This integration includes a set of pre-built reports & dashboards to track the key HR KPIs and metrics easily. You can also easily create reports and dashboards with an intuitive drag-and-drop interface.

General

1. What is Zoho Analytics?

Zoho Analytics is a self-service BI and data analytics software that lets you analyze your data, create stunning data visualizations, and discover hidden insights in minutes.

It offers the following important capabilities:

• Complete Online Business Intelligence and analytics service, accessible anytime, anywhere!
  
• Easy to adopt 'spreadsheet-like' interface with powerful drag & drop based reporting features for quick report creation.
  
• Visual Analysis capability for in-depth analysis and to slice & dice your data.
  
• Supports a wide range of reporting capabilities like  Dashboards , Charts , Pivot Tables , Summary Views , and simple tabular reports . 
  
• Supports creation of KPI widgets in dashboards to analyze the performance.
  
• Supports data import from a variety of file formats like Excel, JSON, HTML etc . Also supports data import from cloud storage and Web URLs. Supports periodic scheduling of importing data .
  
• Integrated with Zoho People to empower your analysis over Zoho People data with the powerful reporting capabilities of Zoho Analytics.
  
• Integrated with a suite of Zoho products such as Zoho CRM , Zoho Desk , Zoho Projects , Zoho BugTracker , Zoho Books etc.
  
• Integrated with popular business applications like Google Analytics , Google Ads , Zendesk , Xero , Salesforce CRM , MailChimp etc.
  
• You can also integrate your own applications with Zoho Analytics using Zoho Analytics  API .
  
• Integrated with Zapier to power up import from over 500+ apps.
  
• Blend & merge data from across different sources to create meaningful business reports.
  
• With an advanced formula engine, you can derive key business metrics from your data. 
  
• Supports SQL (Structured Query Language) driven querying for powerful report creation.
  
• Real-time collaboration by sharing data and reports with your colleagues & friends, in either read or read-write modes.
  
• Export and Print reports in a variety of formats. Notify reports via email.
  
• Publish reports for wider consumption. Embed reports within your websites, web applications and blogs.
  
• Highly secure as all users login only over HTTPS (SSL connection). All your data and reports are hosted in highly secure data centers. (Refer Security and Privacy )
  
• Supports Logo Rebranding .
  

2. Why Zoho People Advanced Analytics connector?

Zoho People advanced analytics connector powered by Zoho Analytics, allows you to analyze your Zoho People data to help strategically manage people as business resources. It helps HR managers and personnel with deep insights on employee performance, their benefits, and required training.

• A full-featured business intelligence (BI) and reporting tool that can slice & dice the people data to create any report/dashboard you require.
  
• Create your own reports and dashboards based on not only your people data but also by blending data from other data sources.
  
• Share reports and dashboards with your colleagues.
• Set up Alerts to get notifications on key business metrics.
• Schedule and email your reports whenever you want.
  
• Export your reports as PDF, HTML, Excel, CSV and image files.
  
• Embed your reports in websites, blogs etc.
  

3. Who can subscribe to the Zoho Analytics connector?

Users with paid accounts of both Zoho Analytics (at least the Basic plan) and Zoho People (at least the Professional plan) or Zoho CRM Plus / Zoho One users can avail this connector.

Users with Administrator roles in Zoho People can configure this connector.

4. How does the Zoho Analytics connector for Zoho People work?

The Zoho Analytics Advanced Analytics Connector for Zoho People works as below.

• A Zoho People administrator chooses to configure the Zoho Analytics connector in their Zoho People account.
  
• They select modules and fields from their Zoho People account to be analyzed.  
  
• The data from their Zoho People account will be imported into their corresponding Workspace in Zoho Analytics account automatically. Depending on the amount of data in the Zoho People account, the initial import can take a few minutes to a few hours.
  
• Then on, the data will be continuously synched between Zoho People & Zoho Analytics, at regular time intervals that the administrator had configured to sync their data.
  
• Along with the data from the default modules and custom modules, a set of insightful reports and dashboards are provided by default.
  
• The Zoho People administrator who set up the connector can share the reports with other users.
  
