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:
The Zoho Analytics Advanced Analytics connector for SDP brings in all the capabilities of Zoho Analytics described above, to SDP. It comes with the following features/benefits.
For configuring this connector in your SDP account, you should be the SDP administrator. You can choose any of the available plans in Zoho Analytics, including the Free plan.
As a SDP user, subscribing to this connector brings you immense benefits. You get to look at your data in SDP in ways you haven't looked at before. Using this Zoho Analytics connector enables you to do powerful analysis of your SDP data and create insightful reports & dashboards. Like say constructing requests flow distribution, measure SLA compliance, knowing your requests closing rate, knowing your Top 5/Bottom 5 technician, predicting how your support load in different regions is going to be in the following months and quarters, and do much more.
Zoho Analytics' drag-and-drop based reporting is so easy to use that you could create any report or dashboard on your SDP data with basic technical knowledge and share them to your colleagues. No Scripting or Querying required.
The Zoho Analytics Advanced Analytics Connector for SDP works as below.
When you setup/configure the Zoho Analytics connector, 80+ default reports/dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your SDP data effectively. For example, SLA reports, technician reports etc.
For more details about the reports supported for Zoho Analytics Advanced Analytics Connector for SDP, refer to Reporting Features section.
In Zoho we give utmost importance to ensure our customers' data is both SAFE and SECURE. We have very stringent processes and systems in place to ensure the same. To know more about this, we recommend you to go through the following policy documents:
| Zoho Security Practices & Policies: | https://www.zoho.com/security.html |
| Zoho Security Practices An Overview: | http://blogs.zoho.com/general/security-practices |
| Zoho Privacy Policy: | https://www.zoho.com/privacy.html |
| Zoho Terms of Service: | https://www.zoho.com/terms.html |
In case you have any further questions or concerns, please write to us at support@zohoanalytics.com
Only the data that is required for analysis is uploaded from SDP to Zoho Analytics. For example, the mail content of the request/ticket is NOT uploaded. To know what data is uploaded from SDP, refer to the Default fields synchronized from SDP to Zoho Analytics question.
To use the Zoho Analytics Advanced Analytics Connector for SDP, you can choose any of the available plans in Zoho Analytics, including the Free Plan (Refer to the Zoho Analytics pricing page ). This connector can be setup in all editions of SDP. You can subscribe to any plans in Zoho Analytics as follows (after you setup the connector):
Ensure that you subscribe to the Zoho Analytics paid plan, only from the account of the administrator, whose email / Zoho AT key is used to setup the SDP - Zoho Analytics Connector .
In case you want to subscribe to Zoho Analytics through a purchase order, please mail sales@manageengine.com . The connector is also available in the ManageEngine ServiceDesk Plus store .
Yes, we do provide a 30-day free trial for this connector from the date of setup. The free trial will enable you to try the connector in the "Standard" plan of Zoho Analytics (Refer to the Zoho Analytics pricing page ). You can continue to use the connector even after the trial period, in the "Free" plan of Zoho Analytics.
Anyone to whom you privately share your workspace, 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 created/registered.
Suppose you subscribe to the Zoho Analytics Standard plan, you can privately share the data/reports in your account and collaborate with 4 other persons. Now your Zoho Analytics account is said to have 5 users (including yourself).
In Zoho Analytics, a row or record is defined in the same context as in a workspace (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 "Requests", each row would represent a single request 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.
The Zoho Analytics connector is available for the users of all editions of SDP. This connector can be setup in all editions of Zoho Analytics including the Free plan. In case you would like to subscribe to any of the paid plans in Zoho Analytics, please follow the below steps:
Ensure that you subscribe to the Zoho Analytics paid plan only from the Zoho account of the administrator who set up the SDP Analytics Connector .
In case you want to subscribe to Zoho Analytics through a purchase order, please mail sales@manageengine.com . The connector is also available in the ManageEngine ServiceDesk Plus store .
