Zoho Desk

Zoho Desk Advanced Analytics 

Zoho Reports advanced analytics for Zoho Desk enables you to easily analyze your data in Zoho Desk and keep track of key help desk metrics. This helps support managers slice and dice their help desk data to create and analyze reports such as agents' performance, ticket inflow, satisfaction rating, and much more.

Note:

  • Currently, we only support Portal level integration, we will support department level integration in the future.
  • Only one setup per portal is allowed.

General

  1. What is Zoho Reports?
  2. Why Zoho Desk Advanced Analytics connector?
  3. Who can setup the Zoho Desk connector?
  4. What are the benefits of using the Zoho Desk Advanced Analytics over the reporting module in Zoho Desk?

Pricing

  1. How much does this connector cost?
  2. What do you mean by 'Users' in the pricing plan?
  3. What do you mean by 'Rows' and how is it calculated in the pricing plan?

Setup

  1. How do I setup the Zoho Desk Advanced Analytics connector?
  2. How long should I wait for my Zoho Desk data to initially appear in Zoho Reports?
  3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
  4. How frequently can I synchronize my data with Zoho Reports?
  5. Can I edit the Zoho Desk connector Synchronization setting?
  6. Can I synchronize my Zoho Desk data instantly?
  7. In whose account will the Zoho Desk connector be setup?
  8. What are the modules in Zoho Desk on which I could create reports using this connector?
  9. How to create reports and dashboards with this connector?
  10. Can I setup the Zoho Desk connector in any other existing databases or in any other advanced analytics database?
  11. Can I transfer my Zoho Desk connector to another admin account?
  12. Can I setup the Zoho Desk connector in my Zoho CRM advanced analytics database?
  13. Can I import data from multiple Zoho Desk Portals?
  14. How can I import data from multiple Zoho Desk Portals?
  15. How can I remove the setup?

Reporting Features

  1. What are the report types supported by Zoho Reports?
  2. What are the default reports & dashboards created by Zoho Reports, on setting up this connector?
  3. Can I modify the default reports that have been created by the Zoho Reports connector? If so, how?
  4. How do I create reports using fields/columns across different modules?
  5. What are 'Formulas' in Reports?
  6. What are the default formulas added by Zoho Reports, on setting up this connector?
  7. How do I create my own custom formulas in Zoho Reports?
  8. Can I add/modify data in the Zoho Desk data tables (modules) from within Zoho Reports?
  9. Can I add new columns to the Zoho Desk data tables (modules) from within Zoho Reports?
  10. Can I add new data tables in this reporting database to create reports & dashboards?
  11. Can I combine data from other sources with the data from Zoho Desk to create reports and dashboards?
  12. Can I join data from multiple tables to create reports?
  13. What are Query Tables?

Users, Sharing & Collaboration

  1. How do I share the reports in Zoho Reports with my colleagues?
  2. Why are other members in my company not able to access the reports created?
  3. How can other members in my company create reports?
  4. What are the user roles available in Zoho Reports?
  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 Reports?
  9. How can I email reports & dashboards created in Zoho Reports in a scheduled manner?
  10. How do I embed my reports in my intranet, blog or presentation?

Help & Support

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

Solutions

  1. Can I setup the Zoho Desk connector in my Zoho CRM advanced analytics database?
  2. How can I setup the Zoho Desk connector in my Zoho CRM advanced analytics database?
  3. Will default reports and dashboards be created upon integrating Zoho CRM, Zoho Desk and Zoho Reports?

General

1. What is Zoho Reports?

Zoho Reports is an on-demand reporting and business intelligence solution that helps you derive insights on your business data through its powerful reporting and analytical capabilities. You can create dynamic reports in minutes, with no IT help.

It offers the following important capabilities:

2. Why Zoho Desk Advanced Analytics connector?

Zoho Desk Advanced Analytics Connector enables you to import your helpdesk data in Zoho Desk into Zoho Reports for advanced reporting and analysis. This connector brings in all the capabilities of Zoho Reports described above to Zoho Desk users.

