Sage

Advanced Analytics for Sage Accounting

Advanced Analytics for Sage​ Accounting helps you to analyze your key financial metrics, such as accounts, expenses, invoices, and many such KPIs. With this connector, you can create insightful reports and dashboards on your financial data and thereby stay well ahead in your financial journey.

The Advanced Analytics for Sage Accounting includes 75+ prebuilt reports and dashboards over your Sage Accounting data that help you to jump-start your analytics right away.

General

  1. What is Zoho Analytics?
  2. Why Sage Accounting Analytics?
  3. Who can subscribe to the Zoho Analytics - Sage Accounting connector?

Pricing & Trial

  1. How much does this connector cost?
  2. Do you provide trial evaluation for this connector?
  3. What do you mean by 'Users' in the (connector) pricing plan?
  4. What do you mean by 'Rows'/'Records' and how is it calculated in the pricing plan?

Setup

  1. How do I setup the Sage Accounting Advanced Analytics connector?
  2. How long should I wait for my Sage Accounting data to initially appear in Zoho Analytics?
  3. What are the modules in Sage Accounting that will be synchronized in Zoho Analytics Workspace?
  4. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
  5. How frequently can I synchronize my data with Zoho Analytics?
  6. Can I edit the Sage Accounting Synchronization setting?
  7. Can I synchronize my Sage Accounting data instantly?
  8. Can I setup the Sage Accounting Advanced Analytics in any other existing Workspace or in any other Advanced Analytics Workspace?
  9. Can I add/modify data in the Sage Accounting data tables within Zoho Analytics?
  10. Can I add new columns to the Sage Accounting data tables within Zoho Analytics?
  11. Can I add new data tables in this Sage Accounting to create reports & dashboards?
  12. Can I transfer my Zoho Analytics connector to another admin account?
  13. How do I re-authenticate my Sage Accounting account in Zoho Analytics?
  14. How can I remove the Integration?

Reporting Features

  1. In which modules of Sage Accounting can I create reports?
  2. How do I create my own reports with this connector?
  3. Can I create reports using the columns from different modules?
  4. What are the report types supported by Zoho Analytics?
  5. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?
  6. What are Formulas in Zoho Analytics?
  7. What are the default formulas that gets added by Zoho Analytics on setting up this connector?
  8. Can I create my own custom formulas in Zoho Analytics? If yes, how do I create?
  9. Can I combine/blend data from other sources with the data from Sage Accounting to create reports and dashboards?
  10. Can I create reports using columns from multiple tables?
  11. What are Query Tables?

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?
  2. How can I analyze the data from the third party business applications/other data sources along with Sage Accounting?
  3. Will a lookup relationship between the related modules from Sage Accounting and other third-party applications be created automatically?

Users, Sharing & Collaboration

  1. How do I share the reports in Zoho Analytics with my colleagues?
  2. What are the user roles available in Zoho Analytics?
  3. Why can't other users edit the reports that I have shared with them?
  4. Can I share the same report created, to multiple users with different criteria associated so that they see different data?
  5. Can I export a report/dashboard?
  6. How can I print the reports & dashboards created in Zoho Analytics?​
  7. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?​
  8. Can I embed/create a permalink for reports & dashboards created in Zoho Analytics?

Solutions

  1. Does Zoho Analytics offer Embedded Analytics or rebranding?

Help & Support

  1. How do I get technical support on Zoho Analytics?
  2. Can I have someone from Zoho do a demo for me?

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:

2. Why Sage Accounting Analytics?

Advanced Analytics for Sage​ Accounting helps you to analyze your key financial metrics and thereby helping you stay ahead in your financial journey. Analyze KPIs like account transactions, invoices, general ledger, and much more.

Advanced Analytics for Sage Accounting 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 Sage Accounting data to create any reports/dashboards you require.
  • Create your own reports and dashboards based on not only your Sage Accounting data but also by blending data from other data sources.
  • Blend Data -  Build cross-functional visualizations to extract end-to-end insights by combine\ing data from a wide range of business applications.
  • Ask Zia - Workspace is Ask Zia trained and can answer your question in minutes. 
  • 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 - Sage Accounting connector?

