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Zoho Analytics
by Zoho
by Zoho
Profile Information Last updated on: 1 July 2024
Profile Information Last updated on: 1 July 2024
We help make selecting a software for your business effortless, economical and efficient.
by Zoho
by Zoho
Profile Information Last updated on: 1 July 2024
Profile Information Last updated on: 1 July 2024
Based on the information provided in the search result , Zoho Analytics is a modern self-service business intelligence and analytics platform that helps users connect, prepare, and analyze data from various sources, create visualizations, and discover insights. However, there are no specific details mentioned about the typical implementation process or the duration it takes to implement the software.
The search result highlights some key features and capabilities of Zoho Analytics, such as:
- Connecting to multiple data sources, including files, feeds, business apps, databases, and custom apps, using easy-to-use connectors.
- Data preparation tools for cleaning and transforming data.
- Drag-and-drop interface for creating reports and visualizations.
- AI and ML capabilities like conversational analytics, automated insights, and predictive analytics.
- Flexible deployment options, including Zoho's cloud service, public cloud, or on-premises environments.
- Scalable and extensible platform for enterprise-level analytics.
Yes, Zoho Analytics can be extensively customized to fit specific business needs. Here are several data points highlighting the customization capabilities of the software:
Dashboard Customization
1. Flexible Layouts: Zoho Analytics provides a flexible m x n layout for dashboards, allowing users to organize components in any desired way. Users can drag and drop reports, widgets, user filters, and rich-formatted text to create visually rich and interactive dashboards.
2. Adding KPI Widgets: Users can add single number and chart type KPI widgets to highlight key metrics. These widgets can include comparison indicators to show trends or targets.
3. User Filters: Dynamic filtering capabilities can be added to dashboards, enabling viewers to apply filters dynamically and view the required information.
4. Tabs and Multi-Tab Dashboards: Users can add multiple tabs to dashboards, each accommodating an entire dashboard or a few reports, providing additional layers to analysis.
5. Formatted Text, Images, and HTML: Dashboards can be enhanced with rich formatted text, images, and HTML content to provide contextual information and styling.
Report Customization
1. Variety of Report Types: Zoho Analytics offers a wide range of report types, including charts, pivot tables, summary views, and tabular views. Each report type has customizable options like axes configuration, thresholds, color palettes, and legend positions[7].
2. Interactive Elements: Reports can include interactive elements like tooltips for contextual information and drill-downs to explore data at different levels of granularity[7].
3. Advanced Analytical Methods: The platform supports advanced analytical methods such as predictive analysis, anomaly detection, and cluster analysis, integrated into the reporting capabilities[7].
Data Integration and Connectors
1. Data Connectors: Zoho Analytics supports integration with a wide range of data sources, including files, databases, and business applications like Zoho CRM, Salesforce, QuickBooks, Google Analytics, and more. Each integration comes with pre-built, domain-specific reports to jump-start data analysis.
2. Custom Columns and Fields: Users can add custom columns or new fields to their data sets, allowing for more tailored data analysis.
Mobile and On-Premise Solutions
1. Mobile Apps: Zoho Analytics offers mobile apps optimized for both iOS and Android platforms, allowing users to access and interact with their reports and dashboards on the go.
2. On-Premise Deployment: Zoho Analytics can be deployed on-premise, providing the same customization and integration capabilities as the cloud version.
White Label Solutions
1. CSS Customization: The white label solution allows for extensive CSS customization to align the appearance and styling of the product with the user's brand. This includes modifying visual elements like colors, fonts, and other graphical components[18].
2. Trusted Domains: Users can configure trusted domains where Zoho Analytics reports and views can be embedded, ensuring secure and controlled access[18].
Theme and Tab Customization
1. Themes: Zoho Analytics offers pre-built themes and the ability to apply night mode for a dark background. Users can also add background images to the tabs in the side navigation panel.
2. Tab Positioning: Users can customize the position of tabs, choosing whether they should be displayed on or below the header tab.
These customization options make Zoho Analytics a versatile tool that can be tailored to meet the specific needs of various business environments, enhancing its utility and effectiveness in data analysis and reporting.
