Zoho Reports

Advanced Recruit Analytics

The Advanced Recruit Analytics, powered by Zoho Reports helps you to analyze Recruit data and create insightful business intelligence reports & dashboards. With this integration, Recruitment can slice and dice the data and make better data-driven business decisions. To know more about the capabilities of Advanced Analytics, see also Zoho Reports - Advanced Analytics 

 Availability

Permission Required: Users need to have a Standard Plan (Trial/Paid) or above in Zoho Reports.
 

Note

  • You can use Recruit data from the Candidates, Contacts, Job Openings, Interviews, Departments and custom modules and Users' details.
  • Zoho Recruit users with an Administrator profile have permission to associate your Recruit account with Zoho Reports.
  • You can associate only a single Zoho Reports account with Zoho Recruit.
  • Any user with an Administrator profile can deactivate Advanced Recruit Analytics.
  • Deactivating the Zoho Reports account will also delete the data, reports and dashboards in Zoho Reports.
  • Zoho Recruit users cannot access the advanced reports and dashboards in Zoho Reports without an active Zoho Reports license.

 

 Configure Zoho Reports Integration

To configure Zoho Reports Integration

  1. Log in to Zoho Recruit with Administrator profile privileges.
  2. Click Settings > Setup > Marketplace > Zoho > Advanced Recruit Analytics.
  3. In the Advanced Recruit Analytics page, click Configure.
  4. In the Zoho Reports Configuration page, do the following:
    • Select fields from modules.
    • Schedule the synchronization time.
    • Click Save & Sync Now.
      You will receive an email after the Recruit data is imported into Zoho Reports.

Note

  • All the subsequent changes made to the records in Zoho Recruit will be automatically synchronized with Zoho Reports at the scheduled synchronization time.

 Activate Zoho Reports Add-on

(for Zoho Reports users using the Free Plan)

You can use the Advanced Analytics add-on to evaluate your Recruit data and create powerful reports & dashboards only if you are subscribed to the Standard Plan or above in Zoho Reports. When you configure this add-on (as mentioned above) you will be automatically subscribed to a 15-day trial of the Standard Plan in Zoho Reports. During this trial, you can easily upgrade to the Standard Plan or above to continue using this add-on.

To activate the Zoho Reports license

  1. Click the Reports tab.
  2. In the Reports Home page, click the Advanced Recruit Analytics link.
    It will take you to Zoho Reports.
  3. In Zoho Reports, click Subscription > Upgrade.
  4. Choose the Standard Edition or above to upgrade.

Create Reports

Once the Advanced Recruit Analytics is configured, you get access to 70 plus ready made reports and dashboards. In addition to this, you can also create reports as per your requirement, using the drag-and-drop report builder of Zoho Reports. See Also Creating Ad-hoc Reports using Zoho Reports 

 Sample Report

Below is an additional report that can be created using Zoho Reports.

 View Reports & Dashboards

To view reports & dashboards

  1. Log in to Zoho Recruit.
  2. Click Reports tab.
  3. In the Reports home page, click Advanced Recruit Analytics.

    Advanced Recruit Analytics will open in a new web browser tab. See Also Zoho Reports - Online Help 

  Share Zoho Reports

The reports and dashboards created in Zoho Reports, with the Recruit data, will be accessible only to the administrator who configured the Zoho Reports Add-on. You can however, share the reports with other Zoho Recruit users (including other Recruit administrators).

To share Zoho Reports with Zoho Recruit users

  1. Log in to Zoho Reports.
  2. Open Zoho Recruit Reports database.
  3. In the Zoho Recruit Reports page, select the corresponding report, and click Share.
  4. Select the Share option as required.
    You've different options to share Reports with your Recruit users. See Also Sharing and Collaboration in Zoho Reports 

  Deactivate Advanced Recruit Analytics

As an administrator, you can deactivate the Advanced Recruit Analytics in Zoho Recruit. Please note that on deactivating:

  • All the data, reports and dashboards created in your Zoho Reports account will be deleted.
  • The Zoho Reports account will NOT be automatically downgraded to the Free Plan. Whenever needed, you can downgrade it to the required plan.

To deactivate Advanced Recruit Analytics

  1. Log in to Zoho Recruit with Administrator profile.
  2. Click Settings > Setup > Marketplace > Zoho > Advanced Recruit Analytics.
  3. In the Advanced Recruit Analytics page, click the Deactivate link.
  4. In the Deactivation of Zoho Reports page, click Yes, I understand. Deactivate Now.

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