Advanced Analytics for Zoho Shifts
The Advanced Analytics Connector for Zoho Shifts helps you turn your workforce scheduling data into actionable insights. It enables detailed analysis of employee schedules, attendance, overtime trends, and labor costs through different reports and dashboards. Managers can optimize staffing, identify coverage gaps, forecast workforce needs, and streamline compliance reporting - enhancing productivity and overall operational efficiency.
- Setting up the Integration
- Handling Data Synchronization Failure
- Managing Data Sources
- Data Modeling & Preparation
- Data Visualization/Analysis
- Sharing & Collaboration
- Help & Support
Setting up the Integration
A user with administrator privileges (Account admin, and Org admins) can configure the integration.
Follow the below steps to seamlessly import your Zoho Shifts data into Zoho Analytics:
- On the Zoho Analytics home page, click Import Your Data.
- Navigate to the Zoho Apps tab and select Zoho Shifts from the available data sources.
- The Step 1: Import from Zoho Shifts dialog will appear.
- Enter the Workspace Name and Workspace Description (Optional).
- Choose the Organization from which you want to import data.
- Select the Modules and Fields from which you intend to import data.
- In the How Often section, set up a schedule to import data at regular intervals. Refer to the Data Sync frequency section to learn more.
- Click Create.
The data import process will be initiated and may take a few minutes depending on the data being imported. You’ll receive an email and in-app notification once the initial data fetch is complete.
Note:
- The initial fetch might take a few minutes depending on the volume of the data to be imported. An email and an in-app notification will be sent, once the initial fetch is complete.
- The setup process can sometimes fail for a variety of reasons. In this case we request you to access the Data source tab and click the Retry link to import again. If the issue persists then write to support@zohoanalytics.com.
Modules & Fields (What are the modules and fields in Zoho Shifts that will be synchronized in Zoho Analytics Workspace?)
The below table lists the modules and fields that will be synced to Zoho Analytics.
| Modules | Fields |
| Shifts | Id, Employee Id, Start Time, End Time, Count, Unpaid Break, Hours, Position Id, Job Site Id, Schedule Id, Notes, Status, Confirmed, Created At, Updated At |
| Time Entries | Id, Employee Id, Start Time, End Time, Unpaid Break, Hours, Position Id, Job Site Id, Schedule Id, Notes, Time Off Type Id, Status, Created At, Updated At |
| Time Off Requests | Id, Employee Id, Type Id, Start Date, End Date, Total Hours, Approved or Denied By Id, Approved or Denied At, Reason, Status, Day Type, Created At, Updated At |
| Employees | Id, Employee Id, First Name, Last Name, Email, Mobile, Wage, Hire Date, Gender, Street Address 1, Street Address 2, City, State, Country, Work Phone, Work Phone Extension, Birth Date, Employment Type, Status, Created At, Updated At |
| Schedules | Id, Name, Created At, Updated At |
| Positions | Id, Name, Created At, Updated At |
| Job Sites | Id, Name, Created At, Updated At |
| Time Off Types | Id, Name, Created At, Updated At |
Data Sync Frequency
Zoho Analytics offers flexible sync schedules to ensure that your data is always up-to-date for effective analysis. These schedules allow you to automate the process of updating your data, ensuring that your analyses are based on the latest information.
- 1 Hour (Enterprise plan only)
- 3 Hours
- 6 Hours
- 12 Hours
- Every day
Handling Data Synchronization Failure
Data synchronization can fail,
- If the data type of a field is changed in the Zoho Shifts Application.
- If the Modules and Field selected for analysis are deleted in the source application.
- If the user who configured the integration no longer has permission to access the modules.
In any of the above mentioned cases, the data sync will be paused. You will be notified via email and in- app notification with the exact reason for failure along with the solution.
To resolve the sync failure, delete or restructure the views, or restore the specific modules and fields from the source application. Refer to Data Sync failure and solutions article for more details.
Once you have made the changes, click the Sync now option in the data source tab to resume data sync. If the issue persists, contact support@zohoanalytics.com
Managing Data Sources
The Data Sources tab provides essential information to monitor and manage the integration setup. It also allows you to edit the settings as needed. Users with administrator privileges will be able to view and modify the connection settings.
