Zoho Finance

Zoho Finance Advanced Analytics

Zoho Analytics for Zoho Finance apps empowers you with financial analytical capabilities for your Zoho Finance data (Zoho Books, Zoho Invoice, Zoho Subscriptions, and Zoho Inventory). You can analyze and keep track of your key financial metrics. With this connector you can create insightful reports & dashboards over your Zoho Finance data for in-depth financial analysis.

The Advanced Analytics for Zoho Finance includes 150+ prebuilt reports and dashboards over your Zoho Finance activity data.

General

  1. What is Zoho Analytics?
  2. Why Zoho Finance Advanced Analytics connector?
  3. Who can subscribe to the Zoho Analytics connector?
  4. What do I get when I subscribe for this connector?
  5. How does the Zoho Analytics connector for Zoho Finance work?
  6. What are the benefits of using the Zoho Finance Advanced Analytics Connector over the inbuilt Reporting module in Zoho Finance apps?

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 set up the Connector for my Zoho Finance account?
  2. How long should I wait for my organization data in Zoho Finance apps to initially appear in Zoho Analytics?
  3. What are the modules in the Zoho Finance apps on which I could create reports using this connector?
  4. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
  5. Can I import custom fields from Zoho Finance?
  6. How frequently can I synchronize my data with Zoho Analytics?
  7. Can I edit the Zoho Finance connector Synchronization setting?
  8. Can I synchronize my Zoho Finance organization data instantly?
  9. Can I import data from multiple Zoho Finance apps organizations?
  10. Can I import joint organizations into Zoho Analytics?
  11. Can I set up the Zoho Finance apps connector into my Zoho CRM Advanced Analytics workspace?
  12. Can I add/modify data in the Zoho Finance organization data tables (modules) from within Zoho Analytics?
  13. Can I add new columns to the Zoho Finance organization data tables (modules) from within Zoho Analytics?
  14. Can I add new data tables in this Workspace to create reports & dashboards?
  15. On whose account will the connector be set up?
  16. Can I transfer my Zoho Finance apps connector to another admin account?
  17. Can I set up the Connector in an account other than the one who configures/sets up the trial?
  18. How can I remove the Integration?

Reporting Features

  1. In which modules of Zoho Finance 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 added by Zoho Analytics, on setting up this connector?
  8. How do I create my own custom formulas in Zoho Analytics?
  9. Can I join data from multiple tables to create reports?
  10. What are Query Tables?

Users, Sharing & Collaboration

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

Cross-Functional Analytics with Zoho Applications

  1. What are the Zoho applications that I can combine with Zoho Finance for cross-functional analytics?
  2. How can I analyze the data from other Zoho apps along with Zoho Finance?
  3. Will the related modules from Zoho Finance and other Zoho applications be automatically created for Zoho Analytics?
  4. How do I integrate Zoho Finance apps and Zoho CRM?

Cross-Functional Analytics with Popular Third Party Business Applications

  1. What are the popular business applications that I can integrate Zoho Finance with?
  2. How can I analyze the data from the third party business applications along with Zoho Finance?
  3. Will a relationship (lookup) be created between Zoho Finance and the third party applications that I integrate Zoho Finance with?

Solutions

  1. How can I combine my Zoho Finance and Zoho CRM data?
  2. How can you create reports using the Reporting Tag(s) defined in Zoho Books?
  3. How can I create a Profit and Loss Report (Zoho Books)?
  4. How can I create a Balance Sheet (Zoho Books)?
  5. How can I create a Customer Opening-Closing Balance Report (Zoho Books)?
  6. How can I create a Stock Book Report (Zoho Inventory)?

Help & Support

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

General

1. What is Zoho Analytics?

Zoho Analytics is a business intelligence and analytics solution 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.