After configuring the Advanced Analytics in your SDP account, wait for at least a couple of hours for all your SDP data to be imported into Zoho Analytics. You will receive an email when the import/sync is complete and is ready for creating reports over the same.
Once the initial data synchronization is done, subsequent changes you make to your data in SDP (add, modify, delete records) will automatically be synchronized into Zoho Analytics at the scheduled times you have specified during setup.
The import/sync process of your SDP data can fail sometimes, due to a variety of reasons. And hence you may receive such mails occasionally. No worries. Please mail to the ServiceDesk Plus's support team ( servicedeskplus-support@manageengine.com ). They will look into it immediately and get back to you taking the required corrective action.
Setup Process Failed mail will come when there is a failure during the initial SDP - Zoho Analytics connector setup.
Synchronization Failed mail will come if there is any failure during the data synchronization process between SDP and Zoho Analytics, after the initial setup & import is completed successfully.
SDP data from the following fields will be synchronized by default into Zoho Analytics.
| SDP Module | Fields (Columns) |
| Request | RequestID |
| Subject | |
| Requester | |
| Technician | |
| Created Time | |
| DueBy Time | |
| Site | |
| Request Type | |
| Department | |
| Group | |
| Priority | |
| Level | |
| Workstation | |
| Mode | |
| SLA | |
| Impact | |
| Urgency | |
| Assigned Time | |
| Responded Time | |
| Resolved Time | |
| Completed Time | |
| Category | |
| Service Category | |
| Overdue Status | |
| IsEscalated | |
| ReOpened | |
| Request Pending Status | |
| Service Request | |
| Last Updated Time | |
| Tasks | TaskID |
| RequestID | |
| Title | |
| Percentage of Completion | |
| Created Date | |
| Scheduled Start Time | |
| Scheduled End Time | |
| Actual Start Time | |
| Actual End Time | |
| Additional Cost | |
| Module | |
| Site | |
| Created By | |
| Owner | |
| Prioirity | |
| Task Status | |
| Task Type | |
| Group | |
| WorkLog | ChargeID |
| RequestID | |
| Description | |
| Created Time | |
| Starttime | |
| Endtime | |
| Executed By | |
| Total Charge | |
| Other Charge | |
| Tech Charge | |
| Created By |
Yes, you can import the custom fields available in ServiceDesk Plus On-Demand account into Zoho Analytics .
Yes, you can edit the synchronization setting by following the steps below:
Yes, you can synchronize the SDP - Zoho Analytics data instantly when needed. You can do this as follow.
This option can be used up to 7 times per day.
Once the initial data import/synchronization between SDP and Zoho Analytics is completed successfully, you can start accessing the reports created in Zoho Analytics and also create your own reports & dashboards, as described below.
If you are the SDP administrator who configured the Zoho Analytics connector,
You will find 80+ default reports/dashboards automatically created. You can further share them with other users of SDP. Refer How to Share Reports & Dashboards to know about how to share reports and dashboards to other users in this connector.
You can easily create your own reports using the Zoho Analytics connector by dragging and dropping the appropriate columns from the data tables (that contain SDP data) that have been shared with you. You can refer to the below presentation to know how to create your own reports & dashboards using Zoho Analytics.
Also refer to the following video demos:
For creating your own reports using this connector, you can do it only if your administrator who has setup this connector, has shared the tables (that contains the SDP data) in Zoho Analytics to your account. Refer How to Share Reports & Dashboards question.
By default, the reports you create are accessible only to you. However, you can share the reports with your colleagues using the Sharing options available in Zoho Analytics. Refer to the How to Share Reports & Dashboards question.
Data from the following 4 modules of SDP get synced with Zoho Analytics.
Each of the above module's data is stored as a 'Table' in Zoho Analytics. Default reports are based out of the above 4 modules (tables). You can create your own reports & dashboards over the above modules.
We plan to support synchronization from other SDP data (like survey data, custom fields etc) too in the near future.
We plan to support synchronization of more SDP data (like survey data, custom fields etc) in the near future. Support for other data will also be prioritized based on user demand.