• New adhoc reports can be created by the users of the connector.
  

Refer to this section to know more about how to set up the Zoho Analytics connector.

5. What are the benefits of using the Zoho People Advanced Analytics Connector over the inbuilt Reporting module in Zoho People?

The advantages of using the Zoho People Advanced analytics add-on over the reports tab inside Zoho People is tabulated below.   

Pricing & Trial

1. How much does this connector cost?

Zoho People Analytics is bundled free for all the paid users of Zoho Analytics. The Zoho Analytics paid plans start at $25 per month. Click to learn more about Zoho Analytics pricing page.

2. Do you provide trial evaluation for this connector?

Yes, we do provide a 15-day free trial for this connector from the date of setup.

3. What do you mean by 'Users' in the (connector) pricing plan?

Anyone to whom you privately share your workspaces, tables (data), reports and dashboards, created in Zoho Analytics, for collaboration is considered a "User" in Zoho Analytics. A user is identified by his/her unique email address, with which their Zoho Analytics account was registered.

Suppose you subscribe to Zoho Analytics Standard plan, you can privately share the data/reports in your account and collaborate with 4 other people. Now your Zoho Analytics account is said to have 5 users (including yourself).

4. What do you mean by 'Rows'/'Records' and how is it calculated in the pricing plan?

In Zoho Analytics, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure.

For example, in a table that represents "Conversations", each row would represent a single record. The number of rows calculated for pricing is the sum of all rows/records stored across all your Workspace tables in your Zoho Analytics account.

Setup

1. How do I setup the Zoho Analytics Connector in my Zoho People account?

Note:

You will be able to setup the integration into only one Zoho Analytics Workspace for a Zoho People account.

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

Initial data import will take from few minutes to a couple of hours depending on the volume of the data. 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 (empty tables i.e., tables with zero rows). 

4. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

The import/sync process of your Zoho People data can fail sometimes, due to a variety of reasons. Hence, you may receive such emails occasionally. The Zoho Analytics team will look into it immediately and get back to you, after taking the required corrective action.

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:

1. Open the Workspace in which you have set up the connector.
2. Click the Data Sources button in the Explorer tab.
3. In the Data Sources page that opens click the Retry Now link.
4. If the issue persists please do write to support@zohoanalytics.com. We will look into it and get back to you immediately.

Case 2 : You will receive the Synchronization Failed mail if there is any failure during the data synchronization process between Zoho People and Zoho Analytics, after the initial setup & import of data. This might be a momentary failure due to any internal issues. This import schedule will get suspended if there are five successive failures.

5. How frequently can I synchronize my data with Zoho Analytics?

You can choose to synchronize data at one of the intervals mentioned below.

• 1 Hour (Enterprise plan Only)
• 3 Hours
• 6 Hours
• 12 Hours
• Every day

Note:

• Users in Enterprise plan alone can choose to synchronize data at every 1 hour.
• Users in Basic plan can synchronize their data only once everyday.

6. Can I edit the Zoho People Advanced Analytics connector Synchronization setting?

Yes, you can edit the Zoho People connector synchronization setting if you are the administrator of the Zoho People Advanced Analytics. To do so,

1. Open the corresponding Zoho People Advanced Analytics Workspace in Zoho Analytics.
2. Click Data Sources on the left panel.
   
   
   
   
3. In the Data Sources page that opens, click the Edit Setup link.
   
4. The Edit Setup - Zoho People dialog will open. Modify the settings as needed.
   
   
   
   
5. Click Save . The synchronization setting will be modified and data will be synced in the next synchronization interval.

7. Can I view the data synced history?

Yes, you can view the data synced history. Follow the below steps to view the data synced history. 

1. Open the corresponding Zoho People Analytics Workspace in Zoho Analytics.
2. Click Data Sources on the left panel. All the data source of the workspace will be listed. 
3. Click Zoho People. The Data Sources page for Zoho people will open.
4. In the Data Sources page that opens, click the Sync History link.
5. 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.
   
   
   
6. Click the date to view more details. 
   
   • Time   - Displays the time when the data is synced.
   • 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 .