It offers the following important capabilities:

2. Why Zoho Finance Advanced Analytics connector?

Zoho Finance Advanced Analytics Connector enables you to import the organization data in your Zoho Finance apps (Zoho Books, Zoho Invoice, Zoho Subscriptions, and Zoho Inventory) into Zoho Analytics for advanced reporting and analysis. This connector brings in all the capabilities of Zoho Analytics described in the previous question to Zoho Finance users.

3. Who can subscribe to the Zoho Analytics connector?

Users with paid accounts of Zoho Finance apps and Zoho Analytics (atleast the Basic plan) can avail this connector.

4. What do I get when I subscribe for this connector?

As a Zoho Finance users, subscribing to this connector brings you immense benefits. You get to look at your data in Zoho Finance apps in ways you haven't looked at before. Using this Zoho Analytics connector enables you to do powerful analysis of your organization data and create insightful reports & dashboards. You can create reports like Debt to Assets ratio by month, EBIT margin for the last 12 months, Top 10 products by invoice and much more with ease.

Zoho Analytics drag-and-drop based reporting is so easy to use that you could create any report or dashboard on your Zoho Finance data with no IT help or technical knowledge and share them to your colleagues.

5. How does the Zoho Analytics connector for Zoho Finance work?

The Zoho Analytics Advanced Analytics Connector for Zoho Finance works as below.

  • A Zoho Finance administrator chooses to configure the Zoho Analytics connector in their Zoho Finance account.
  • They select modules and fields from their Zoho Finance account to be analyzed.  
  • The data from their Zoho Finance account will be imported into their corresponding Workspace in Zoho Analytics account automatically. Depending on the amount of data in the Zoho Finance account, the initial import can take a few minutes to a few hours.
  • Then on, the data will be continuously synched between Zoho Finance & Zoho Analytics, at regular time intervals that the administrator had configured to sync their data.
  • Along with the data from the default modules a set of insightful reports and dashboards are provided by default.
  • The Zoho Finance administrator who set up the connector can share the reports with other users.
  • New adhoc reports can be created by the users of the connector.

Refer to this section to know more about how to set up the Zoho Analytics connector.

6. What are the benefits of using the Zoho Finance Advanced Analytics Connector over the inbuilt Reporting module in Zoho Finance apps?

The advantage of using the Zoho Finance Advanced Analytics add-on over the reports tab inside Zoho Finance apps is tabulated below. 

Reporting ModuleZoho Finance Advanced Analytics
Users will not be able to create new reports, but access basic reports such as balance sheet, profit and loss, etc.It offers over 25+ chart types along with pivot, summary, and tabular views. Users can create any type of report to suit their needs.
Cannot create dashboards.Users can create dashboards to view all the reports in a single page layout.
Cannot create KPI Widgets.Allows creation of KPI widgets to track and monitor the key performance metrics. Supports 6 types of single number widgets and 2 types of chart type widgets.
Cannot combine data to create reports.All the modules from an Organization will be joined by default using lookup columns. Users can create reports using the columns across any number of modules. 
Cannot combine and analyze data from different sources.Can combine data from any resources for advanced reporting and analysis.
Cannot create reports combining data from Zoho CRM etc.A lookup relationship between the modules of Zoho CRM and the modules of Zoho Finance will be created automatically.
The reports that you create cannot be shared.You can share the reports and dashboards that you create to any user. All that the user has to do is sign in to Zoho Analytics to view the report.
Does not allow the users to embed the reports that they create.Users can embed the reports that they create in a website or blog.
Does not offer formula engine.Offers a powerful formula engine.
Limited customizations.Offers a wide range of customizations.

Pricing & Trial

1. How much does this connector cost?

The Zoho Finance Advanced Analytics connector is available in all the paid plans of Zoho Analytics. Refer to the 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 setup.

3. What do you mean by 'Users' in the (connector) pricing plan?

Anyone to whom you privately share your workspaces, 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 created/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 people. Now your Zoho Analytics account is said to have 5 users (including yourself). Click to know more about the Zoho Analytics user model. 

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 Workspace (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 "Invoices", each row would represent a single invoice 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 set up the Connector for my Zoho Finance account?

