Advanced Analytic Add-on for Zoho Projects

    Zoho Reports Advanced Analytics Add-on for Zoho BugTracker

    Introduction

    The Zoho BugTracker Advanced Analytics Connector Add-on allows you to import Zoho BugTracker data and create insightful reports over them. With this integration, your Zoho BugTracker data can be easily analyzed to create insightful reports & dashboards using the powerful reporting options in Zoho Reports. Also it enables you to proactively monitor & manage your BugTracker  by tracking the Key BugTracker  Metrics.

    General

    1. What is Zoho Reports?
    2. What is Zoho BugTracker Advanced Analytics connector add-on and how does it work?
    3. Who can subscribe to the Zoho BugTracker connector add-on?
    4. What do I get / What is the value add I get, when I subscribe to this add-on?
    5. How does the Zoho BugTracker connector add-on work?
    6. What are the default reports & dashboards created by Zoho Reports, on setting up this connector add-on?

    Pricing

    1. How much does this add-on cost?
    2. Do you provide trial evaluation for this add-on?
    3. What do you mean by 'Users' in the (add-on) pricing plan?
    4. What do you mean by 'Rows' and how is it calculated in the pricing plan?
    5. How do I purchase this add-on?

    Setup

    1. How do I setup the Connector Add-on for my Zoho BugTracker account?
    2. I have subscribed to the Zoho BugTracker connector add-on and Synchronized Zoho BugTracker data into Zoho Reports, but I do not see any data in these tables. What's happening? [or] How long should I wait for my Zoho BugTracker 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. Can I edit the Zoho BugTracker connector add-on Synchronization setting?
    5. How can I view information details about data synchronization between Zoho BugTracker and Zoho Reports?
    6. How do I access the reports created in Zoho Reports?
    7. How to create my own reports with this add-on?
    8. Who has access to the reports I create?
    9. What are the modules in Zoho BugTracker on which I could create reports using this add-on?
    10. On whose account will the Zoho BugTracker connector add-on be setup?
    11. Can I setup the Add-on in an account other than the one who configures/sets up the trial?
    12. Can I transfer my Zoho BugTracker connector add-on to another admin account?

    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 add-on?
    3. Can I modify the default reports that have been created by this connector add-on? If so, how?
    4. How do I create reports using Zoho Reports with this add-on? [or] What are the reports that I can possibly make using this add-on?
    5. How do I create reports using fields/columns across different modules?
    6. What are 'Formulas' in reports?
    7. What are the default formulas added by Zoho Reports, on setting up this add-on?
    8. How do I create my own custom formulas in Zoho Reports?
    9. Can I add/modify data in the Zoho BugTracker data tables (modules) from within Zoho Reports?
    10. Can I add new columns to the Zoho BugTracker data tables (modules) from within Zoho Reports?
    11. Can I add new data tables in this reporting database to create reports & dashboards?
    12. Can I combine data from other sources with the data from Zoho BugTracker to create reports and dashboards?
    13. What are Query Tables?
    14. 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 Portal not able to access the reports created?
    3. How can other members in my Portal 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. How can I print the reports & dashboards created in Zoho Reports?
    8. How can I email reports & dashboards created in Zoho Reports in a scheduled manner?
    9. Into what file formats can I export the reports & dashboards created in Zoho Reports and how?
    10. How do I embed my reports in my intranet, blog or presentation?

    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 get new insights on your business information through its powerful and flexible online business intelligence engine. You get powerful reports in minutes, with no IT help. It offers the following important capabilities.

    • Complete Online Reporting & Business Intelligence service accessible anytime and anywhere!
    • Easy to adopt 'Spreadsheet-like' interface for data addition and report creation
    • Powerful drag & drop based reporting features for quick report creation and publishing.
    • Visual Analysis capability for in-depth analysis and to slice & dice your data.
    • Supports Dashboards, Charts, Pivot Tables, Summary and Tabular reports
    • Supports data import from variety sources such as local drive, web feed or cloud storage. You can import variety file formats including Excel, Open Office, CSV, TSV, HTML and JSON. Also supports periodic scheduling of import.
    • Also push data from traditional in-house applications and databases with batch tools or API (application programming interface)
    • Supports pulling data from various applications such as Zoho CRM, Zoho Projects, Zoho BugTracker, Google Drive, Dropbox, SkyDrive, Box etc., to provide advanced analytics over your data.
    • Supports combining dataset to create reports.
    • SQL (Structured Query Language) driven querying for powerful report  creation. You could provide your SQL queries written in any of the  familiar database dialects, including Oracle, SQL Server, IBM DB2,  MySQL, PostgreSQL, Informix and ANSI SQL.
    • Real-time collaboration by sharing data and reports in read or  read-write modes with your colleagues and client. You could also notify reports via email.
    • Export and Print Reports in variety of formats
    • Embed reports within your Websites, Web Applications and Blogs
    • Highly secure through user login with support for HTTPS (SSL  connection). All your data and reports are hosted in highly secure  datacenters.
    • Supports accessing Zoho Reports views and reports from iPad using a native application.
    • Web APIs (HTTP based & Zoho CloudSQL) to tightly integrate and interact with your business applications
    • Zero maintenance cost & low cost

