Zoho Analytics is an on-demand reporting and business intelligence solution that helps you derive insights on your business data through its powerful reporting and analytical capabilities. You can create dynamic reports in minutes, with no IT help.
It offers the following important capabilities:
Teamwork Desk Advanced Analytics Connector enables you to import your helpdesk data in Teamwork Desk into Zoho Analytics for advanced reporting and analysis. This connector brings in all the capabilities of Zoho Analytics described above to Teamwork Desk users.
The advantage of using the Teamwork Desk Advanced analytics add-on over the reports tab inside Teamwork Desk is tabulated below.
Reporting Module in Teamwork Desk | Teamwork Desk Advanced Analytics |
Users cannot create new reports. They can only view the basic default reports available in Teamwork Desk. | It offers over 25+ chart types along with pivot, summary and tabular views for all the synchronized application data. |
Cannot create new dashboards. | Users can create dashboards to view all the reports in a single page layout. |
Cannot create new KPI Widgets. | Allows creation of KPI widgets to track and monitor the key performance metrics. Supports 6 types of single number widgets and 2 types of chart type widgets. |
The reports cannot be shared | You can share the reports and dashboards that you create to any user. All that the user has to do is sign in to Zoho Analytics to view the report. |
Does not allow the users to email the reports. | Users can not only email reports to users but also schedule emails. |
Does not allow the users to embed the reports that they create. | Users can embed the reports that they create in a website or blog. |
Does not offer formula engine. | Offers a powerful formula engine. |
Limited customizations. | Offers a wide range of customizations. |
Also refer,
After configuring the connector, you might have to wait about five minutes for the connection to be established. You will receive an email notification once the import is complete. If you access the workspace before the initial fetch, it will not display any data.
The import/sync process of your Teamwork Desk data can sometimes fail due to some technical glitch. You will receive a mail notification of the occurrence. Let's look at the two cases associated with this issue.
Case 1: You will receive the Setup Process Failed mail when there is a failure during the initial fetch. In this case, we request you to:
If the issue persists, please write to onprem-support@zohoanalytics.com.
Case 2: You will receive the Synchronization Failed mail if there is a failure during the data synchronization process. In this case, Zoho Analytics will retry the data sync process. You will be notified again in case of a failure. Please note that the import schedule will get suspended after five successive failures. In such case, please write to onprem-support@zohoanalytics.com.
You can choose to synchronize your data at these intervals mentioned below.
Yes, you can edit the Teamwork Desk connector synchronization setting if you are the Account admin who had set up the connector for Zoho Analytics.
To perform this sync:
Yes.
To synchronize your data on ad hoc basis:
Note:
To fetch the entire data, click Full data fetch link. This will fetch the entire data from Teamwork Desk and therefore will take a few additional minutes.
Data from the following modules get synced into Zoho Analytics.
Yes. To set up Teamwork Desk advanced analytics in an existing workspace:
Your Teamwork Desk data will be imported into your workspace. Please refer the setup presentation.
Yes, you can configure multiple Teamwork Desk accounts to synchronize with Zoho Analytics in the same workspace or in a different workspace.
To import data from multiple sites into the same workspace,
You can easily create custom reports in the form of charts, pivot tables, summary views and tabular views. To know more about the various types of reports, click here. These reports can also be organized together to form intuitive dashboards. Refer this documentation to learn more about creating dashboards.
Zoho Analytics supports a wide variety of reports.
Yes, you can modify the default reports if you are the workspace admin.
To modify the reports, click the Edit Design button in a report's toolbar and you will be able to make the changes. If you are just a user who's been shared the report, save a copy of the report by clicking Save > Save As. Now you can edit the newly copied report.
Columns from across different Teamwork Desks modules are joined by default. Therefore, you can create reports by simply dragging and dropping the respective columns into the report builder.
Formulas are calculations that you could define using the powerful formula engine in Zoho Analytics to help create required reports. Refer Adding Formulas in Zoho Analytics to know more.
The default formulas from Zoho Analytics are listed below. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas from the toolbar.
The table lists all the default formulas that will be created in the Tickets table.
