Permission Required: Users need to have a Standard Plan (Trial or Paid) or above in Zoho Reports, and Enterprise or Professional plan in Zoho Recruit.

Note

• You can use Recruit data from the Candidates, Contacts, Job Openings, Interviews, custom modules, and Users' details.
  
• Zoho Recruit users with an Administrator profile have permission to associate your Recruit account with Zoho Reports.
  
• You can only associate a single Zoho Reports account with Zoho Recruit.
  
• Any user with an Administrator profile can deactivate Advanced Recruit Analytics.
  
• Deactivating the Zoho Reports account will also delete the data, reports, and dashboards in Zoho Reports.
  
• Zoho Recruit users cannot access the advanced reports and dashboards in Zoho Reports without an active Zoho Reports license.
  

Configure Zoho Reports Integration

To configure Zoho Reports Integration

1. Log in to Zoho Recruit with Administrator profile privileges.
   
2. Navigate to Settings > Setup > Extensions and APIs > Zoho > Advanced Recruit Analytics.
   
3. Click Configure.
   
4. Do the following:
   
   • Select modules and corresponding fields.
     
   • Schedule the synchronization time.
     
   • Click Save & Sync Now.
     

You will receive an email after the Recruit data is imported into Zoho Reports.

Note: All the subsequent changes made to the records in Zoho Recruit will be automatically synchronized with Zoho Reports at the scheduled synchronization time.

Activate Zoho Reports Add-on

(for Zoho Reports users with Free Plan)

You can use the Advanced Analytics add-on to evaluate your Recruit data and create powerful reports and dashboards if you are subscribed to the Standard Plan or above in Zoho Reports. When you configure this add-on (as explained above), you will be automatically subscribed to a 15-day trial of the Standard Plan in Zoho Reports. During this period, you can upgrade to the Standard Plan or above to continue using this add-on.

To activate the Zoho Reports License:

Create Reports

Once Advanced Recruit Analytics is configured, you'll have access to over 70 ready-made reports and dashboards. You can also create reports using the drag-and-drop report builder of Zoho Reports. 

View Reports & Dashboards

To view reports & dashboards

1. Log in to Zoho Recruit.
   
2. Click the Reports tab.
   
3. Click Advanced Recruit Analytics.
   
4. Advanced Recruit Analytics will open in a new web browser tab.
   

Share Zoho Reports

The reports and dashboards created in Zoho Reports, with the Recruit data, will only be accessible to the administrator who configured the Zoho Reports Add-on. However, you can share the reports with other Zoho Recruit users (including other Recruit administrators).

To share Zoho Reports with Zoho Recruit users

1. Log in to Zoho Reports.
   
2. Open Zoho Recruit Reports database.
   
3. Select the corresponding report, then click Share.
   
4. Select the required Share option.
   You have different options to share Reports with your Recruit users.

Deactivate Advanced Recruit Analytics

As an administrator, you can deactivate the Advanced Recruit Analytics in Zoho Recruit. Please note that on deactivating:

1. All the data, reports, and dashboards created in your Zoho Reports account will be deleted.
   
2. The Zoho Reports account will NOT be automatically downgraded to the Free Plan. You can downgrade it to the required plan whenever you need.
   

To deactivate Advanced Recruit Analytics

1. Log in to Zoho Recruit with an Administrator profile.
   
2. Navigate to Settings > Setup > Extensions & APIs > Zoho > Advanced Recruit Analytics.
   
3. Click the Deactivate link.
   
4. Click Yes, I understand. Deactivate Now.