Zoho Reports does not pull Bank Balances from Zoho Finance

Zoho Reports does not pull Bank Balances from Zoho Finance

Zoho Finance properly updates bank balances on a daily basis, but that data is not accessible by Zoho Reports. Zoho Finance might have good automated data transfer via Zoho Financial Analytics, but it completely excludes bank account balances. The bank account names, etc. migrate/update from Finance to Reports, but there is no transfer of the current bank balance values. This is sort of weird: the current bank balances for any company are very integral for analyzing data in Zoho Reports properly.

Please advise if anyone knows a work-around to get current bank balances from Zoho Finance to Zoho Reports.


      • Sticky Posts

      • Announcing Zoho Analytics 6.0 Beta!

        We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team

      • What's New in Zoho Analytics - August 2024

        Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the data

      • We are coming to your city! Zoho Analytics Community Meetup

        Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing

      • Zoho Analytics: 2021 Look Back

        As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021

      • [Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022

        Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution.  Hear more from Claudio Cabeza, Director at PREMO