You can set up the Zoho Analytics connector either from Zoho Finance apps or from Zoho Analytics.

From Zoho Analytics Interface

The below presentation shows you how to set up the connector from Zoho Analytics interface.

From Zoho Finance apps Interface

The below presentation shows you how to set up the connector from Zoho Books interface. You can similarly set up the connector from Zoho Invoice, Zoho Subscriptions, or Zoho Inventory as well.

Shown below is a video on how to import a Zoho Books organization.

For more information refer:

2. How long should I wait for my organization data in Zoho Finance apps 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 the data. You will receive an email notification once the import is complete. If you access the workspace before the initial fetch, it will not display any data.

3. What are the modules in the Zoho Finance apps on which I could create reports using this connector?

Data from the following modules in Zoho Finance will get synchronized with Zoho Analytics.

Zoho Books Modules

  • Accounts
  • Accrual Transactions, Cash Transactions
  • Bill, Bill Item, Bill Payment
  • Contacts
  • Creditnote Invoice, Creditnote Item, Creditnote Refund, Customer Contact Person, Customerpayment Refund, Customer Address 
  • Estimates, Estimate Item
  • Expenses
  • Invoice, Invoice Item, Invoice Payment    
  • Inventory mapping, Inventory sales
  • Items
  • Projects, Tasks, Timesheet
  • Purchaseorder, Purchaseorder Bill, Purchaseorder Item, Purchase Address
  • Reporting Tags
  • Retainer Invoice
  • Salesorder, Salesorder Item
  • Salesperson
  • Tax
  • Vendor, Vendor Address, Vendor Credit, Vendor Credit Bill, Vendor Credit Item, Vendor Credit Refund, Vendor Payment 

Zoho Invoice Modules

  • Contacts
  • Items
  • Invoices, Invoice Payments
  • Customer Payments
  • Customer Contact Persons, Customer Addresses
  • Tax
  • Credit Notes, Credit Note Items
  • Expenses, Recurring Expenses
  • Recurring Invoices
  • Creditnotes Invoice, Credit Notes Refund
  • Tasks
  • Recurring Invoice Items
  • Estimate Items, Invoice Items
  • Sales Persons
  • Timesheet, Estimates, Projects

Zoho Subscriptions Modules

  • Subscription 
  • Subscription Items
  • Plan
  • Add-On
  • Plan Add-On Mapping 
  • Online Transactions 
  • Cards
  • Subscription Product
  • Pricing Scheme

Zoho Inventory Modules

  • Transfer Order
  • Transfer Order Items
  • Shipment Order
  • Sales Return Receive
  • Sales Return Receive Items
  • Sales Return
  • Sales Return Items
  • Packages
  • Package Items
  • Manufacturer
  • Composite Item
  • Composite Item Details
  • Brand
  • Attribute
  • Attribute Options

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

The import/sync process of your organization data from the Zoho Finance app can fail sometimes, due to a variety of reasons. Hence you may receive such mails 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 corresponding Zoho Finance Advanced Analytics Workspace.
  2. Click Data Sources on the left panel. All the data sources of the workspace will be listed.
  3. Open the corresponding organization and 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 Finance 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. Can I import custom fields from Zoho Finance?

Yes, you can import custom fields from Zoho Finance. You can add the custom fields by selecting the fields either while setting up the connector or by using the Edit Setup option.

6. 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

7. Can I edit the Zoho Finance connector Synchronization setting?

Yes, you can edit the synchronization setting if you are the administrator of the Zoho Analytics account. 

From Zoho Finance

Log into one of your Zoho Finance app account and open the organization that you wish to edit. Here we are going to edit the Zoho Books organization. The steps to edit your Zoho Invoice, Zoho Subscriptions, or Zoho Inventory setup is same as shown below.

  1. Select Settings > Integrations > Zoho Apps.
  2. Click Show Details next to Zoho Analytics.
  3. In the Advanced Analytics page that opens, click the Edit Settings link.
  4. Make the necessary changes and click Save & Sync.