Zoho Analytics offers a variety of training and support options to help new users get the most out of the platform. Here are the key offerings:
Training Options
1. Online Training Courses:
- Zoho Analytics for Beginners: This course is designed to help users quickly kick-start their analytics journey. It covers the basics of Zoho Analytics, including data import and modeling, creating reports and dashboards, Ask Zia (Zoho's AI assistant), sharing and publishing insights, and user management. The course is typically a one-day session lasting 5 hours.
- Zoho Analytics for Experts: This advanced course delves deeper into data source management, data modeling and preparation, advanced visualization techniques, predictive analytics, and administrative capabilities. It is spread over two days, with 4-hour sessions each day.
2. Virtual Classroom Training:
- Zoho Analytics offers live virtual classroom training sessions led by experts. These sessions provide hands-on learning with task-based instructions and immediate clarification of questions. The training is available in different time zones and is free of cost for a limited period.
3. Webinars:
- Zoho Analytics conducts regular webinars covering various aspects of the platform. These include introductory sessions, masterclasses, and specialized topics like data preparation, CRM analytics, finance analytics, and more. Webinars are typically held multiple times a week and are led by Zoho's presales engineers.
Support Options
1. Technical Support:
- Zoho Analytics offers technical support to all customers, with prioritization for paid users. Support is available through email, toll-free phone numbers, and community forums. The support services include assistance with analytical needs, troubleshooting, and screen sharing sessions for remote assistance.
2. Support Plans:
- Zoho Analytics provides three tiers of support plans: Basic (free), Classic, and Premium. The Premium plan, which costs 20% of the license fee, includes features like live chat, toll-free support, remote assistance, an escalation contact number, and quarterly feature update calls. The response time for support requests varies by plan, with the Premium plan offering an 8-hour response time.
3. Professional Services:
- Zoho Analytics offers professional services for developing custom reports and analytics solutions. These services are provided by Zoho's experts or through their partner network. Users can contact Zoho for a personalized quote based on their specific requirements.
4. Knowledge Base and Community:
- Zoho Analytics maintains a comprehensive knowledge base with detailed articles, help pages, video demos, and eBooks. Users can also participate in community forums to get help from other Zoho Analytics customers and stay updated on recent developments[14].
5. Free Trial and Onboarding:
- Zoho Analytics offers a 15-day free trial for new users to explore the platform. During the trial period, users have access to technical support and can upgrade to a paid plan without losing any data.
These training and support options ensure that new users can effectively learn and utilize Zoho Analytics to meet their business intelligence and analytics needs.
Zoho Analytics has several security measures in place to protect data, based on the information provided in the search results:
Data Encryption
- All data marked as personally identifiable information (PII) is encrypted before being stored on Zoho's servers .
- Any private information provided for authenticating third-party applications is automatically identified and stored in an encrypted manner .
- Data is encrypted both at rest (when stored) and in transit using strong encryption protocols like AES-256 .
Access Controls
- IP Restriction allows specifying a list of allowed IP addresses to regulate access to data and views at the organization or workspace level [14].
- Role-based access controls allow granting different permissions to users for sharing, viewing, and managing data .
- Two-factor authentication provides an additional layer of security for user accounts .
Auditing and Monitoring
- Audit logs track all user activities related to data access, modifications, and deletions for monitoring purposes .
- Zoho has robust logging and monitoring systems to ensure secure traffic through their servers and detect potential threats .
Compliance Standards
- Zoho Analytics complies with industry standards like ISO 27001, SOC 2 Type II for security controls .
- It provides features to support GDPR compliance, such as marking PII data, data encryption, and controlling data sharing .
Secure Software Development
- All product changes go through secure coding guidelines, code analysis tools, vulnerability scanners, and manual reviews as part of Zoho's secure software development lifecycle .
- The application security framework is based on OWASP standards to mitigate threats like SQL injection and cross-site scripting .
Physical Security
- Customer data is stored in secure data centers with multiple levels of access restrictions, video monitoring, and other physical security measures .
Zoho Analytics employs a comprehensive set of security measures to protect user data. Here are the key security features and protocols in place:
Data Encryption
1. Encryption in Transit and At Rest: Zoho Analytics ensures that data is encrypted both in transit and at rest. This means that data is protected while being transferred over the internet and when it is stored on Zoho's servers.
2. Keystore Encryption: Specific issues related to keystore encryption have been addressed to enhance security, ensuring that sensitive data remains protected.
