Data Discrepancy Between Zoho Books and Zoho Analytics
We have connected our Zoho Books account to Zoho Analytics, but we are noticing that the data being imported is not accurate or consistent between the two platforms. Despite the integration, there are discrepancies in the data values. Could you please
Data Discrepancy Between Zoho Books and Zoho Analytics
We have connected our Zoho Books account to Zoho Analytics, but we are noticing that the data being imported is not accurate or consistent between the two platforms. Despite the integration, there are discrepancies in the data values. Could you please
Geo-Powered Retail Intelligence with Zoho Analytics
In today’s highly competitive retail landscape, data-driven decisions are no longer optional — they’re essential. While businesses collect vast volumes of data across regions, stores, and customer segments, the real value lies in how effectively this
In the Pivot table in the value section i want to the actual value instead of sum or count
I am creating Early/late Check and check out in pivot report based on Zoho analytics I need the data to include: Employee Name Late Entry, Early Entry, Early Exit, Late Exit, First In, Last Out, and Total Hours.
Discussion : How are you sharing your Zoho Analytics Dashboards/Reports?
I have all of my companies data in Zoho Analytics and now want to use it to prepare regular reporting for my SLT. They currently produce a Word document with screen shots of various reports… Analytics own dashboard engine is not great and doesn't fit
I want to know the gross profit by sales person. How?
Kindly guide me how to know the amount of gross profit which is calculated on the basis of sales person. That means, how much is the amount of gross profit made by a particular sales person.
ZOHO CRM Lead_Status_History
Hi, ZOHO CRM Lead_Status_History table is showing only ID and Modified Date. I want the history of status change in CRM Lead
Instant Sync of Zoho CRM Data?
With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are
Creating a grid of worker activity in Zoho analytics
Hi, We provide medical services to patients and billing is time based. We want to create a filterable grid in which we can look at any month by day and any worker and how many minutes of billable activity they performed by patient. I know exactly what
[Product Update] Introduction of Task Lists Module in Zoho Projects Integration
Dear Customers, As part of our ongoing efforts to enhance our integrations, we’re introducing support for the "Task Lists" module in the Zoho Projects integration with Zoho Analytics. Currently, Task List-related information is available within the Tasks
[Product update] Teamwork Integration with Zoho Analytics
Hello Customers, As part of our ongoing efforts to enhance integrations, we are upgrading our Teamwork integration with Zoho Analytics from the V1 to V3 version of the People module. We’re also pleased to inform you that this update brings new field additions,
Apply Workspace First Day of Month Setting to User Filter Date Picker
I've noticed that the user date picker filter always has the first day of the week as Sunday, even when Monday is selected as the Workspace default. I would like to raise a feature request to apply the Workspace default to user date pickers. Thanks
[Product update] Instagram Profiles Integration with Zoho Analytics
Dear Customers, We want to inform you about an update affecting the Instagram Profile integration with Zoho Analytics. Meta is deprecating the "Impressions" and "Plays" metrics as per their announcement in this change-log document. To ensure uninterrupted
Data Sync
Hi, is there any scope for live data synchronization with CRM and Analytics, especially as TV channels for motivator is unable to provide charts, dashboards within Analytics seems the obvious solution?
Dial Charts in Analytics using field values for colored ranges
Hey all! It would be supremely helpful if we could use field values for ranges in Analytics for dial charts. We currently display an analytics report to our sales team showing how close they are to reaching the next tier for commission payouts. We update
Issues with Dashboard Filter and KPI in Zoho Analytics (CAGR)
Hi everyone, I'm trying to build a CAGR (Compound Annual Growth Rate) KPI in Zoho Analytics, but I'm running into some issues with filter synchronization. Here's the scenario: I created two test reports: One that filters results from 2021 to 2025. Another
Magento 2 as data source for Analytics
I see that Shopify is in Beta as a data source, any change that Magento 2 is in the works? We currently use Metrilo to parse our eCommerce data for marketing and would love to keep that inside our Zoho ecosystem. Thank you!
How to abort a report email schedule if query is empty?
I am needing a way to create scheduled condition alerts when certain criteria exist in our Zoho Reports databases. I don't want to send a report/alert email if the query/condition is nonexistent/empty. How would I do that with the Zoho Reports Scheduling feature?
Creating email schedules with custom filters for Pivot/Summary Reports in Zoho Analytics
Hi Zoho, I have a Weekly Inventory Report that I'd like to send out to various vendors. Is it possible to create an email schedule for each vendor with customized filtering at the scheduling level? Currently, we generate two pre-filtered reports (copies
Zoho Analytics API Call With Pagination
Hi, I have fetched data successfully from zoho analytics using https://analyticsapi.zoho.com/restapi/v2/workspaces/<workspace_id>/views/<view_id>/data? with a thrid-party tool postman. But i wanna know if i can use pagination with this api, like can i
Display an image in Zoho reports report
I have a table report in which i'd like to display an image made up of data from another column, something like: <img src="records.photo"> However, when i do that, nothing happens. How do i pull it off?
