Zoho Inventory

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Advanced Analytics Integration

Zoho Inventory has a standard set of reports which you can generate to understand the financial health of your organization. Even though these reports address the requirements of a majority of businesses, there is always need for customization.

Advanced analytics a.k.a Zoho Inventory - Zoho Analytics integration allows you to create highly customizable reports and dashboards to visualize and track key financial metrics from your Zoho Inventory data.

Highlights of Advanced Analytics

You can view the list of available sample reports here.

Set up Advanced Analytics in Zoho Inventory

To set up Advanced Analytics in Zoho Inventory:

Integrate Zoho Analytics

Insight: If you have integrated Zoho Inventory with other Zoho Apps, the modules specific to the respective apps will also be available for selection.

Choose Sync Settings

Note: During setup, your organization name, organization ID, username and address will be shared with Zoho Analytics.

After initiating the setup, it will take some time to transfer all data from your Zoho Inventory account to Zoho Analytics during which, you cannot change the module sync settings.

Edit Sync Settings Edit Sync Settings

Insight: Like any other Zoho app, you’ll get a 15 day free trial of Zoho Analytics post which you’ll have to upgrade your account to a suitable plan.

Generate Reports in Zoho Analytics

After completing the data transfer, you can generate in-depth reports by navigating to Zoho Analytics.

Access Zoho Analytics

Besides the available reports, you can also create custom reports and visualize them using a wide variety of reporting options such as Charts, Pivot tables, Summary views and Tabular views. Learn how you can create insightful reports with Zoho Analytics.

Share Reports

Only the Admin who configured the Zoho Books and Zoho Analytics integration will be able to view the reports. To share it with other users in your organization or anyone else:

Access Zoho Analytics Access Zoho Analytics

Deactivate Advanced Analytics

You can deactivate Advanced Analytics anytime. Note that, all the data obtained and reports created in your Zoho Analytics account will be deleted. To deactivate Advanced Analytics in Zoho Inventory:

Deactivate Zoho Analytics

To know more about Advanced analytics integration, refer to the Zoho Analytics help documentation.