Zoho Finance apps

Zoho Finance Advanced Analytics

Zoho Reports Advanced Analytics for Zoho Finance apps empowers you with financial analytical capabilities for your Zoho Finance data (Zoho Books and Zoho Invoice). You can analyze and keep track of your key financial metrics. With this connector you can create insightful reports & dashboards over your Zoho Finance data for in depth financial analysis.

General

  1. What is Zoho Reports?
  2. What is Zoho Reports Advanced Analytics connector for Zoho Finance apps?
  3. Who can subscribe to this connector?
  4. What do I get when I subscribe for this connector?
  5. What are the advantages of using the Zoho Finance Advanced Analytics over the in built reporting module available within the Zoho Finance apps?

Pricing

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

Setup

  1. What data can I analyze using the Zoho Finance connector?
  2. How do I setup the Connector for my Zoho Finance account?
  3. How do I setup the connector for Zoho Books?
  4. How long should I wait for my organization data in Zoho Finance app to initially appear in Zoho Reports?
  5. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
  6. How frequently can I synchronize my data with Zoho Reports?
  7. Can I import custom fields?
  8. Can I edit the Synchronization setting?
  9. Can I synchronize data instantly?
  10. In whose account will the connector be setup?
  11. How can I view the information details about data synchronization between Zoho Finance apps and Zoho Reports?
  12. What are the modules in the Zoho Finance apps on which I could create reports using this connector?
  13. How to create my own reports with this connector?
  14. Who has access to the reports I create?
  15. Can I import data from multiple Zoho Finance apps organization?
  16. How can I import data from multiple Zoho Finance apps organization?
  17. Can I setup the Zoho Finance apps connector into my Zoho CRM advanced analytics database?
  18. How can I setup the Zoho Finance connector into my Zoho CRM advanced analytics database?
  19. Can I setup the Connector in an account other than the one who configures/sets up the trial?
  20. Can I transfer my Zoho Finance apps connector to another admin account?
  21. 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 Finance organization data tables (modules) from within Zoho Reports?
  9. Can I add new columns to the Zoho Finance organization 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 Finance to create reports and dashboards?
  12. What are Query Tables?
  13. Can I join data from multiple tables to create reports?

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 Zoho Applications

  1. What are the Zoho applications that I can combine with Zoho Finance for Advanced Analytics?
  2. How can I analyze the data from the Zoho apps along with Zoho Finance?
  3. Will a relationship be created between Zoho Finance and the applications that I integrate Zoho Finance with?
  4. How do I integrate Zoho Books and Zoho CRM?

Cross Functional Analytics with Popular Third Party Business Applications

  1. What are the popular business applications that I can integrate Zoho CRM with?
  2. How can I analyze the data from the business applications along with Zoho CRM?
  3. Will a relationship (lookup) be created between Zoho CRM and the third party applications that I integrate Zoho CRM with?

Solutions

  1. How can I combine my Zoho Finance and Zoho CRM data?
  2. How can I create a Profit and Loss Report?
  3. How can I create a Balance Sheet?

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 Zoho Reports Advanced Analytics connector for Zoho apps?

Zoho Finance Advanced Analytics Connector enables you to import the organization data in your Zoho Finance apps(Zoho Books and Zoho Invoice) into Zoho Reports for advanced reporting and analysis. This connector brings in all the capabilities of Zoho Reports described above to Zoho Finance users.

3. Who can subscribe to this connector?

Any Zoho Finance (Zoho Books and Zoho Invoice) app user who is an Administrator of the organization in Zoho Finance can configure this connector to analyze their Zoho Finance organization data . Please note that, only one setup is allowed per organization in Zoho Reports.

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

As a Zoho Finance users, subscribing to this connector brings you immense benefits. You get to look at your data in Zoho Finance apps in ways you haven't looked at before. Using this Zoho Reports connector enables you to do powerful analysis of your organization data and create insightful reports & dashboards. You can create reports like Debt to Assets ratio by month, EBIT margin for the last 12 months, Top 10 products by invoice and 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 Zoho Finance data with no IT help or technical knowledge and share them to your colleagues.

5. What are the benefits of using the Zoho Finance Advanced Analytics add-on over the inbuilt Reporting module in Zoho Finance apps?