Compliance and Certifications
1. HIPAA Compliance: Zoho Analytics offers features that enable the platform to be used in a HIPAA-compliant manner, which is crucial for handling healthcare data.
2. GDPR Compliance: Zoho Analytics adheres to GDPR regulations, ensuring that user data is handled in accordance with European data protection laws.
Access Control and Authentication
1. Role-Based Access Control (RBAC): Zoho Analytics allows administrators to define fine-grained view permissions for each user or user group, ensuring that only authorized personnel can access sensitive data.
2. Single Sign-On (SSO): The platform supports SAML-based SSO, allowing users to authenticate through their organization's identity provider, enhancing security and ease of access.
3. Active Directory Integration: Zoho Analytics can integrate with Active Directory for user management and authentication, providing a seamless and secure login experience for enterprise users.
Data Backup and Recovery
1. Automated Backups: Users can schedule periodic backups of their Zoho Analytics application. These backups are password-protected and can be retained for a specified duration or indefinitely.
2. Disaster Recovery: Zoho Analytics has mechanisms in place to ensure data can be recovered in the event of a disaster, minimizing downtime and data loss.
API Security
1. OAuth 2.0: Zoho Analytics uses OAuth 2.0 for API authentication, ensuring secure access to data through APIs. Each access token is valid only for a specific duration and set of operations, reducing the risk of unauthorized access.
2. API Call Auditing: The platform provides options to audit API call logs, allowing administrators to monitor and analyze API usage for security and compliance purposes.
Network Security
1. Firewall and Intrusion Detection: Zoho Analytics employs firewalls and intrusion detection systems to protect its infrastructure from unauthorized access and cyber threats.
2. Secure Data Centers: Zoho's data centers are equipped with advanced security measures, including physical security controls, to protect against unauthorized access and environmental hazards.
Regular Security Updates
1. Patch Management: Zoho Analytics regularly releases updates and patches to address security vulnerabilities and enhance the platform's security features. Users are encouraged to upgrade to the latest versions to benefit from these enhancements.
User Activity Monitoring
1. Audit Trails: The platform maintains detailed audit trails of user activities, allowing administrators to track changes and access to data. This helps in identifying and responding to potential security incidents.
These security measures collectively ensure that Zoho Analytics provides a secure environment for data analysis and business intelligence, protecting user data from various threats and ensuring compliance with industry standards.
Zoho Analytics has a clear policy on data ownership and portability, ensuring that users retain control over their data and can transfer it as needed. Here are the key points:
Data Ownership
1. User Ownership: Zoho Analytics respects the user's right to ownership of the content created or stored within the platform. Users own the content they create or store, and Zoho does not claim any ownership rights over this data .
2. Limited Use by Zoho: Unless specifically permitted by the user, Zoho does not use, reproduce, adapt, modify, publish, or distribute the content created by users for Zoho’s commercial, marketing, or any similar purpose. Zoho only accesses and processes the data as required to provide the services .
Data Portability
1. Data Backup: Zoho Analytics provides options for users to back up their data. Users can back up data from tables and SQL queries, making it available for download in CSV format. This ensures that users can always have a copy of their data .
2. Exporting Data: Users can export their data at any time in common file formats such as CSV, Excel, HTML, PDF, or image files. Exported documents can also be password-protected for added security .
3. One-Time Download: Zoho Analytics offers a direct one-time download option to download all the data stored in the service. Although this feature is not available directly through the user interface, users can request this service by contacting Zoho support .
4. Right to Data Portability: In compliance with GDPR, Zoho Analytics facilitates the transfer of personal data from one data controller to another, avoiding vendor lock-in. This allows individuals to obtain and reuse their personal data anytime .
Data Deletion
1. Right to Erase and Forget Data: When a user closes their account, data is deleted from the active database within two days. Users can also request immediate deletion of all their data by contacting Zoho support .
Compliance and Security
1. GDPR Compliance: Zoho Analytics is designed to help users meet GDPR standards, ensuring data privacy and security. This includes features like marking personal data, encryption at rest, and providing mechanisms for data portability and erasure .
2. HIPAA Compliance: For users handling electronic protected health information (ePHI), Zoho Analytics provides features to ensure HIPAA compliance, including data encryption and secure account access .