From Zoho Analytics

  1. Open the corresponding Zoho Finance Advanced Analytics workspace.
  2. Click Data Sources tab on the left panel. All the data sources of the workspace will be listed.
  3. Click the Settings icon next to the organization name that appear on mouse hover.
  4. Select Edit Setup.

If you have set up only one organization,

  1. Open Data Sources page of the corresponding workspace.
  2. Click the Edit Setup link next to the organization name.

  1. After making the necessary changes, click Save.

8. Can I synchronize my Zoho Finance organization data instantly?

Yes, you can synchronize your Zoho Finance organization data instantly when needed.

To synchronize your data instantly:

  1. Open Data Sources page of the corresponding Zoho Finance Advanced Analytics workspace.
  2. Click the Sync Now link available in the Synchronizations Done field. 

Zoho Finance organization data will get instantly synchronized.

Note
  • This option can be used up to five times between the scheduled intervals.

9. Can I import data from multiple Zoho Finance apps organizations?

Yes, you can configure multiple Zoho Finance setups if you have subscribed to a paid plan.

You can import multiple organizations either from the same or different Zoho Finance apps into the same or different workspace. For example, a company having various branches across the globe can analyze the financial report of all their branches using this feature.

You can also import joint organizations, provided you have a Super Administrator privilege.

Note: If you are using a Zoho Analytics trial you will be able to import data only from any one organization of Zoho Finance.

10. Can I import joint organizations into Zoho Analytics?

Yes, you can import joint organization into Zoho Analytics, provided you have the Super Administrator (administrator for all the apps that you are importing) privilege. You can import a combination of Zoho Books with Zoho Subscriptions and/or Zoho Inventory. You can similarly import a combination of Zoho Invoice with Zoho Subscriptions and/or Zoho Inventory.

Note: You cannot have a joint organization between Zoho Books and Zoho Invoice.

11. Can I set up the Zoho Finance apps connector into my Zoho CRM Advanced Analytics workspace?

Yes, you can setup the connector in your Zoho CRM Advanced Analytics workspace to analyze data together. This will be of utmost use for those who have integrated Zoho Finance with Zoho CRM. For example, users can create reports like deals to invoice funnel, open invoices by amount and count etc using the data from Zoho Books and Zoho CRM. Refer Cross-Functional Analytics with Zoho Applications section to know more.

12. Can I add/modify data in the Zoho Finance organization data tables (modules) from within Zoho Analytics?

No, you cannot. Data from Zoho Finance organization gets automatically synched into Zoho Analytics. You cannot edit any of this data or add new data records in the synced tables from within Zoho Analytics.

13. Can I add new columns to the Zoho Finance organization data tables (modules) from within Zoho Analytics?

No, you cannot add new columns. But, you can add Formula Columns and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas in Zoho Analytics to know more.

14. Can I add new data tables in this Workspace to create reports & dashboards?

Yes, you can add new data tables. Click Create > New Table/Import Data to add a new table in the existing Zoho Finance Advanced Analytics Workspace.

With this feature, you can import data from other sources or add data manually into your Zoho Finance Advanced Analytics workspace to analyze and create reports. You can also import data from other business applications. With Zoho Analytics API you can integrate data from other applications.

Refer:

15. On whose account will the connector be set up?

It will be setup in the corresponding Zoho Analytics account of the Zoho Finance app Administrator who configured this connector. Only one Zoho Analytics setup per organization is allowed.

16. Can I transfer my Zoho Finance apps connector to another admin account?

At present, we do not provide an option to do so in the user interface. If you require this transfer, please do mail us to support@zohoanalytics.com and we will do this for you.

17. Can I set up the Connector in an account other than the one who configures/sets up the trial?

Yes, you can do this. If the account on which the trial is configured is not upgraded after trial expiry, then the account will be downgraded to free plan and eventually the sync will also be deleted. In this case you will be able to set up the synchronization in the account only by purchasing the Connector.