The advantage of using Zoho Finance Advanced analytics over the reports tab inside Zoho Finance apps is tabulated below.   

Reporting ModuleZoho Finance Advanced Analytics
Users will not be able to create new reports, but access basic reports such as balance sheet, profit and loss etcIt offers over 25+ chart types along with pivot, summary and tabular views. Users can create any type of report to suit their needs
Does not support creation of dashboards.Users can create dashboards to view all the reports in a single page layout
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 data to create reportsAll the modules in Zoho Books/Zoho Invoice will be joined via a lookup relationship by default. Users can create reports using the columns across any number of modules. 
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 CRM etcAutomatically links the data from Zoho CRM data with the data from Zoho Books & Zoho Invoice for advanced reporting and analysis. For example, users can create reports like deals to invoice funnel, Open invoices by amount and count etc using the data from Zoho Books and Zoho CRM.
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 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.

Given the advantages, we would recommend you to use the Zoho Finance advanced analytics connector.

Pricing

1. How much does this connector cost?

The Zoho Finance Advanced Analytics is available in all the paid plans of Zoho Reports. Refer to the Zoho Reports pricing page.

To subscribe to a paid plan:

  • Log into Zoho Reports.
  • Click the Subscription link displayed in the top-right corner. A page displaying your current plan details will appear. 
  • You can subscribe to a paid plan by clicking the Upgrade button or on the Upgrade tab. 
  • Choose the plan that best suits your needs.
  • Once you have decided on the plan, click the Upgrade button available below the corresponding plan.
  • In the Plan and Connector Charges page that opens you can choose the subscription interval (either yearly or monthly). The total cost of the plan based on the subscription interval will be displayed at the bottom.
  • Click Proceed.
  • In the page that appears, enter the necessary credit card details, and click Make Payment.

2. Do you provide trial evaluation for this connector?

Yes, we do provide a 15-day free trial for this connector from the date of setup. Only one trial per organization is allowed.

3. 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. 

4. 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. What data can I analyze using the Zoho Finance connector?

You can analyze data from the following Zoho Finance apps:

  1. Zoho Books 
  2. Zoho Invoice 

2. How do I setup the Connector for my Zoho Finance account?

You can setup the Zoho Reports connector either from Zoho Finance apps (Zoho Books/Zoho Invoice) or from Zoho Reports. The below video shows you how to import a Zoho Books organization. You can similarly import a Zoho Invoice organization as well.

1. From Zoho Reports Interface

2. From Zoho Finance apps Interface

Also refer:

3. How do I setup the connector for Zoho Books?

4. How long should I wait for my organization data from the Zoho Finance app 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.

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

The import/sync process of your organization data from the Zoho Finance app 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 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 Zoho Financebutton (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 Finance 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. 

6. 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 have subscribed for a Standard plan or above you can choose to synchronize your data at hourly intervals mentioned below.

  • Everyday
  • 12 Hours
  • 6 Hours
  • 3 Hours

7. Can I import custom fields from Zoho Finance?

Yes, you can import custom fields from Zoho Finance. You can add the custom fields by selecting the fields either while setting up the connector or by using the "Edit Setup" option.

8. Can I edit the Synchronization setting?

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

1. From Zoho Finance

  • Log into your Zoho Finance (Zoho Books/Zoho Invoice) account and open the organization whose details you wish to edit and synchronize. Here we are going to edit the Zoho Books Organization. You can follow the similar steps to edit your Zoho Invoice setup as well.
  • Select Settings > Integrations > Zoho Apps
  • Click Show Details next to Zoho Reports
  • In the Advanced Analytics page that opens, click the Edit Settings link
  • Make the necessary changes and click Save & Sync

2. From Zoho Reports

  • Open the Zoho Finance advanced analytics reporting database.
  • Click the Zoho Finance 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.

  • In case you have set up multiple organizations, click the Settings icon next to the organization name and select Edit.

  • Make the necessary changes and click Save.

9. Can I synchronize my Zoho Finance organization data instantly?

Yes, you can synchronize your Zoho Finance organization 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 Finance 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 Finance organization data will get instantly synchronized.
Note
  • This option can be used to a maximum of five times a day.

10. In whose account will the connector be setup?

It will be setup in the corresponding Zoho Reports account of the Zoho Finance app Administrator who configured this connector. Only one Zoho Reports setup per organization is allowed.

