Zoho Creator Advanced Analytics

Zoho Creator Advanced Analytics

Zoho Reports Advanced Analytics Add-on for Zoho Creator enables you to easily slice & dice your application data and create insightful reports & dashboards. Empower your creator applications with deeper analytical capabilities with this analytics add-on from Zoho Reports.

General

  1. What is Zoho Reports?
  2. Why Zoho Creator Advanced Analytics connector add-on?
  3. Who can use the Zoho Creator connector add-on?
  4. What are the advantages of using Zoho Creator Advanced analytics over the reporting module inside Zoho Creator?

Pricing

  1. How much does this add-on cost?
  2. What do you mean by 'Users' in the (add-on) 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 Creator Advanced Analytics add-on?
  2. How long should I wait for my Zoho Creator 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 Creator connector add-on Synchronization setting?
  6. Can I synchronize my Zoho Creator data instantly?
  7. How will the data from my forms be stored in Zoho Reports?
  8. How will the data from the sub forms be stored in Zoho Reports?
  9. Will there be a relationship between my forms and subforms?
  10. Can I setup the Zoho Creator add-on within any other existing databases or in any other advanced analytics database?
  11. Can I transfer my Zoho Creator connector add-on to another admin account?
  12. How can I remove the setup?

Reporting Features

  1. How to create reports with this add-on?
  2. Can I create reports using the columns from different forms?
  3. What are the report types supported by Zoho Reports?
  4. What are Formulas in Reports?
  5. How do I create my own formulas in Zoho Reports?
  6. Can I add/modify data in the Zoho Creator data tables from within Zoho Reports?
  7. Can I add new columns to the Zoho Creator data tables 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 Zoho Creator 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 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 with them?
  6. How do I embed the reports that I create in Zoho Reports within Zoho Creator?
  7. How do I access the reports that I create using this add-on?
  8. Can I share the same report created to multiple users with different criteria associated, so that they see different data?
  9. Can I export a report/dashboard?
  10. How can I print the reports & dashboards created in Zoho Reports?
  11. How can I email reports & dashboards created in Zoho Reports in a scheduled manner?
  12. 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 Zoho Creator with?
  2. How can I analyze the data from the business applications along with Zoho Creator
  3. Will a relationship (lookup) be created between Zoho Creator and the third party applications that I integrate it with?

Solutions

  1. Can I create a form in Zoho Creator which will directly add the data into Zoho Reports?
  2. Does Zoho Reports support embedded analytics or rebranding?

Help & Support

  1. How do I get technical support on Zoho Reports add-on?
  2. Can I have someone from Zoho do a demo of this add-on 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. Why Zoho Creator Advanced Analytics connector add-on?

Zoho Creator Advanced Analytics Add-on enables you to import/synchronize your application data in Zoho Creator into Zoho Reports for advanced reporting and analysis. This add-on brings in all the capabilities of Zoho Reports described above to Zoho Creator users.

3. Who can use the Zoho Creator connector add-on?

Any Zoho Creator user who wishes to analyze their application data can make use of this add-on.

4. What are the benefits of using the Zoho Creator Advanced Analytics add-on over the inbuilt Reporting module in Zoho Creator?

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

Reporting Module in Zoho CreatorZoho Creator Advanced Analytics
Users can create only tabular, grid, summary and pivot reports.It offers over 25+ chart types along with pivot, summary and tabular views.
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 and analyze data from different sourcesCan combine data from any resources for advanced reporting and analysis
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.

Given the advantages, we would recommend you to use the Zoho Creator advanced analytics add-on.

Pricing

1. How much does this connector cost?

The Zoho Creator Advanced Analytics connector is available in all the paid plans of Zoho Reports. Please do refer to the following help link to learn about subscribing to a paid plan

2. What do you mean by 'Users' in the (add-on) 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 Creator Advanced Analytics Add-on?

Also refer,

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

After configuring this add-on, 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 Zoho Creator 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 add-on.
  • Click the Zoho Creator 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 Creator 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 can synchronize your data 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.

  • 3 Hours
  • 6 Hours
  • 12 Hours

5. Can I edit the Zoho Creator connector add-on Synchronization setting?

Yes, you can edit the Zoho Creator connector add-on synchronization setting if you are the administrator of the Zoho Creator Advanced Analytics Database.

