Teamwork Projects

Teamwork Projects Advanced Analytics 

Zoho Reports Advanced Analytics Connector for Teamwork Projects empowers the users of teamwork app with advanced analytical capabilities thereby giving a greater visibility & control on their project execution.

The Teamwork Projects Advanced Analytics connector comes bundled with over 50+ default reports and dashboards that will help you keep track of your Key Project Metrics. You can also create insightful reports & dashboards over your Teamwork Projects data for indepth project analytics.

General

  1. What is Zoho Reports?
  2. What is Teamwork Projects Advanced Analytics connector?
  3. Who can subscribe to the Teamwork Projects connector?
  4. What do I get when I subscribe for this connector?

Pricing

  1. How much does this connector cost?
  2. What do you mean by 'Users' in the (connector) 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 Connector for my Teamwork Projects account?
  2. How long should I wait for my Project 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 Teamwork Projects connector Synchronization setting?
  6. Can I synchronize my Project data instantly?
  7. In whose account will the Teamwork Projects connector be setup?
  8. How can I view the information details about data synchronization between Teamwork Projects and Zoho Reports?
  9. What are the modules in Teamwork Projects on which I could create reports using this connector?
  10. How to create my own reports with this connector?
  11. Who has access to the reports I create?
  12. Can I import data from multiple Teamwork Projects Portal?
  13. How can I import data from multiple Teamwork Projects Portal?
  14. Can I transfer my Teamwork Projects connector to another admin account?
  15. How can I remove the setup?

Reporting Features

  1. What are the report types supported by Zoho Reports?
  2. How do I create reports using fields/columns across different modules?
  3. What are 'Formulas' in Reports?
  4. What are the default formulas added by Zoho Reports, on setting up this connector?
  5. How do I create my own custom formulas in Zoho Reports?
  6. Can I add/modify data in the Teamwork Projects data tables (modules) from within Zoho Reports?
  7. Can I add new columns to the Teamwork Projects data tables (modules) from within Zoho Reports?
  8. Can I add new data tables in this reporting database to create reports & dashboards?
  9. Can I combine data from other sources with the data from Teamwork Projects to create reports and dashboards?
  10. Can I join data from multiple tables to create reports?
  11. 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 organization not able to access the reports created?
  3. How can other members in my organization 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?

Cross-Functional Analytics with Popular Business Applications

  1. What are the popular business applications that I can integrate Teamwork Projects with?
  2. How can I analyze the data from the business applications along with Teamwork Projects
  3. Will a relationship (lookup) be created between Teamwork Projects and the other applications that I integrate it with?

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?

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. What is Teamwork Projects Advanced Analytics connector?

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

3. Who can subscribe to the Teamwork Projects connector?

Any Teamwork Projects user can configure this connector to effectively analyze their sales data.

4. What do I get when I Subscribe for this Connector?

As a Teamwork Projects user, subscribing to this connector brings you immense benefits. You get to look at your Teamwork Projects data in Teamwork Projects in ways you haven't looked at before. Using this Zoho Reports connector enables you to do powerful analysis of your Project data and create insightful reports & dashboards. You can create insightful reports Active milestones by users, Estimation vs actual time spent, Tasks overdue, Project completion rate and do much more with ease.

Zoho Reports' drag-and-drop based reporting is so easy to use that you could create any report or dashboard on your Project data with no IT help or technical knowledge and share them to your colleagues.

Pricing

1. How much does Teamwork Projects Advanced Analytics cost?

Teamwork Projects Advanced Analytics is available in all the paid plans of Zoho Reports. Our pricing starts at $25 per month. Please do refer to the following link to learn more.

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 do I setup the Teamwork Projects advanced analytics connector?

Also refer:

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

After configuring this connector, you might have to wait some time 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 Project data can sometimes fail 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 mail when 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 Teamwork 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 Teamwork Projects 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, you will be able to synchronize your data only once every day. if you are a user of the Standard plan or above, you can choose to synchronize your data at one of the hourly intervals mentioned below.

  • 12 Hours
  • 6 Hours
  • 3 Hours

5. Can I edit the Teamwork Projects connector Synchronization setting?

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

  • Open the Teamwork Projects advanced analytics reporting database.
  • Click the Teamwork 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 Project data instantly?