3. Who can setup the Zoho Desk connector?

  • The integration is available for customers in the Professional and Enterprise plans of Zoho Desk.
  • Only users with Administrator privileges in Zoho Desk can set up the integration.

4. What are the benefits of using the Zoho Desk Advanced Analytics over the inbuilt Reporting module in Zoho Desk?

The advantage of using the Zoho Desk Advanced analytics add-on over the reports tab inside Zoho Desk is tabulated below.   

Reporting Module in Zoho DeskZoho Desk Advanced Analytics
Users can create only tabular, summary and matrix reports.It offers over 25+ chart types along with pivot, summary and tabular views.
Difficult to create dashboards.Users can easily create dashboards using the drag and drop interface.
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 and analyze data from different sourcesCan combine data from any resources for advanced reporting and analysis
Cannot create reports combining data from Zoho Books, Zoho Invoice, Zoho CRM etcAutomatically links the data from Zoho CRM data with the data from Zoho Desk for advanced reporting and analysis.
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 Reports to view the report.
Does not allow the users to email the reports.Users can not only email reports to users but also schedule emails.
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

1. How much does this connector cost?

 This Zoho Desk Advanced Analytics is available in all the paid plans of Zoho Reports. Users in the free plan can evaluate this functionality by subscribing to a free 15 day trial( no credit cards required). 

2. What do you mean by 'Users' in the pricing plan?

Anyone to whom you privately share your databases, tables (data), reports and dashboards, created in Zoho Reports, for collaboration is considered a 'User' in Zoho Reports. A user is identified by his/her unique email address, with which their Zoho Reports account was registered.

Suppose you subscribe to the Zoho Reports Standard plan, you can privately share the data/reports in your account and collaborate with 4 other persons. Now your Zoho Reports account is said to have 5 users (including yourself). Click to know more about the Zoho Reports user model.

3. What do you mean by 'Rows' and how is it calculated in the pricing plan?

In Zoho Reports, a row or record is defined in the same context as in a database (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 database tables in your Zoho Reports account.

Setup

1. How to Setup Zoho Desk Advanced Analytics Connector?

Note:

  • Currently, we only support Portal level integration, we will support department level integration in the future.
  • Only one setup per portal is allowed.

Also refer,

2. How long should I wait for my Zoho Desk data to initially appear in Zoho Reports?

After configuring this connector, you might have to wait sometime for the initial fetch to happen. You will receive an email notification once the import is complete. If you access the database before the initial fetch, it will not display any data.

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

The import/sync process of your Zoho Desk data can fail sometimes, due to a variety of reasons. Hence you may receive such mails occasionally. The Zoho Reports 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 mailwhen there is a failure during the initial fetch. In this case we request you to:

  • Open the database in which you have setup the connector.
  • Click the Zoho Desk button (or Data Sources button - in the case where the database contains multiple tables) in the Explorer tab.
  • In the Data Sources tab that appears click the Retry Now link.
  • If the issue persists please do write to support@zohoreports.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 Desk and Zoho Reports, 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.

4. How frequently can I synchronize my data with Zoho Reports?

If you are a Basic Plan user of Zoho Reports, you will be allowed to synchronize your data only once. If you are a user of the standard plan or above, you can choose to synchronize your data at hourly intervals mentioned below.

  • 3 Hours
  • 6 Hours
  • 12 Hours

5. Can I edit the Zoho Desk connector Synchronization setting?

Yes, you can edit the Zoho Desk connector synchronization setting if you are the administrator of the Zoho Reports account.

To do so,

  • Open the Zoho Desk Insights reporting database.
  • Click the Zoho Desk button in the Explorer tab (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens, click the Edit Setup link.

  • Make the necessary changes and click Save.

6. Can I synchronize my Zoho Desk data instantly?

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

To synchronize your data instantly:

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click Zoho Desk button (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens click Sync Now.

  • Zoho Desk data will get instantly synchronized.

