Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

Hello Everyone!
Welcome back to the Ask the Experts(ATE) series!
We were so focused on our Autumn 2025 release that we didn't host an ATE session last month.


In this month's ATE, we'd like to expand our areas for discussion:
we'd like to listen to your questions, use cases, and any challenges you're facing with reports, dashboards, data export, import, Zoho Desk for mobile, and the Radar app.



Customer support is vital for a business to expand and grow, and it is important to have insights into the agent process, teamwork work and customer satisfaction. How can you keep all of this in sight at once?
The reports and dashboards give a one-shot view of any parameter you'd like to analyze.
Along with this, you can also view Audit Logs and use Data Backup within Data Administration. Desk offers convenient import and export options.
While on a holiday, you can use Zoho Desk on your mobile to respond to tickets and continue smart monitoring with the Radar app. With Zoho Desk, organizations can go beyond basic reporting to uncover patterns, trends, and deeper insights from anywhere. This helps in forecasting, identifying opportunities for improvement, and aligning operations with strategic goals. Analytics provide visibility into key metrics through intuitive reports and dashboards, making it easy for leaders and teams to act promptly. With the mobile experience, managers can pull up the latest data on demand to maintain visibility into the time taken to resolve complex issues and monitor the efficiency of support processes.

Sample questions you can ask in this session

In this month's Ask the Experts session, take the opportunity to discuss analytics, data administration, and Zoho Desk mobile apps. Here are some questions to get started:
  1. How do you create reports based on agents or tickets, or customer satisfaction?
  2. How can reports impact growth, enhance customer satisfaction, and strengthen your organization’s decision-making?
  3. How do you create custom reports based on your requirements?
  4. How do you back up your Zoho Desk data or your knowledge base articles?
  5. How can you import contacts or other data into Zoho Desk?
  6. What's the best way to get a quick view of your metrics when you are on tour?
  7. How do you respond to tickets using Zia on your Zoho Desk mobile app?

How to participate

  1. This is a text-based discussion: Write out your questions or describe your use cases in the comments. 
  2. Sign in to the help center to drop your questions in the comments.
  3. Our panelists will respond to your questions during the 8-hour live session.



We encourage you to share your use cases, challenges, or feature requests. This is your chance to speak directly with our experts, gain insights, and discuss solutions that meet your organization’s needs.    

Analytics, data administration, and mobile experience with Zoho Desk

Drop your questions in the comments. No registration required.

  Connect from anywhere


Thursday
October 30, 2025
8:30 AM – 4:30 PM GMT
2:00 PM – 10:00 PM IST
10:30 AM – 6:30 PM CEST
2:30 PM – 8:30 PM GST
6:30 PM – 2:30 AM AEST
1:30 AM – 9:30 AM PST

Follow this post to stay notified as the discussions continue. We look forward to another engaging and insightful session, just like our previous ATEs.
See you at the session,
Lydia | Zoho Desk

    • Sticky Posts

    • Ask the Experts 10: A 5-hour online Q&A on Zoho Desk Best Practices

      Welcome to Zoho Desk's Ask the Experts session! This is a monthly discussion on our forums; wherein a panel of experts will take on questions specific to topics related to Zoho Desk. The panel will be available for a 5-hour period and will answer any
    • Ask the Experts 7: A 5-hour online Q&A on Telephony and Call Module

      Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.
    • Ask the Experts 5: Online Q&A on Zoho Desk Extensibility

      Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.
    • Ask the Experts 4: A 5 hour online Q&A on agent productivity

      Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.
    • Ask the Experts 3: A 5 hour online Q&A on reports and dashboards

      Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.
    • Recent Topics

    • Zoho Projects - Cloning a task does not trigger task workflow when created

      Hello! I have a Project where my team uses a set of tasks from a tasklist as templates, so we could simply clone it and drag it to another list in kanban view to avoid creating a new one from scratch. The process works well, but after cloning it the new
    • Host Group Appointments Online in Zoho Bookings

