Skip to product menu
close
  • Recent Launches
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Recent Launches

New

Payroll software with automated tax payments and filing.

Try now
New

Robotic process automation software to automate high-volume, rule-based tasks.

Try for free
New

Low-code IoT platform and solutions for connected businesses.

Try now
New

Business formation service to launch and grow your businesses.

Try now
New

Privacy-friendly application analytics solution.

Try for free

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace

Zoho Analytics has been recognized in the 2024 Gartner® Magic Quadrant™ for ABI PlatformsRead more

Skip to main content

Manage Settings

The Manage Settings page allows the Server Administrator to control all product settings. To access this page, click the Settings icon displayed on the top-right corner of your Zoho Analytics page.

Mail Server Configuration

Mail server configuration allows you to trigger emails from Analytics Plus whenever a certain action is performed. You can send emails through Basic SMTP authentication, OAuth SMTP authentication, or Microsoft's Exchange Web Services. Click here to learn more about each configuration in detail.

Proxy Configuration

To monitor any URL that is available on the Internet, the requests have to be routed through a HTTP proxy server. This can be done by setting up the proxy configuration.

Follow the steps given below to configure a proxy server:

  • Navigate to the Proxy configuration tab under the Configuration section on the Settings page. 
  • To detect the proxy server automatically, select the Automatically detect settings radio button and click Save.
  • To specify the proxy settings manually, select the Use a proxy server radio button, and specify the following details:
    • Host and port number of the proxy server.
    • Username and password of the user to access the Internet.
    • Specify the Internet addresses you want to connect to without using a proxy server. Use comma (,) to specify multiple IP's.
  • Click Save. Every request to the Internet will now be routed through the proxy server.
  • To disable the proxy server, select the Disable Proxy radio button and click Save.

SSL Configuration

SSL configuration enables you to apply an SSL certificate for secure access to the Zoho Analytics application. Please note that this configuration does not apply to self-signed certificates.

Follow the steps below to apply an SSL Certificate.

  • Head to the SSL Configuration tab under the Configuration section from the Settings page.
  • Choose the format of your SSL certificate from the Select your certificate file format drop-down. The following are the supported file formats: .cer, .crt, .pfx, .p7b, .keystore, and .jks.
  • Browse and upload the SSL certificate.
  • Upload the private key generated together with the certificate to verify a secure connection to Zoho Analytics. This option applies only to the .cer, .crt, and .p7b file formats.
  • In the Keystore Password field, enter the password of the Keystore where the private key is saved. If your private key is in .key format, then Keystore Password is not required.
  • You can either choose to upload the intermediate certificate manually or allow Zoho Analytics to detect it automatically by selecting the Manual or Automatic radio button. You can upload a maximum of four intermediate certificates. It is recommended to choose Manual in case of any proxy is used. To use the Automatic option, please make sure your network connection is enabled.
  • On uploading all the necessary certificates, click Save.
  • Restart the Zoho Analytics application to reflect the changes.

Rebranding

Logo rebranding allows you to customize the Zoho Analytics product logo that is displayed within the Zoho Analytics product. Follow the steps below to update the logo.

  • Navigate to the Rebranding tab under the Configuration section from the Settings page.
  • Click the Choose file button to browse and select the required logo. The following are the supported image formats: jpg, jpeg, bmp, and png. It is recommended to use the optimum image dimension: 185 x 30 pixels.
  • Click Upload and then click Save for the new logo to take effect.

User Management

The administrator can add, delete, activate or deactivate users, from the User Management page. The SAML configuration tab can be used to configure single sign-on with third party applications. The Active Directory Import and the Active Directory SSO tabs enable you to import your Active Directory users and configure single sign-on for Active Directory users. To learn more about User Management in Zoho Analytics, click here.

License Management

The License Management page allows you to manage the various licensing components or apply for a new license. You can also view details of the current license, along with the allowed usage and current usage of users and viewers.

On purchasing Zoho Analytics, you will receive a license file in an email. To apply for the new license, click the Click here to apply your new license section, and upload the required license file.

To view details of your users and viewers, navigate to the Manage Users and Manage Viewers sections respectively. 

Apply Annual Maintenance and Support (AMS) license

In addition to the license file, users are also required to upload the Annual Maintenance and Support (AMS) license file in the License Management page. (To learn more about the various pricing models, click here.) Upon AMS renewal, you will receive the AMS license file from licensing@zohoanalytics.com (please write to sales@zohocorp.com if you haven't received one). Click the Click here to apply your new license section, and upload the file.

Concurrent Guests

A concurrent guest is anyone who can simply view published reports and dashboards across your organization without having to log in to Analytics Plus.

The Concurrent Guests setting page displays details about the concurrent sessions, such as the Session information, the Last Accessed Time, the IP Address and the Session ID.


 

Application Usage

Assess overall product usage from this section.


 

Advanced Settings

The Advanced Settings section allows you to configure the following changes in your Zoho Analytics application.

  • Make multi-factor authentication mandatory for all your users: This option allows administrators to mandate multi-factor authentication for every Zoho Analytics user. Click here to learn more about setting up multi-factor authentication in Zoho Analytics.
  • Send usage statistics: To enhance product quality, Zoho Analytics collects statistical data pertaining to the quality, stability, and usability of the product from every installation. This collected data does not include any personally identifiable information, and will only be used for analysis. This feature is enabled by default and can be disabled using the Send usage statistics toggle button.
  • Send all mails from user email address: This option lets you change the behavior of the product to send emails from a common email address taken from the email server settings page, instead of using the respective user's email address.
  • Live chat support: This option allows you to enable a live chat box to contact Zoho Analytics' support staff directly from the application.
  • Display notifications regarding new features, announcements, and events: This option lets you receive notifications about comments, new features, announcements, and events from Zoho Analytics through the application.
  • Enable login page announcements: Administrators can enable this option to display various product-related announcements on upcoming webinars, e-books, and more across every Zoho Analytics users' login page.

    Individual users can also choose to hide these announcements by clicking the Hide announcements option. However, other Zoho Analytics users will continue to view the login page announcements until the administrator disables this option.

  • Enable Access logs: This option allows administrators to capture detailed logs on application access activity. On enabling this option, a new Audit logs workspace will be created, with a table containing access logs and several out-of-the-box reports and dashboards built over this data. Click here to learn more about access logs.
  • Enable Activity logs: This option allows administrators to capture detailed logs on user activity within the Zoho Analytics application. On enabling this option, a new Audit logs workspace will be created, with a table containing activity logs and several out-of-the-box reports and dashboards built over this data. Click here to learn more about activity logs.
  • Allow data import from private or locally hosted feeds/URLs : This option allows users to fetch data from a URL that is hosted within a private network/LAN. This feature is enabled by default and can be disabled using the toggle button. Turning off this option will allow admins to restrict data import from confidential data hosted in the private network.
  • Alias URL to access the application: This option lets you configure an alias URL through which you can access your Zoho Analytics application. The URL needs to be updated in your DNS server when an alias is created and the application needs to be restarted for the changes to take effect. Once the alias URL is set up, all email notifications generated will display the newly set up alias URL as the host name of Zoho Analytics.

    Note: While configuring the alias URL, ensure the right port number is used, and in cases where reverse proxy is configured, ensure the network configurations are up-to-date.

    ​​​

Configure Add-Ons

The Configure Add-Ons settings page lets you enable additional functionality in the form of add-ons. To install an add-on, navigate to the required listing, and click the corresponding Install button. Some add-ons may require an application restart. New updates to the add-ons will also be available on this page. 

Note: If the installation process fails, click the Manual Installation Link and follow the on-screen instructions to download manually and install an add-on module.

The following add-ons are available in Zoho Analytics:

  • Ask Zia is an intelligent analytics assistant that allows users to put forth questions in plain English and generates relevant visualizations. To learn more about Ask Zia, click here
  • The Spatial Data Analysis add-on allows users to create customized geo visualizations by importing spatial data. To learn more about importing Spatial data files into Zoho Analytics, click here
  • The Zip Code support for Geo maps add-on allows users to easily generate geo visualizations based on zip code data, without having to manually configure the zip code's corresponding geolocation. To learn more about creating map charts, click here.
  • Data Model helps you visualize and understand relationships between tables in your data sources. You can view all the tables in your workspace and their relationships from the Model Diagram. To learn more about Data Model, click here.

High availability

The High Availability section allows you to view details of your primary and standby servers, such as the overall status of high availability configuration, and the status of file and data replication. (To learn more about high availability configuration, click here.)

  • High Availability Status: An online status signifies that the standby server is ready to takeover from the primary server, should it experience downtime. When the high availability status goes offline, verify if the standby server can access the primary server by launching the primary server's application URL from the standby server. Additionally, check the file sharing status. 
  • Data Replication Status: This section tells you if data replication is being carried out between the primary and standby servers. If this status is offline, check the file sharing configuration and ensure data replication goes online immediately. Failure to do so will cause your high availability cluster to stop functioning over a period of time. 
  • File Replication Status: This section tells you if the configuration files are in sync between the primary and the standby servers. When this status is offline, re-check your configuration and ensure any credential changes are updated across both servers accurately. 

Apart from tracking the status of your high availability configuration, you can also edit the servers' details, and delete the high availability configuration from this page. To edit your primary and standby server's details, click the Edit icon that appears on mouse over the required server listing. Modify the username and password as required, and click Save

To change the port number of the primary server, refer this documentation.

Deleting the High Availability configuration

To delete the high availability configuration, click the Edit icon that appears on mouse over the standby server details. Click the Remove icon and confirm your action in the popups that appear. The Zoho Analytics application on the standby server can be uninstalled once the delete operation is complete. 

Data Backup Settings

The Data Backup Settings section allows you to schedule periodic backups of your Zoho Analytics application with ease. Follow the steps below to schedule a data backup:

  • Click the Schedule data backup toggle button. 
  • Specify the folder (on the Zoho Analytics server) where the backup has to be saved using the Data backup location section.
  • In the Backup every section, specify the frequency of backup generation. You can generate a backup once every 1, 3, 5, 7, 14, or 30 days, or provide a custom number of days as required.
  • Choose the number of days to hold on to the backup in your server using the Retain backups for drop-down. Zoho Analytics allows you to retain your backup for up to 3, 7, 10, 14, or 30 days or specify a custom number. You can also choose to keep the backup saved in your server forever by selecting the Forever option from the drop-down.
  • Click Save to finish.

Note:

  • A backup taken from a Linux server cannot be restored in a Windows server, and vice versa. The backup can only be restored on the server of the same OS.
  • Backup files are password protected. The default password for the backup file is "Analytics". 

Help and support

Help Documentation: A reference guide for admins and other application users.

Note- It will be shown only when the internet connection is unavailable.

API Documentation: An API Reference guide for admins and other application users.

Note- It will be shown only when the internet connection is unavailable.

Join our community: Get your questions answered and discuss solutions with active Analytics Plus users.

Contact Support: Get expert help from the technical support team by filling in your name, and contact number with your country code, selecting the category, entering your request, and clicking Send.

Sign-up for a 1:1 session: Click Register Now and become an analytics expert with a personalized session.

Watch product videos: How-to and best practice tutorials will be displayed in this section.

Troubleshooting

DB Query Tool: Run SQL SELECT queries on the application database. Enter the query and click Submit.

Generate Support File: Click Generate to generate a support file that allows advanced troubleshooting.

Generate Thread Dump: Thread dump allows advanced troubleshooting.

Generate Heap Dump: Click Generate to generate a Heap dump that allows advanced troubleshooting.

View Logs: This section allows you to view all Application logs that capture error traces.

Get installation info: Gather details of product installation.

Miscellaneous

Generate auth token: Enter the login password and click Get AuthToken to generate the Auth Token.

Manage Integrations: Control or edit OAuth integrations under the Manage Integrations section.

Trash Management: Workspaces deleted during downgrades can be restored from here.

x
Thanks for your interest. We shall get back to you shortly.