To do so,

  • Open the Zoho Creator Advanced Analytics reporting database.
  • Click the Zoho Creator 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 Creator data instantly?

Yes, you can synchronize your Zoho Creator 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 Creator 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 Creator data will get instantly synchronized.

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

7. How will the data from my forms be stored in Zoho Reports?

Data from the forms in your Zoho Creator applications will be stored in entities called Tables in Zoho Reports. You can create insightful reports and dashboards over the data stored in this table. Refer to this presentation to learn about creating reports and dashboards.

8. How will the data from my subforms be stored in Zoho Reports?

Data from the subforms will be stored as an individual table in the same reporting database. By default, a relationship will be created between the parent form table and subform table. 

9. Will there be a relationship created between my forms and subforms?

Yes, by default a lookup relationship between your forms and subforms will be created in Zoho Reports.

10. Can I setup the Zoho Creator advanced analytics add-on in any other existing reporting databases or in any other advanced analytics database?

Yes, you can setup the Zoho Creator add-on 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 Creator 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 Creator.
  • In the Import from Zoho Creator dialog that opens, authenticate your Zoho Creator account.
  • Select the form and the corresponding fields 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 Creator data will be imported into your database. Refer to this setup presentation.

11. Can I transfer my Zoho Creator connector add-on 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. How do I remove this setup?

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click Zoho Creator 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. How can I create reports using this add-on?

Also refer,

2. Can I create reports using the columns from different forms?

Yes, in case you have created a lookup relationship between two forms in Zoho Creator, by default a lookup relationship will be created in Zoho Reports as well. You can then easily create reports by just dragging and dropping the required columns to create the necessary report.

In case you have not created a lookup relationship, you can create one easily either in Zoho Creator or in Zoho Reports. Please do note that we currently support only radio button and drop down field types in lookup columns.

Refer to the following help links to learn about creating lookup columns.

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

Zoho Reports supports a wide variety of reports.

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

4. What are 'Formulas' in reports?

Formulas, as the name indicates, are calculations that help you derive key business metrics that can be used in reporting and analysis. 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.

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 Zoho Creator data tables in Zoho Reports?

No, you cannot add/modify data in the Zoho Creator data tables. Data from Zoho Creator application will automatically get synced into Zoho Reports in the different tables (one table for one form). 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 Creator.

7. Can I add new columns to the Zoho Creator 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 Zoho Creator 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 Creator data . You can also import data from other business applications like Google Analytics, Salesforce CRM etc.

Refer:

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

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

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 Creator along with the data from any other source.

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

Click to learn more.

10. 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.

11. 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. Refer to this help document 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 easily share the reports that you create with the other users in your organization. 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 Creator Administrator configures the Zoho Creator - Zoho Reports add-on, 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 Creator Administrator who has set up the add-on should share the tables present in 'Zoho Creator 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 Creator 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 with them?

This is the expected behavior. Only when the users to whom the reports are being shared is set as a database owner, they will be able to 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. How do I embed the reports that I create in Zoho Reports within Zoho Creator?

7. How do I access the reports that I create using this add-on?

You can access the reports that you create by logging into Zoho Reports or by embedding it into the Zoho Creator page. Refer to the previous question to learn about embedding reports and dashboards into the Zoho Creator application.

8. 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.

9. 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.

10. 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.

11. How can I email reports & dashboards created in Zoho Reports in a scheduled manner?

If you are the Administrator of the Zoho Reports add-on or a 'Database Owner', you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section in this help documentation.

11. 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 Zoho Creator?

To import data from business apps,

  • Open the reporting database in which you have setup 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 columns from Zoho Creator and other third-party application be created automatically?

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

Solutions

1. Can I create a form in Zoho Creator which will directly add the data into Zoho Reports?

Yes, you can easily create a data entry form to directly fetch the data fed into the form by easily mapping the fields in the Zoho Creator form with the corresponding columns in Zoho Reports. Refer to this help link to learn more.

2. Does Zoho Reports offer Embedded Analytics or rebranding?

Yes, Zoho Reports supports various rebranding options such as  Portal rebranding/white labeling and Logo Rebranding.

Help & Support

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

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 add-on for me?

Yes, certainly. Register for a demo in this page.