11. How can I view the information details about data synchronization between Zoho Finance app and Zoho Reports?

You can view detailed information about the data synchronization that happens between Zoho Finance and Zoho Reports by following the steps given below.

1. From Zoho Finance app

  • Log into your Zoho Finance (Zoho Books/Zoho Invoice) account and open the organization whose details you wish to view. Here we are going to view the details of the Zoho Books Organization.
  • Select Settings > Integrations > Zoho Apps
  • Click Show Details next to Zoho Reports. The Advanced Analytics page will display the below details.
    • Owned By: displays the email id of the administrator.
    • Next Sync Time: The time of the next schedule.
    • Sync Status: Status of the synchronization.
    • Zoho Reports edition: Your Zoho Reports plan

2. From Zoho Reports

  • Open the corresponding reporting database in Zoho Reports.
  • In the Explorer tab, click Zoho Finance/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.

12. What are the modules in Zoho Finance app on which I could create reports using this connector?

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

Zoho Books Modules

  • Accounts
  • Accrual Transactions, Cash Transactions
  • Bill, Bill Item, Bill Payment
  • Contacts
  • Creditnote Invoice, Creditnote Item, Creditnote Refund, Customer Contact Person, Customerpayment Refund, Customer Address, 
  • Estimates, Estimate Item
  • Expenses
  • Invoice, Invoice Item, Invoice Payment    
  • Inventory mapping, Inventory sales
  • Items
  • Projects, Tasks, Timesheet
  • Purchaseorder, Purchaseorder Bill, Purchaseorder Item, Purchase Address
  • Reporting Tags
  • Retainer Invoice
  • Salesorder, Salesorder Item
  • Salesperson
  • Tax
  • Vendor, Vendor Address, Vendor Credit, Vendor Credit Bill, Vendor Credit Item, Vendor Credit Refund, Vendor Payment 

Zoho Invoice Modules

  • Contacts
  • Items
  • Invoices, Invoice Payments
  • Customer Payments
  • Customer Contact Persons, Customer Addresses
  • Taxes
  • Credit Notes, Credit Note Items
  • Expenses, Recurring Expenses
  • Recurring Invoices
  • Creditnotes Invoice, Credit Notes Refund
  • Tasks
  • Recurring Invoice Items
  • Estimate Items, Invoice Items
  • Sales Persons
  • Timesheet, Estimates, Projects

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

You can refer to the below presentation to know how to create your own reports & dashboards using Zoho Reports.

Also refer:

Note

14. How can I access to the reports I create?

To access the reports from Zoho Finance

  • Log into your Zoho Finance (Zoho Books/Zoho Invoice) account and open the organization whose reports you wish to access.
  • Select Settings > Integrations > Zoho Apps
  • Click Show Details next to Zoho Reports.
  • Click Access Zoho Reports

To access the reports from Zoho Reports, login to your Zoho Reports account using your credentials. 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.

15. Can I import data from multiple Zoho Finance' organization?

Yes, you can configure multiple Zoho Finance' setups if you have subscribed for a paid plan (Standard and above). That is, you can choose to import from both Zoho Books and Zoho Invoice or have multiple organizations from both the services.

If you have purchased a Basic Plan, you will be able to import data only from one organization (either one organization from Zoho Books or one organization from Zoho Invoice).

16. How can I import data from multiple Zoho Finance applications ?

You can configure multiple Zoho Finance setups if you have subscribed for a paid plan (Standard and above). You can choose to import multiple organizations 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 organization 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 Finance.
  • In the Import from Zoho Finance 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. Can I setup the Zoho Finance app connector into my Zoho CRM advanced analytics database?

Yes, you can setup the connector in your Zoho CRM advanced analytics database to analyze data together. This will be of utmost use for those who have integrated Zoho Finance with Zoho CRM.

18. How can I setup the Zoho Finance connector into my Zoho CRM advanced analytics database?

To setup the Zoho Finance 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 Finance.
  • In the Import from Zoho Finance dialog that opens, Select the organization 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 Finance organization data tables for easy cross service analysis. If you wish to utilize this feature, click the checkbox as shown in the snapshot.

Note
  • Click Create to setup the connector. 

