Advanced Analytics for Zoho Invoice
Advanced Analytics for Zoho Invoice provides you insights into your income and expenses made through online payments. You can easily analyze KPIs like expenses, project billing, time tracking, credit notes, online payments, and many more with our prebuilt reports and dashboards.
The Advanced Analytics for Zoho Invoice includes 100+ prebuilt reports and dashboards over your Zoho Invoice activity data that help you to jump-start your analytics right away.
General
- What is Zoho Analytics?
- Why Zoho Invoice Analytics?
- Who can subscribe to the Zoho Analytics - Zoho Invoice connector?
Pricing & Trial
- How much does this connector cost?
- Do you provide a trial evaluation for this connector?
- What do you mean by 'Users' in the (connector) pricing plan?
- What do you mean by 'Rows'/'Records' and how is it calculated in the pricing plan?
Setup
- How do I setup the Zoho Invoice Advanced Analytics connector?
- How long should I wait for my Zoho Invoice data to initially appear in Zoho Analytics?
- What are the modules in Zoho Invoice that will be synchronized in Zoho Analytics Workspace?
- I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
- How frequently can I synchronize my data with Zoho Analytics?
- Can I edit the Zoho Invoice Advanced Analytics connector Synchronization setting?
- Can I synchronize my Zoho Invoice data instantly?
- Can I setup the Zoho Invoice Advanced Analytics in any other existing Workspace or in any other Advanced Analytics Workspace?
- Can I add/modify data in the Zoho Invoice data tables within Zoho Analytics?
- Can I add new columns to the Zoho Invoice data tables within Zoho Analytics?
- Can I add new data tables in this Zoho Invoice to create reports & dashboards?
- Can I transfer my Zoho Analytics connector to another admin account?
- How do I re-authenticate my Zoho Invoice account in Zoho Analytics?
- How can I remove the Integration?
Reporting Features
- What are the modules in Zoho Invoice on which I can create reports?
- How do I create reports over my Zoho Invoice data?
- Can I create reports using the columns from different modules?
- What are the report types supported by Zoho Analytics?
- What are Formulas in Zoho Analytics?
- What are the default formulas that gets added by Zoho Analytics on setting up this connector?
- Can I create my own custom formulas in Zoho Analytics? If yes, how do I create?
- Can I combine/blend data from other sources with the data from Zoho Invoice to create reports and dashboards?
- Can I join data from multiple tables to create reports?
- What are Query Tables?
Cross-Functional Analytics with Popular Business Applications/Other Data Sources
- What are the popular business applications/other data sources that I can integrate this connector with?
- How can I analyze the data from the third party business applications/other data sources along with Invoice?
- Will a lookup relationship between the related modules from Zoho Invoice and other third-party applications be created automatically?
Users, Sharing & Collaboration
- How do I share the reports in Zoho Analytics with my colleagues?
- What are the user roles available in Zoho Analytics?
- Why can't other users edit the reports that I have shared with them?
- Can I share the same report created, to multiple users with different criteria associated so that they see different data?
- Can I export a report/dashboard?
- How can I print the reports & dashboards created in Zoho Analytics?
- How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?
- Can I embed/create permalink for reports & dashboards created in Zoho Analytics?
Solutions
Help & Support
General
1. What is Zoho Analytics?
Zoho Analytics is a self-service business intelligence and analytics platform that helps you derive insights from your business data, through its powerful reporting and analytical capabilities. You can create dynamic and interactive reports and dashboards in minutes, with no IT help.
Zoho Analytics offers the following important capabilities:
- Complete Online Business Intelligence and analytics service, accessible anytime, anywhere!
- Easy to adopt a 'spreadsheet-like' interface with powerful drag & drop based reporting features for quick report creation.
- Visual Analysis capability for in-depth analysis and to slice & dice your data.
- Wide range of reporting capabilities like Dashboards, Charts, Pivot Views, Summary Views, Tabular reports, and KPI widgets.