Yes, you can synchronize your Project 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 Teamwork 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

  • Project 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 Teamwork Projects connector be setup?

It will be setup in the corresponding Zoho Reports account of the Teamwork Projects user who configured this connector.

8. How can I view the information details about data synchronization between Teamwork Projects and Zoho Reports?

  • Open the corresponding reporting database in Zoho Reports.
  • In the Explorer tab, click Teamwork/Data Sources button. The Data Sources tab opens listing the below details.
    • Last Data Sync Status: The status of the last synchronization.
    • Last Data Sync Time: The time of the last synchronization.
    • Schedule: The interval in which the import is scheduled.
    • Next Schedule Time: The time of the next schedule.
    • Time Zone: The timezone of the schedule.
    • Synchronizations Done: Number of synchronizations done in that particular day.

9. What are the modules in Teamwork Projects on which I could create reports using this connector?

Data from the following modules in Teamwork Projects will get synchronized with Zoho Reports.

  • Expenses 
  • Invoices 
  • Milestone 
  • Owner 
  • Milestone, Milestone Owner
  • People 
  • Project Category 
  • Projects 
  • Risks 
  • Task, Task List, Task Owner 
  • Time Tracking

10. How to create my own reports with this connector?

Also refer:

Note

11. Who has access to the reports I create?

By default, the reports you create are accessible only to you. However, you can share the reports with your colleagues using the 'Sharing' options available in Zoho Reports. Refer How to Share Reports & Dashboards question.

12. Can I import data from multiple Teamwork Projects Portal?

Yes, you can configure multiple Teamwork Projects' 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.

13. How can I import data from multiple Teamwork Projects?

You can configure multiple Teamwork Projects 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 Teamwork Projects.
  • In the Import from Teamwork Projects dialog that opens, Select the portal 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.

14. Can I transfer my Teamwork Projects 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.

15. How can I remove the setup?

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click Teamwork 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
    • Bubble
    • Packed Bubble
    • Bar
    • Stacked bar
    • Line
    • Smooth Line
    • Scatter
    • Combination
    • Area
    • Stacked Area
    • Web
    • Funnel
    • Doughnut
    • Table View
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • Dashboards (multiple reports arranged in the same page)

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

Columns from across different tables that are related through a lookup column can be dragged and dropped to create a report. Refer to this help documentation to know how to join tables.

Refer to this presentation to know how to create reports.

3. 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.

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

You can also add your own formulas to derive your own calculations. Do refer to Adding Formulas in Zoho Reports help page. You can view these formulas by opening the corresponding table and selecting Add > Edit.

The following are the formulas from the Milestones table

Formula NameFormulaFormula TypeDescription
Milestone Delay Timeif("Status"='late',datediff( currentdate( ),"Deadline"),null)CustomDisplays the delay in milestone completion