Once the setup is completed. The Zoho Finance data will be imported into your Zoho CRM database. You can create reports combining the modules of both Zoho CRM and Zoho Finance.

19. Can I setup the Connector in an account other than the one who configures/sets up the trial?

Yes, you can do this. If the account on which the trial is configured is not upgraded after trial expiry, then the account will be downgraded to free plan and eventually the sync will also be deleted. In this case you will be able to set up the synchronization in the account only by purchasing the Connector.

To purchase the connector,

  • Log into Zoho Reports.
  • Click the Subscription link in the top right corner.
  • Click Manage your plan button.
  • In the Plans and Connector Charges page, you can select the connectors that you wish to buy.
  • Select Zoho Finance and click Proceed.
  • Enter your credit card details and make the payment.

Please not that, you will not be able to use trial the tool again. 

20. Can I transfer my Zoho Finance app 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.

21. How can I remove the setup?

To remove the setup,

1. From Zoho Finance app

  • Log into your Zoho Finance (Zoho Books/ Zoho Invoice) account and open the organization whose setup you wish to remove. In this example, we will be removing a Zoho Books organization.  You can follow the similar steps to remove a Zoho Invoice database as well.
  • Select Settings > Integrations > Zoho Apps
  • Click Show Details next to Zoho Reports.
  • In the Advanced Analytics page that opens, click Deactivate.

2. From Zoho Reports

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click Zoho Finance 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

Reporting Features

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

Zoho Reports supports a wide variety of reports.

  • Charts
    • Pie
    • Bubble
    • Packed Bubble
    • Bullet
    • Bar
    • Stacked bar
    • Dial
    • 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. What are the default reports & dashboards created by Zoho Reports, on setting up this connector?

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

You can quickly review the default reports from the Zoho Finance Advanced Analytics Sample 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 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.

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?

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 below table lists all the default formulas that will be created in the Accrual Transactions table