    Also check out the Video on Zoho Reports Overview 

    2. What is Zoho BugTracker Advanced Analytics connector add-on and how does it work?

    Zoho BugTracker Advanced Analytics Connector Add-on brings in all the capabilities of Zoho Reports described above to Zoho BugTracker users. It comes with the following features/benefits.

    • A full-featured business intelligence (BI) and reporting tool that can slice & dice your Zoho BugTracker data to create any report/dashboard you require
    • Create your own reports and dashboards based on not only your Zoho BugTracker data but also from any other data source (e.g., Excel spreadsheets, Zoho CRM, Google Adwords etc.,) that you would wish to combine with your BugTracker  data.
    • Collaboratively work with your colleagues when creating new reports/dashboards on your Zoho BugTracker data.
    • Schedule and email your reports whenever you want.
    • Export your reports as PDF, HTML, Excel, CSV, JPG, PNG ... files to your desktop and print them for offline consumption.

    3. Who can subscribe to the Zoho BugTracker connector add-on?

    Users with paid Zoho BugTracker accounts (Premium or Enterprise editions) can subscribe to this add-on. Only Portal Owners or Admin users can configure this add-on to analyze their BugTracker data.

    4. What do I get / What is the value add I get, when I subscribe to this add-on?

    As a Zoho BugTracker user this add-on brings you immense benefits. It enables you to do powerful analysis of your BugTracker data and create insightful reports & dashboards. This allows you to view your BugTracker data in ways you haven't looked at before.

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

    5. How does the Zoho BugTracker connector add-on work?

    The Zoho BugTracker connector add-on for Zoho Reports works as below.

    • Zoho BugTracker Portal Owner or Admin user of the project chooses to configure this connector add-on in their Zoho BugTracker account.
    • Selects the Portal and Projects from which the data is to be imported.
    • Data from Bugs and Timesheet modules in the selected projects will be combined and imported into Zoho Reports Reporting Database. Initial import will take some time.
    • Data Import can be scheduled periodically from Zoho BugTracker, at the desired interval, to keep the latest data available in Zoho Reports reporting database.
    • By default 50+ insightful reports over the BugTracker data will be created. You can also easily create Custom reports over the BugTracker data.
    • The Zoho BugTracker Owner or Admin, who setup the add-on can share the reports created in Zoho Reports to other BugTracker users.

    6. What are the default reports & dashboards created by Zoho Reports, on setting up this connector add-on?

    When you setup/configure the Zoho BugTracker Integration Connector Add-on, 50+ default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your BugTracker  data effectively. For example, Bugs Targeted vs Closed, Bugs status by Projects, Pending Bugs across Open Miestones and Projects and Top 10 Delayed Bugs.

    You can quickly review the default reports that would be created from the following Sample Database listed below:

    https://reports.zoho.com/ZDBDataSheetView.cc?DBID=779360000001744350

    For more details about the reports supported by the Zoho Reports Advanced Analytics Add-on for Zoho BugTracker refer to Reporting Features section.

    Pricing

    1. How much does this add-on cost?

    The pricing for the Zoho BugTracker Advanced Analytics Connector add-on starts at $15/month. This will enable you to import the data from Zoho BugTracker into Zoho Reports, and avail the features in the Zoho Reports free plan (2 users and 10,000 rows).

    This add-on is available free in all the paid plans of Zoho Reports. Refer to the Zoho Reports pricing page.

    You can subscribe to this add-on from free plan as follow.

    1. From Zoho Reports, click the Subscription link at the top right.
    2. The Zoho Reports Subscription Details page will open. Click Manage Your Plan.
    3. The Plan and Add-on Charges section in the Your Current Plan tab will open. Select the checkbox adjacent to Zoho BugTracker connector
    4. Click Proceed to subscribe to this add-on.