The following are the formulas from the Tasks table

Formula NameFormulaFormula TypeDescription
DurationCustomdatediff("Due Date","Start Date") + 1Displays the time frame/duration of a particular task
Task Completion ModeCustomif(datediff("Due Date","Completed On") > 0,'On Time',if("Due Date"< now(),
'Late','On Time'))
Displays if the task was completed on time or late
Actual TimetakenCustomif("Status"='completed',datediff("Completed On","Start Date")+1,
datediff(currentdate( ),"Start Date")+1)
Displays the time spent on the task
Time Spent So FarCustomifnull("Actual Timetaken",0)Displays the total time spent on that task so far
Is Overdue TaskCustomif("Status"!='completed'AND"Due Date"< Curdate(),'Yes','No')Displays if the task is overdue or not.
Task Delay TimeCustomif("Is Overdue Task"='Yes',datediff(now(),"Due Date"),0)Provides the overdue time of a task
Open Tasks CountAggregatecountif("Task"."Status"='completed',NULL,"Task"."Task Id")Displays the count of the open tasks
Closed Tasks CountAggregatecount(if("Task"."Status"='completed',"Task"."Task Id",NULL))Displays the count of the completed tasks
Open Tasks %Aggregate"Task"."Open Tasks Count"/count("Task"."Task Id")*100Displays the percentage of the open tasks
Closed Tasks %Aggregate"Task"."Closed Tasks Count"/count("Task"."Task Id")*100Displays the percentage of the completed tasks
High Priority Tasks CountAggregatecount(if("Task"."Priority"='high',"Task"."Task Id",NULL))Displays the count of tasks that are on high priority
High Priority Tasks %Aggregate"Task"."High Priority Tasks Count"/count("Task"."Task Id")*100Displays the percentage of tasks that are on high priority
Open High Priority Tasks CountAggregatecountif("Task"."Priority"='High'AND"Task"."Status"!='completed',
"Task"."Task Id",NULL)
Displays the count of tasks that are on high priority and are open
Closed High Priority Tasks CountAggregatecountif("Task"."Priority"='High' AND"Task"."Status"='completed',"Task".
"Task
Id",NULL)
Displays the count of tasks that are on high priority and are closed
High Priority Tasks Closed %Aggregate"Task"."Closed High Priority Tasks Count"/"Task"."High Priority Tasks
Count
"*100
Displays the percentage of tasks that are on high priority and are now closed
Overdue Tasks CountAggregatecount(if("Task"."Status"!='completed'AND"Task"."Due Date"< Curdate(),
"Task"."Task Id",NULL))
Displays the count of tasks that are overdue
Overdue Tasks %Aggregate"Task"."Overdue Tasks Count"/count("Task"."Task Id")*100Displays the percentage of tasks that are overdue
Time Taken %AggregateSum("Task"."Actual Timetaken")*100/Sum("Task"."Duration")Displays the percentage of time taken to complete a task
Estimation Accuracy %AggregateSum("Task"."Duration")-Sum("Task"."Time Spent So Far")/Sum("Task".
"Duration"
)*100
Displays the accuracy of the estimation in percentage

The following are the formulas from the Time Tracking table

Formula NameFormulaFormula TypeDescription
Logged MinsCustom("Hours"*60)+"Mins"Displays the logged hours in minutes

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

Refer to the Adding Formulas in Zoho Reports help page.

6. Can I add/modify data in the Teamwork Projects data tables in Zoho Reports?

No, you cannot add modify data in Teamwork Projects data tables. Data from Teamwork Projects 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 Teamwork Projects.

7. Can I add new columns to the Teamwork Projects 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.

8. 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 Teamwork Projects 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 Project data. You can also import data from other business applications like Google Analytics etc. 

Refer:

9. Can I combine data from other sources with the data from Teamwork Projects to create reports and dashboards?

Yes, you can combine data from your other sources with your Project data for analysis. 
To do this, you need to add/import a new data table into the  Teamwork Projects reporting database and then define a look-up to join it with the synchronized table from Teamwork Projects.

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  Teamwork Projects 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 can create Lookup only to columns in the tables that are not from the same data source.

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

Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in Zoho Reports for detailed help on this.

11. What are Query Tables?

Zoho Reports allow you to pull the data required by writing standard SQL SELECT Queries. This is called Query Tables. With Query Tables, you can also combine data from different tables and create reports over the same. 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 Teamwork Projects 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 organization not able to access the reports created?

When a Teamwork Projects Administrator configures the Teamwork Projects - Zoho Reports connector, the tables and reports will be available only to him/her, by default. The Administrator has to share the 'Teamwork Projects Advanced Analytics' database with other members of the organization. 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 organization create reports?

The Teamwork Projects Administrator who has set up the connector should share the tables present in 'Teamwork Projects Advanced Analytics' database with other members of the organization. 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 Teamwork Projects 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 Organization 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 owner, 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. 

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.

Cross-Functional Analytics with Popular Business Applications

1. What are the popular business applications that I can integrate this connector with?

You can integrate and perform cross-functional analytics with almost all the business applications that Zoho Reports offers integration with. 

2. How can I analyze the data from the other business applications along with Teamwork Projects?

To import data from business apps,

  • Open the reporting database in which you have set up the connector
  • Click the Import Data button
  • In the Create New Table tab that opens, select the application that you wish to import.
  • Provide the necessary authentications
  • Select the necessary modules and fields
  • Select the schedule import options
  • Click Create

3. Will the related modules from Teamwork Projects and other third-party application be created automatically?

A lookup relationship will not be created between the Teamwork Projects modules and the modules of the application that you are trying to import automatically. 

To manually create a lookup relationship refer this help link - https://www.zoho.com/reports/help/table/joining-tables.html

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.