Formula NameFormulaFormula TypeDescription
Transaction Amountif("Debit or Credit"='debit',"Transaction Amount (BCY)",-"Transaction Amount (BCY)")CustomDisplays the transacted amount
Debited Amountsumif("Accrual Transactions"."Debit or Credit"='debit',"Accrual Transactions"."Transaction Amount (BCY)")AggregateDisplays the debited amount
Credited Amountsumif("Accrual Transactions"."Debit or Credit"='credit',"Accrual Transactions"."Transaction Amount (BCY)")AggregateDisplays the credited amount
Balance"Accrual Transactions"."Debitted Amount"-"Accrual Transactions"."Creditted Amount"AggregateDisplays the balance in the account
Revenuesumif("Accounts"."Account Type" in ('Income','Other Income'),"Accrual Transactions"."Transaction Amount",0)AggregateDisplays the revenue generated
Expensessumif("Accounts"."Account Type" in ('Expense','Other Expense','Cost Of Goods Sold'),"Accrual Transactions"."Transaction Amount",0)AggregateDisplays the expenses incured
Profit"Accrual Transactions"."Revenue"-"Accrual Transactions"."Expenses"AggregateDisplays the total profit
Gross Profit Margin"Accrual Transactions"."Profit"*100/"Accrual Transactions"."Revenue"AggregateDisplays the profit margin. ie. the amount by which revenue from sales exceeds costs in a business.
Operating Incomesumif("Accounts"."Account Type"='Income',"Accrual Transactions"."Transaction Amount",0)AggregateThe earnings before interest and taxes
Operating Profit Margin"Accrual Transactions"."Operating Income"*100/"Accrual Transactions"."Revenue"AggregateProvides the company's profit margin in percentage
Cost of Goods Soldsumif("Accounts"."Account Type"='Cost Of Goods Sold',"Accrual Transactions"."Transaction Amount",0)AggregateThe direct costs attributable to the production of the goods sold by a company.
Expense to Revenue Ratio"Accrual Transactions"."Expenses"/"Accrual Transactions"."Revenue"AggregateDisplays the company's operating expenses divided by its revenues.
Assetsumif("Accounts"."Account Type" in ('Other Current Asset','Other Asset','Cash','Bank','Fixed Asset','Stock'),"Accrual Transactions"."Transaction Amount",0)AggregateIt is an item of property owned by the company with mortgage value
Liabilitysumif("Accounts"."Account Type" in ('Other Current Liability','Long Term Liability','Other Liability','Credit Card'),"Accrual Transactions"."Transaction Amount",0)AggregateDisplays company's legal debt or obligation
Equitysumif("Accounts"."Account Type"='Equity',"Accrual Transactions"."Transaction Amount",0)AggregateDisplays the value of the shares issued by the company.
Cash flowsumif(("Accounts"."Account Type"='Cash') or "Accounts"."Account Type"='Bank',"Accrual Transactions"."Transaction Amount",0)AggregateDisplays the total amount of money being transferred into and out of a business, especially as affecting liquidity.
Cash flow margin"Accrual Transactions"."Cash Flow"/"Accrual Transactions"."Revenue"AggregateThe money a company generates from its core operations per dollar of sales
Debt to equity"Accrual Transactions"."Liability"*100/"Accrual Transactions"."Equity"AggregateA financial ratio indicating the relative proportion of shareholders' equity and debt used to finance a company's assets
Debts to Asset"Accrual Transactions"."Liability"*100/"Accrual Transactions"."Asset"AggregateThe proportion of a company's assets that are financed by debt.
Current ratio"Accrual Transactions"."Asset"/"Accrual Transactions"."Liability"AggregateDisplays company's ability to pay short-term and long-term obligations.
Account Receivablessumif("Accounts"."Account Type"='Accounts Receivable',"Accrual Transactions"."Transaction Amount",0)AggregateIt is the money owed to a company by its debtors.
Cash in equivalentssumif(("Accounts"."Account Type"='Cash') or "Accounts"."Account Type"='Bank',"Accrual Transactions"."Transaction Amount",0)AggregateDisplays the total cash available
Quick ratio("Accrual Transactions"."Cash & its Equivalents"+"Accrual Transactions"."Account Receivables")/"Accrual Transactions"."Liability"AggregateIt is the measure of how well a company can meet its short-term financial liabilities.
Earnings before Interest and tax(EBIT)"Accrual Transactions"."Operating Income"-"Accrual Transactions"."Operating Expense"AggregateDisplays earnings before Interest and tax
Average account receivablesavgif("Accounts"."Account Type"='Accounts Receivable',"Accrual Transactions"."Transaction Amount",NULL)AggregateIt is the money owed by customers to another entity in exchange for goods or services that have been delivered or used, but not yet paid for.
Receivable turn over ratio"Accrual Transactions"."Credit Sales"/"Accrual Transactions"."Avg. Account Receivables"AggregateMeasures how effective a company is in extending credit as well as collecting debts.
Credit salessumif("Accounts"."Account Type"='Accounts Receivable' and "Accrual Transactions"."Debit or Credit"='credit',"Accrual Transactions"."Transaction Amount (BCY)",0)AggregateDisplays the purchases made by a consumer that do not require a payment made in full at the time of purchase.
Day Sales outstanding"Accrual Transactions"."Account Receivables"*31/"Accrual Transactions"."Credit Sales"AggregateA financial ratio that illustrates how well a company's accounts receivables are being managed.
Account payablessumif("Accounts"."Account Type"='Accounts Payable',"Accrual Transactions"."Transaction Amount",0)AggregateCalculates the money owed by a company to its creditors.
Days payable outstanding"Accrual Transactions"."Account Payables"*30/"Accrual Transactions"."Cost Of Goods Sold"AggregateAverage time period that a company takes to pay its invoices from trade creditors, such as suppliers.
Activity Ratio"Accrual Transactions"."Revenue"/("Accrual Transactions"."Equity"+"Accrual Transactions"."Liability")AggregateDisplays the relative efficiency of a firm based on its use of its assets, leverage or other such balance sheet items.
ROI("Accrual Transactions"."Revenue"-"Accrual Transactions"."Expenses")*100/"Accrual Transactions"."Expenses"AggregateROI measures the amount of return on an investment relative to the investment’s cost.
EBIT margin"Accrual Transactions"."Earnings before Interest & Tax (EBIT)"*100/"Accrual Transactions"."Revenue"AggregateEBIT Margin is the ratio of Earnings before Interest and Taxes to net revenue earned.
Work Capital Ratio"Accrual Transactions"."Asset"/"Accrual Transactions"."Liability"AggregateMeasures a firm's ability to pay off its current liabilities with current assets