    You can also subscribe to any of the paid plans to avail this Add-on. Follow the steps below to subscribe to a paid plan.

    1. Login to Zoho Reports.
    2. Click the Subscription link at the top right.
    3. In the Upgrade tab, choose Standard Edition or above and subscribe.

    Note: Users with paid Zoho Bugtracker accounts (Premium or Enterprise editions only) can setup this add-on.

    2. Do you provide trial evaluation for this add-on?

    Yes, we do provide a 15-day free trial for this add-on from the date of setup.

    3. 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. Users are identified by their unique email address, with which their Zoho Reports account was created/registered.

    Let's say that you have subscribed 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). You can also purchase additional users and rows as required. Purchasing additional users is available only on paying plans.

    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 "Tasks", each row would represent a single task 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.

    5. How do I purchase this add-on?

    Zoho BugTracker Connector add-on is available in all the paid plans of Zoho Reports. You can subscribe to this add-on in Zoho Reports as follows:

    You can subscribe to this add-on from Zoho Reports free plan as follow.

    1. From Zoho Reports, click the Subscription link at the top right.
    2. The Zoho Reports Subscription Details page will open. Click Manage Your Plan.
    3. The Plan and Add-on Charges section in the Your Current Plan tab will open. Select the checkbox adjacent to Zoho BugTracker connector.
    4. Click Proceed to subscribe to this add-on.

    You can also subscribe to any of the paid plans in Zoho Reports to avail this Add-on. Follow the steps below to subscribe to a paid plan.

    1. Login to Zoho Reports.
    2. Click the Subscription link at the top right.
    3. In the Upgrade tab, choose Standard Edition or above and subscribe.

    Setup

    1. How do I setup the Connector Add-on for my Zoho BugTracker account?

    You can set up the Zoho BugTracker Connector add-on from Zoho Reports user interface by following few simple steps.

    Follow the steps below to establish the connection from Zoho Reports.

    1. Login to Zoho Reports (http://reports.zoho.com) service using the same Zoho BugTracker credentials (Zoho supports single sign on).
    2. In the Home page, click Import from Zoho BugTracker option. The Step 1 of 2: Import from Zoho BugTracker wizard will open.
    3. Specify a unique reporting database name and a description for the same.
    4. The Choose Zoho BugTracker Portal drop-down will list the portals for which you are an Owner or Admin. Select the portal from which you want to import data.
    5. All the Projects in the selected portal will be listed. Select required projects. You can select multiple projects. Relevant data from the selected multiple projects will be combined and imported into the corresponding data tables.
    6. Select the modules to be synced in the Modules option. The Bugs is a mandatory module. You will not be able to unselect this.
    7. Click Next. The Step 2 of 2: Import from Zoho BugTracker wizard will open.
    8. In the Perform Import Every drop-down, select the schedule interval in which you want to import data from Zoho BugTracker. Available options are:
    • Not Scheduled
    • 6 hours
    • 12 hours
    • 24 hours
    • Click Save. The Import from Zoho BugTracker: Setup Completed dialog will open on successful completion.
    • Click OK. Initial data import will be started. This process will take some time. You will be notified at your e-mail address once this process is complete.

    Note: You will be able to configure only one reporting database for each portal.

    Watch the following presentation to know how to setup Zoho Reports Projects Connector Add-on:

    2. I have subscribed to the Zoho BugTracker connector add-on and Synchronized Zoho BugTracker data into Zoho Reports, but I do not see any data in these tables. What's happening? [or] How long should I wait for my Zoho BugTracker data to initially appear in Zoho Reports?

    You will not be able to view any data in this reporting database until the initial data import from Zoho BugTracker is completed. This will take some time depending on the amount of data available in your project.s You will be notified to your email address once this process is complete.

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

    The daily import/sync process of your Zoho BugTracker data can fail sometimes. And hence you may receive such mails occasionally. No worries. The Zoho Reports team will look into it immediately and get back to you taking the required corrective action.

    Setup Process Failed mail will come when there is a failure during the initial Zoho BugTracker Analytics Add-on add-on setup.

    Synchronization Failed mail will come if there is any failure during the data synchronization process which runs daily, between Zoho BugTracker and Zoho Reports, after the initial setup & import is completed successfully.