Note:

  • This option can be used to a maximum of five times a day.

7. In whose account will the Zoho Desk connector be setup?

It will be setup in the corresponding Zoho Reports account of the Zoho Desk Administrator who has configured this Connector connector.

8. What are the modules in Zoho Desk on which I can create reports?

Data from the following modules get synced into Zoho Reports

  • Accounts
  • Agents
  • Categories
  • Contacts
  • Departments
  • Products
  • Solutions
  • Surveys
  • Tasks
  • Tickets
  • Time Entry

9. How can I create reports using this connector?

Also refer,

10. Can I setup the Zoho Desk advanced analytics connector in any other existing reporting databases or in any other advanced analytics database?

Yes, you can setup the Zoho Desk connector in any of the existing reporting databases or in any of the advanced analytics database to analyze data together. To do this,

  • Open the reporting database into which you would wish to import your Zoho Desk data
  • Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.
  • In the Create New Table tab that opens, select Import from Zoho Desk.
  • In the Import from Zoho Desk dialog that opens, authenticate your Zoho Desk account.
  • Select the modules that needs to be imported into Zoho Reports.
  • Select the necessary schedule import options in the Schedule Import Settings section and click Next.

Your Zoho Desk data will be imported into your database. Refer to this setup presentation.

11. Can I transfer my Zoho Desk connector to another admin account?

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

12. Can I setup the Zoho Desk connector in my Zoho CRM advanced analytics database?

Yes, you can setup this connector in your Zoho CRM advanced analytics database to analyze data together.

13. How can I setup the Zoho Desk connector into my Zoho CRM advanced analytics database?

To setup the Zoho Desk connector into your Zoho CRM advanced analytics database,

  • Open your Zoho CRM advanced analytics database
  • Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.
  • In the Create New Table tab that opens, select Import from Zoho Desk.
  • In the Import from Zoho Desk dialog that opens, Select the Portal that you wish to import.
  • Select the entities and their corresponding fields that needs to be imported into Zoho Reports.
  • Select the necessary schedule import options in the Schedule Import Settings section.
  • Since the Zoho CRM Advanced Analytics connector is already setup in the reporting database. Zoho Reports will auto identify columns and setup joins (lookups) between the Zoho CRM and Zoho Desk data tables for easy cross service analysis. If you wish to utilize this feature, click the checkbox as shown in the snapshot.

15. Can I import data from multiple Zoho Desk Portals?

Yes, you can configure multiple Zoho Desk setups if you have subscribed for a paid plan (Standard and above). 

If you have purchased a Basic Plan, you will be able to import data only from one portal.

16. How can I import data from multiple Zoho Desk Portals?

You can configure multiple Zoho Desk setups if you have subscribed for a paid plan (Standard and above). You can choose to import multiple portals in the same database or in a different database.

If you wish to import the data in an individual database refer to this question.  

To import data from multiple portals into the same database,

  • Open the database in which you have setup the connector
  • Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.
  • In the Create New Table window that opens, select Import from Zoho Desk.
  • In the Import from Zoho Desk dialog that opens, Select the organization that you wish to import.
  • Select the entities and their corresponding fields.
  • Select the necessary schedule import options in the Schedule Import Settings section.
  • Click Create.

17. How do I remove this setup?

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click Zoho Desk button (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens click the Settings icon and select Remove Data Source as shown in the snapshot.

Reporting Features

1. What are the report types supported by Zoho Reports?

Zoho Reports supports a wide variety of reports.

  • Charts
    • Pie
    • Bullet
    • Dial
    • Bar
    • Stacked bar
    • Line
    • Smooth Line
    • Scatter
    • Combination
    • Area
    • Stacked Area
    • Web
    • Funnel
    • Doughnut
    • Bubble
    • Packed Bubble
    • Table View
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • Dashboards (multiple reports arranged in the same page)
  • KPI Widgets

2. What are the default reports & dashboards created by Zoho Reports, on setting up this connector?

When you setup/configure the Zoho Desk Integration Connector, 75+ default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your help data effectively.