18. How can I remove the Integration?

To remove the setup,

From Zoho Finance

Log into your Zoho Finance account and open the organization that you wish to deactivate.

  1. Select Settings > Integrations > Zoho Apps.
  2. Click Show Details next to Zoho Analytics.
  3. In the Advanced Analytics page that opens, click the Deactivate link.

From Zoho Analytics

  1. Open the corresponding Zoho Finance Advanced Analytics workspace.
  2. Click Data Sources tab on the left panel. All the data sources of the workspace will be listed.
  3. Open Data Sources page of the corresponding workspace.
  4. Click the Settings icon next to the organization name that appear on mouse hover.
  5. Select Remove Data Source.

Reporting Features

1. In which modules of Zoho Finance can I create reports?

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

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

You can refer to the below presentation to know how to create your own reports & dashboards using Zoho Analytics.

Also refer:

Note

3. Can I create reports using the columns from different modules?

Yes. Columns from across different tables can be dragged and dropped to create a report. Refer to our Creating Reports section to know how to create reports.

4. What are the report types supported by Zoho Analytics?

Zoho Analytics supports a wide variety of reports.

  • Charts
    • Pie
    • Bubble
    • Bubble Pie
    • 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 set up/configure the Zoho Finance Integration Connector, 150+ default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your Zoho Finance organization data effectively. 

6. What are Formulas in Zoho Analytics?

Formulas, as the name indicates, are calculations that you could define in Zoho Analytics to help you create the required reports. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer Adding Formulas in Zoho Analytics to know more.

7. What are the default formulas added by Zoho Analytics, on setting up this connector?

The following are the default formulas added by Zoho Analytics. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas.

Zoho Books

The below table lists all the default formulas that will be created in the Accrual Transactions table