- Data import from various sources such as data stored in local drive (CSV, Excel, JSON, HTML, XML, JSON, Statistical & MS Access files), Web feeds and cloud storage. Also supports data import from local/hosted Databases and cloud databases. Supports periodic scheduling of importing data.
- Integrates with a suite of 15+ Zoho products such as Zoho CRM, Zoho Desk, Zoho Projects, Zoho People, Zoho Books, Zoho Billing, Zoho Inventory, Zoho Campaigns, etc.,
- Integrates with 45+ popular business applications like Xero, QuickBooks, Stripe, Shopify etc.,
- Integrates with Zapier and Zoho Flow to power up import from over 500+ apps.
- Integrates with custom applications using APIs.
- Easily blend/merge data from across different sources to create meaningful business reports and get end-to-end cross-functional analytics.
- Supports an advanced formula engine for deriving key business metrics from your data.
- Supports SQL (Structured Query Language) driven querying for powerful data preparation and report creation.
- Supports Data alerts to track vital changes in your key business metrics.
- Collaborative reporting and analytics with fine-grained permission control over your shared data and reports with your colleagues & friends.
- Efficiently collaborate with your users by setting up real-time commenting on a shared view.
- Publish reports for wider consumption. Embed reports/dashboards within your websites, web applications, and blogs.
- Email, Export, and Print reports in a variety of formats.
- Highly secure as all users login only over HTTPS (SSL connection). All your data and reports are hosted in secure data centers. (Refer to Security and Privacy)
- Supports Logo Rebranding.
- Get the mobile apps (optimized for both IOS and Android platforms) and access the reports and dashboards on the go.
2. Why Zoho Invoice Analytics?
Advanced Analytics for Zoho Invoice provides you insights into your income and expenses made through online payments.
Advanced Analytics for Zoho Invoice brings in all the capabilities of Zoho Analytics described in the above question.
- A full-featured business intelligence (BI) and reporting tool that can slice & dice the Zoho Invoice data to create any reports/dashboards you require.
- Create your own reports and dashboards based on not only your Zoho Invoice data but also by blending data from other data sources.
- Share reports and dashboards with your colleagues.
- Set up Alerts to get notifications on key business metrics.
- Schedule and email your reports whenever you want.
- Export your reports as PDF, HTML, Excel, CSV and image files.
- Embed your reports on websites, blogs, etc.
3. Who can subscribe to the Zoho Analytics - Zoho Invoice connector?
Users with paid accounts of both Zoho Analytics (at least the Basic plan) and Zoho Invoice (at least the Professional plan) or Zoho CRM Plus / Zoho One users can avail this connector.
Users with the Administrator roles in Zoho Invoice can configure this connector.
Pricing & Trial
1. How much does this connector cost?
Zoho Invoice Analytics is bundled free for all the paid users of Zoho Analytics. The Zoho Analytics paid plans start at per month. Click to learn more about Zoho Analytics pricing.
2. Do you provide a trial evaluation for this connector?
Yes, we do provide a 15-day free trial for this connector from the date of set up.
3. What do you mean by 'Users' in the (connector) pricing plan?
Anyone to whom you privately share your Workspace, tables (data), reports and dashboards, created in Zoho Analytics, for collaboration is considered a 'User' in Zoho Analytics. A user is identified by his/her unique email address, with which their Zoho Analytics account was registered.
Suppose you subscribe to the Zoho Analytics Standard plan, you can privately share the data/reports in your account and collaborate with 4 other persons. Now your Zoho Analytics account is said to have 5 users (including yourself).
4. What do you mean by 'Rows'/'Records' and how is it calculated in the pricing plan?
In Zoho Analytics, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure.
For example, in a table that represents "Conversations", each row would represent a single record. The number of rows calculated for pricing is the sum of all rows/records stored across all your Workspace tables in your Zoho Analytics account.
Setup
1. How do I setup the Zoho Invoice Advanced Analytics connector?
From Zoho Analytics Interface
The below presentation shows you how to set up the connector from Zoho Analytics interface.