Users with paid accounts of both Zoho Analytics (at least the Basic plan) and Sage Accounting or Zoho CRM Plus / Zoho One users can avail this connector.

Pricing & Trial

1. How much does this connector cost?

Sage Accounting 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 page.

2. Do you provide 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 "Customers", 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 Sage Accounting Advanced Analytics connector?

2. How long should I wait for my Sage Accounting 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 Sage Accounting 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 Sage Accounting that will be synchronized in Zoho Analytics Workspace?

You can synchronize the following data from Sage Accounting into Zoho Analytics.

  • Bank Accounts
  • Customers
  • Ledger Accounts
  • Ledger Entries
  • Products
  • Purchase Invoices
  • Sales Invoices
  • Services
  • Stock Items
  • Transactions
  • Vendors

4. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

The import/sync process of your Sage Accounting 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:

  1. Open the Workspace in which you have set up the connector.
  2. Click the Data Sources button in the Explorer tab.
  3. In the Data Sources page that opens click the Retry Now link.
  4. 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 Sage Accounting and Zoho Analytics, after the initial setup & import of data. This might be a momentary failure due to any internal issues. This 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 Sage Accounting Synchronization setting?

Yes, you can edit the synchronization setting if you are the administrator who setup the connector. To do so,

  1. Open the corresponding Sage Accounting Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. In the Data Sources page that opens, click the Edit Setup link.
  4. The Edit Setup - Sage Accounting dialog will open. Modify the settings as needed. 
  5. Click Save. The synchronization setting will be modified and data will be synced in the next synchronization interval.

7. Can I synchronize my Sage Accounting data instantly?

Yes, you can synchronize your Sage Accounting data instantly when needed.

To synchronize your data instantly:

  1. Open the corresponding Sage Accounting Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. Click Sync Now. Sage Accounting data will get instantly synchronized. 
Note: This option can be used up to five times between the schedules

8. Can I setup the Sage Accounting Advanced Analytics in any other existing Workspace or in any other Advanced Analytics Workspace?

Yes, you can setup the Sage Accounting Advanced Analytics in any of the existing Workspace or in any of the Advanced Analytics Workspace to analyze data together. You can blend/combine data from Sage Accounting Advanced Analytics with the desired data. To know more about the same, refer to the Cross-Functional Analytics section. 

9. Can I add/modify data in the Sage Accounting Analytics data tables within Zoho Analytics?

No, you cannot add/modify data in the Sage Accounting data tables. Data from the Sage Accounting 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 Sage Accounting.

10 Can I add new columns to the Sage Accounting data tables within Zoho Analytics?

No, you cannot add new columns. But, you can add Custom 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 Sage Accounting 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 Sage Accounting data. 

Refer:

12. How do I re-authenticate my Sage Accounting account in Zoho Analytics?

You can re-authenticate the setup by following the below steps.

  1. Open the corresponding Sage Accounting Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. Click Re-Authenticate.

Your account will be successfully authenticated.

13. Can I transfer my Zoho Analytics connector to another admin account?

Yes, the Sage Accounting 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.

14. How can I remove the Integration?

You can remove the connector from the Data Source page.

  1. Open the Sage Accounting Data Source page. 
  2. Hover the mouse over the Data Source name in the left corner. A Settings icon will appear. 
  3. Click the Settings icon.
  4. Select Remove Data Source.

The data synchronization from Sage Accounting into this Workspace will be removed. However, you will still be able to access this Workspace with existing data. 

Reporting Features

1. In which modules of Sage Accounting can I create reports?

Zoho Analytics will synchronize the data specified in this question into the Sage Accounting Analytics workspace. You can create reports using this data. 

2. How do I create my own reports with this connector?

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 Sage Accounting 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 the default reports & dashboards created by Zoho Analytics, on setting up this connector?

When you setup/configure the Sage Accounting Connector, 75+ default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your help data effectively.

6. 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.

7. 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.

Note: The formulas provided is based on the general accounting standards.

The following are the formulas in the Sales Invoice table.

Formula NameFormula TypeFormulaDescription
Sales without TaxAggregate FormulaSum("Sales Invoices"."Base Currency Total Amount")-Sum("Sales Invoices Lines"."Tax Amount")Displays the total sales amount excluding the tax amount
Cost of SalesAggregate FormulaSum(If("Sales Invoices"."Status Id" not in ('DRAFT','PRO-FORMA','VOID') and "Sales Invoices Lines"."Product Id" is not null ,"Products"."Cost Price"*"Sales Invoices Lines"."Quantity",0))Displays the total cost of the goods sold
Sales valueAggregate FormulaSumif("Sales Invoices"."Status Id" not in ('DRAFT','PRO-FORMA','VOID'),"Sales Invoices Lines"."Base Currency Total Amount")Displays the sales value
Projected ProfitAggregate Formula"Sales Invoices Lines"."Sales value"-"Sales Invoices Lines"."Cost of Sales"Displays the estimated profit
Profit %Aggregate Formula"Sales Invoices Lines"."Projected Profit"*100/"Sales Invoices Lines"."Sales value"Displays the percentage of Profit generated
Avg Sales Per OrderAggregate Formula"Sales Invoices Lines"."Sales value"/Countif("Sales Invoices"."Status Id" not in ('DRAFT','PRO-FORMA','VOID'))Displays the average sales per order value
Avg Profit Per OrderAggregate Formula"Sales Invoices Lines"."Projected Profit"/Countif("Sales Invoices"."Status Id" not in ('DRAFT','PRO-FORMA','VOID'))Displays the average profit per order
Median of Unit PriceAggregate FormulaPercentile("Sales Invoices Lines"."Unit Price",50)Displays the average of the sales in percentage
90th Percentile of Unit PriceAggregate Formula Percentile("Sales Invoices Lines"."Unit Price",90)Indicates value below which a given percentage of observation falls
Age in DaysFormula Columndatediff(now(), "Date")Number of days since the sales invoice date
Age TierFormula Columnif( "Age in Days" >= 0, if( "Age in Days" <= 30, '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 60 days, within 120 days etc.,

The following are the formulas in the Purchase Invoice table.

Formula NameFormula TypeFormulaDescription
Total Outstanding AmountAggregate FormulaSum("Purchase Invoices"."Outstanding Amount")Displays the total outstanding to be paid
Paid Invoice ValueAggregate FormulaSumif("Purchase Invoices"."Status Id" = 'PAID',"Purchase Invoices"."Base Currency Total Amount")​Displays the paid amount in the invoice
Unpaid Invoice ValueAggregate FormulaCountif("Purchase Invoices"."Status Id" = 'UNPAID')Displays the remaining amount to be paid in the invoice
Average Purchase ValueAggregate FormulaSumif("Purchase Invoices"."Status Id" in ('PAID','UNPAID'),"Purchase Invoices"."Base Currency Total Amount")/Distinctcount("Purchase Invoices"."Purchase Invoice Id")​Displays the average value of each purchase
Paid Invoice CountAggregate FormulaCountif("Purchase Invoices"."Status Id" = 'PAID')Displays the count of paid invoices
Unpaid Purchases CountAggregate FormulaCountif("Purchase Invoices"."Status Id" = 'UNPAID')Displays the count of unpaid invoices
Median of Age in DaysAggregate FormulaPercentile("Purchase Invoices"."Age in Days",50)Displays the average or mean value of the number of days it takes for an Invoice to be closed
90th Percentile in Age in DaysAggregate FormulaPercentile("Purchase Invoices"."Age in Days",90)Indicates a value below which a given percentage of observation falls
MTD Purchases Order ValueAggregate Formulamtd(Sum("Purchase Invoices"."Base Currency Total Amount"),"Purchase Invoices"."Date")Displays the month to date purchase order value
YTD Purchase Order CountAggregate Formulaytd(Count("Purchase Invoices"."Purchase Invoice Id"),"Purchase Invoices"."Date")Displays the year to date purchase order count
Discount PercentageAggregate FormulaSum("Purchase Invoices"."Payments Allocations Total Discount")/Sum("Purchase Invoices"."Base Currency Total Amount")*100Displays the discounted amount
Age in DaysFormula Columndatediff(now(), "Date")Number of days since the purchase invoice date
Age TierFormula Columnif( "Age in Days" >= 0, if( "Age in Days" <= 30, '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 60 months, within 120 days etc.,

The following are the default formulas in the Ledger Entries table.

