Please note that advanced analytics for the Sprints and the Backlogs modules are not supported in the Jira Software Cloud integration, as relevant APIs are currently unavailable.

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 using data from the following modules:

• Sprints: Detailed list of the sprints created in Jira Software.
• Backlogs: A record of every product backlog.
• Projects: List of the projects configured in Jira Software.
• Epics: Details of every epic created in Jira Software.
• Issues: A history of the issues logged in Jira Software.
• Worklog: A detailed record of the time logged in Jira Software. 

Get reports generated automatically with up-to-date data, set timeline filters and gain a complete overview of your project management data from module specific dashboards.

Note: Advanced analytics for the Sprints and the Backlogs modules are not supported for the Jira Software Cloud integration, as relevant APIs are currently unavailable. 

Setup

1. How do I integrate Zoho Analytics with Jira Software?

To integrate Zoho Analytics with Jira Software Server , follow the steps detailed in the below presentation.

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

Note: Only Jira administrators can set up this integration.

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

After setting up the integration, you might have to wait some time for the initial fetch to happen. 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. Can I edit the synchronization settings?

To edit the connection and synchronization settings, select Data Sources -> Jira Software Server (or Jira Software Cloud ) from the side panel. 

The synchronization summary is displayed with the following data:

• Portal name: This is the name of your Jira Software portal. 

• Last data sync status: Status of the most recent synchronization from Jira Software.

• Last data sync time: Time at which the most recent synchronization was completed.

• Schedule: The frequency of data synchronization between Zoho Analytics and Jira Software.

• Next Schedule time: Time at which the next data synchronization is scheduled to happen

• Manual Sync done: Number of times the data has been manually synchronized in a particular day.

To edit the setup, click the Edit Setup link, modify the settings as needed, and click Save .

4. Can I synchronize my Jira Software data instantly?

Yes. To do this, select Data Sources -> Jira Software Server (or Jira Software Cloud ) from the side panel. In the Data Sources page that appears, click Sync Now . 

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

The synchronization of your Jira Software data can sometimes fail, due to several reasons. To resolve this, click the Data Sources option from the side panel and click the Re-Authenticate link. In the popup that appears, click Authenticate Jira Software Server , or Authenticate Jira Software Cloud in the case of Jira Software Cloud integration.

If the issue persists, please write to  onprem-support@zohoanalytics.com .

6. How do I create custom reports over my Jira Software 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.

7. Can I set up the Jira Software integration in existing workspaces in 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 required Jira Software tile in the Import Your Data screen that appears, and follow the setup procedure .

8. Is it possible to create multiple Jira Software integration setups in 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 required Jira Software tile in the Import Your Data screen that appears, and enter the details of the required Jira Software account according to the usual setup procedure .

9. How do I remove this setup?

• Open the corresponding 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 .

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 here .

2. Can I modify the pre-built reports created on integrating with Jira Software?

Yes. If you are the administrator or a workspace administrator of the workspace in which the integration is set up, click the  Edit Design  button in a report's toolbar and make the required changes. If you are a user to whom a report is shared, save a copy of the report by clicking  Save  >  Save As , and modify the copied version as needed.

3. How do I create reports using fields/columns across different Jira Software modules?

Columns from different Jira Software modules are joined by default. Therefore, reports can be created over this data by simply dragging and dropping the respective columns in the report builder.  Click here  to learn more about creating reports. 

4. What are formulas in reports?

Formulas are calculations that can be defined using the powerful formula engine in Zoho Analytics, to create required reports.  Refer  this documentation  to know more.  There are also several default formulas created based on the Jira Software modules. To view the default formulas, open the required table, click  Add  and select the  Edit Formulas  option.

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

Yes.  Refer  this documentation  to learn more.

6. Can I modify the tables imported from Jira Software?

The data from Jira Software is synchronized with Zoho Analytics automatically, and stored in the form of various tables. Therefore, it is not possible to add data or modify the existing data present in these tables.

7. Can I add new columns to the tables imported from Jira Software?

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

8. Can I import new tables into the Jira Software workspace?

To do this, open the Jira Software 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.

9. Can I combine data from other sources with the data from Jira Software, and create reports and dashboards?

Yes. To do this, import or add a new table to the Jira Software 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 dialog that opens, select the column from the second table to look up.

• Click  OK .

Click here  to learn more about lookup columns.

10. What are Query Tables?

Using query tables, Zoho Analytics allows you to import the required data required 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 Jira Software 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. You can also share the entire workspace with a user. Refer  this documentation  to know more. 

3. Can other users create reports using the tables in the Jira Software 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 .