From Zoho Invoice Interface
The below presentation shows you how to set up the connector from Zoho Invoice interface.
2. How long should I wait for my Zoho Invoice data to initially appear in Zoho Analytics?
Initial data import will take from a few minutes to a couple of hours depending on the volume of data in your Zoho Invoice account. You will receive an email notification once the import is complete. If you access the Workspace before the initial fetch is complete, it will not display any data (empty tables i.e., tables with zero rows).
3. What are the modules in Zoho Invoice that will be synchronized in Zoho Analytics Workspace?
You can synchronize the following data from Zoho Invoice into Zoho Analytics.
- Customers
- Customer Contact Person
- Credit Notes
- Credit Note Items
- Credit Notes Refund
- Customer Payments
- Delivery Challan
- Delivery Challan Item
- Estimates
- Estimate Items
- Expenses
- Expense Item
- Invoices
- Invoice Items
- Items
- Payment Refunds
- Projects
- Project Users
- Recurring Expenses
- Recurring Invoice
- Recurring Invoice Items
- Sales Persons
- Taxes
- Timesheets
- Tasks
- Users
4. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
The import/sync process of your Zoho Invoice data can fail sometimes, due to a variety of reasons. Hence, you may receive such emails occasionally. The Zoho Analytics team will look into it immediately and get back to you, after taking the required corrective action.
Case 1: You will receive the Setup Process Failed mail when there is a failure during the initial fetch. In this case, we request you to:
- Open the Workspace in which you have set up the connector.
- Click the Data Sources button in the Explorer tab.
- In the Data Sources page that opens click the Retry Now link.
- If the issue persists please do write to support@zohoanalytics.com. We will look into it and get back to you immediately.
Case 2: You will receive the Synchronization Failed mail if there is any failure during the data synchronization process between Zoho Invoice and Zoho Analytics, after the initial setup & import of data. This might be a momentary failure due to internal issues. The import schedule will get suspended if there are five successive failures.
5. How frequently can I synchronize my data with Zoho Analytics?
If you are a Basic plan user of Zoho Analytics, you can synchronize your data once every day. If you are a user of the Standard plan or above, you can choose to synchronize your data at one of the hourly intervals mentioned below.
- 3 Hours
- 6 Hours
- 12 Hours
- Every day
6. Can I edit the Zoho Invoice Advanced Analytics connector Synchronization setting?
Yes, you can edit the Zoho Invoice connector synchronization setting if you are the administrator of the Zoho Invoice Advanced Analytics. To do so,
- Open the corresponding Zoho Invoice Advanced Analytics Workspace in Zoho Analytics.
- Click Data Sources on the left panel.
- In the Data Sources page that opens, click the Edit Setup link.
- The Edit Setup - Zoho Invoice dialog will open. Modify the settings as needed.
- Click Save. The synchronization setting will be modified and data will be synced in the next synchronization interval.
7. Can I synchronize my Zoho Invoice data instantly?
Yes, you can synchronize your Zoho Invoice data instantly when needed.
To synchronize your data instantly:
- Open the Data Sources page as prescribed here.
- Click Sync Now. Zoho Invoice data will get instantly synchronized.
8. Can I setup the Zoho Invoice Advanced Analytics in any other existing Workspace or in any other Advanced Analytics Workspace?
Yes, you can setup the Zoho Invoice Advanced Analytics in any of the existing Workspace or in any of the Advanced Analytics Workspace to analyze data together. You can do this by creating a new table by importing data.
Refer to the Cross-Functional Analytics section for more details on this.
9. Can I add/modify data in the Zoho Invoice Analytics data tables within Zoho Analytics?
No, you cannot add/modify data in the Zoho Invoice data tables. Data from the Zoho Invoice application will automatically get synced into Zoho Analytics in the different tables. You cannot edit any of this data or add new data records from within Zoho Analytics.
However, you can add new tables and add/import data into that, to create reports combining it with the data from Zoho Invoice.
