Zoho Reports for Google Apps

Zoho Reports for G Suite

Zoho Reports for G Suite is the integration of Zoho Reports service into the G Suite Marketplace, that enables G Suite users to easily access Zoho Reports. As a G Suite user, you can easily install Zoho Reports service into your organization's G Suite account and quickly start analyzing your business data to get real insights and for informed decision-making. You can also easily create and share reports & dashboards collaboratively using an intuitive drag-and-drop interface.

Key Features of this Integration

  • Single Sign-on with G Suite: The Single Sign-on capability lets you to sign in to Zoho Reports using your Google Account Credentials. You can also access Zoho Reports easily from G Suite universal navigation.

  • Analyse data from Google Drive and Google Analytics: You can easily import and synchronize data into Zoho Reports, from your Google Drive spreadsheets and Google Analytics account for powerful reporting and analysis.

  • Share reports with G Suite Users: You can also share all the reports & dashboards that you create in Zoho Reports with your organization's G Suite users and your personal Gmail contacts.

Benefits

  • No Upfront Cost: Being a hosted Reporting & BI service, you pay as you go (affordable monthly subscriptions). No high upfront cost like perpetual license fees, buying of separate hardware & software etc.

  • Easy Set Up/Fast Implementation: Having your own BI implemented, will take months to set up. With Zoho Reports, you just sign in, import or push your data from multiple sources and generate reports immediately.

  • Highly Collaborative: Sharing, collaboration, and publishing are inbuilt in Zoho Reports. No more emailing of reports as attachments.

Other Key Features 

  • Push and Upload Any Data: You can import data from local files, feeds and also from local or cloud databases. To know more refer Import/Upload data into Zoho Reports.

  • Analyze Data from Business Applications: Zoho Reports allows you to analyze data from various business applications like Salesforce CRMGoogle Analytics etc and also from other Zoho services like Zoho CRM, Zoho Projects, Zoho Recruit, Zoho CreatorZoho BugTrackerServiceDesk Plus and SupportCenter Plus.

  • Visually Analyze Data: Visually analyze and build insightful reports and dashboards with an easy to use drag-and-drop interface. No, IT help required!

  • Wide Range of Reporting Components: Use a wide variety of charts, pivot tables, and tabular view components to build insightful reports and dashboards. Get a spotlight on your KPI!

  • Collaborative Analysis: Develop reports together with your colleagues. Share reports and dashboards in a secure manner, with our fine-grained access controls.

  • Embed Reports Anywhere: Embed your reports and dashboards across websites, blogs, applications or intranets for wider consumption.

  • Query with SQL: Create powerful and flexible reports with SQL Queries written in any database dialect/syntax you know.

  • Cross Domain Analytics: Perform cross-domain analytics using Zoho Reports, by importing and combining data from a wide variety of data sources.

  • Highly Secure: Governed by strong  Zoho Security Practices, including support for a secure encrypted connection.

Slideshow - How to use 'Zoho Reports for G Suite'

FAQ

1. Who can add 'Zoho Reports for G Suite' into the G Suite account?

Only Administrators of G Suite accounts can add 'Zoho Reports for G Suite' service into their account.

2. How do I add Zoho Reports to my G Suite account?

If you are an Administrator of a G Suite account, just follow these steps:

  1. Login to your G Suite account
  2. From your Dashboard, click the More from Apps Marketplace link. This will take you to the G Suite Marketplace.
  3. Click here to navigate to the Zoho Reports listing page.
  4. Click the Install App icon in the top-right corner.
  5. Enter your domain name and activate Zoho Reports for your G Suite domain

You and your G Suite users will now be able to access Zoho Reports from Google's universal navigation bar. Also, check out this video and slideshow for more details.

3. How do I add my G Suite Contacts to Zoho Reports? [or]
How do I make my org's G Suite users access Zoho Reports from our G Suite account? [or]
How do I share the data and reports that I create in Zoho Reports to my G Suite Contacts?

As a G Suite Administrator, add Zoho Reports to your G Suite domain as described in Question 2. All G Suite users in your domain can now access Zoho Reports from their G Suite universal navigation bar. For making them access the data, reports and dashboards created in Zoho Reports, please follow the below steps:

  1. Click the database you want to share. In the Explorer window that comes up, choose the views you want to share.
  2. Click on Share -> Share views to new users.
  3. Click Add Users From -> My Google Contacts
  4. Choose the user email addresses you want to grant access to the specified database's views.
  5. In the 'Permissions' tab, you can grant the required permissions to the users for the views selected. Users will be able to execute only the granted operations on the views that had been shared to them. (To learn more, refer Granting Permissions)
  6. The users to whom you have shared the reports will now be able to access them under their Shared Databases tab when they login to Zoho Reports.

