Advanced Analytics in Zoho Books

The Reports module of Zoho Books has a standard set of reports which you can generate to know the financial health of your organization. Even though these reports address the requirements of a majority of businesses, there is always a need for customization depending on the type of business.

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

Highlights of Advanced Analytics

By Enabling Advanced Analytics you can,

To view the list of available sample reports, click here.

Setting up the integration in Zoho Reports

For the integration to work, you should add and enable the Zoho Books add-on from within Zoho Reports.

The add-on enables you to import your Zoho Books organization data into Zoho Reports for advanced reporting and analysis.

Any Zoho Books user who is an Administrator of the organization in Zoho Books can configure this add-on to analyze their Zoho Books organization data. Please note that, only one setup is allowed per organization in Zoho Reports.

The Zoho Finance Advanced Analytics connector powered by Zoho Reports is available in all the paid plans of Zoho Reports (starting from ₹1000 per month). This will empower you with financial analytical capabilities over your Zoho Books data. Apart from that, you can also create insightful reports & dashboards for in depth financial analysis. Learn more.

If you’re already a Zoho Reports user, and have a paid plan, you can use the add-on for free.

To enable the add-on, kindly follow the instructions below:

Note: If you’re in the free plan, you’ll have to pay for the add-on.

Setting up the integration in Zoho Books

To set up Advanced Analytics in Zoho Books, kindly follow the instructions below:

Reports Integration

Configure option

Choosing Module

When you setup this integration, your organization name, organization ID, user name and address will be shared with Zoho Reports.

Zoho Books - Reports integration

Once the setup is completed, it will take some time for all the data from your Books account to be transfered to Zoho Reports. Please note that you cannot make any changes to the settings until the data transfer is complete.

You will receive an email after the data from Zoho Books is imported into Zoho Reports.

Generating reports

Once the data is synced, you can generate in-depth reports by navigating to the reports section.

Advanced Analytics

Sharing Zoho Reports

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

Share Database

Send Invite to view Reports

Deactivating Advanced Analytics

You can deactivate advanced analytics anytime. Note that, all the data and reports created in your Zoho Reports account will be deleted. To deactivate advanced analytics:

Deactivate Reports

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

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