Create and save user-specific filter views with Zoho Sheet
The filters in Zoho Sheet have become even more collaboration-friendly. Previously, whenever you filtered any data, the filtered view will be updated for all the spreadsheet collaborators. This disturbed the data for others working on the same file. With this new update, you can apply data filters without altering the view for other collaborators in the file. Collaborate with user specific filters Let us say you are working on a sales report spreadsheet in real time with two remote colleagues. If
Week date range in pivot table
Hello, I need to create a report that breakouts the data by week. I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format. Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,
Zoho Projects Work Hours into Analytics
Since the most recent update, my Analytics reports that were comparing Zoho Projects Work Hours (estimate) against Timesheet Hours are gone. They were actually deleted. When I try to recreate them in Analytics there is no "Work Hours" field. Where
Quick Books to Zoho Analytics integration issue
We have observed that few transactions are not flowing from Quick Books to Zoho Analytics when we integrate. There is no specific pattern observed. For Ex: In an accrual transaction a row is created for both Credit & Debit but for either of one row the
Currency column showing $ symbol
Hello, I'm importing data from Zoho Projects to Zoho Analytics and I was wondering why "Budget amount" column is set in dollars even if the "Currency" column = EUR: Is there a way to get the budget amount as "EUR" + nnnnnn? Thank you
How to use if_case with expressions other than equals
I'm trying to define a formula column that implements logic like this case statement would: case when numfld1 is null then null when numfld2 > 0 then 100*numfld2 when numfld2 < 0 then numfld2 else 0.0 end In formula columns, the docs say you need to use
Zoho Analytics pulling data from Zoho Sheets and Zoho Forms
It would be smart to have Analytics import data from Zoho Sheets or Forms.
Exporting Presentations with Embedded Integrations
I am embedding Zoho Analytics charts and tables - how can I export the presentations so that the embedded images show ? At the moment it just shows broken images . *note* I do not need the exports to have the live data or links - just a snapshot of what
Embedding Zoho Analytics - is the data always 'live' ?
When embedding "live" Zoho Analytics data into a template with the intention of creating a monthly presentation - how are the embedded filters saved ? When a filter is applied to a presentation from a template is it then fixed for sharing or will it always
Reusable Variables
I’d like to know if there’s a way to store variables in Zoho Analytics that I can use in metrics or calculations. For example, I have a Currencies table that stores the value of different currencies over time. I’d like to use the value of the US dollar
Calculating Project Margins and Revenue per Hour in Zoho Analytics Using Data from Zoho Projects and Zoho Expense
Hello, I would like to know if it's possible to use Zoho Analytics to calculate taxes and margins for the projects available in Zoho Projects, while also including the expenses recorded in Zoho Expense. I’m looking to build a dashboard that calculates
Aliasing Tables in Reports
I'm trying to build a Query Table in Zoho Reports using my Zoho CRM data, and I'm running into this error: Whenever a table alias is defined, kindly use table alias name before the respective columns used in SELECT query I'm trying to create a query table that joins several aliases of the Contacts table to the Opportunities table. For example, an Opportunity has a Primary Contact, a Referral Source, a Primary Liaison, and an Agent. All four of these are represented in the Opportunities table
Restrict Access to Dashboard Tab to some users
Is there a way to restrict the access to a specific tab of my dashboard to some users? Say I have a dashboard of HR with 3 tabs, and I want to allow some users to have access to only 2 tabs. How could I do this? Thanks
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Manual sync is disabled in Zoho Analytics
I've been using Zoho analytics for quite a while. Every time I am adding a new table to my big query data source in Zoho analytics I do several manual syncs until I get everything in place. In the last few days I can not do the manual sync anymore and
ETL processes employed by Zoho
hi, I am an Informatica ETl developer. I would like to know what are the ETL processes employed by Zoho ?
ETL process employed by Zoho Reports
Hi, Can you please tell me what are the ETL processes and technologies employed by Zoho Reports ? Thank you.
In Zoho Analytics picklist values are doubled because of translations
Hi, we have our CRM set in Italian by default, because of non Italian-speaking users we traslated all modules and fields in English, too. As a matter of fact, when I try and use picklist values as filters or dimensions in a chart in Zoho Analytics, the
Dynamic Images in KPI
In Zoho Analytics, how can we change images based on the applied filter? For example, I want to dynamically update the logo or any other image based on the selected filter. Whatever filter is applied, the corresponding image should be displayed. I recently
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