      Greetings from the Zoho Bookings team! We’re excited to announce a new enhancement to Group Booking that makes hosting online group events smoother and more professional than ever. You can now conduct online group events with auto-generated meeting links
    • Can't rename groups on Mac desktop app

      I'm working on an up-to-date Mac with a freshly downloaded Notebook app. I'm trying to rename a group within a notebook. Here I have, left to right, a note, a group, and a note. I select the group. On the top left, I select Action. On the dropdown, "Rename"
    • Workdrive Collaboration with an External User

      I would like to know if I can setup a collaboration space with an external user in workdrive or do I need to add them as a user on my system? If I need to add them, can I add them on Workdrive only and give limit access to our space only?
    • Delete button

      Hi, The delete button were hide into the three dot button. Can I display outside? why Zoho make this update?
    • FSM integration with Books

      Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders
    • Marketing Tip #23: Help customers with how-to guides and usage tips

      Customers don’t stop needing you after they place an order. Helping customers use your product correctly and confidently can improve satisfaction, reduce returns, and increase repeat purchases. Sharing simple how-to guides, usage tips, or care instructions
    • Powering Customer Support with our women

      In Zoho Desk support, women make up 50% of our team. We see this as one of our strengths, reflecting the spirit of this year’s theme, "Give to Gain". Our women find their balance Women carry many responsibilities — they represent frontline support, lead
    • Function #25: Automatically generate purchase orders from a sales order

      We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
    • Looking for Guidance on Building a Zoho Website

      I'm exploring the possibility of building a custom website with specific features using Zoho as an alternative platform. My goal is to create something similar to https://gtasandresapk.com , with the same kind of functionality and user experience. I'd
    • ZOHO Reports are taking longer time to get refresh

      Hi Team, Since last few days, I'm facing issues in getting updated reports. For eg: right after making an expense entry or even posting a journal, it is taking longer then expected for the updated reports. Refer below: "You are viewing the report that
    • Invalid scope choice: Workdrive integration in CRM

      Bug: There is an invalid option in the permission choices for Workdrive integration in CRM. If the entry "WorkDrive.teamfolder.CREATE" is selected, it will return a message indicating invalid OAuth scope scope does not exist.
    • How to add line breaks in zoho.cliq.postToUser(...) message?

      In a CRM function using Deluge I'm sending this message and attempting to add some line breaks but they are ignored. Is there another way to add these breaks? My message: message: New urgent task\nDescription \nThis is a fake description.\n A new line?
    • Project Notifcatiion Emails - Milestone

      Hello: I cannot get myself, or most importantly my portal client user to recieve an email upon completion of a milestone. I have set up our 1st project. I have set up a test client user. (accepted the invitation and is listed in the system as a client
    • Enable Free External Collaboration on Notecards in Zoho Notebook

      Hi Zoho Notebook Team, I would like to suggest a feature enhancement regarding external collaboration in Zoho Notebook. Currently, we can share notes with external users, and they are able to view the content without any issue. However, when these external
    • Problem with CRM Connection not Refreshing Token

      I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to
    • Update Existing Records greyed out in Free Version

      Trying to update records from an Excel sheet, and not getting the option to update. Only option is to add as new accounts. All documentation I can see says update should be an option! Accounts, Leads, Contacts, all the same.
    • emailing estimates

      Shows up in the customer mail logs as sent but nobody is receiving them, even when I send them to myself I don't get them ??? Something wrong with the mail server or my end ?
    • Help with deluge script

      Hi Community, this is my first Deluge script. I've pieced it together from reading various articles I want to use it in a workflow to 1 Convert a lead to a contact 2. Create a record in a custom module Below is what I have got so far but it does not fire
    • How to use OR when filtering using two fields

      I want to create return a list of Account Names by filtering on Field1 = "yes" OR Field 2 = "no" I can't see how to use the OR in the filter.
    • Mobile phone version not working well