8. Can I synchronize my Zoho People data instantly?

Yes, you can synchronize your Zoho People data instantly when needed.

To synchronize your data instantly:

• Open the corresponding Zoho People Advanced Analytics Workspace in Zoho Analytics.
• Click Data Sources on the left panel. 
• Click Sync Now . Zoho People data will get instantly synchronized.
  
  
  

Note : This option can be used up to five times between the schedules

9. Can I setup the Zoho People Advanced Analytics in any other existing Workspace or in any other Advanced Analytics Workspace?

Yes, you can setup the Zoho People Advanced Analytics in any of the existing Workspace or in any of the Advanced Analytics Workspace to analyze data together. You can do this by creating a new table by importing data. 

Refer to the Cross-Functional Analytics section for more details on this. 

10. Can I add/modify data in the Zoho People Analytics data tables within Zoho Analytics?

No, you cannot add/modify data in the Zoho People data tables. Data from Zoho People application will automatically get synced into Zoho Analytics in the different tables. 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 that, to create reports combining it with the data from Zoho People.

11. Can I add new columns to the Zoho People data tables within Zoho Analytics?

No, you cannot add new columns. But, you can add Custom and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer to Adding Formulas to know more about this.

12. Can I add new data tables in this Workspace to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing Zoho Books Advanced Analytics 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 Zoho People data. 

Refer:

• Import data from files
  
• Import data from Web feeds
  
• Import data from Cloud Storage
  
• Import data from local databases
  
• Import data from Cloud databases
  
• Import data from popular Business Applications
  
• Import data using Zoho Analytics API

13. Can I transfer my Zoho Analytics connector to another admin account?

Yes, the Zoho People connector in your account, can be transferred to another Administrator in the Organization. 

An Account Administrator can transfer the connector by transferring the account to an Organization Administrator. An Organization Administrator can transfer the connector setup to another Administrator by unsubscribing from the Organization.

14. What happens when I rename a module in Zoho People?

When you rename a module in Zoho People, it will automatically get updated in Zoho Analytics as well.

15. How do I re-authenticate my Zoho People account in Zoho Analytics?

You can re-authenticate the setup by following the below steps.

1. Open the corresponding Zoho People Advanced Analytics Workspace in Zoho Analytics.
2. Click Data Sources on the left panel.
3. Click Re-Authenticate .
   
   
   

Your account will be successfully authenticated.

16. How can I remove the Integration?

You can remove the connector from the Data Source page.

1. Open the corresponding Zoho Books Advanced Analytics Workspace in Zoho Analytics.
   
2. Click Data Sources on the left panel. 
   
3. Hover the mouse over the Data Source name in the left corner. A Settings icon will appear. 
   
4. Click the Settings icon.
   
5. Select Remove Data Source .
   
   
   

The data synchronization from Zoho Books into this Workspace will be removed. However, you will still be able to access this Workspace with existing data.

Reporting Features

1. In which modules of Zoho People can I create reports?

Zoho Analytics will synchronize the data specified  in this question  into the Zoho People Analytics workspace. You can create reports using this data. 

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

Zoho Analytics supports a wide variety of reports.

• Charts
  
  • Pie
    
  • Bubble
    
  • Packed Bubble
    
  • Bar
    
  • Stacked bar
    
  • Line
    
  • Smooth Line
    
  • Scatter
    
  • Combination
    
  • Map Chart
    
  • Area
    
  • Stacked Area
    
  • Web
    
  • Funnel
    
  • Doughnut
    
  • Table View
    
• Pivot tables (Matrix Views)
  
• Summary view
  
• Tabular view
  
• KPI Widgets
  
  • Single Numeric Widget
    
  • Dial Chart Widget
    
  • Bullet Chart Widget
    
• Dashboards (multiple reports arranged in the same page)
  

4. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?

When you setup/configure the Zoho People Connector, 75+ default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your help data effectively.

5. What are Formulas in Zoho Analytics?

Formulas, as the name indicates are calculations that you could define in Zoho Analytics to help you create the required reports. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer Adding Formulas in Zoho Analytics to know more.