You can quickly review the default reports from the Zoho Desk Sample Reporting database

3. Can I modify the default reports that have been created by this connector? If so, how?

Yes, you can modify the default reports. If you are the 'Administrator' or a 'Database Owner' of the Zoho Reports account in which the Connector is configured (Refer Managing Users in Zoho Reports).

To modify the reports click the Edit Design button in a report's toolbar and you will be able to make the changes. If you are just a user who's been shared the report, save a copy of the report by clicking Save > Save As. Now you can edit this new copied report.

4. How do I create reports using fields/columns across different modules?

Columns from across different Zoho Desks modules are joined by default. Therefore, you can create reports by simply dragging and dropping the respective columns.

5. What are 'Formulas' in reports?

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

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

The default formulas added by Zoho Reports are listed below. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas from the toolbar.

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

Formula NameFormulaFormula TypeDescription
Ticket Age in Daysdatediff(currentdate(),"Created Time")Formula ColumnNumber of days since the ticket was created
Shift (Ticket Creation)

if (hour("Created Time") > = 12 and hour ("Created Time") < = 18, 'Afternoon Open', if ((hour("Created Time") > 18 and hour("Created Time") < = 24) OR (hour("Created Time") > = 0 and hour("Created Time") < 6),'After Hours Open', if (hour("Created Time") > = 6 and hour("Created Time") < 12, 'Morning Open','-NA-')))

Formula Column

The time period (part of the day) when the ticket was created.

  • Morning Open
  • Afternoon Open
  • After Hours Open
Assign Time (hrs)dateandtimediff ( HOUR,"Created Time","First assigned time")Formula ColumnTime taken in hours to assign a ticket to an agent
Ticket Touchesif ("Number of Reassign"<=0,'One Touch','Multi Touch')Formula ColumnDisplays if the ticket was handled by a single agent or multiple agents.
Status Groupif (isnull ("Ticket Closed Time"),'In Progress','Completed')Formula ColumnDisplays the status of the ticket.
First Reply Time (hrs)"First Response Time in Business Hours"/(1000*60*60)Formula ColumnDisplays the number of hours between the time a ticket is created, and the first reply for a ticket.
Completion Age Tierif (isnull ("Resolution time"), 'Not Resolved', if("Resolution time" < = 6,'0 - 6 Hours', if ("Resolution time" > 6 and "Resolution time" < = 12, '6 - 12 Hours', if ("Resolution time">12 and "Resolution time" < = 24,'12 - 24 Hours', if ("Resolution time" > 24 and "Resolution time" < = 48, '24 - 48 Hours', 'Above 48 Hours')))))Formula Column

Age tier of the completed ticket. Possible options are

  • Not Resolved
  • 0 to 6 hours
  • 6 to 12 hours
  • 12 to 24 hours
  • 24 to 48 hours
  • above 48 hours.
First Reply Time Age Tierif(isnull("First Reply Time (hrs)"),'Not Responded',if("First Reply Time (hrs)"<=2,'0 - 2 Hours',if("First Reply Time (hrs)">2 and "First Reply Time (hrs)"<=5,'2 - 5 Hours',if("First Reply Time (hrs)">5 and "First Reply Time (hrs)"<=8,'5 - 8 Hours',if("First Reply Time (hrs)">8 and "First Reply Time (hrs)"<=12,'8 - 12 Hours',if("First Reply Time (hrs)">12 and "First Reply Time (hrs)"<=24,'12 - 24 Hours','Above 24 Hours'))))))Formula Column

Age tier of the First reply for the tickets.

Possible options are:

  • Not Responded
  • 0 to 2 hours
  • 2 to 5 hours
  • 5 to 8 hours
  • 8 to 12 hours
  • 12 to 24 hours
  • above 24 hours.
Ticket Age Tier

if( "Ticket Age in Days" > = 0 and "Ticket Age in Days" < =15 , ' 0 - 15 Days', if
( "Ticket Age in Days">15 and "Ticket Age in Days" <=30 , '16 - 30 Days', if ( "Ticket Age in Days">30 and "Ticket Age in Days" <=45 , '31 - 45 Days', if ( "Ticket Age in Days" > 45 and "Ticket Age in Days" <=60 , '46 - 60 Days', if ("Ticket Age in Days" > 60, 'Over 60 Days', 'Invalid Age')))))

Formula Column

Age tier of all Tickets.

Possible options are

  • 0 to 15 days
  • 16 to 30 days
  • 31 to 45 days
  • 46 to 60 days
  • Invalid age.
Ticket handling Modeif (isnull("Ticket Closed Time"), if(dateandtimediff(SECOND,"Due Date", currentdate())>0, 'Overdue','Ongoing'), if(dateandtimediff (SECOND,"Due Date", "Ticket Closed Time")>0, 'Overdue','In Time'))Formula ColumnDisplays the ticket handling mode ie. if the ticket is solved, ongoing or overdue.
Resolution timeif("Status Group" = 'Completed', "Resolution Time in Business Hours"/(1000*60*60), null)Formula ColumnDisplays the resolution time of the ticket
% Resolved((countif("Tickets"."Status Group" = 'Completed')) / (count
("Tickets"."Id")))*100
AggregatePercentage of the tickets resolved
Satisfaction Rate(countif ("Tickets"."Happiness Rating"='Good' AND "Tickets"."Status Group"='Completed')/ countif(("Tickets"."Happiness Rating"='Bad' OR "Tickets"."Happiness Rating"='Okay' OR "Tickets"."Happiness Rating"='Good') AND "Tickets"."Status Group"='Completed'))*100AggregateDisplays the satisfaction rating of the customer.
Resolved Ticketscountif("Tickets"."Status Group"='Completed')AggregateProvides the count of resolved tickets
Fast Resolution count (< 2 hrs)countif("Tickets"."Resolution time"<2)AggregateProvides the count of tickets responded within 2 hours
Unresolved Ticketscountif("Tickets"."Status Group"='In Progress')AggregateProvides the count of unresolved tickets
Unsatisfied responses countcountif("Tickets"."Satisfaction Score"='Bad')AggregateProvides the count of unhappy customers
Solved Tickets - Overduecountif("Tickets"."Ticket handling Mode"='Overdue' AND "Tickets"."Status Group"='Completed')AggregateNumber of tickets solved after the set due date (overdue)
Solved Tickets - In Timecountif("Tickets"."Ticket handling Mode"='In Time' AND "Tickets"."Status Group"='Completed')AggregateNumber of tickets solved in time
Solved and In Progress Tickets - In Timecountif("Tickets"."Ticket handling Mode"!='Overdue')AggregateNumber of tickets in progress or solved in time
Overdue Ticketscountif("Tickets"."Ticket handling Mode"='Overdue')AggregateProvides the count of tickets over due
Resolved Tickets - MTDmtd("Tickets"."Resolved Tickets","Tickets"."Ticket Closed Time")AggregateProvides the count of resolved tickets in Month to Date
Response Rate(countif(("Tickets"."Happiness Rating"='Bad' OR "Tickets"."Happiness Rating"='Okay' OR "Tickets"."Happiness Rating"='Good') AND "Tickets"."Status Group"='Completed') / "Tickets"."Resolved Tickets")*100AggregatePercentage of the users who have responded to the survey

7. How do I create my own custom formulas in Zoho Reports?

Refer to the Adding Formulas in Zoho Reports help page.

8. Can I add/modify data in the Zoho Desk data tables in Zoho Reports?

No, you cannot add/modify data in the Zoho Desk data tables. Data from Zoho Desk modules gets automatically synched into Zoho Reports in the different tables (one table for one module). You cannot edit any of this data or add new data records from within Zoho Reports.

However you can add new tables and add/import data into that, to create reports combining it with the data from Zoho Desk.

9. Can I add new columns to the Zoho Desk data tables in Zoho Reports?

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 to know more on this.