10 Can I add new columns to the Zoho Invoice data tables within Zoho Analytics?
No, you cannot add new columns. But, as mentioned in the upcoming questions, you can add Formula Columns and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer to Adding Formulas to know more about this.
11. Can I add new data tables in this Workspace to create reports & dashboards?
Yes, you can add new data tables. Click New > New Table to add a new table in the existing Zoho Invoice Advanced Analytics Workspace.
With this feature, you can import data from other sources or add them manually into your Workspace to analyze and create reports combining this with your Zoho Invoice data.
Refer:
- Import data from files
- Import data from Web feeds
- Import data from Cloud Storage
- Import data from local databases
- Import data from Cloud databases
- Import data from popular Business Applications
- Import data using Zoho Analytics API
12. Can I transfer my Zoho Analytics connector to another admin account?
Yes, the Zoho Invoice connector in your account, can be transferred to another Administrator in the Organization.
An Account Administrator can transfer the connector by transferring the account to an Organization Administrator. An Organization Administrator can transfer the connector setup to another Administrator by unsubscribing from the Organization.
13. How do I re-authenticate my Zoho Invoice account in Zoho Analytics?
You can re-authenticate the setup by following the below steps.
- Open the Data Sources page as prescribed here.
- Click Re-Authenticate.
Your account will be successfully authenticated.
14. How can I remove the Integration?
You can remove the connector from the Data Source page.
- Open the Zoho Invoice Data Source page as prescribed here.
- Hover the mouse over the Data Source name in the left corner. A Settings icon will appear.
- Click the Settings icon.
- Select Remove Data Source.
The data synchronization from Zoho Invoice into this Workspace will be removed. However, you will still be able to access this Workspace with existing data.
Reporting Features
1. What are the modules in Zoho Invoice on which I can create reports?
Zoho Analytics will synchronize the data specified in this question into the Zoho Invoice Analytics workspace. You can create reports using this data.
2. How do I create reports over my Zoho Invoice data?
3. Can I create reports using the columns from different tables?
Yes, you can create reports using the columns from different tables. All the modules (tables) from Zoho Invoice will be linked by default. You can create reports by simply dragging and dropping the required columns into the reports designer.
4. What are the report types supported by Zoho Analytics?
Zoho Analytics supports a wide variety of reports.
- Charts
- Pie
- Bubble
- Packed Bubble
- Bar
- Stacked bar
- Line
- Smooth Line
- Scatter
- Combination
- Map Chart
- Area
- Stacked Area
- Web
- Funnel
- Doughnut
- Table View
- Pivot tables (Matrix Views)
- Summary view
- Tabular view
- KPI Widgets
- Single Numeric Widget
- Dial Chart Widget
- Bullet Chart Widget
- Dashboards (multiple reports arranged in the same page)
5. What are Formulas in Zoho Analytics?
Formulas, as the name indicates, are calculations that help you derive key business metrics that can be used for reporting and analysis. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports.
Refer to Adding Formulas in Zoho Analytics to know more.
6. What are the default formulas that gets added by Zoho Analytics on setting up this connector?
The default formulas added by Zoho Analytics are listed below. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas from the toolbar.
The following are the default formulas in the Expenses table.
| Formula Name | Formula Type | Formula | Description |
| Status | Formula Column | If("Is Billable"=1,'Billable','Non-Billable') | Displays the current status of the expenses made |
| Billable Expenses | Aggregate Formula | Countif("Expenses"."Is Billable" = '1') | Displays the count of expenses that can be recovered |
| Non-Billable Expenses | Aggregate Formula | Countif("Expenses"."Is Billable" = '0') | Displays the count of expenses that cannot be recovered |
The following are the default formulas in the Invoices table.