You can read more about Sharing and Collaboration features in Zoho Reports from this help document.

To summarize, you can enable your organization users to access the information in your (organization's) Zoho Reports account using the Sharing and Collaboration features offered by Zoho Reports.

4. Is it possible to link my existing Zoho (Reports) account to my G Suite ID?

Yes, this is possible. You need to add your G Suite email address as your Primary email address in Zoho Accounts. Please follow the below instructions,

  1. Log in to your Zoho Reports account using your credentials.
  2. Click on the Setup icon on the top right corner of the Zoho Reports tab and select My Account.
  3. Select My Profile Info -> Profile -> Email Address.
  4. Click on Add Email.
  5. Enter the email id and password and then click Add.

Please note that the email address that you just added will be listed as a secondary email address.

5. How do I import data into my Zoho Reports account from Google Drive?

  1. Add Zoho Reports for G Suite to your domain as described in Question 2.
  2. Click on Import from Cloud Storage/Drive link in the home page, after you login into Zoho Reports.
  3. In the dialog box that opens, give a database name which is mandatory and an optional description, for the File Type, choose Google Drive and click the Browse button.
  4. Choose the file that you want to import and click the OK button
  5. Click the Next button and choose the specific sheet to be imported and click Next again
  6. Give an appropriate table name and choose the other parameters
  7. Click the Create button

Your Google spreadsheet data will now get imported into Zoho Reports. Read the document on Importing data into Zoho Reports for a detailed description of the import process.

6. How do I import data into an existing database?

  1. Open the database into which you would like to import the file.
  2. Click New and select New Table.
  3. In the New Table tab, select Import from Cloud Storage/Drive.
  4. In the dialog box that opens, give the database name which is mandatory and an optional description, for the File Type, choose Google Drive and click the Browse button.
  5. Choose the file that you want to import and click the OK button
  6. Click the Next button and choose the specific sheet to be imported and click Next again
  7. Give an appropriate table name and choose the other parameters and click Create

7. What are the types of data that I can import into Zoho Reports for doing my analysis?

As a G Suite user, the obvious data that you should be imported into Zoho Reports will be your from your Google Drive spreadsheets or Google Analytics account. Apart from this you can also import data from local files, Web/URL feeds, local or cloud databases and other business applications like Salesforce CRM etc. Learn more..

8. How do I import data from Google Analytics?

  • Login to Zoho Reports using your credentials
  • In the Zoho Reports homepage, click Import from Google Analytics
  • In the Import from Google Analytics dialog, enter a mandatory database name and an optional description (by default, these fields will be auto filled)
  • Click Sign in As Analytics User to authenticate your Google Analytics account and click Authenticate Google in the Authenticate to Google Analytics
  • In case if you are not currently logged in to your Google Analytics account in the same browser, you will have to go through an extra step of logging in
  • Now you will see a list of all clients related to your Google Analytics account
  • Select the appropriate data to be imported (like modules, fields)
  • Also, you can schedule the import settings in this dialog
  • Click Next, the setup is now complete, once the initial data fetch is completed, you will receive a notification to your email

Once the initial fetch is completed, your Google Analytics data will get imported into Zoho Reports. To know more, refer Google Analytics: Advanced Reporting Add-on.

9. How much does Zoho Reports cost?

You can find details about the various pricing plans offered by visiting https://www.zoho.com/reports/zohoreports-pricing.html. You can also refer our Frequently Asked Questions page for further clarifications.

10. When I add 'Zoho Reports for G Suite', what pricing plan will I be under?

When you first add Zoho Reports for G Suite to your domain, by default you will be in Premium 15-day trial plan. After 15 days, if you still don't subscribe to a paid plan of Zoho Reports, the Premium plan will expire and your account will be downgraded to the Free plan.

11. How do I buy/subscribe to Zoho Reports paid plans?

Once you are logged in to Zoho Reports from your G Suite Administrator account, follow the steps given below.

  1. Click on the Subscription link at the top right corner
  2. You will be taken to Your Current Plan tab which lists the details of the plan you are currently subscribed to.
  3. Click on the Upgrade button or the Upgrade tab
  4. Choose the plan you want to upgrade, by clicking the Upgrade button shown corresponding to that plan
  5. In the Payment screen, choose any add-ons if required. Also choose your Payment mode (Monthly, Quarterly, Half-yearly and Yearly modes available)
  6. Provide your Credit Card Details
  7. Click on Proceed to purchase

If you want to stay in the same plan but want to purchase rows/users as add-ons, click on the Manage Your Plan button in Your Current Plan tab. In the next screen, choose the add-on options required and proceed from there.

For more questions and answers on Zoho Reports, visit our Zoho Reports FAQ page.