It will be setup in the Zoho Analytics account that the SDP Administrator creates and uses as part of the setup process of this connector. It is this account which will serve as the master admin account of Zoho Analytics.
At present, we do not provide this option. Please do mail to support@zohoanalytics.com . We will understand your needs and assist you on this.
Zoho Analytics supports a wide variety of reports.
When you setup/configure the Zoho Analytics connector, 80+ default reports/dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your service desk performance effectively. For example, SLA compliance reports, Top 5 / Bottom technician report, Requests flow trend, Average Response time, Requests Closing Rate etc.
For more details about the reports supported for Zoho Analytics Advanced Analytics Connector for SDP, refer to Reporting Features section.
Yes, you can modify the default reports. If you are the SDP administrator who set up the Zoho Analytics connector, or a 'Workspace Administrator' (Refer Managing Users in Zoho Analytics ), 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, click 'Save' -> 'Save As' and save the report as a new report. You can edit this copied report now.
You can create any type of report with this Zoho Analytics connector. All you have to do is open the appropriate module table(s) over which a report is to be created, click 'New' and choose any type of report you would want to create.
Use the intuitive drag-and-drop based designer of Zoho Analytics to create the report required. To know more, view this slide show on "How to Create Reports?" . You can also quickly view the type of reports & dashboards that are created by default, from the sample given below.
https://analytics.zoho.com/workspace/sample/sdp
Columns from across different tables can be dragged and dropped to create a report. Refer this slide show on How to Create Reports?
Formulas, as the name indicates are calculations (metrics) 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. You can create formulas as easy as you would create a formula in a Spreadsheet like Excel. Refer Adding Formulas in Zoho Analytics to know more.
The below table lists all the default formulas that will be created in the 'ME ServiceDesk Plus Analytics On-Demand' workspace by default. You will find these formulas pretty useful, in creating reports & dashboards in Zoho Analytics. Also these formulas are used in the reports created by default in your workspace. You can view them by selecting the corresponding table and click "Add -> Edit Formulas" in the toolbar.
The below table lists all the default formulas that are created in the WorkLog table:
| Formula Name | Formula Type | Formula | Description |
| Time Spent in Hrs | Custom | "Time Spent" / (1000 * 60 * 60) | Provides the time spent on a request (work item) in hours. |
The below table lists all the default formulas that are be created in the Request table:
| Formula Name | Formula Type | Formula | Description |
| Time Elapsed in Hrs | Custom | "Time Elapsed"/(1000 * 60*60) | Time elapsed in hours for closed and resolved requests, as given by SDP. This excludes holidays, weekends etc. |
| Time to Respond in Hrs | Custom | if(isnull("Responded Time") = 0 , (unix_timestamp("Responded Time")-unix_timestamp("Created Time"))/ (60 * 60 ),NULL) | Total time taken in hours to respond since the ticket got created. |
| Completion Age Tier | Custom | if(isnull("Time Elapsed in Hrs"),'Not Resolved', if("Time Elapsed in Hrs" <= 2 , '0 - 2 Hours', if("Time Elapsed in Hrs" > 2 and "Time Elapsed in Hrs" <= 5, '2 - 5 Hours', if("Time Elapsed in Hrs" > 5 and "Time Elapsed in Hrs" <= 10, '5 - 10 Hours','Above 10 Hours')))) |
Different age tiers, of when requests get closed/resolved. |
| Days Since Last Change | Custom | if(isnull("Last Updated Time")=0,datediff(now(), "Last Updated Time"),datediff(now(),"Created Time")) |
The number of days between when a request got last updated and now. |
| Last Activity Request Age Tier | Custom | if( "Days Since Last Change">=0 and "Days Since Last Change" <=30 , '0 - 30 Days', if( "Days Since Last Change">30 and "Days Since Last Change" <=45 , '31 - 45 Days', if( "Days Since Last Change">45 and "Days Since Last Change" <=60 , '46 - 60 Days', if("Days Since Last Change">60, 'Over 60 Days','Invalid Age')))) |
