Here is a video about Zoho Reports:

Zoho Reports is an add-on to your TeamSupport account and plans can be purchased directly from Zoho.  Smaller TeamSupport accounts will be able to use the free account, but that is limited to 10,000 total records, and since we send over more data than just the tickets that threshold can be reached fairly quickly.

TeamSupport sends over the following data to Zoho:

• Ticket Table - This is one of the main tables in TeamSupport and contains all of the ticket information.  Most reporting will be done on this table.
• Ticket Status History - Every time the status of a ticket changes, we log a record into this table.  This allows you to keep track of how long tickets are kept in certain statuses.
• Portal Login History - This table tracks every time a user logs into your customer portal
• Knowledge Base Traffic - Tracks each time a customer views a knowledge base article (through either the basic or advanced portal) and what keyword they used to find the article.
• Chat Requests - Shows each time a user has requested a chat, and if the chat was answered or not

Setting up the integration is straight forward - First, you will need to get an API key from Zoho.

1) Create a Zoho Reports account at http://Reports.zoho.com

2) Log into your Zoho Reports account and you should see a screen like the one below.



Click on the "Create Blank Database" link and name the database "TeamSupport" (note - it is important that the name is exactly "TeamSupport" otherwise the integration will not work).  The screen should look like this:



Once you have named the database TeamSupport, click on the "Create" button and the blank database will be created.

3) Get your Zoho Reports API key.

Go to https://zapi.zoho.com/apigen.do and you will get a screen like below:



Fill our the information requested, and click the "Generate API Key" button:



Once you have pressed the Generate API key, you will be presented with a screen with your API key information:



4) Copy the "Zoho API Key" field and log into TeamSupport (with an Admin rights user account).

Go to the Admin tab and select the Integration tab at the top.  Expand the "Zoho Reports" section and you should see the fields that need to be filled out as in the screenshot below:




Fill our your Zoho Username (this is NOT your e-mail address - It's your unique Zoho username), Zoho password, and the Zoho API Key (which you copied from the steps above).  Make sure to check the "Active" box.

Within about 15 minutes the initial data should be loaded into your Zoho account and you will be ready to create graphs and reports in Zoho Reports.

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Fields we are mapping to Zoho: