The Zoho Projects connector for Zoho Analytics lets you import your project data and build detailed reports and dashboards that go beyond what Zoho Projects' native reporting can offer. You can analyse key metrics, track team performance, monitor budgets, and gain insights across all your active and completed projects.
This connector is available to users with paid accounts on both Zoho Projects (Enterprise or Premium editions) and any paid plan of Zoho Analytics. Only portal owners or administrators in Zoho Projects can set up the connection. A 15-day free trial is included from the date of first setup.
| Module | Key Fields |
|---|---|
| Tasks | Task ID, name, dates, owner, completion percentage, priority, status |
| Milestones | Milestone ID, name, start/end dates, owner, status, revenue budget |
| Timesheets | Project ID, hours logged, user, date, status, invoice data |
| Bugs | Bug ID, title, severity, status, assignee, due date |
| Projects | Project ID, name, budget, billing method, dates, team members |
| Teams and Users | Team composition, user roles, rates, permissions |
Additional modules include baselines, client companies, invoices, comments, and custom fields.
Data refreshes can be scheduled every hour (Enterprise only), every 3, 6, or 12 hours, or once per day. Between scheduled runs, you can trigger up to five manual syncs using Sync Now.
Once set up, more than 50 reports are generated automatically. These cover target versus completed tasks, delayed milestones by owner, burndown charts, resource allocation and capacity, project ROI, revenue projections, and individual team member performance.
The connector includes default calculated fields for milestones (duration, actual versus planned time, on-time vs late completion, delay percentages), tasks (overdue status, completion percentages, priority-based counts, time estimation accuracy), and bugs (age in days, closure rates, overdue counts).
Four access levels are available: Administrators control the full account; Workspace Administrators can modify reports, manage tables, and share access; Standard Users can build reports on tables that have been shared with them; and Restricted Users have read-only access as defined by the administrator.
Reports can be shared privately with fine-grained permissions including read-only access, export rights, and underlying data access. Export formats include PDF, HTML, Excel, CSV, PNG, and JPG. You can schedule automated email delivery and embed reports into websites or internal portals. SQL querying and lookup relationships allow you to combine project data with information from Zoho CRM, Books, Desk, or third-party sources.