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

Formula NameFormulaFormula TypeDescription
Pending bill countcountif("Bill"."Status" in ('Sent','Draft'),"Bill"."Bill ID")AggregateDisplays the count of pending bills
Paid billscountif("Bill"."Status" in ('Paid'),"Bill"."Bill ID")AggregateDisplays the bills that are already paid
Pending payablessumif("Bill"."Status" in ('Sent'),"Bill"."Total (BCY)")AggregateDisplays the amount of pending bills
Average purchase valuesum("Bill"."Total (BCY)")/count("Bill"."Bill ID")AggregateThe average value of each purchase
Discount %sum("Bill"."Discount")/sum("Bill"."Total (BCY)")*100AggregateDisplays the percentage of discount 

The below table lists all the default formulas that will be created in the Credit Notes Invoice table

Formula NameFormulaFormula TypeDescription
Remaining invoice amountavg("Invoice"."Total (BCY)")-sum("Creditnotes Invoice"."Amount (BCY)")AggregateDisplays the due in invoice

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

Formula NameFormulaFormula TypeDescription
Invoiced estimatescountif("Estimate"."Status"='Invoiced',"Estimate"."Estimate ID",NULL)AggregateTotal estimates that were billed
Declined estimatescountif("Estimate"."Status"='Declined',"Estimate"."Estimate ID",NULL)AggregateTotal number of estimates that were declined

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

Formula NameFormulaFormula TypeDescription
Statusif("Is Billable"=1,'Billable','Non-Billable')CustomDisplays whether the expense is billable or non billable
Billable expensecountif("Expense"."Is Billable"='Yes',"Expense"."Expense ID")AggregateResources that can be billed to clients.
Nonbillable expensecountif("Expense"."Is Billable"='No',"Expense"."Expense ID")AggregateResources that cannot be billed to clients.

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

Formula NameFormulaFormula TypeDescription
Discount amount("Sub Total (BCY)"*"Discount (%)")/100CustomAmount discounted
Age in daysdatediff(if("Invoice Status" = 'Closed',"Modified Time",now()),"Created Time")CustomNumber of days it takes for an Invoice to be closed
Age in tierif( "Age in Days" >= 0, if( "Age in Days" <= 20, '1. 0 - 30 days', if( "Age in Days" <= 60, '2. 31 - 60 days', if( "Age in Days" <= 90, '3. 61 - 90 days', if( "Age in Days" <= 180, '4. 91 - 180 days','5. Above 180 days')))), '6. Negative - Not Valid')CustomClassifies the time spent on a invoice to close it, into different time period baskets, e.g., within 60 months, within 120 days etc.,
Paid invoice valuesumif("Invoice"."Invoice Status"='Closed',"Invoice"."Total (BCY)")AggregateDisplays the amount paid in the invoice
Average Sales valuesum("Invoice"."Total (BCY)")/count(distinct("Invoice"."Invoice ID"))AggregateDisplays the average invoice value

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

Formula NameFormulaFormula TypeDescription
Sales without taxavg("Invoice"."Total (BCY)")-sum("Invoice Item"."Tax Amount")AggregateDisplays the invoice excluding tax
Cost of salessum(if("Invoice"."Invoice Status"='closed' and "Invoice Item"."Product ID" is not null,"Item"."Price"*"Invoice Item"."Quantity",0))AggregateCost of products sold.
Sales Valuesumif("Invoice"."Invoice Status"='Closed',"Invoice Item"."Total (BCY)")AggregateDisplays the amount paid in the invoice
Projected profit"Invoice Item"."Sales Value"-"Invoice Item"."Cost Of Sales"AggregateEstimate of profit in the future
Profit %"Invoice Item"."Projected Profit"*100/"Invoice Item"."Sales Value"AggregatePercentage of profit
Reimbursed expensescountif("Invoice"."Invoice Status"='closed' and "Invoice Item"."Expense ID" is not null,distinct("Invoice Item"."Invoice ID"))AggregateCount of expenses reimbursed
Reimbursed expense amountsumif("Invoice"."Invoice Status"='closed' and "Invoice Item"."Expense ID" is not null,"Expense"."Total (BCY)")AggregateAmount reimbursable
Average sales per invoice"Invoice Item"."Sales Value"/count("Invoice Item"."Invoice ID")AggregateProvides the average sales made per invoice
Average profit per invoice"Invoice Item"."Projected Profit"/count("Invoice Item"."Invoice")AggregateProvides the average profit gained per invoice

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

Formula NameFormulaFormula TypeDescription
Balancesum("Invoice"."Total (BCY)")-sum("Invoice Payment"."Amount (BCY)")AggregateDisplays the amount of the pending invoice

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 Finance organization data tables in Zoho Reports?

