To learn more about exporting a view in Zoho Analytics, refer this documentation. 

Note: To export a shared report or dashboard, the Export permission has to be enabled. 

7. Can I email reports and dashboards at scheduled times?

Yes, you can easily set up email schedules. Refer this documentation to learn more.

8. Can I embed reports? 

Yes. You can easily embed reports and dashboards into websites, applications or blogs. Refer this documentation to know more.

Help & Support

1. How do I get technical support on Zoho Analytics?

Technical support is free for all users, even during the trial period. You can contact technical support through:

• Email: onprem-support@zohoanalytics.com
• Phone
  • United States: +1 408 454 4202
  • India: +91-44-46447058  Extn: 6222 

2. Can I have get a personalized demo of this integration?

Yes, please register for a demo using the form on this page.