Formula NameFormulaFormula TypeDescription
Transaction Amountif("Debit or Credit"='debit',"Transaction Amount (BCY)",-"Transaction Amount (BCY)")CustomDisplays the transacted amount
Debited Amountsumif("Accrual Transactions"."Debit or Credit"='debit',"Accrual Transactions"."Transaction Amount (BCY)")AggregateDisplays the debited amount
Credited Amountsumif("Accrual Transactions"."Debit or Credit"='credit',"Accrual Transactions"."Transaction Amount (BCY)")AggregateDisplays the credited amount
Balance"Accrual Transactions"."Debitted Amount"-"Accrual Transactions"."Creditted Amount"AggregateDisplays the balance in the account
Revenuesumif("Accounts"."Account Type" in ('Income','Other Income'),"Accrual Transactions"."Transaction Amount",0)AggregateDisplays the revenue generated
Expensessumif("Accounts"."Account Type" in ('Expense','Other Expense','Cost Of Goods Sold'),"Accrual Transactions"."Transaction Amount",0)AggregateDisplays the expenses incurred
Profit"Accrual Transactions"."Revenue"-"Accrual Transactions"."Expenses"AggregateDisplays the total profit
Gross Profit Margin"Accrual Transactions"."Profit"*100/"Accrual Transactions"."Revenue"AggregateDisplays the profit margin. ie. the amount by which revenue from sales exceeds costs in a business.
Operating Incomesumif("Accounts"."Account Type"='Income',"Accrual Transactions"."Transaction Amount",0)AggregateThe earnings before interest and taxes
Operating Profit Margin"Accrual Transactions"."Operating Income"*100/"Accrual Transactions"."Revenue"AggregateProvides the company's profit margin in percentage
Cost of Goods Soldsumif("Accounts"."Account Type"='Cost Of Goods Sold',"Accrual Transactions"."Transaction Amount",0)AggregateThe direct costs attributable to the production of the goods sold by a company.
Expense to Revenue Ratio"Accrual Transactions"."Expenses"/"Accrual Transactions"."Revenue"AggregateDisplays the company's operating expenses divided by its revenues.
Assetsumif("Accounts"."Account Type" in ('Other Current Asset','Other Asset','Cash','Bank','Fixed Asset','Stock'),"Accrual Transactions"."Transaction Amount",0)AggregateIt is an item of property owned by the company with mortgage value
Liabilitysumif("Accounts"."Account Type" in ('Other Current Liability','Long Term Liability','Other Liability','Credit Card'),"Accrual Transactions"."Transaction Amount",0)AggregateDisplays company's legal debt or obligation
Equitysumif("Accounts"."Account Type"='Equity',"Accrual Transactions"."Transaction Amount",0)AggregateDisplays the value of the shares issued by the company.
Cash flowsumif(("Accounts"."Account Type"='Cash') or "Accounts"."Account Type"='Bank',"Accrual Transactions"."Transaction Amount",0)AggregateDisplays the total amount of money being transferred into and out of a business, especially as affecting liquidity.
Cash flow margin"Accrual Transactions"."Cash Flow"/"Accrual Transactions"."Revenue"AggregateThe money a company generates from its core operations per dollar of sales
Debt to equity"Accrual Transactions"."Liability"*100/"Accrual Transactions"."Equity"AggregateA financial ratio indicating the relative proportion of shareholders' equity and debt used to finance a company's assets
Debts to Asset"Accrual Transactions"."Liability"*100/"Accrual Transactions"."Asset"AggregateThe proportion of a company's assets that are financed by debt.
Current ratio"Accrual Transactions"."Asset"/"Accrual Transactions"."Liability"AggregateDisplays company's ability to pay short-term and long-term obligations.
Account Receivablessumif("Accounts"."Account Type"='Accounts Receivable',"Accrual Transactions"."Transaction Amount",0)AggregateIt is the money owed to a company by its debtors.
Cash in equivalentssumif(("Accounts"."Account Type"='Cash') or "Accounts"."Account Type"='Bank',"Accrual Transactions"."Transaction Amount",0)AggregateDisplays the total cash available
Quick ratio("Accrual Transactions"."Cash & its Equivalents"+"Accrual Transactions"."Account Receivables")/"Accrual Transactions"."Liability"AggregateIt is the measure of how well a company can meet its short-term financial liabilities.
Earnings before Interest and tax(EBIT)"Accrual Transactions"."Operating Income"-"Accrual Transactions"."Operating Expense"AggregateDisplays earnings before Interest and tax
Average account receivablesavgif("Accounts"."Account Type"='Accounts Receivable',"Accrual Transactions"."Transaction Amount",NULL)AggregateIt 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.
Receivable turn over ratio"Accrual Transactions"."Credit Sales"/"Accrual Transactions"."Avg. Account Receivables"AggregateMeasures how effective a company is in extending credit as well as collecting debts.
Credit salessumif("Accounts"."Account Type"='Accounts Receivable' and "Accrual Transactions"."Debit or Credit"='credit',"Accrual Transactions"."Transaction Amount (BCY)",0)AggregateDisplays the purchases made by a consumer that do not require a payment made in full at the time of purchase.
Day Sales outstanding"Accrual Transactions"."Account Receivables"*31/"Accrual Transactions"."Credit Sales"

8. How do I create my own custom formulas in Zoho Analytics?

You can also add your own formulas to derive your own calculations in Zoho Analytics. To know how to create your own formulas refer to the Adding Formulas in Zoho Analytics help page.

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. View the create Query Tables in Zoho Analytics video to know more.

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Analytics with my colleagues?

You can easily share the default reports provided in the Zoho Analytics connector and also the reports you create using the share option. Refer to Sharing and Collaboration video to learn more.

Once you privately share a report to your colleagues they will be able to access the same from the Zoho Analytics service. 

Note:
  • If you share the data tables in the Zoho Finance Advanced Analytics Workspace to users, they will be able to create their own reports over the same.
  • If you add a user as a Workspace Administrator in the Zoho Finance Advanced Analytics Workspace created in Zoho Analytics (Refer Managing Users in Zoho Analytics, to know how to add Workspace Administrator), the user will be able access all the data & reports, create new reports and do any operation that you could do on the Workspace.

