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.
Enable the integration
- Go to the Setup icon on the top right corner and click Zoho under Marketplace.
- Click Configure in Zoho Analytics.
- Select your Zoho Analytics organization and a workspace. Create a workspace if you don't have one already.
- Click Proceed.
- Select the projects to be synced with Zoho Analytics.
- Check the respective option if you'd like to automatically sync new projects and retain the archived ones.
- Choose the modules and fields to be synced.
- Schedule your sync if required.
- Click Create.
You can update these preferences anytime. A maximum of 5 syncs is allowed between a scheduled sync.
Note:
- Only a workspace owner and the admin user can enable and update the integration. However, the user should have the required permission in the Analytics org as well to configure the integration.
- The data in the PII/Encrypted fields will be shared with Zoho Analytics. Kindly check the privacy policy of Zoho Analytics for further details.
- Click the Reconfigure button in case you associate the wrong workspace/org.
Creating customized reports and dashboards in Zoho Analytics
To create a customized report,
- Go to Zoho Analytics.
- Click +Create and select Chart/Pivot/Summary/Tabular View .
- Choose the module for which you'd like to generate the report.
- Drag and drop the preferred fields.
- Click the View Design on top to see how your report looks like.
- Provide a title for your report and click the Save option.
Access the reports in Zoho Sprints
- Sign in to Zoho Sprints.
- Click the Zoho Analytics option on the left panel. The reports are available here.
Create customized dashboard
To create a customized Dashboard,
- Go to Zoho Analytics .
- Click +Create and select Dashboard .
- Drag and drop the required reports under each view.
- Enable Add User filters if you'd like to add filters.
- 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.
- Go to the Setup icon on the top right corner and click Zoho under Marketplace .
- Click Zoho Analytics .
- Make the necessary changes and click Update .
View on Analytics
Navigate to the advanced reports option on the Dashboard page to access these customized dashboards in Zoho Analytics.
Disable the integration
To disable this integration, you will need to delete the workspace from Zoho Analytics.
- Go to Zoho Analytics and click Home on the top left corner.
- Hover over the workspace to be deleted and click More Actions.
- Select Delete Workspace.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Zoho Sprints Extension for Google Marketplace
Zoho Sprints extension provides a simple solution to manage your work items from your Gmail inbox. Convert your emails into work items with the help of this widget. You can view and edit the contents of the item right there or quickly navigate to ...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 ...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. Availability: Premier, Enterprise and Zoho One plan Add ...Zoho Projects integration
No matter how many projects you have on your list to coordinate, managing everything in the right way matters the most. Project management methodologies are many, and every business is bound to follow a standard process. That's why moving to a ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources