Zoho Analytics Integration

Zoho Analytics Integration

One can oversee the course of a business and forecast its future with a wide range of detailed reports. Besides the inbuilt reports, you can now generate customized reports by integrating Zoho Sprints account with Zoho Analytics.
Available Plans : All paid plans  

Enabling the integration: 

  1. Go to the Setup icon on the top right corner and click Zoho under Marketplace.
  2. Click Configure in Zoho Analytics.
  3. Select your Zoho Analytics organization and a workspace. Create a workspace if you don't have one already.
  4. Click Proceed.

  1. Select the projects to be synced with Zoho Analytics.
  2. Check the respective option if you'd like to automatically sync new projects and retain the archived ones.
  3. Choose the modules and fields to be synced.
  4. Schedule your sync if required.
  5. Click Create.
You can update these preferences anytime. A maximum of 5 syncs is allowed between a scheduled sync.

  1. Only a team owner can enable and update the integration.
  2. The data in the PII/Encrypted fields will be shared with Zoho Analytics. Kindly check the privacy policy of Zoho Analytics for further details.
  3. Click the Reconfigure button in case you associate the wrong workspace/org.
  4. Supported in JP DC.

Creating customized reports and dashboards in Zoho Analytics 

To create a customized report,  
  1. Go to Zoho Analytics.
  2. Click +Create and select Chart/Pivot/Summary/Tabular View .
  3. Choose the module for which you'd like to generate the report.
  4. Drag and drop the preferred fields.
  5. Click the View Design on top to see how your report looks like.
  6. Provide a title for your report and click the Save option.

You can click the Analytics Report option in the Reports section to view your customized reports.  

To create a customized Dashboard,  
  1. Go to Zoho Analytics .
  2. Click +Create and select Dashboard .
  3. Drag and drop the required reports under each view.
  4. Enable Add User filters if you'd like to add filters.
  5. Provide a title to your dashboard and click the Save option. 

These customized Dashboards will be available under the Dashboard module in Zoho Analytics .  

Updating the Integration 

You can update your integration preferences whenever required.
  1. Go to the Setup icon on the top right corner and click Zoho under Marketplace .
  2. Click Zoho Analytics .
  3. Make the necessary changes and click Update .

Global View 

Tap the Global Vie w icon on the top right corner to view all the dashboards and reports in Zoho Analytics .

 Navigate to the advanced reports option on the Dashboard page to access these customized dashboards in Zoho Analytics .  

Disabling the integration

To disable this integration, you will need to delete the workspace from Zoho Analytics . To do so,  
  1. Go to Zoho Analytics and click Home on the top left corner.
  2. Hover over the workspace to be deleted and click More Actions .
  3. Select Delete Workspace .

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series

                                      • Digest

                                      • Functions

                                      • Meetups

                                      • Kbase

                                      • Resources

                                      • Glossary

                                      • Desk Marketplace

                                      • MVP Corner

                                      • Word of the Day

                                        Zoho Marketing Automation

                                          Zoho Sheet Resources


                                              Zoho Forms Resources

                                                Secure your business
                                                communication with Zoho Mail

                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times

                                                  Carry your calendar with you
                                                  Anytime, anywhere

                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now

                                                                  Zoho TeamInbox Resources

                                                                          Zoho DataPrep Resources

                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW

                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now

                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.

                                                                                                  • Related Articles

                                                                                                  • Zoho Projects Integration

                                                                                                    No matter how many projects you have on your list or teams to coordinate - Managing everything in the right way matters the most. Project management methodologies are many, and every team is bound to follow a standard process. That's why moving to a ...
                                                                                                  • Zoho Desk integration

                                                                                                    Do you want to follow an organized scrum way to manage your daily ticket details? It's now possible with our Zoho Desk integration. Just add the Zoho Sprints app in the Zoho Desk marketplace. Available plan: Premier Available Regions: US, EU, IN, AU, ...
                                                                                                  • Zoho Meeting Integration

                                                                                                    Conveying information effectively is one of the key reasons for a well-organized business. Personal interactions are the best way to pass on information. However, when circumstances make it impossible to have direct face-to-face meetings, virtual ...
                                                                                                  • Zoho BugTracker Integration

                                                                                                    Bugs in software development should be fixed as soon as possible. It is easier to track and fix bugs when they are compiled and listed separately. Integrate your Zoho Sprints account with Zoho BugTracker to track and manage your bugs. This is ...
                                                                                                  • GitHub integration

                                                                                                    Track your code changes and improve and revise them using the developer-friendly platform: GitHub. Integrate your Zoho Sprints team with GitHub and manage repositories. Availability: Starter, Elite and Premier Region: This feature is not available in ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace



                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.

                                                                                                        Zoho Show Resources