10. Can I add new data tables in this reporting database to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing Zoho Desk reporting database.

With this feature, you can import data from other sources or add them manually into your reporting database to analyze and create reports combining this with your Zoho Desk data . You can also import data from other business applications like Google Analytics, Salesforce CRM etc.

Refer:

11. Can I combine data from other sources with the data from Zoho Desk to create reports and dashboards?

Yes, you can combine data from your other sources with your Zoho Desk data for analysis.
To do this, you need to add/import a new data table into the Zoho Desk reporting database as explained in the previous question and then define a look-up to join it with the table from Zoho Desk.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from Zoho Desk along with the data from any other source.

  • Open the corresponding table, right click the column header and select Change to Lookup Column.
  • In the Change to Lookup Column dialog that opens, select the column to look up.
  • Click OK

Please do note that you cannot create a Lookup column inbetween the Zoho Desk tables.

12. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer tothe previous question for detailed help on this.

13. What are Query Tables?

Query Table allows you to pull data from the tables by writing standard SQL SELECT Queries. You can create reports over this Query Table as you do over a data table. View this demo video to know about how to create Query Tables in Zoho Reports.

Users, Sharing & Collaboration

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

You can share the default reports provided in the Zoho Desk Connector connector and the reports you have create, with other users in your portal. Refer to Sharing and Collaboration help page for more details on this.

Once you privately share a report to your colleagues they will be able to access the reports as you do. Refer here to know how to access the reports.

2. Why are other members in my company not able to access the reports that I create?

When a Zoho Desk Administrator configures the Zoho Desk - Zoho Reports connector, the tables and reports will be available only to him/her, by default. The Administrator has to share the database with other members of the company. Only then will the default reports be accessible by those members.

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

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

The Zoho Desk Administrator who has setup the connector should share the tables present in 'Zoho Desk Advanced Analytics' database with other members of the company. 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 Database Owner in the Zoho Desk reporting database created in Zoho Reports (Refer Managing Users in Zoho Reports, to know how to add Database Owners), the user will be able access all the data & reports, create new reports and do any operation that you could do on the reporting database

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

Zoho Reports offers three user roles - Administrator, Database owner and User. Click to know more about the Zoho Reports User Model and User Roles.

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

This is the expected behavior. Only when the users being shared is set as a database owners, they can edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the Save As option toolbar. The User can edit this report. To know more about user roles, click here.

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 the topic Apply filter criteria.

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 Reports?

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 Reports in a scheduled manner?

If you are the Administrator of the Zoho Reports connector or a 'Database Owner', you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section in this 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 Reports in your website, web application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

Help & Support

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

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoreports.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.

Solution

1. Can I setup the Zoho Desk connector in my Zoho CRM advanced analytics database?

Yes, you can setup this connector in your Zoho CRM advanced analytics database to analyze data together.

2. How can I setup the Zoho Desk connector into my Zoho CRM advanced analytics database?

To setup the Zoho Desk connector into your Zoho CRM advanced analytics database,

  • Open your Zoho CRM advanced analytics database
  • Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.
  • In the Create New Table tab that opens, select Import from Zoho Desk.
  • In the Import from Zoho Desk dialog that opens, Select the Portal that you wish to import.
  • Select the entities and their corresponding fields that needs to be imported into Zoho Reports.
  • Select the necessary schedule import options in the Schedule Import Settings section.
  • Since the Zoho CRM Advanced Analytics connector is already setup in the reporting database. Zoho Reports will auto identify columns and setup joins (lookups) between the Zoho CRM and Zoho Desk data tables for easy cross service analysis. If you wish to utilize this feature, click the checkbox as shown in the snapshot.

3. Will default reports and dashboards be created upon integrating Zoho CRM, Zoho Desk and Zoho Reports?

Yes, once you setup the integration a set of handpicked default reports and dashboards will be created using your Zoho CRM and Zoho Desk data. You can check out the sample reports and dashboards from the sample reporting database.