    4. Can I edit the Zoho BugTracker connector add-on Synchronization setting?

    Yes, you can edit the Zoho BugTracker connector add-on synchronization setting.

    Follow the steps given below to edit the setup from Zoho Reports.

    1. Open the corresponding reporting database.
    2. In the toolbar menu, click Zoho BugTracker > Edit Setup. The Edit Zoho BugTracker Setup dialog will open.
    3. The Selected BugTracker field will list the projects that you have previously selected. Click Show All link to list all the projects in the Portal.
    4. Select or clear the checkboxes adjacent to the required projects.
    5. Select or clear the modules in the Modules option.
    6. Modify the synchronizing time in the Perform Import drop-down.
    7. In Every Import section, select the Import New Projects Automatically checkbox to import data from any new projects that you create in Zoho BugTracker portal, automatically into Zoho Reports.
    8. Select Retain Archived Projects checkbox to retain the data from old projects, that you have archived in Zoho BugTracker, in Zoho Reports.
    9. Click Save. The synchronization setting will be modified.

    Subsequent synchronizations will take the above changes into consideration.

    5. How can I view information details about data synchronization between Zoho BugTracker and Zoho Reports?

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

    1. Open the corresponding reporting database in Zoho Reports.
    2. In the toolbar menu, click Zoho BugTracker > Data Sync Status. The Zoho BugTracker Sync Status dialog will open with the following details.
    • BugTracker Schedule Every - Displays the schedule interval in which data will be imported.
    • Data Sync Status - Displays the last data synchronization details. You can also view the synchronization status for each module by clicking More Details link.
    • Next Fetch - Displays the next scheduled time to fetch the data from Zoho BugTracker.

    6. How do I access the reports created in Zoho Reports?

    Login to Zoho Reports and access the Zoho BugTracker reporting database. You can view the Zoho BugTracker reports only when the initial data import/synchronization between Zoho BugTracker and Zoho Reports is completed successfully. You can also create your own reports & dashboards, as required.

    Your other BugTracker users will be able to view these reports only when you explicitly share this to them. You can share these reports with fine grained permissions.

    Refer How to Share Reports & Dashboards to know about how to share reports and dashboards to other users in this add-on.

    7. How to create my own reports with this add-on?

    You can easily create your own reports using the Zoho Reports add-on by dragging and dropping the appropriate columns from the data tables (BugTracker module data) that have been shared with you. You can refer to the below presentation to know how to create your own reports & dashboards using Zoho Reports.

    Also refer to the following Video Demos:

    Note: For creating your own reports using this add-on, you can do it only if the administrator (or portal owner) who has setup this add-on, has shared the tables (that contains the Zoho BugTracker data) in Zoho Reports to your account. Refer How to Share Reports & Dashboards question.

    8. Who has access to the reports I create?

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

    9. What are the modules in Zoho BugTracker on which I could create reports using this add-on?

    Data from the following modules of Zoho BugTracker get synced with Zoho Reports.

    • Bugs
    • Timesheet

    The Timesheet is optional. You can choose to include or exclude this as needed. Each of the above modules data is stored as a 'Table' in Zoho Reports. Default reports are based out of the above modules, which you have synchronized. You can also create your own reports & dashboards over the above modules.

    10. On whose account will the Zoho BugTracker connector add-on be setup?

    It will be setup in the account of the Zoho BugTracker Portal Owner or Admin of the portal who configures this Connector add-on. It is this account which will serve as the master admin account of Zoho Reports.

    11. Can I setup the Add-on 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 was 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 you need by purchasing the Add-on. You will not be able to trial the add-on again.

    12. Can I transfer my Zoho BugTracker 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. We will get your requirements and handle this accordingly.

    Reporting Features

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

    Zoho Reports supports a wide variety of reports.

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

    2. What are the default reports & dashboards created by Zoho Reports, on setting up this connector add-on?

    When you setup/configure the Zoho BugTracker Integration Connector Add-on, 50+ default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your BugTracker  data effectively. For example, Bugs Targeted vs Closed, Bugs status by Projects, Pending Bugs across Open Miestones and Projects and Top 10 Delayed Bugs.

    You can quickly review the default reports that would be created from the following Sample Database listed below:

    https://reports.zoho.com/ZDBDataSheetView.cc?DBID=779360000001744350

    3. Can I modify the default reports that have been created by this connector add-on? 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 Add-on 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 newly copied report.

