Jotform Advanced Analytics

Jotform Advanced Analytics

Advanced Analytics for Jotform enables you to understand the preferences and opinions of the targeted audience, gauge satisfaction and engagement rates, spot strategies that are well received and area that may need improvement.

Setting up the Integration

A user with administrator privileges (Account admin, Org admin and Workspace admin) can configure the integration.



Note: 
  1. The initial fetch might take a few minutes depending on the volume of the data to be imported. An email and an in-app notification will be sent, once the initial fetch is complete.
  2. The setup process can sometimes fail for a variety of reasons. In this case we request you to access the Data source tab and click the retry link to import again. If the issue persists then write to support@zohoanalytics.com

Data Sync Frequency

Zoho Analytics offers flexible sync schedules to ensure that your data is always up-to-date for effective analysis. These schedules allow you to automate the process of updating your data, ensuring that your analyses are based on the latest information.
  1. 1 Hour (Enterprise plan only)
  2. 3 Hours
  3. 6 Hours
  4. 12 Hours
  5. Everyday

Handling Data Synchronization Failure

Data synchronization can fail,
  1. If the data type of a field is changed in the Jotform Application.
  2. If the Modules and Fields selected for analysis are deleted in the source application.
  3. If the user who configured the integration no longer has permission to access the modules.
In any of the above mentioned cases, the data sync will be paused. You will be notified via email and in- app notification with the exact reason for failure along with the solution.

To resolve the sync failure, delete or restructure the views, or restore the specific modules and fields from the source application. Once you have made the changes, click the sync now option to resume the data sync. If the issue persists, contact support@zohoanalytics.com

Managing Data Sources

The Data Sources tab provides essential information to monitor and manage the integration setup. It also allows you to edit the settings as needed. Users with administrator privileges will be able to view and modify the connection settings.



The Data Source permalink helps you easily access the data source tab, and this link can be pasted in dashboards so that everyone accessing the dashboard can know about the sync status

Edit Setup

The Edit Setup tab allows you to add or delete modules or fields, change the schedule interval, and modify other settings specific to the business application.
To modify the settings, 
  1. Click Data Sources > Edit Setup.
  2. The Edit  Setup - Jotform dialog will open. Modify the settings as needed and click Save.

Re-Authenticate

Re-authentication will be helpful when the API key or password is changed. In this case, the data sync will be paused, and the administrator who configure the connector setup must re-authenticate to resume the data sync.

To re-authenticate,
  1. Click Data Sources > Re-Authenticate..
  2. The Re-authenticate -Jotform dialog will open. Click Authenticate Jotform.

  3. Login in to your Jotform account for Zoho Analytics to verify the identity.

Full Data Fetch

  1. The Full Data Fetch option can be used to sync all the changes made in the Jotform application, like datatype changes, or to resolve temporary sync issues.
  2. The Sync Now option helps import data without having to wait until the next scheduled interval.
To initiate a full data fetch,
  1. Access the Data Sources tab.
  2. Click Full Data Fetch adjacent to the Synchronization done field
  3. Click Sync now to import data without having to wait till next sync schedule.

Sync History

The Sync History tab provides details about the data sync for the last 45 days. A successful data sync is marked in green, and a sync failure is marked in red.
To view the Sync history,
  1. Click Data sources > Sync History.
  2. A calendar with the Sync History of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data had got synced on a specific date.

  3. Click the date to view more details. 
    1. Time - Displays the time when the data is synced.
    2. Status - Shows whether the sync was a success or a failure.In case of failure, the reason will be displayed. Refer to this page to learn how to resolve the issue and avoid further failure.

Audit History

Zoho Analytics logs all activities performed in the Jotform workspaces like the Date & Time, Action done and the user who performed the action.
  1. User Action: Setup created, Modules Added, Modules Removed, Fields Added, Fields Removed,Schedule Change and, Entities Modified,Delete, Take Ownership, Re-authenticate, Sync Now, Retry.
  2. System Action: Plan upgrade or downgrade.
To view the audit history,
  1. Click Data Sources > Audit History.
  2. A dialog with the Audit History for the last 180 days will open

Remove Data Source

Zoho Analytics allows you to remove the integration if needed. Removing the integration will suspend further data synchronization. The data tables and the reports will be available.

Click the Settings icon in the Data Sources tab, and select Remove Data Source from the drop-down menu.
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Data Modeling & Preparation

Zoho Analytics allows you to combine data from various sources such as Files, Feeds, Databases and business applications for in-depth analysis. Query Tables allows you to combine data from different tables to create reports. The SQL Query Suggester helps to build complex queries.
Zoho Analytics auto identifies similar columns and provides suggestions for lookup while importing. Click here to learn more about joining tables.

Data Visualization

Zoho Analytics offers a wide range of visualization types to conduct your analysis.

Chart Types in Zoho Analytics

The below table lists the range of visualizations supported in Zoho Analytics.

Visualization
Types
Bar 
Stacked bar, Histogram, Horizontal bar
Stacked Bar 
Horizontal Stacked bar, 100% vertical and horizontal stacked bar
Area
Area with markers, Smooth Area, Smooth area with Markers
Line and Bar Combination chart
Bar with Line, Bar with Bubble, Bar with Scatter, Bar with Area, Area with Bubble, Line with Bubble and Custom Combination
Bubble Chart
Bubble Pie, Packed Bubble, Word Cloud
Stacked Area
Stacked area with markers, Smooth stacked area, Smooth stacked area with markers
Geo Visualization (Maps)
Heat Map, Map Scatter, Map Bubble, Map Pie, Map Bubble Pie, Map Filled, Geo Heat Map
Tree Map
 Not Applicable
Pie 
Pie, Ring, Semi Pie, Semi Ring
Doughnut
Not Applicable
Matrix View
Pivot table
Tabular
Summary and Tabular view
Dashboards and KPI widgets
Single Numeric Widget, Dial Chart Widget
Bullet, Chart Widget

Sharing and Collaboration

  1. Zoho Analytics provides fine-grained permission control over the data and reports that is shared with your colleagues & friends. 
  2. Efficiently collaborate with your users by setting up real-time commenting on a shared view.
  3. Publish reports for wider consumption. Embed reports/dashboards within your websites, web applications, and blogs.
  4. Export, Email, and Print reports in a variety of formats.
  5. Get the mobile apps (optimized for both IOS and Android platform) and access the reports and dashboards on the go.

Technical Support

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.com.

You can also reach out to us on our toll-free numbers.
United States: +1 (888) 900 9646
United Kingdom: +44 (20) 35647890
Australia: +61-2-80662898
India: +91-44-6965 6060