| Formula Name | Formula Type | Formula | Description |
| Age In Days | Formula Column | datediff(now(), "Invoice Date") | Number of days since the last sales invoice date |
| Age Tier | Formula Column | If( "Age in Days" >= 0, If( "Age in Days" <= 20, '1. 0 - 30 days', If( "Age in Days" <= 60, '2. 31 - 60 days', If( "Age in Days" <= 90, '3. 61 - 90 days', If( "Age in Days" <= 180, '4. 91 - 180 days','5. Above 180 days')))), '6. Negative - Not Valid') | .Classifies the time spent on a invoice to close it, into different time period baskets, e.g., within 30 days, within 60 days etc., |
| Discount Amount | Formula Column | ("Sub Total (BCY)"*"Discount (%)")/100 | Displays the discounted amount |
| Type | Formula Column | If("Subscription ID",'Subscription','Invoice') | Displays the invoice type |
| Paid Invoice Value | Aggregate Formula | Sumif("Invoices"."Invoice Status" = 'Closed',"Invoices"."Total (BCY)") | Displays the paid amount in the invoice |
| Avg Sales Value | Aggregate Formula | Sum("Invoices"."Total (BCY)")/count(DISTINCT(("Invoices"."Invoice ID"))) | Displays the average sales value |
| Pending Receivables | Aggregate Formula | Sumif("Invoices"."Invoice Status" = 'AUTHORISED',"Invoices"."Total (BCY)") | Displays the current pending invoices |
| Revenue from New Subscriptions | Aggregate Formula | SumIf(month("Subscriptions"."Start Date") = month("Invoices"."Invoice Date") and Year("Subscriptions"."Start Date") = year("Invoices"."Invoice Date") and "Invoices"."Invoice Status" not in ('Void','Draft'),Ifnull("Invoices"."Sub Total (BCY)",0),0) | Displays the revenue gained from new subscriptions |
| Unpaid Invoice Count | Aggregate Formula | Countif("Invoices"."Type" = 'Subscription' and "Invoices"."Invoice Status" = 'Overdue') | Displays the remaining amount to be paid in the invoice |
| Average LTV | Aggregate Formula | Avgif(("Subscriptions"."Expired Date" is not null and "Invoices"."Type" = 'Subscription'),"Invoices"."Sub Total (BCY)",0) | Displays the average lifetime value |
| Revenue from Subscriptions | Aggregate Formula | Sumif("Invoices"."Subscription ID" is not null and "Invoices"."Invoice Status" not in ('Draft','Void'),(Ifnull("Invoices"."Sub Total (BCY)",0)),0) | Displays the revenue from subscriptions |
| Revenue from Existing Subscriptions | Aggregate Formula | "Invoices"."Revenue from Subscriptions"-"Invoices"."Revenue from New Subscriptions" | Displays the revenue from existing subscriptions |
| ARPU | Aggregate Formula | "Invoices"."Revenue from Subscriptions"/distinctcount("Subscriptions"."Customer ID") | Displays the average revenue per user |
| LTV | Aggregate Formula | Sumif("Subscriptions"."Expired Date" is not null and "Invoices"."Invoice Status" not in ('Void','Draft'),"Invoices"."Sub Total (BCY)",0) | Displays the sum of lifetime value |
| YTD Revenue | Aggregate Formula | YTD(Sumif("Invoices"."Type" in ('Subscription'),Ifnull("Invoices"."Sub Total (BCY)",0),0),"Invoices"."Invoice Date") | Displays the year to date revenue |
| New Subscriptions | Aggregate Formula | Countif(month("Subscriptions"."Start Date") = month("Invoices"."Invoice Date") and Year("Subscriptions"."Start Date") = year("Invoices"."Invoice Date") and "Invoices"."Type" in ('Subscription')) | Displays the count of new subscriptions |
| Open Invoices Value | Aggregate Formula | Sumif("Invoices"."Invoice Status" = 'Open',"Invoices"."Total (BCY)") | Displays the sum of all open invoices |
| Paid Invoices Count | Aggregate Formula | Countif("Invoices"."Invoice Status" = 'Closed') | Displays the sum of paid invoices |