Formula NameFormula TypeFormulaDescription
EquityAggregate FormulaSumif("Ledger Accounts"."Ledger Account Type" = 'EQUITY',"Ledger Entries"."Credit - Debit",0)Displays the value of the shares issued by the company.
Cash FlowAggregate FormulaSumif("Ledger Accounts"."Ledger Account Type" = 'BANK',"Ledger Entries"."Debit - Credit",0)Displays the total amount of money being transferred into and out of a business, especially as affecting liquidity.
Cash Flow MarginAggregate Formula"Ledger Entries"."Cash Flow"/"Ledger Entries"."Revenue"The money a company generates from its core operations per dollar of sales
Debt To EquityAggregate Formula"Ledger Entries"."Liability"/"Ledger Entries"."Equity"A financial ratio indicating the relative proportion of shareholders' equity and debt used to finance a company's assets
Debt To AssetAggregate Formula"Ledger Entries"."Liability"/"Ledger Entries"."Asset"The proportion of a company's assets that are financed by debt
Current RatioAggregate Formula"Ledger Entries"."Current Asset"/"Ledger Entries"."Current Liabilities"Displays company's ability to pay short-term and long-term obligations
Accounts ReceivableAggregate FormulaSumif("Ledger Accounts"."Control Name" = 'TRADE_DEBTORS',"Ledger Entries"."Debit - Credit",0)It is the money owed to a company by its debtors
Cash RatioAggregate Formula("Ledger Entries"."Cash and Equivalent")/"Ledger Entries"."Liability"Displays the total cash available
EBITAggregate Formula"Ledger Entries"."Revenue"-"Ledger Entries"."Cost of Goods Sold"-"Ledger Entries"."Operating Expense"Displays earnings before Interest and tax
Avg Accounts ReceivableAggregate FormulaAvgif("Ledger Accounts"."Control Name" = 'TRADE_DEBTORS',"Ledger Entries"."Debit - Credit",NULL)It is the money owed by customers to another entity in exchange for goods or services that have been delivered or used, but not yet paid for
Accounts PayableAggregate FormulaSumif("Ledger Accounts"."Control Name" = 'TRADE_CREDITORS',"Ledger Entries"."Credit - Debit",0)Displays the short-term debt that a company owes to its suppliers and creditors
Assets Turnover RatioAggregate Formula"Ledger Entries"."Cost of Goods Sold"/"Ledger Entries"."Asset"Displays the assets turnover ratio
ROIAggregate Formula(100*("Ledger Entries"."Revenue")/("Ledger Entries"."Assets")ROI measures the amount of return on an investment relative to the investment’s cost
EBIT MarginAggregate Formula"Ledger Entries"."EBIT"*100/"Ledger Entries"."Revenue"EBIT Margin is the ratio of Earnings before Interest and Taxes to net revenue earned.
BalanceAggregate FormulaSum("Ledger Entries"."Debit")-Sum("Ledger Entries"."Credit")Displays the balance in the account
RevenueAggregate FormulaSumif("Ledger Accounts"."Ledger Account Group Id" in ('INCOME'),"Ledger Entries"."Credit - Debit")​Displays the revenue generated
ExpenseAggregate FormulaSumif("Ledger Accounts"."Ledger Account Group Id" = 'EXPENSE',"Ledger Entries"."Debit - Credit")Displays the expenses incurred
ProfitAggregate Formula"Ledger Entries"."Revenue"-"Ledger Entries"."Expense"Displays the total profit
Gross Profit MarginAggregate Formula"Ledger Entries"."Profit"*100/"Ledger Entries"."Revenue"Displays the profit margin. ie. the amount by which revenue from sales exceeds costs in a business.
Operating ExpenseAggregate FormulaSumif("Ledger Accounts"."Ledger Account Type" = 'DIRECT_EXPENSES',"Ledger Entries"."Debit - Credit")Displays the Total Expenses minus Cost of goods sold
Operating IncomeAggregate Formula"Ledger Entries"."Revenue"-"Ledger Entries"."Operating Expense"Displays the earnings before interest and taxes
Operating Profit MarginAggregate Formula"Ledger Entries"."Operating Income"*100/"Ledger Entries"."Revenue"Provides the company's profit margin in percentage
Expense To Revenue RatioAggregate Formula"Ledger Entries"."Expense"/"Ledger Entries"."Revenue"Displays the company's operating expenses divided by its revenues.
AssetAggregate FormulaSumif("Ledger Accounts"."Ledger Account Group Id" = 'ASSET',"Ledger Entries"."Debit - Credit",0)It is an item of property owned by the company with the mortgage value
LiabilityAggregate FormulaSumif("Ledger Accounts"."Ledger Account Group Id" in ('LIABILITY'),"Ledger Entries"."Credit - Debit",0)Displays company's legal debt or obligation
Cost of Goods SoldAggregate FormulaSumif("Ledger Accounts"."Ledger Account Type" = 'DIRECT_EXPENSES',"Ledger Entries"."Debit - Credit",0)The direct costs attributable to the production of the goods sold by a company
Cash and EquivalentAggregate FormulaSumif("Ledger Accounts"."Ledger Account Type" = 'BANK',"Ledger Entries"."Debit - Credit",0)Displays the total cash available
Current AssetAggregate FormulaSumif("Ledger Accounts"."Ledger Account Type" in ('CURRENT_ASSETS'),"Ledger Entries"."Debit - Credit",0)It is an item of property owned by the company with the mortgage value
Current LiabilitiesAggregate FormulaSumif("Ledger Accounts"."Ledger Account Type" in ('CURRENT_LIABILITY'),"Ledger Entries"."Credit - Debit",0)Displays company's legal debt or obligation
Quick RatioAggregate Formula("Ledger Entries"."Cash and Equivalent"+"Ledger Entries"."Accounts Receivable")/"Ledger Entries"."Current Liabilities"It is the measure of how well a company can meet its short-term financial liabilities
Balance Sheet TotalAggregate FormulaSumif("Ledger Accounts"."Ledger Account Group Id" in ('ASSET','EXPENSE'),"Ledger Entries"."Debit - Credit","Ledger Entries"."Credit - Debit")Displays the company's financial position at a given date
Profit and Loss BalanceAggregate FormulaSumif("Ledger Accounts"."Ledger Account Group Id" in ('INCOME'),"Ledger Entries"."Credit - Debit",0)-Sumif("Ledger Accounts"."Ledger Account Group Id" in ('EXPENSE'),"Ledger Entries"."Debit - Credit",0)Displays the company's financial statement in terms of profit or loss
YTD Balance Sheet TotalAggregate Formulaytd("Ledger Entries"."Balance Sheet Total","Ledger Entries"."Date")Displays the year to date balance sheet total

