Zoho Analytics
Zoho Analytics is a cloud-based reporting and business intelligence management tool that helps users extract valuable insights from their business data.
This integration enables SDAdmins to analyze their asset desk data visually, generate dynamic reports and dashboards, and easily share reports with stakeholders.
AssetExplorer Cloud integrates with Zoho Analytics to provide easy report generation, analysis, and interpretation.
This integration allows reports to be generated from the following modules and fields:
- Users
- Technicians
- Assets
- Site
- Department
- Region
- Vendor
By default, the option to integrate with Zoho Analytics will not be available in the UI unless the integration was previously configured. If you want to enable Zoho Analytics integration in your setup, contact support (assetexplorer-cloud-support@manageengine.com).
Benefits
- Create reports and dashboards using data from external sources such as XLS or CSV files, and integrate this information with AssetExplorer Cloud data.
- Utilize over 80 built-in reports to generate detailed insights without needing to write database queries.
- Schedule reports to be mailed to users and technicians.
- Export reports as PDF, XLS, CSV, or JPG files.
Role Required:
- SDAdmin permission is required in AssetExplorer Cloud to set up the integration.
- Users must have accounts in both AssetExplorer Cloud and Zoho Analytics to view reports.
- Only users with Write permissions in their Zoho Analytics role can create and modify reports.
Enable Integration
- Go to Setup > Apps & Add-Ons > Zoho Analytics.
- Click the Enable Analytics button.
- Click Yes on the displayed pop-up window to push AssetExplorer Cloud data to Zoho Analytics.
Use the Zoho Analytics link under Setup > Apps & Add-Ons > Zoho Analytics > Settings to access Zoho Analytics and view the reports generated from your asset desk data.
Data Synchronization and Management Settings
After enabling the integration, administrators can schedule data synchronization and manage the data under Setup > Apps & Add-ons > Zoho Analytics > Settings.
Data Synchronization Settings:
Track the last sync information from the UI.
Periodic Data Synchronization: Sync the data from AssetExplorer Cloud to Zoho Analytics at regular intervals. Choose the sync frequency.
Upload Archived Data: Upload archived data in AssetExplorer Cloud to Zoho Analytics and analyze the data via reports. You can clean uploaded archived data by selecting the Clean All and Stop option.
Reset Data: Clean up the existing data from Zoho Analytics and perform a fresh synchronization. Reports created earlier will not be affected.
Clear Data and Settings: You can disable the integration and delete your workspace.
Workspace Information: Find your workspace information and rename the workspace if needed.
Upload History:
- Navigate to the Upload History tab to track the integration history and the data uploaded to Analytics Plus/Zoho Analytics. The details of the operation, performer, start and end time, and the status of the operation will be available.
Admin Data Takeover
Administrators can take control of a technician's workspace after they have left the organization. When a technician is deleted, the Change Ownership option will be displayed on the Settings tab under Setup > Apps & Add-Ons > Zoho Analytics.
Admin can also make use of the Workspace ID (DBID) in Zoho Analytics to take control of a technician's workspace. Contact support (assetexplorer-cloud-support@manageengine.com) to get the DBID.
Accessing Zoho Cloud
AssetExplorer Cloud Analytics workspace comes with more than 80 reports and dashboards that are automatically generated using your AssetExplorer Cloud data. These can be found under the Reports tab.
You can explore different tables containing data from various modules in the Explorer tab.
- Go to Dashboards to access the data analyzing various aspects of your asset desk.
The workspace administrator can create reports and dashboards in their workspace and collaborate with other users. Use the Create button on the navigation pane to create reports or dashboards.
Leverage AI Capabilities
Zia, Zoho's Artificial Intelligence assistant, is a part of Zoho Analytics. To access Zia, click Create in the navigation pane and select Ask Zia.
You can ask questions related to analytics in English, and Zia will interpret them, retrieve data from relevant tables, and generate reports.
Alternatively, you can also access data in Zoho Analytics through the Zia chatbot. Open the Zia chatbot and select the Zia reports action.
For queries that involve data from multiple tables, Zia may generate multiple reports.
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