1. Generate reports that present your data in structured formats such as tables and charts
   
2. Create dashboards that bring multiple reports together in a single, interactive view—making it easy to track performance, spot trends, and make informed decisions at a glance.
   
3. Use Zoho FSM's data in tandem with data from other applications like Zoho CRM, Zoho Books, etc.
   

Prerequisite

- Professional edition or above of Zoho FSM

- Premium plan or above of Zoho Analytics

Permission Required: Administrator

Create your Workspace and Import Zoho FSM Data

1. Navigate to Setup > Zoho Integration > Zoho Analytics and click Get Started.
   
   
   
   
2. In the Zoho Analytics Configuration overlay, select the Modules and its Fields that you want to sync with Zoho Analytics and click Create.
   For How Often, select the frequency and the time. This is the frequency at which Zoho FSM data will be synced with Zoho Analytics. The frequency options available will depend on the pricing edition of Zoho Analytics.
   
   
   
   
3. Click Ok in the Zoho FSM Setup Successful overlay.
   

1. Sync Now: Manually sync data between Zoho FSM and Zoho Analytics at any time. You can perform five such manual sync per day.
   
2. Edit: Modify the Zoho Analytics configuration whenever required.
   
3. Deactivate: Disable the integration at any time.
   

Example 1: Report - Completed Appointments by Month

1. Select Reports from the left menu and click Create New Reports.
   
   
   
   
2. Select the required report type.
   
   
   
   
3. Select the base table from whose data you will be creating the report.
   
   
   
   
4. Enter a name for the report.
   
   
   
   
5. Apply the required values.
   
   Graph
   - Select Actual End Date Time for the X-Axis. Select Month as the time interval.
   - Select Id for the Y-Axis. Select Count (Normal) as the function to be applied.
   
   
   
   Filters
   - Select the column Status. Choose Actual Values and select the value Completed.
   
   
   
   Under the Graph tab, use Click Here to Generate Graph to create the graph.
   
   
6. Save the report to a folder.
   
   

Example 2: Report - Revenue by Service

1. Select Reports from the left menu and click Create New Reports.
   
   
   
   
2. Select the required report type.
   
   
   
   
3. Select the base table from whose data you will be creating the report.
   
   
   
   
   
   
4. Enter a name for the report.
   
   
   
   
5. Apply the required values.
   
   Graph
   - Select Name for the X-Axis. Select Month as the time interval.
   - From the Service Line Items of Work Orders table, select Line Item Amount for the Y-Axis. Select Sum (Normal) as the function to be applied. Click Show More in the left pane to see all the tables.
   
   
   
   Filters
   - Select the column Type. Choose Actual Values and select the value Service.
   - Select the column Billing Status. Choose Actual Values and select the value Invoiced.
   
   
   
   Under the Graph tab, use Click Here to Generate Graph to create the graph.
   
   
6. Save the report to a folder.
   
   

Here is a sample output.

Example 3: Dashboard - Operations Overview

1. Select Dashboards from the left menu and click Create New Dashboards.
   
   
   
   
2. Select Reports from the left menu and drag and drop the reports Completed Appointments by Month and Revenue by Service.
   
   
   
   
3. Save the dashboard to a folder.
   
   

Including Data from Another Application in Your Workspace 

1. Open your workspace and click the + icon in the left menu.
   
   
   
   
2. Select New Table / Import Data.
   
   
   
   
3. Choose the application from which you want to import data.
   
   
   
   
4. Complete the setup steps as prompted.