Formula Name | Formula | Formula Type | Description |
Ticket Age in Days | datediff(currentdate( ),"Created At") | Formula Column | Number of days since the ticket was created |
Shift (Ticket Creation) | if(hour("Created At") >= 12 and hour("Created At") <= 18,'Afternoon Open',if((hour("Created At") > 18 and hour("Created At") <= 24) OR (hour("Created At") >= 0 and hour("Created At") < 6),'After Hours Open',if(hour("Created At") >= 6 and hour("Created At") < 12,'Morning Open','-NA-'))) |
Formula Column | The time period (part of the day) when the ticket was created.
|
Status Group | if(("Status" in ('Solved' ,'Closed')),'Completed',if(("Status" in ('Deleted')),'Deleted','In Progress')) | Formula Column | Displays the status of the ticket. |
First Reply Time (hrs) | "First Response Time"/60 | Formula Column | Displays the number of hours between the time a ticket is created, and the first reply for a ticket. |
Completion Age Tier | if(isnull("Resolution time (hrs)"),'Not Resolved',if("Resolution time (hrs)"<=6,'0 - 6 Hours',if("Resolution time (hrs)">6 and "Resolution time (hrs)"<=12,'6 - 12 Hours',if("Resolution time (hrs)">12 and "Resolution time (hrs)"<=24,'12 - 24 Hours',if("Resolution time (hrs)">24 and "Resolution time (hrs)"<=48,'24 - 48 Hours','Above 48 Hours'))))) | Formula Column | Age tier of the completed ticket. Possible options are
|
First Reply Time Age Tier | if(isnull("First Reply Time (hrs)"),'Not Responded',if("First Reply Time (hrs)"<=2,'0 - 2 Hours',if("First Reply Time (hrs)">2 and "First Reply Time (hrs)"<=5,'2 - 5 Hours',if("First Reply Time (hrs)">5 and "First Reply Time (hrs)"<=8,'5 - 8 Hours',if("First Reply Time (hrs)">8 and "First Reply Time (hrs)"<=12,'8 - 12 Hours',if("First Reply Time (hrs)">12 and "First Reply Time (hrs)"<=24,'12 - 24 Hours','Above 24 Hours')))))) | Formula Column | Age tier of the First reply for the tickets. Possible options are:
|
Ticket Age Tier | if( "Ticket Age in Days">=0 and "Ticket Age in Days" <=15 , ' 0 - 15 Days', if( "Ticket Age in Days">15 and "Ticket Age in Days" <=30 , '16 - 30 Days', if( "Ticket Age in Days">30 and "Ticket Age in Days" <=45 , '31 - 45 Days', if( "Ticket Age in Days">45 and "Ticket Age in Days" <=60 , '46 - 60 Days', if("Ticket Age in Days">60, 'Over 60 Days','Invalid Age'))))) |
Formula Column | Age tier of the tickets in days from the time it was created. Possible options are
|
Resolution time (HRS) | "Resolution Time"/60 | Formula Column | Displays the resolution time of the ticket in hours |
% Resolved | ((countif("Tickets"."Status Group" = 'Completed')) / (count ("Tickets"."Id")))*100 |
Aggregate | Percentage of the tickets resolved |
Satisfaction Rate | (countif("Tickets"."Happiness Rating"='great')/countif("Tickets"."Happiness Rating"='great' OR "Tickets"."Happiness Rating"='bad' OR "Tickets"."Happiness Rating"='ok'))*100 | Aggregate | Displays the satisfaction rating of the customer. |
Resolved Tickets | countif("Tickets"."Status Group"='Completed') | Aggregate | Provides the count of resolved tickets |
Fast Resolution count (< 2 hrs) | countif("Tickets"."Resolution time (hrs)"<2) | Aggregate | Provides the count of tickets responded within 2 hours |
Unresolved Tickets | countif("Tickets"."Status Group"='In Progress') | Aggregate | Provides the count of unresolved tickets |
Unsatisfied responses count | countif("Tickets"."Happiness Rating"='bad') | Aggregate | Provides the count of unhappy customers |
Solved Tickets - In Time | countif("Tickets"."Ticket handling Mode"='In Time' AND "Tickets"."Status Group"='Completed') | Aggregate | Number of tickets solved in time |
Resolved Tickets - MTD | mtd("Tickets"."Resolved Tickets","Tickets"."Solved At") | Aggregate | Provides the count of resolved tickets in Month to Date |
You can create your own formulas by clicking Add > Formula Column/Aggregate Formula on the table. Refer the Adding Formulas in Zoho Analytics help page to learn in detail.