    4. How do I create reports using Zoho Reports with this add-on? [or] What are the reports that I can possibly make using this add-on?

    You can create any type of report with this Zoho Reports add-on. All you have to do is open the appropriate table(s)/module(s) over which a report is to be created, click New and choose any type of report you would want to create.

    Use the intuitive drag-and-drop based designer of Zoho Reports to create the report required.

    You can also quick view the type of reports & dashboard that are created by default, from the sample given below, to get know the possibilities.

    https://reports.zoho.com/ZDBDataSheetView.cc?DBID=779360000001744350

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

    Columns from across different tables can be dragged and dropped to create a report. Refer this slide show on How to Create Reports?

    6. 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.

    7. What are the default formulas added by Zoho Reports, on setting up this add-on?

    The following table consists of the defaults formulas in the Timesheet table.

    Formula Name Formula Type Formula Description

    Average Billable
    Hours by Members

    Aggregate

    sumif("Status"='Billable',
    "Hours",NULL)
    /count(distinct("Owner"))

    Returns the average billable hours by members.

    The following table consists of the defaults formulas in the Bugs table.

    Formula Name Formula Type Formula Description

    Planned Days

    Custom

    datediff( "Due Date","Created Date")

    Returns the scheduled duration (in days) to fix a bug.

    Time Taken

    Custom

    if( "Status"='Closed',datediff
    ( "Modified Date","Created Date"),
    datediff( currentdate( ),"Created Date"))

    Returns the time taken (in days) to fix the bug if it is closed or will return the time between the start date to current date.

    Delay in Days

    Custom

    "Time Taken" - "Planned Days"

    Returns the delay (in days) to fix the bug.

    Top Level Status

    Custom

    if("Status" = 'Closed', 'Closed', 'Open')

    Returns whether the bugs is closed or not.

    Time Left

    Custom

    if( "Status"!='Closed',datediff("Due Date", currentdate( )), 0)

    Returns the time left to fix the bug.

    Closed Bugs Count

    Aggregate

    countif("Status"='Closed')

    Returns the count of closed bugs.

    Overdue Bugs Count

    Aggregate

    count(if("Delay in Days">0 AND "Status"!='Closed',"Bug ID",NULL))

    Returns the count of overdue bugs.

    Overdue bugs %

    Aggregate

    "Overdue Bugs Count"/count("Bug ID")*100

    Returns the percentage of overdue bugs.

    You can also add your own formulas to derive your own calculations. Do refer to Adding Formulas in Zoho Reports help page.

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

    Refer to the Adding Formulas in Zoho Reports help page. You can also read this blog post on aggregate formulas in Zoho Reports.

    9. Can I add/modify data in the Zoho BugTracker data tables (modules) from within Zoho Reports?

    No, you cannot add or modify data in Zoho BugTracker data tables. Data from Zoho BugTracker modules gets automatically synched into Zoho Reports in 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 BugTracker. Refer #10 below 

    10. Can I add new columns to the Zoho BugTracker data tables (modules) from within 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.

    11. 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 BugTracker 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 BugTracker data.

    You can import data from files like CSV, Excel, HTML, JSON, Cloud Drives etc., or import data from local databases like Oracle, SQL Server, DB2, MySQL, PostgreSQL, MS Access etc., You can also use Zoho Reports API to develop an application for data upload into Zoho Reports.

    Refer:

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

    Yes, you can combine data from your other sources with your Zoho BugTracker data for analysis. For example combine Zoho BugTracker Bugs data with your customer support information that you might have stored in Google Drive.

    To do this, you need to add/import a new data table into the Zoho BugTracker reporting database as explained in the previous question and then define a look-up to join it with the synchronized table from Zoho BugTracker. To know how to define a look-up column and auto-join tables for reporting, refer here.

    12. What are Query Tables?

    Zoho Reports allow you to pull the data required by writing standard SQL SELET 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 BugTracker Connector add-on 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.

    Note:

    1. If you share the data tables in the Zoho BugTracker reporting database to users, they will be able to create their own reports over the same.
    2. If you add a user as a Database Owner in the Zoho BugTracker 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.
    3. You can share data tables and reports to any user. They need not be a user in our portal.

    2. Why are other members in my Portal not able to access the reports created?

    By default only the Portal Owner or Administrator who configures the Zoho BugTracker Connector Add-on will be able to access the views (tables, reports and dashboards) in Zoho Reports. The Administrator has to explicitly share the view with other users. The shared user will be able to access the view with the specific permission that the Administrator has granted.