No, you cannot add modify data in Zoho Finance organization data tables. Data from Zoho Finance 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 Finance.

9. Can I add new columns to the Zoho Finance organization 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 Finance 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 Finance organization data . You can also import data from other business applications like Google Analytics etc. With Zoho Reports API you can integrate data from other applications.

Refer:

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

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

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 Finance 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.

In case you have integrated Zoho Finance with Zoho CRM, you can setup the Zoho Finance connector in your Zoho CRM advanced analytics database to analyze data together. Refer this question.

12. 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.

13. 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.

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 Finance 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 Zoho Finance Administrator configures the Zoho Finance - Zoho Reports connector, the tables and reports will be available only to him/her, by default. The Administrator has to share the 'Zoho Finance 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 Zoho Finance Administrator who has setup the connector should share the tables present in 'Zoho Finance 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 Zoho Finance 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. 

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 Zoho Applications

1. What are the Zoho applications that I can combine with Zoho Finance for cross-functional analytics?

Zoho users can integrate Zoho Finance with other useful Zoho applications such as  Zoho CRM, Zoho Desk, Zoho Creator, Zoho Projects, Zoho BugTracker and Zoho Recruit. If you are a ManageEngine user then you can perform cross functional analytics on the data from ManageEngine ServiceDesk Plus and ManageEngine SupportCenter Plus.  This means users who are using Zoho Finance with other products can import all their data into a single database and perform coss functional analytics.

2. How can I analyze the data from other Zoho apps along with Zoho Finance?

You can import the data from the Zoho applications into the Zoho Finance database to analyze the data together.

To import data from the Zoho Apps,

  • Open the Zoho Finance database
  • Click the Import Data button
  • In the Create New Table tab that opens, select the application that you wish to import.
  • Select the necessary modules and fields
  • Click Create.

3. Will the related modules from Zoho Finance and other application be created automatically?

A lookup relationship between the modules of Zoho CRM and the modules of Zoho Finance will be created automatically.We are yet to come up with this modal for other Zoho applications. Until then, you can manually create a lookup relationship. Refer to this help link - https://www.zoho.com/reports/help/table/joining-tables.html

4. How do I integrate Zoho Finance and Zoho CRM?

To setup the Zoho Books connector in 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 Finance.
  • In the Import from Zoho Finance dialog that opens, Select the organization 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 Books organization data tables for easy cross service analysis. If you wish to utilize this feature, click the checkbox as shown in the snapshot.
Note
  • Click Create to setup the connector. 

Once the setup is completed, the Zoho Books data will be imported into the Zoho CRM database. You can create reports combining the modules of both Zoho CRM and Zoho Books.

Cross-Functional Analytics with Popular Third Party Business Applications

1. What are the popular business applications that I can integrate Zoho Finance with?

You can import data from all the popular business applications that Zoho Reports offers integration with.

2. How can I analyze the data from the third party business applications along with Zoho Finance?

To import data from the third party business apps,

  • Open the Zoho Finance database
  • 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 Zoho Finance and other third party application be created automatically?

No, a lookup relationship will not be created between the Zoho Finance 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

Note

Solutions

1. How can I combine my Zoho Finance and Zoho CRM data?

To setup the Zoho Finance connector in 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 Finance.
  • In the Import from Zoho Finance dialog that opens, Select the organization 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 Finance organization data tables for easy cross service analysis. If you wish to utilize this feature, click the checkbox as shown in the snapshot.
  • Click Create to setup the connector. 

Once the setup is completed. The Zoho Finance data will be imported into the Zoho CRM database. You can create reports combining the modules of both Zoho CRM and Zoho Finance.

2. How can I create a Profit and Loss Report?

3. How can I create a Balance Sheet?

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.