2. Why are other members in my organization not able to access the reports created?

When a Zoho Finance Administrator configures the Zoho Finance - Zoho Analytics connector, the tables and reports will be available only to him/her, by default. The Administrator has to share the 'Zoho Finance Advanced Analytics' workspace with other members of the organization. Only then will the default reports be accessible by those members. Let's say the Administrator has shared the Workspace with other members in the organization. A member creates his/her own reports. Those reports will be available only to him/her alone unless he/she shares them with others.

To know more, refer to Sharing and Collaboration help page.

3. How can other members in my organization create reports?

The Zoho Finance Administrator who has setup the connector should share the tables present in Zoho Finance Advanced Analytics workspace with other members of the organization. Once this is done, the shared users can create reports based on those tables.

To know more, refer to Sharing and Collaboration help page.

Note
  • If you add a user as a Workspace Administrator in the Zoho Finance Advanced Analytics Workspace created in Zoho Analytics (Refer Managing Users in Zoho Analytics, to know how to add Workspace Administrators), the user will be able access all the data & reports, create new reports and do any operation that you could do on the Workspace

4. What are the user roles available in Zoho Analytics?

Zoho Analytics offers three user roles - Account Administrator, Workspace Administrator, and User. Click to know more about the Zoho Analytics Organization Model and User Roles.​

5. Why can't other users edit the reports that I have shared to them?

This is the expected behavior. If the user being shared to is a Workspace Administrator, he/she can edit the reports. If a normal user wants to edit a report, what he/she can do is to use Save As to save the report in a different name in his account. This report can then be edited.

6. 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 Apply filter criteria help documentation to know how this can be done.

7. 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.

8. How can I print the reports & dashboards created in Zoho Analytics?

In order 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.

9. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?

If you are the Administrator of the Zoho Analytics connector or a Workspace Administrator, you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule help documentation.

10. How do I embed my reports in my intranet, blog, or presentation?

You can easily embed the reports & dashboards created in Zoho Analytics in your website, web application, or blog. Refer Embedding in Web Pages/Blogs to know more about this.

Cross-Functional Analytics with Zoho Applications

1. What are the Zoho applications that I can combine with Zoho Finance for cross-functional analytics?

Zoho users can integrate Zoho Finance with other useful Zoho applications such as Zoho CRM, Zoho Desk, Zoho Creator, Zoho Projects, Zoho BugTracker, and Zoho Recruit. If you are a ManageEngine user then you can perform cross-functional analytics on the data from ManageEngine ServiceDesk Plus and ManageEngine SupportCenter Plus. This means users who are using Zoho Finance with other products can import all the data into a single workspace and perform cross-functional analytics.

Click to learn more about each of these integrations in detail.

2. How can I analyze the data from other Zoho apps along with Zoho Finance?

You can import the data from the Zoho applications into a single Zoho Finance Advanced Analytics workspace to analyze the data together.

To import data from the Zoho Apps,

  1. From your Zoho Finance Advanced Analytics workspace, click Create > New Table/Import Data.
  2. From the Import Your Data page, select the Zoho application that you wish to import.
  3. Provide the necessary authentications.
  4. Select the necessary modules and fields.
  5. Select the schedule import options.
  6. Click Create.

3. Will the related modules from Zoho Finance and other Zoho applications be automatically created for Zoho Analytics?

A lookup relationship between the modules of Zoho CRM and the modules of Zoho Finance will be created automatically. We are yet to come up with this model for other Zoho applications. Until then, you can manually create a lookup relationship between those modules. To know more, refer to joining tables help documentation.

