Creating Workspace

Creating a Workspace

Note: Workspace has been previously called as Reporting Database

Zoho Reports offers various easy options to create a Workspace in your account. The Workspaces you create are listed at the top of the home screen. This section discusses on various option to create a Workspace.

  1. What is a Workspace?
  2. Who can create a Workspace?
  3. How can I create a Workspace?
  4. What are the options to create a Workspace?
  5. How can I create a Blank Workspace?
  6. How can I create a Workspace by importing data from Files & Feeds?
  7. How can I create a Workspace by importing from Cloud Storage?
  8. How can I create a Workspace by importing data from Local Databases?
  9. How can I create a Workspace by importing data from Cloud Databases?
  10. How can I create a Workspace by importing data from Business Application?
  11. How can I create a Workspace from Templates?
  12. Can I customise Workspace Setting?

1. What is a Workspace?

Note: This has been previously called as Reporting Database. 

Workspaces are where you create and manage all your views for reporting and analysis. This allows you to logically group your data sets (stored in entities called Tables) and create insightful reports and Dashboard over your data. Further, it provides various methods to collaborate with other users.

2. Who can create a Workspace?

Only the Account Administrator can create Workspaces. They have the privileges to perform all possible operations such as creating Workspace, creating reports and dashboards, managing users, sharing reports etc.

3. How can I create a Workspace?

You can create a Workspace from the Zoho Reports Home page. To create a Workspace, it is mandatory to give a unique name for your Workspaces. You can optionally provide a description too. You can either create a blank workspace or create by importing data from various sources. Refer to the below question to know how to create Workspaces using these options. 

4. What are the options to create a Workspace?

Zoho Reports provides the following option for creating Workspaces:

  • Blank Workspace
  • By importing data from 
    • Files & Feeds
    • Cloud Storage
    • Local Databases
    • Cloud Databases
    • Business Application
  • From Templates

5. How can I create a blank Workspace?

You can create a blank Workspace and then subsequently add your data/datasets as tables into it. 
Follow the below steps to create a blank Workspace.

  1. From the Home page, Import Data section, click on the Blank Workspace option.


     
  2. Provide a unique name for the Workspace name. This option is mandatory. You can also provide a Description to your workspace. 


     
  3. Click Create to create the blank Workspace.

On successful creation, you will be taken inside the Workspace where you can add your data as tables and create reports.

6. How can I create a Workspace by importing data from Files & Feeds?

Often you already have data locally stored in tabular file formats like CSV, XLS/XLSX (Excel), XML, JSON and HTML files, which you would like to import into Zoho Reports for analysis. In Zoho Reports, you can easily import your data from such file formats using the Import from Files and Feed option and jump start your activities.

To create a Workspace by importing data follow this link to read more about creating a database using this import data option.

7. How can I create a Workspace by importing from Cloud Storage?

You can also create a Workspace by importing data from cloud storage like Zoho Docs, Google Drive, Dropbox, Box and OneDrive using the Import from Cloud Storage option. 

Follow this link to read more about creating a Workspace using this import data option.

8. How can I create a Workspace by importing data from Local Databases?

In case you maintain your data in databases such as MS Access, Microsoft SQL Server, Oracle, MySQL, Sybase, PostgreSQL SQLite, DB2, DB2 AS/400, and other applications behind firewall then you could synchronize data from your databases into Zoho Reports Workspace using our Upload Tool.

Zoho Reports Upload Tool is a downloadable standalone utility, that enables you to pull data from application databases behind firewall to upload the same into Zoho Reports Workspace.

The Upload Tool also allows you to automate the import process at scheduled intervals. With this your Workspace will be updated with latest data without manual intervention and thus keeps your reports and dashboards latest for better analysis.

To know how to fetch data from your database using Upload Tool, refer to the Import from Local Databases section.

9. How can I create a Workspace by importing Data from Cloud Databases?

Zoho Reports allows you to import the data stored in different Cloud databases such as Amazon RDS, Amazon Redshift and Microsoft SQL Azure for advanced reporting & analysis. 

You can easily setup data import from the cloud databases using the simple setup wizard. It is very simple and does not require any software to be installed. You can completely manage the import process from the Zoho Reports web interface itself. Click to learn more.

 10. How can I create a Workspace by importing Data from Business Application?

Zoho Reports offers integration with various Business applications. You can import data from a wide range of popular business applications like Salesforce CRM, Google Analytics, Google Adwords, Zoho CRM, Zoho Projects etc.

The powerful reporting tool of Zoho Reports allows you to create dynamic reports and dashboards for easy and effective analysis. You can also benefit from the default reports created by Zoho Reports on data import for easier and faster consumption of data. Click here to know more.

 11. How can I create a Workspace from Templates?

Zoho Reports offers a useful set of business relevant templates which you can use to easily create your Workspace. Follow the steps given below to create a Workspace from template.

  1. Click Template from Import Data section.


     
  2. Provide the Workspace name (mandatory and should be unique).
  3. Select the template to be used from the list provided under Templates
  4. If you would like to create the Workspace with sample data (dummy data rows) then, check the option Populate with Sample Data.
  5. Click Create to create the Workspace.

On successful creation, you will be taken inside the database where you will see a list of tables and reports created by default for the template that you had chosen. The database will contain some sample data if you had checked the option Populate with Sample Data in the database creation step.

Zoho Reports provides the following templates:

  • Google Adword Campaign Performance Analysis template - Analyze the performance of your Google Adword Campaigns with detailed reports & dashboards.
  • Google Adwords Ad Groups Performance Analysis template - Analyze the performance of your Google Adwords Campaigns at the Ad Groups level.
  • Project Manager Template - Manage your projects and track the tasks in it with detailed reporting.
  • Issue Manager Template - Collect, Assign and Track issues/bugs in your development projects with detailed reporting.

12. Can I customise Workspace settings?

Zoho Reports allows you to specify a set of preferences for your Workspace which will be applied across the view in the Workspace. To learn more about these settings, refer to the Workspace Settting section.