No, you cannot add/modify data in the Teamwork Desk data tables. Data from Teamwork Desk modules gets automatically synced into Zoho Analytics in the different tables (one table for each module). You cannot edit any of this data or add new data records from within Zoho Analytics.
However, you can add new tables and add/import data into it, to create reports combining it with the data from Teamwork Desk.
No, you cannot add new columns. But, you can add Formula Columns and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas to learn more.
Yes, you can add new data tables. Click New > New Table to add a new table in the existing Teamwork Desk workspace.
With this feature, you can import data from other sources or add them manually into your workspace to analyze and create reports combining this with your Teamwork Desk data. You can also import data from other business applications like Google Analytics, Salesforce CRM, etc.
Refer:
Yes, you can combine data from your other sources with your Teamwork Desk data for analysis. To do this, you need to add/import a new data table into the Teamwork Desk workspace as explained in the previous question and then define a look-up to join it with the table from Teamwork Desk.
To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from Teamwork Desk along with the data from any other source.
Click here to learn more.
Yes, you can join data from multiple tables to create the reports. Refer to the previous question for detailed help on this.
Query Table is a feature that enables you to prepare data for easy reporting and analysis. You can combine data from one or more tables in a workspace and create specific data views using the standard SQL SELECT queries.
These data views are similar to tables and you can perform operations such as report creation, sharing, and even create another Query Table over an existing Query Table. You can create Query Tables for filtering datasets, batching datasets together (union), transforming data, applying SQL query functions, joining datasets and more. Learn more.
You can import and analyze data from all the applications that Zoho Analytics offers integration with. Please refer to our Integrations page to know more.
To import data from the third party business apps,
Once the data gets imported into the Teamwork Desk workspace, you can create lookup relationships or write query tables to join these tables.
A lookup relationship will not be created automatically between the Teamwork Desk modules and the modules of the application that you are trying to import. You will have to manually link the tables using a look-up relationship.
To manually create a lookup relationship refer this help link.
You can easily import data from Teamwork Projects into you Teamwork Desk workspace in Zoho Analytics. To do this, head to the Teamwork Desk workspace and click the +Create button from the side panel. Click the New Table / Import Data option, and follow the steps detailed in this presentation.
You can share the default reports provided in the Teamwork Desk connector and the created reports with other users in your Sites. Refer the Sharing and Collaboration help page for more details on this.
Once you privately share a report to your colleagues, they will be able to access the reports. Refer here to know how to access the reports.
When a Teamwork Desk Administrator configures the Teamwork Desk - Zoho Analytics connector, the tables and reports will be available only to him/her, by default. The Administrator has to share the workspace with other members of the company. Only then will the default reports be accessible by those members.
To know more, refer the Sharing and Collaboration help page.
If you add a user as a Workspace Admin in the Teamwork Desk workspace created in Zoho Analytics, the workspace admin will be able to access all data & reports, create new reports, and do any operation that you could on the workspace.
To know more, refer the Sharing and Collaboration help page.
Note:
This is the expected behavior. If the user being shared to is a workspace admin, they can edit the reports. If a normal user wants to edit a report, they can save the report in their account under a different name using the Save As option, after which it can be edited.
Yes, you can. Refer to the topic Apply filter criteria.
Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML, and Image. Click to know more.
In order to print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.
Note:
If you are the Account Admin of the Zoho Analytics connector or a Workspace Admin, you can schedule reports and dashboards to be emailed automatically. Refer the email schedule section to learn more.
You can easily embed the reports & dashboards created in Zoho Analytics in your website, web application or blog. Refer Embedding in Web Pages/Blogs to know more about this.
Teamwork Desk Advanced analytics helps you analyze your customer service data, track the right metrics and managing them proactively. This enables you to perform effective helpdesk analytics. Read this blog to know more.
Teamwork Desk advanced analytics comes with handpicked domain specific reports and dashboards. The Agent performance dashboard gets generated automatically once you set up the integration between Zoho Analytics and Teamwork Desk. This dashboard consists of a list of insightful and data-driven reports that will help you analyze the performance and quality of your support team.
Zoho Analytics offers a default customer analytics dashboard that enables you to derive deep insights on your customer data. This dashboard contains handpicked reports such as customer satisfaction vs resolution time, deadline compliance etc. Read this blog to learn more.
We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to onprem-support@zohoanalytics.com.
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