6. How do I create my own custom formulas in Zoho Analytics?

Yes, you can create your own custom formulas in Zoho Analytics. To know how to create your own formulas, refer to the  Adding Formulas  in Zoho Analytics help page.

7. Can I combine/blend data from other sources with the data from Zoho People to create reports and dashboards?

Yes, you can combine data from your other sources with your Zoho People data for analysis.

To do this, you need to add/import a new data table into the Zoho People Advanced Analytics Workspace as explained in the previous question and then define a look-up to join it with the table from Zoho People.

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 Zoho People along with the data from any other source.

1. Open the corresponding table, right-click the column header and select Change to Lookup Column .
2. In the Change to Lookup Column dialog that opens, select the column to look up.
3. Click OK .

8. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in Zoho Analytics for detailed help on this.

9. What are Query Tables?

Zoho Analytics allows you to drive the data required by writing standard SQL SELECT Queries. This feature is called Query Tables. With Query Tables, you can also combine data from different tables and create reports from the same. View this video demo to know about how to create Query Tables in Zoho Analytics.

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Analytics with my colleagues?

You can easily share the default reports provided in the Zoho Analytics connector and also the reports you create using the share option. Refer to Sharing and Collaboration help page to learn more.

Once you privately share a report to your colleagues they will be able to access the reports as you do. Refer here to know how to access the reports.

2. What are the user roles available in Zoho Analytics?

Zoho Analytics offers four user roles - Account Administrator, Organization Administrator, Workspace Administrator, and User. Click to know more about the Zoho Analytics Organization Model and User Roles .

3. Why can't other users edit the reports that I have shared with them?

This is the expected behavior. Only when the users to whom the reports are being shared is set as a Workspace Administrator, they will be able to edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the  Save As option toolbar. The User can edit this report. To know more about user roles click here .

4. Can I share the same report created, to multiple users with different criteria associated so that they see different data?

Yes, you can. Refer to the topic  Apply filter criteria.

5. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML, and Image.  Click to know more.

6. How can I print the reports & dashboards created in Zoho Analytics?

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 a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission by the Administrator to the report, only then you will be able to print the report.

7. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?

If you are the Administrator of the Zoho Analytics or a 'Workspace Administrator', you can schedule reports and dashboards to be emailed automatically. Refer to the  email schedule  section in this  help documentation .

8. Can I embed/create permalink for reports & dashboards created in Zoho Analytics?

Yes, you can embed/create permalink for reports & dashboards. You can also create a slideshow of views. Refer to the  Publishing Option   section to learn how to do this.

Solutions

1. Does Zoho Analytics offer Embedded Analytics or rebranding?

Yes, Zoho Analytics supports various rebranding options such as  Portal rebranding/white labeling  and  Logo Rebranding .

2. I am unable to view the Time Logs associated with employees from Zoho People in Zoho Analytics. Is there a way to view the Time Logs module in Zoho Analytics?

To view the Time Logs field in Zoho Analytics, you have to enable the Time Tracker module in Zoho People. This module will then automatically get synchronized while setting up Zoho People Advanced Analytics.

If not, please enable the Time Tracker module in Zoho People by following the below steps in Zoho People:

1. From the left panel, click the Settings icon.
2. The Setup page will open. Choose Services link available under the Customization section.
   
   
   
   
3. Mouse over the Time Tracker section heading and enable the toggle inline.
   
   
   

After enabling the Time Tracker module in Zoho People, you can sync the same in Zoho Analytics by following the below steps:

1. Open your Zoho People Advanced Analytics workspace.
2. Click the Data Sources tab from the left panel. You will be navigated to the Data Sources page.
3. Click the Sync Now link inline to the Synchronizations Done option.
   
   
   

Once the synchronization is successful, the Time Tracker module from your Zoho People account will get synchronized in Zoho Analytics. You can view the synchronized modules and fields by clicking the  Edit Setup  link available at the top.

Help & Support

1. How do I get technical support for the Zoho People advanced analytics connector?

2. Can I have someone from Zoho do a demo of this connector to me?

Yes, certainly. Register for a demo this page. An expert will contact you for the demo.