Different age tiers, of when requests were last updated. |
| Days Since Created | Custom | datediff(curdate(),"Created Time") | The number of days between now (today) and the date when the request got created |
| Open Request Age Tier | Custom | if( "Days Since Created">=0 and "Days Since Created" <=30 , ' 0 - 30 Days', if( "Days Since Created">30 and "Days Since Created" <=45 , '31 - 45 Days', if( "Days Since Created">45 and "Days Since Created" <=60 , '46 - 60 Days', if("Days Since Created">60, 'Over 60 Days','Invalid Age')))) |
Different age tiers (in number of days), for open requests |
| Open Request Count | Aggregate | countif("Request"."Request Status"='Open') | The total number of all requests whose status is 'Open' |
| Closed Requests Count | Aggregate | countif("Request"."Request Pending Status"=0) | The total number of all requests whose 'Request Pending Status' is 0 (a 'Request Pending Status' of 0 means it's a closed request) |
| Backlog Requests Count | Aggregate | countif("Request"."Request Pending Status"=1) | The total number of all requests whose 'Request Pending Status' is 1 (a 'Request Pending Status' of 1 means it's a backlog request - the request is still pending) |
| Requests Within SLA | Aggregate | countif("Request"."Overdue Status"=0) | The total number of all requests whose 'Overdue Status' is 0 (an 'Overdue Status' of 0 means the request falls within the SLA) |
| % of Requests within SLA | Aggregate | ("Request"."Requests within SLA"/count("Request"."RequestID"))*100 | The % of requests which fall within the SLA. |
| SLA Violated Requests | Aggregate | countif("Request"."Overdue Status"=1) | The total number of all requests whose 'Overdue Status' is 1 (an 'Overdue Status' of 1 means the request has violated the SLA) |
| % of SLA Violated | Aggregate | ("Request"."SLA Violated Requests"/count("Request"."RequestID"))*100 | The % of requests which violated the SLA. |
| Requests within SLA - Closed Requests | Aggregate | countif("Request"."Request Pending Status"=0 and "Request"."Overdue Status"=0) | The total number of closed requests which fall within the SLA. |
| SLA Requests Violated - Closed Requests | Aggregate | countif("Request"."Request Pending Status"=0 and "Request"."Overdue Status"=1) | The total number of closed requests which violate the SLA. |
| Escalated Requests Count | Aggregate | countif("Request"."IsEscalated"=1) | The total number of escalated requests (the requests whose 'IsEscalated' value is 1) |
| % Escalated Requests | Aggregate | ("Request"."Escalated Requests Count"/count("Request"."RequestID"))*100 | The % of requests which got escalated. |
| % Reopen Requests | Aggregate | (countif("Request"."ReOpened"=1)/ countif("Request"."ReOpened"=1 or "Request"."Request Pending Status"=0))*100 |
The % of requests which got reopened. |
| Reopen Requests Count | Aggregate | countif("Request"."ReOpened"=1) | The total number of requests that got reopened. |
Refer to the Adding Formulas in Zoho Analytics help page.
No, you cannot. Data from SDP gets automatically synched into Zoho Analytics in the 3 different tables. You cannot edit any of this data or add new data records from within Zoho Analytics.
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 in Zoho Analytics to know more.
Yes, you can add new data tables. Click Create > New Table /Import Data and you can add new tables to the existing SDP Workspace.
With this feature, you can import new data or add them manually into your Workspace to analyze and create reports combining this with the SDP data. You can import data from files & feeds like Excel, HTML, CSV, JSON, XML, Google Drive, Zoho Docs, Dropbox, Box and Web URLs. You can also import data from Local SQL & NoSQL databases like Oracle, SQL Server, DB2, MySQL, PostgreSQL, MS Access, Hadoop, Cassandra etc,. The databases can also be in the cloud.
Refer:
Yes, you can combine data from your other sources with your SDP data for analysis.
To do this, you need to add/import a new data table into the SDP Workspace and then define a look-up to join it with the synchronized table from Google Analytics .