      I am working on the Zoho Site Builder. In the preview the desktop version looks okay, but in the mobile phone preview many words are cut off in the weirdest (wrong) way. How can I fix that?
    • Zoho - Please explain difference between Thread view and Conversation view on Ticket

      I have reviewed the help document here but am still not clear on the difference between the two views. As an example, I just had a back and forth on a ticket: - Customer emails support email. - I email back from Desk. - Customer responds back. - I email back from Desk. On the upper left drop down box on the ticket Zoho Desk now says this is "4 Threads" and "4 Conversations" . How is that 4 threads?? By my count it is 1 thread and 4 conversations (assuming by "conversation" Zoho means number of total
    • Zoho Forms - Feature Request - Year Field

      Hi Zoho Forms Team, You currently have the following date and time fields: Date Time Date and Time Year and Month It would be useful if you could include a "Year" field For example a recent application I completed said "What year was your house built?"
    • I need help to take Reports for tickets moved between departments.

      Hi, I need help to take Reports for tickets moved between different departments. Pls guide Shyam
    • Export to excel stored amounts as text instead of numbers or accounting

      Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores
    • Increase Round Robin Scheduler Frequency in Zoho Desk

      Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates
    • Automation #6 - Prevent Re-opening of Closed Tickets

      This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Typically when a customer submits
    • Zoho Desk EU slow/unresponsive

      Has anyone else got issues with ZohoDesk today in the EU? It takes an age to come back and if you do start typing something and try and send or save it looks like it times out. We are also getting this pic. ot I can't see anything on https://status.zoho.eu/
    • EU DC Partial Outage Resolved: A Detailed RCA

      Incident Summary Due to an overload on one of the nodes in the EU DC for Zoho Desk, the system was unable to handle the heavy load, causing a slowdown in requests and resulting in a partial outage for customers with data residing in that node. On May
    • Use Zoho Creator as a source for merge templates in Zoho Writer

      Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from
    • Perfomance Management - Zoho People

      Hi team, I am looking for performance management data such as KRA, goals, feedback, appraisals, etc., in Zoho Analytics. However, I am unable to find these metrics while editing the setup. Could you please confirm whether these fields are available in
    • Deprecation of the Zoho OAuth connector

      Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector
    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
    • Zoho Mail iOS app update: Display recipient's nickname on contact suggestion

      Hello everyone! In the most recent version(v3.3.1) of the Zoho Mail iOS app update we have brought in support to display recipient's nickname in contacts suggestion. Please update the app to the latest version directly from the App Store or using the
    • Digest Février - Un résumé de ce qui s'est passé le mois dernier sur Community

      Bonjour chers utilisateurs, Le 26 février, nous avons organisé notre première session Ask the Expert de 2026. Nous sommes heureux de partager que ce fut une session très interactive, avec de nombreuses questions intéressantes posées par nos clients. Si
    • Zoho CRM Case Notes - Share to Customer

      Hi team does anyone know the Api to set a note, against a case, to shared with customer? i cant seem to find it  cheers 
    • Zoho Forms - Feature Request - Past Into Scanning/OCR Field

      Hi Zoho Forms Team, You recently introduced the OCR/Scanning field which I have found great use for with one client who receives work orders as a screenshot from one customer. I want to raise a feature request here which would make that field even more
    • Synching changes to Stripe when changes are made in Zoho Billing

      We have a situation where we have merged customers in Zoho BIlling and then found out later that the payment in Stripe was not updated and still associated with the old customer record. The card gets updated and billed, but that payment is still associated
    • Send out follow-up email in the same thread (threaded conversations in individual emails) from Zoho CRM

      Hi, I'm new to Zoho. I'm trying to send individual emails to my leads one by one. And I'll send out follow up email if I don't hear back from them later. However, instead of sending a new email, I want to reply in the same email thread so that the recipients
    • Depositing funds to account

      Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then
    • Next Page