8. 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.

9. Can I combine/blend data from other sources with the data from Sage Accounting to create reports and dashboards?

Yes, you can combine data from your other sources with your Sage Accounting data for analysis.

To do this, you need to add/import a new data table into the Sage Accounting Advanced Analytics Workspace as explained in the previous question and then define a look-up to join it with the table from Sage Accounting.

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 Sage Accounting along with the data from any other source.

  1. Open the corresponding table, right-click the column header and select Change to Lookup Column.
  2. In the Change to Lookup Column dialog that opens, select the column to look up.
  3. Click OK.

Click to learn more.

10. Can I create reports using columns from multiple tables?

Yes, you can create reports using columns from multiple tables. Refer to Joining Tables in Zoho Analytics for detailed help on this.

11. 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 Sage Accounting?

To import data from business apps,

  1. Open the Workspace in which you have setup the connector.
  2. Click the Import Data button.
  3. In the Create New Table tab that opens, select the application or data source that you wish to import.
  4. Provide the necessary authentication.
  5. Select the necessary modules and fields.
  6. Select the schedule import option.
  7. Click Create. Data from the selected application will be imported into a new table in the Sage Accounting Advanced Analytics workspace. 

3. Will a lookup relationship between the related modules from Sage Accounting and other third-party applications be created automatically?

The automatic lookup relation is not available for this connector. However, you can manually create lookup relationships.

To manually create a lookup relationship, refer to 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.

Note:
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.

Read about the various pricing plans that we offer from the Pricing section.

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: +91-44-67447000

2. Can I have someone from Zoho do a demo for me?

Yes, certainly. Register for a demo in this page

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