| Open Invoices Count | Aggregate Formula | Countif("Invoices"."Invoice Status" = 'Open') | Displays the count of open invoices |
| YTD Invoices Count | Aggregate Formula | YTD(Count("Invoices"."Invoice ID"),"Invoices"."Invoice Date") | Displays the year to date invoices count |
| MTD Invoices Count | Aggregate Formula | MTD(Count("Invoices"."Invoice ID"),"Invoices"."Invoice Date") | Displays the month to date invoices count |
| YTD Invoice Value | Aggregate Formula | YTD(Sum("Invoices"."Total (BCY)"),"Invoices"."Invoice Date") | Displays the year to date invoices value |
| MTD Invoice Value | Aggregate Formula | MTD(Sum("Invoices"."Total (BCY)"),"Invoices"."Invoice Date") | Displays the month to date invoices value |
| MTD Sales Order Value | Aggregate Formula | MTD(Sum("Invoices"."Total (BCY)"),"Invoices"."Invoice Date") | Displays the month to date sales order value |
| YTD Sales order count | Aggregate Formula | YTD(Count("Invoices"."Invoice ID"),"Invoices"."Invoice Date") | Displays the year to date sales order value |
| Closed Invoices Count | Aggregate Formula | Countif("Invoices"."Invoice Status" = 'Closed') | Displays the count of closed invoices |
| Invoice Overdue Count | Aggregate Formula | Countif("Invoices"."Invoice Status" = 'Overdue') | Displays the count of overdue invoices |
| Invoice Overdue Amount | Aggregate Formula | Sumif("Invoices"."Invoice Status" = 'Overdue',"Invoices"."Total (BCY)",0) | Displays the total invoice overdue amount |
The following are the default formulas in the Invoice Items table.
| Formula Name | Formula Type | Formula | Description |
| Sales without Tax | Aggregate Formula | Avg("Invoices"."Total (BCY)")-sum("Invoice Items"."Tax Amount") | Displays the total sales amount excluding the tax amount |
| Cost Of Sales | Aggregate Formula | Sum(if("Invoices"."Invoice Status" = 'Closed' and "Invoice Items"."Product ID" is not null ,"Items"."Purchase Price"*"Invoice Items"."Quantity",0)) | Displays the total cost of the goods sold |
| Sales Value | Aggregate Formula | Sumif("Invoices"."Invoice Status" = 'Closed',"Invoice Items"."Total (BCY)") | Displays the sales value |
| Projected Profit | Aggregate Formula | "Invoice Items"."Sales Value"-"Invoice Items"."Cost Of Sales" | Displays the estimated profit |
| Profit % | Aggregate Formula | "Invoice Items"."Projected Profit"*100/"Invoice Items"."Sales Value" | Displays the percentage of Profit generated |
| Reimbursed Expenses | Aggregate Formula | Distinctcount(if("Invoices"."Invoice Status" = 'Closed' and "Invoice Items"."Expense ID" is not null ,"Invoice Items"."Invoice ID",null)) | Displays the count of reimbursed expenses |
| Reimbursed Expense Amount | Aggregate Formula | Sumif("Invoices"."Invoice Status" = 'closed' and "Invoice Items"."Expense ID" is not null ,"Expenses"."Total (BCY)") | Displays the amount of reimbursed expenses |
| Avg Sales per Order | Aggregate Formula | "Invoice Items"."Sales Value"/Count("Invoice Items"."Invoice ID") | Displays the average sales per order value |
| Avg Profit per Order | Aggregate Formula | "Invoice Items"."Projected Profit"/Count("Invoice Items"."Invoice ID") | Displays the average profit per order |
7. Can I create my own custom formulas in Zoho Analytics? If yes, how do I create?
Yes, you can create your own custom formulas in Zoho Analytics. To know how to create your own formulas, refer to the Adding Formulas in Zoho Analytics help page.
8. Can I combine/blend data from other sources with the data from Zoho Invoice to create reports and dashboards?
Yes, you can combine data from your other sources with your Zoho Invoice data for analysis.