These policies ensure that users of Zoho Analytics have full control over their data, can easily transfer it as needed, and can rest assured that their data is handled securely and in compliance with relevant regulations.
Zoho Analytics has clear policies regarding data ownership and portability, ensuring that users have control over their data and can transfer it as needed. Here are the key points:
Data Ownership
1. User Ownership: Zoho Analytics respects the user's right to ownership of the content created or stored by them. Users own the content they create or store in their Zoho Analytics account. Zoho does not claim ownership of this data.
2. Limited Use by Zoho: Unless specifically permitted by the user, Zoho does not use, reproduce, adapt, modify, publish, or distribute the user's content for commercial, marketing, or any similar purposes. Zoho only accesses and uses the content as required to provide the services to the user.
Data Portability
1. Data Backup: Zoho Analytics provides a workspace backup option that allows users to back up data from tables and SQL queries. This data can be downloaded anytime as CSV files.
2. Exporting Data: Users can export their data at any time in common file formats such as CSV, Excel, HTML, PDF, or image files. Exported documents can also be password-protected for added security.
3. One-Time Data Download: Zoho Analytics offers a direct one-time download option to download all data stored in the service. Although this feature is not available through the user interface, users can request it by contacting Zoho support.
GDPR Compliance
1. Right to Data Portability: Under GDPR, Zoho Analytics facilitates the transfer of personal data from one data controller to another, allowing users to obtain and reuse their personal data anytime. This helps avoid vendor lock-in and ensures compliance with data protection regulations.
2. Right to Erase and Forget Data: When a user closes their account, data is deleted from the active database within two days. Users can also request immediate deletion of all their data by contacting Zoho support.
Unfortunately, the search results do not provide specific details about the terms and conditions for contract renewal or cancellation related to Zoho Analytics. However, here are some relevant data points I could gather:
1. Zoho Analytics follows a subscription-based pricing model with no upfront licensing fees or perpetual costs . This implies contracts are likely for a fixed subscription term.
2. There are no mentions of any mandatory long-term contracts or commitments that would restrict cancellation before the end of a subscription term .
3. Zoho's general terms of service state that subscriptions will automatically renew at the end of each term unless the customer downgrades to a free plan or informs Zoho they do not wish to renew at least 7 days prior to renewal .
4. Customers can change subscription plans (upgrade or downgrade) at any time based on convenience, indicating flexibility in modifying contract terms .
5. If a customer is dissatisfied within the first 45 days of a paid subscription, Zoho offers a full refund according to their refund policy .
6. For subscriptions longer than 45 days, if Zoho removes or discontinues a functionality available at signup, customers can notify Zoho for a prorated refund for the remaining term .
Zoho Analytics has specific terms and conditions for contract renewal and cancellation, which are designed to provide flexibility and clarity for users. Here are the key points:
Contract Renewal
1. Automatic Renewal: Zoho Analytics subscriptions are typically set to auto-renew by default. This means that unless the user explicitly cancels the subscription, it will automatically renew at the end of the subscription period.
2. Renewal Notifications: Users receive notifications prior to the renewal date, allowing them to review and make any necessary changes to their subscription before it renews.
3. Renewal Process: The renewal process is streamlined to ensure continuity of service. Users can manage their subscription settings, including renewal preferences, through their Zoho account.
Contract Cancellation
1. Cancellation Policy: Users can cancel their Zoho Analytics subscription at any time. The cancellation can be done through the Zoho account management interface or by contacting Zoho support.
2. Refund Policy: Zoho Analytics has a refund policy in place for cancellations. If a user cancels their subscription within a certain period after renewal (typically within 30 days), they may be eligible for a prorated refund for the unused portion of the subscription.
3. Data Retention Post-Cancellation: Upon cancellation, Zoho retains user data for a specified period to allow users to export their data. After this period, the data is permanently deleted from Zoho's servers.
4. Immediate Termination: Zoho reserves the right to terminate a user's subscription immediately if there is a breach of the terms of service, such as misuse of the platform or non-compliance with payment terms.
These terms and conditions ensure that users have flexibility in managing their Zoho Analytics subscription according to their changing organizational needs, while also providing clear guidelines on the renewal and cancellation processes.