4. How do I integrate Zoho Finance apps and Zoho CRM?

To set up the Zoho Finance connector into your Zoho CRM Advanced Analytics workspace,

  1. Open your Zoho CRM Advanced Analytics workspace.
  2. Click Create > New Table/Import Data.
  3. From the Import Your Data page, select Zoho Finance.
  4. Input the necessary details in the Import From Zoho Finance dialog and click Next.
  5. Zoho Analytics will auto-identify columns and setup joins (lookups) between the Zoho CRM and Zoho Finance organization data tables for easy cross-service analysis as the Zoho CRM Advanced Analytics connector is already setup in the workspace. You can customize the lookups between the Zoho CRM and Zoho Finance organization data tables if required.
  6. To customize the lookups, click the Customize link next to the Data Blending: Zoho CRM is automatically connected with Zoho Finance checkbox.
  7. The Blend Data - Customize Lookups page will list all the possible lookup relations available. You can add a lookup relation by selecting the corresponding checkbox.
    Note: When you select a lookup relation, the modules and fields respective to the lookup will also get added automatically.
  8. Click Create to set up the connector. 

Once the setup is completed, the Zoho Finance data will be imported into your Zoho CRM Advanced Analytics workspace. A set of reports and dashboards will be created automatically in Zoho Analytics by default. You can also manually create reports combining the modules of both Zoho CRM and Zoho Finance as desired.

Note:
  • You need setup the Zoho Finance connector in the same workspace where Zoho CRM connector is setup. If you have already setup the Zoho Finance connector in a separate workspace, you need to delete it.
  • The relational look ups is created between Zoho CRM modules and the modules that are common in all the Zoho Finance apps.

Cross-Functional Analytics with Popular Third Party Business Applications

1. What are the popular business applications that I can integrate Zoho Finance with?

You can import data from all the popular business applications that Zoho Analytics offers integration with.

2. How can I analyze the data from the third party business applications along with Zoho Finance?

To import data from the third party business apps,

  1. Open your Zoho Finance Advanced Analytics workspace.
  2. Click Create > New Table/Import Data.
  3. From the Import Your Data page, select the application that you wish to import.
  4. Provide the necessary authentications.
  5. Select the necessary modules and fields.
  6. Select the schedule import options.
  7. Click Create.

3. Will a relationship (lookup) be created between Zoho Finance and the third party applications that I integrate Zoho Finance with?

No, a lookup relationship will not be created between the Zoho Finance modules and the modules of the application that you are trying to import automatically. 

To manually create a lookup relationship refer this help link.

Solutions

1. How can I combine my Zoho Finance and Zoho CRM data?

Refer to Cross-Functional Analytics with Zoho Applications section, to know how to combine your Zoho Finance and Zoho CRM data

2. How can you create reports using the Reporting Tag(s) defined in Zoho Books?

Zoho Books allows you to associate 'Reporting Tags' with transactions created in Zoho Books. Once you associate the tag(s) with transactions, you can use it to create reports based on the particular tag(s). Click here to learn about creating 'Reporting Tags' in Zoho Books.

Zoho Analytics allows you to synchronize this data from Zoho Books for report creation and analysis. Let us now see how this can be done.

Assume you have created a reporting tag named Location in Zoho Books, to capture the location of your customers, and associate it with the Invoices being created. (To know how to associate a Reporting tag to a transaction, click here).

Data from the reporting tag(s) will be available as another field(s) in the corresponding transaction module so that you can import into Zoho Analytics. In our case, Location will be listed under the Invoice Items Module. You can import this data by selecting this field either at the time of the setup or by editing the setup in Zoho Analytics. 

Once the data is imported you can create reports using the data in the reporting tag column. Refer to this presentation to learn about creating reports.

3. How can I create a Profit and Loss Report (Zoho Books)?

4. How can I create a Balance Sheet (Zoho Books)?

5.How can I create a Customer Opening-Closing Balance Report (Zoho Books)?

6. How can I create a Stock Book Report (Zoho Inventory)?

Help & Support

1. How do I get technical support on Zoho Analytics connector?

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 of this connector for me?

Yes, certainly. Register for a demo in this page.

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