    Also when the Administrator has shared a table, then the shared users can create reports over them and these reports will be available only to them, until they share the reports with others.

    To know more, refer to Sharing and Collaboration help page.

    3. How can other members in my Portal create reports?

    The Administrator (or Portal Owner) who configures the Zoho BugTracker Connector Add-on should share the data tables present in Zoho BugTracker reporting database with other members. Once this is done, the shared users can create reports based over these data tables.

    To know more, refer to Sharing and Collaboration help page.

    Note: If you add a user as a Database Owner, then the user will be able access all the data & reports, and create new reports in the reporting database. A Database Owner can to add, delete, and modify reports, table rows and tables. A Database Owner can share the database tables/reports with other users. A Database Owner cannot delete or rename a database.

    Refer Managing Users in Zoho Reports section, to know how to add Database Owners

    4. What are the user roles available in Zoho Reports?

    Zoho Reports supports fine-grained access control. The following are user roles that are supported in Zoho Reports:

    1. Administrator (Master Admin): The Zoho BugTracker Portal Owner or Administrator who had setup the add-on will be the administrator of the Zoho Reports account.

    2. Database Owner: The Administrator can designate one or more users as Database Owners. A Database Owner has all permissions to add, delete, and modify reports, table rows and even tables. A Database Owner can share the database tables/reports with other users. A Database Owner cannot delete or rename a database.

    3. User: A user has the least privilege in the hierarchy. Unless the Administrator or a Database Owner shares a table with a user, the user cannot create any reports on his/her own. Also, an Administrator/Database Owner can decide to set specific permissions when sharing a report (Read Only, Export Data, View Underlying Data, and Share with Others) or a table (Read Data, Export Data, Add/Delete/Modify Row, Delete All Rows, Only Append Rows, Add or Update Rows, Delete All Rows and Add New Rows, Share View / Child Reports)

    Refer to Managing Users in Zoho Reports, to know more about different user roles in Zoho Reports. Also refer to Sharing and Collaboration help page.

    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 report, what he/she can do is to use Save As to save the report in a different name in his account. This report can then be edited.

    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 to the Sharing section to know how this can be done.

    7. How can I print the reports & dashboards created in Zoho Reports?

    To print a report/dashboard, please follow the below steps.

    1. Open the table or report that you want to print
    2. Click Export this View > As PDF from the toolbar.
    3. The Export As PDF screen will open. Set the export setting as needed.
    4. Click Export.
    5. Open the exported PDF and print it.

    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.

    8. 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. You can do this is as follows:

    1. Select the Report/Dashboard to be emailed in Zoho Reports.
    2. Select Export -> Email this View from the toolbar.
    3. Follow the instructions in the screen and provide the required input to setup an email schedule.

    9. Into what file formats can I export the reports & dashboards created in Zoho Reports and how?

    Reports and dashboards can be exported in a variety of file formats.

    • Charts
      • CSV 
      • Excel (XLS/XLSX)
      • PDF 
      • HTML
      • Image (PNG/JPEG)
    • Pivot/Summary/Tabular views
      • CSV 
      • Excel (XLS/XLSX)
      • PDF 
      • HTML
    • Dashboards
      • PDF 
      • HTML

    You can export a report/dashboard in Zoho Reports as follows

    1. Select the Report/Dashboard to be exported in Zoho Reports
    2. Select Export > Export this View from the toolbar
    3. Follow the instructions in the screen and provide the required input to export the report(s) selected

    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. Follow the steps below to achieve the same:

    1. Select the report or dashboard that you would like to embed into your Website or Blog
    2. Select the Publish > Embed in Website/Blog option.
    3. By default, when you embed the report into your website, web application or blog, it would prompt users to log in with their Zoho credentials to access the embedded view. Also, users to whom you have shared the view (using the 'Share' option) would only be able to access the view embedded, on successful login.
    4. If you would like the embedded view to be accessible by anyone without login, and then click on the link To access this view/table without login, Click here... (Note: This option is available only if your account is in any of the Paid plans of Zoho Reports)
    5. Copy and paste the code snippet provided in the text area below into your webpage or blog html content to embed this view

    On embedding, you will see the corresponding report within your web page, application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

    Help & Support

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

    Mail your questions to support@zohoreports.com. You can also call our toll free number +1 888 900 9646.

    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.

     

     

    Copyright © 2016, ZOHO Corp. All Rights Reserved.