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 SDP along with the data from any other source.
Please do note that you can create Lookup only to columns in the tables that are not from the same data source.
Zoho Analytics allow you to pull 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 demo video to know about how to create Query Tables in Zoho Report.
Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in Zoho Analytics for detailed help on this.
Zoho Analytics allows you to have a (semi-) private link for any report or dashboard. Click the Publish icon -> URL / Permalink for this view. To know more, refer to the Creating URL/Permalink to Views .
You can share the default reports provided in the Zoho Analytics connector and also the reports you create, with your organization employees/colleagues. Refer to Sharing and Collaboration help page for more.
Once you privately share a report to your colleagues they will be able to access the same as you do, following the steps below:
1. If you share the data tables in the SDP Workspace to users, they will be able to create their own reports over the same.
2. If you add a user as a Workspace Administrator in the SDP Workspace created in Zoho Analytics (Refer Managing Users in Zoho Analytics , to know how to add Workspace Administrators), the user will be able access all the data & reports, create new reports and do any operation that you could do on the Workspace.
When the SDP Administrator configures the SDP - Zoho Analytics connector, the tables and reports will be available only to him/her, by default. The Administrator has to share the 'ME ServiceDesk Plus On-Demand Analytics' workspace with other members of the organization. Only then will the default reports be accessible by those members.
There could be a another case where say the Administrator has shared the workspace with other members in the organization. And the member creates his/her own reports. Those reports will be available only to him/her alone, unless he/she shares them with others.
To know more, refer to Sharing and Collaboration help page.
The SDP Administrator who setup the connector should share the tables present in ME ServiceDesk Plus On-Demand Analytics workspace with other members of the organization. Once this is done, the shared users can create reports based on those tables.
To know more, refer to Sharing and Collaboration help page.
If you add a user as a Workspace Administrator in the SDP Workspace created in Zoho Analytics (Refer Managing Users in Zoho Analytics , to know how to add Workspace Administrators), the user will be able access all the data & reports, create new reports and do any operation that you could do on the Workspace.
Zoho Analytics supports fine-grained access control. The following are are user roles that are supported in Zoho Analytics:
1. Administrator (Master Admin): The User account in Zoho Analytics who had setup the connector will be the administrator of the Zoho Analytics account
2. Workspace Administrator: The Administrator can designate one or more users as Workspace Administrators. A Workspace Administrator has all permissions to add, delete, modify reports, table rows and even tables. A Workspace Administrator can share the workspace tables/reports with other users. A Workspace Administrator cannot delete or rename a workspace.
3. User: A user has the least privilege in the hierarchy. He/She can access the reports, dashboards & tables which are shared to them by the Administrator/Workspace Administrator. Users can access the shared information only by log-in into his/her account in Zoho Analytics. Unless the Administrator or a Workspace Administrator shares a table with a User, the user cannot create any reports on his/her own. Also, an Administrator/Workspace Administrator can decide to set specific permissions when sharing a report (Read Only, Export Data, View Underlying Data, Share with Others) or a table (Read Data, Export Data, Add/Delete/Modify Rows, Share View / Child Reports).
Refer to Managing Users in Zoho Analytics , to know more about different user roles in Zoho Analytics. Also refer to Sharing and Collaboration help page.
Yes, you can. Refer to this help documentation section to know how this can be done.
To print a report/dashboard, please follow the below steps.
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.
If you are the Administrator of the Zoho Analytics connector or a 'Workspace Administrator', you can schedule reports and dashboards to be emailed automatically. You can do this is as follows:
Reports and dashboards can be exported in a variety of file formats.
You can export a report/dashboard in Zoho Analytics as follows.
Yes, you can embed reports or dashboards created in Zoho Analytics into a SDP Dashboard using the URL/Permalink of the view.
Follow the below steps to embed the reports or dashboards:
The view will get added to your SDP Dashboard.
You can also choose to embed them in your website, intranet, web application or blog.
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 -
Yes, certainly. Register for a demo in this page.