Data Source Permalink
The Data Source Permalink helps you easily access the data source tab. Only the Organization Admin and Account Admin can make changes in the Data sources page, other users can know the synchronization details like whether the last data sync was successful or not, when the last data sync happened, when the next sync is scheduled to happen, etc. This link can also be pasted in dashboards so that everyone accessing the dashboard can know about the sync status.
Edit Setup
The Edit Setup tab allows you to add or delete modules or fields, change the schedule interval, and modify other settings specific to the business application.
To modify the settings,
- Click Data Sources > Edit Setup.
- The Edit Setup - Zoho Shifts dialog will open. Modify the settings as needed and click Save.
Re- Authenticate
Re-authentication will be helpful when the API key or password is changed. In this case, the data sync will be paused, and the administrator who configure the connector setup must re-authenticate to resume the data sync.
Sync History
The Sync History tab provides details about the data sync for the last 45 days. A successful data sync is marked in green, and a sync failure is marked in red.
To view the Sync history,
- Click Data sources > Sync History.
- A calendar with the Sync History of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data had got synced on a specific date.
- Click the date to view more details.
- Time - Displays the time when the data is synced.
- Status - Shows whether the sync was a success or a failure.In case of failure, the reason will be displayed. Refer to this page to learn how to resolve the issue and avoid further failure.
Audit History
Zoho Analytics logs all the user activities and system events within the Zoho Shifts workspace. The following actions that are logged in Zoho Analytics,
- User Action: Create, Modules Added, Modules Removed, Fields Added, Fields Removed, Schedule Change and Entities Modified, Delete, Take Ownership, Re-authenticate, Sync Now, Retry.
- System Action: Plan upgrade or downgrade.
To view the audit history,
- Click Data Sources > Audit History.
- A dialog with the activities for the last 180 days will open.
Full Data Fetch
- The Full Data Fetch option can be used to sync all the changes made in the Zoho Shifts application, like datatype changes, or to resolve temporary sync issues.
- The Sync Now option helps import data without having to wait until the next scheduled interval.
To initiate a full data fetch,
- Access the Data Sources tab.
- Click Full Data Fetch adjacent to the Synchronization done field.
- Click Sync now to import data without having to wait till next sync schedule.
Remove Data Source
Zoho Analytics allows you to remove the integration if needed. Removing the integration will suspend further data synchronization. The data tables and the reports will be available.
Click the Settings icon in the Data Sources tab, and select Remove Data Source from the drop-down menu.
Data Modeling & Preparation
Zoho Analytics allows you to combine data from various sources such as Files, Feeds, Databases and Business Applications for an in-depth analysis. Query Tables allows you to combine data from different tables to create reports.
While blending data from other data sources, Zoho Analytics automatically identifies similar columns and provides suggestions for lookups. Refer to the Joining Tables article for more details.
Data Visualization / Analysis
Chart Types in Zoho Analytics
The below table lists the range of visualizations supported in Zoho Analytics.
| Visualization | Types |
Bar | Stacked bar, Histogram, Horizontal bar |
Stacked Bar | Horizontal Stacked bar, 100% vertical and horizontal stacked bar |
Area | Area with markers, Smooth Area, Smooth area with Markers |
Line and Bar Combination chart | Bar with Line, Bar with Bubble, Bar with Scatter, Bar with Area, Area with Bubble, Line with Bubble and Custom Combination |
Bubble Chart | Bubble Pie, Packed Bubble, Word Cloud |
Stacked Area | Stacked area with markers, Smooth stacked area, Smooth stacked area with markers |
Map | Heat Map, Map Scatter, Map Bubble, Map Pie, Map Bubble Pie, Map Filled, Geo Heat Map |
Pie | Pie, Ring, Semi Pie, Semi Ring |
Tree map | Default View |
| Sankey | Default View |
Sunburst | Default View |
Race Chart | Default View |
Doughnut | Default View |
Matrix View | Pivot table |
Tabular | Summary and Tabular view |
Dashboards and KPI widgets | Single Numeric Widget, Dial Chart Widget Bullet, Chart Widget |
Sharing and Collaboration
- Share data and reports with your colleagues & friends with fine-grained permission
- Enable real-time commenting on a shared view to efficiently collaborate with your users
- Publish reports for wider consumption. Embed reports/dashboards within your websites, web applications, and blogs.
- Export, Email, and Print reports in a variety of formats.
- Use Zoho Analytics mobile apps (optimized for both IOS and Android platform) and access the reports and dashboards on the go.
Help & Support
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 6965 6060