To do this, you need to add/import a new data table into the Zoho Invoice Advanced Analytics Workspace as explained in the above, and then define a look-up to join it with the table from Zoho Invoice.
To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from Zoho Invoice along with the data from any other source.
- Open the corresponding table, right-click the column header, and select Change to Lookup Column.
- In the Change to Lookup Column dialog that opens, select the column to look up.
- Click OK.
9. Can I join data from multiple tables to create reports?
Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in Zoho Analytics for detailed help on this.
10. What are Query Tables?
Zoho Analytics allows you to drive the data required by writing standard SQL SELECT Queries. This feature is called Query Tables. With Query Tables, you can also combine data from different tables and create reports from the same. Click here to know how to create Query Tables in Zoho Analytics.
Cross-Functional Analytics with Popular Business Applications/Other Data Sources
1. What are the popular business applications/other data sources that I can integrate this connector with?
You can integrate and perform cross-functional analytics with most business applications/other data sources that Zoho Analytics integrates with.
2. How can I analyze the data from the third party business applications/other data sources along with Zoho Invoice?
To import data from business apps,
- Open the Workspace in which you have set up the connector.
- Click the Import Data button.
- In the Create New Table tab that opens, select the application or data source that you wish to import.
- Provide the necessary authentication.
- Select the necessary modules and fields.
- Select the schedule import option.
- Click Create. Data from the selected application will be imported into a new table in the Zoho Invoice Advanced Analytics workspace.
3. Will a lookup relationship between the related modules from Zoho Invoice and other third-party applications be created automatically?
A lookup relationship will be created automatically between the Zoho Invoice modules and the Zoho CRM modules. If you wish to blend Zoho Invoice modules with any other applications, you will have to manually link the related modules from Zoho Invoice and the other application using a lookup relationship.
To manually create a lookup relationship, refer this help link - https://www.zoho.com/analytics/help/table/joining-tables.html.
Users, Sharing & Collaboration
1. How do I share the reports in Zoho Analytics with my colleagues?
You can easily share the reports that you create with the other users in your organization. Refer to Sharing and Collaboration help page for more details on this.
Once you privately share a report to your colleagues they will be able to access the reports as you do. Refer here to know how to access the reports.
2. What are the user roles available in Zoho Analytics?
Zoho Analytics offers four user roles - Account Administrator, Organization Administrator, Workspace Administrator, and User. Click to know more about the Zoho Analytics Organization Model and User Roles.
3. Why can't other users edit the reports that I have shared with them?
This is the expected behavior. Only when the users to whom the reports are being shared is set as a Workspace Administrator, they will be able to edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the Save As option toolbar. The User can edit this report. To know more about user roles click here.
4. Can I share the same report created, to multiple users with different criteria associated so that they see different data?
Yes, you can. Refer to the topic Apply filter criteria.
5. Can I export a report/dashboard?
Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML, and Image. Click to know more.
6. How can I print the reports & dashboards created in Zoho Analytics?
To print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML, and Image. Click to know more.
If you are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission by the Administrator to the report, only then you will be able to print the report.
7. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?
If you are the Administrator of the Zoho Analytics or a 'Workspace Administrator', you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section in this help documentation.
8. Can I embed/create permalink for reports & dashboards created in Zoho Analytics?
Yes, you can embed/create permalink for reports & dashboards. You can also create a slideshow of views. Refer to the Publishing Option section to learn how to do this.
Solutions
1. Does Zoho Analytics offer Embedded Analytics or rebranding?
Yes, Zoho Analytics supports various rebranding options such as Portal rebranding/white labeling and Logo Rebranding.
Help & Support
1. How do I get technical support on Zoho Analytics?
We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.com.
You can also reach out to us on our toll-free numbers.
United States: +1 (888) 900 9646
United Kingdom: +44 (20) 35647890
Australia: +61-2-80662898
India: 044 - 69656060
2. Can I have someone from Zoho do a demo for me?
Yes, certainly. Register for a demo in this page.