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

    • How to Send Email from within a custom module (with or without an email template)

      It is possible to send an email from the Deals module. However, I can't find a way to send an email from any of our custom modules. I have tried adding an email field to the modules (even though we don't really want one or need it there). That doesn't

    • Convert invoice from zoho to xml with all details

      How to convert an Invoice to XML format with all details

    • Feature Suggestion for Zoho Websites – Inspired by Squarespace Systems

      Dear Zoho Team, I’m a Zoho user and also a Squarespace Platinum Circle member, and I recently noticed the launch of Zoho Websites in India. I wanted to share some ideas for features that could enhance the platform for professional users and agencies.

    • Custom View - Sort by Custom Field

      I created a custom field for our Engineering team to know which tickets to work first by numbering them.  I created a custom view to general data which includes the Engineering Priority.  However, I cannot sort the Engineering Priority column ascending

    • Zoho Indeed Intergation not pulling candidate details

      We have recently integrated zoho with indeed. Prior to this our candidates came into the candidates tab via the zoho.resumes email address from indeed and it pulled through the candidates mobile number, and majority of the time a postcode. However since

    • Custom View of tickets created today

      How can I create a custom view that list all my ticked created in the current date? Currently, if I select the "Created Time" criteria, the "Current Time" option does not work as today. Actually, I don't know how it works this "Current Time".

    • Lifecycle Reports

      From data to decisions: A deep dive into ticketing system reports A lifecycle report captures and visualises the sequential states that a ticket undergoes across its lifespan. For instance, when a customer submits a support ticket for a faulty product,

    • Zoho Forms - Print Button on Forms

      Hi Forms team, I'm replicating a form for a client which is currently based on JotForm. I noticed that at the end of the form there is a button to print the completed form. I thought this would be something worth sharing and a nice to have in Zoho Forms.

    • Putting Watermark on Zoho Sheet

      Can this be done?

    • Validation function not preventing candidates under 18 or over 30 from submitting the web form

      Hello everyone, I’m trying to create a validation rule for the Candidate Webform in Zoho Recruit. I added a custom field called “Date of Birth”, and I want to make sure that candidates cannot submit the form unless their age is between 18 and 30 years.

    • Report to know the history of certain Tickets on Desk

      Hi there guys, As the title implies we're wondering if there's any way to get some kind of Report that allows us to check the History of various Tickets at the same time since as of today if we want to know that we have to check them 1 by 1 which is not

    • Advanced Usage Billing: Prepaid with Drawdown

      Picture yourself at your favourite coffee shop, Bean & Brew. You come by every morning for your usual cappuccino, and occasionally you get an extra cold brew and a muffin or two in the afternoon. Interestingly, Bean & Brew has a new idea of offering a

    • Zoho Commerce in multiple languages

      When will you be able to offer Zoho Commerce in more languages? We sell in multiple markets and want to be able to offer a local version of our webshop. What does the roadmap look like?

    • Urgent Zoho Creator down!!!???

      Now my zoho creator faced this issue. Anyone has idea? Urgent!!!

    • The Social Wall: September 2025

      Hello everyone, As we step into the fall season, some major updates are on the horizon. Meanwhile, here are the exciting updates we rolled out this September. Approvals in iOS Managing approvals just got more seamless on mobile. With this update, the

    • Introducing Detailed View for Candidates in Vendor Portal

      We’ve added a new Details sub-tab inside the Vendor Portal to help vendors easily view complete candidate information after submission. With this update, vendors can now access all candidate details, from personal information to associated job openings,

    • Zoho One Down

      Zoho Team, Checking if when the services up - currently Zoho One is down

    • How can I track which zoho users are actively using Zoho CRM

      I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity

    • Access to Detail View From HTML Snippet

      Zoho Creator displays a detail view that slides out from the right onClick of a record in a report. Am I able to access that detail view from an html snippet, e.g. click a record in a list and display the detail view? The zc_LoadIn dialog is a bit clunky,

    • Billing Management: #10 Solving Common Mistakes in Billing

      Over the past few weeks, we have explored different facets of billing, from the simplicity of traditional one-time billing to the evolving landscape of subscriptions, retainers, and usage-based models. We've unpacked how billing isn't just about sending

    • 【開催間近 - 10/17】東京 ユーザー交流会 Vol.3 参加登録 受付中！(参加無料)

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 10/17(金)に、東京・新橋で「東京 ユーザー交流会 Vol.3」を開催します！ ZOHOLICSよりも小規模なイベントですので、「リアル開催はちょっと緊張する…」という方も、安心してご参加いただけます✨ 当日は、初公開の事例を2つご紹介予定です！ なお、セッション映像のアーカイブ配信は予定していないため、会場にお越しいただいた方だけが、登壇者へ直接質問したり、リアルな声を聞いたりできる貴重な機会となっています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー

    • Loading CSS Stylesheets into HTML Snippet

      Combining html/css into a single snippet can grow quite large for a UI that has a lot of functionality/styling. To keep things tidy, are we able to pull files into an html snippet using a <link> tag? If so, what are some best practices?

    • Notes Attachments

      Two things it would be nice to have the attachment size the same as the attachments sections and it would be nice to be able to attach links like you can in the attachments section. Thank you

    • Canvas: empty images

      Hello. If I add an image field like contact photo in a Canvas design, and the field is empty, there is an ugly placeholder in its place. This doesn't happen in the standard view. In the standard view, if the contact photo is empty, nothing appears in

    • Google enhanced conversions not working

      Hi guys, I've connected Zoho CRM through Google Ads interface with the goal to setup the enhanced conversion tracking in Google Ads. I have to Zoho related conversion goals which you can see in the images below: For the conversion goal above I've setup

    • MS Teams Meeting to Zoho CRM

      Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just

    • Font Size 11 - Zoho CRM Email Templates

      Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email

    • Subforms in stateless forms

      I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. Basically

    • Calling Function via REST API with API Key gives 401 using Zoho Developer

      Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer

    • How do I move a section or element from one page to another in the NEW Zoho Sites UI

      I have a section on my home page with numerous elements within it and I'd like to move the entire section to a different page on my site so I don't have to recreate it from scratch.  Is there a way for me to do that easily? I could use a quick answer on this please.

    • Zoho Projects app update: Global Web Tabs support

      Hello everyone! In the latest version(v3.10.10) of the Zoho Projects app update, we have brought in support for Global Web Tabs. You can now access the web tabs across all the projects from the Home module of the app. Please update the app to the latest

    • Export as MP4 or GIF

      Hi, Just wondering if there's a way to export/convert a presentation to an MP4 video file or even a GIF. One use case would be to use the animation functionality to create social media graphics/charts/gifs/videos. Thanks for a great tool... Rgds Jon

    • Page Layout- Horizontal Rule

      When editing the layout of, for instance, the Potentials page, is there a way to insert a horizontal rule or white space in between fields?  I'd like to keep a group of fields in the same Section, but would like to create some seperation in order to further group together certain fields within the Section.  If this is not possible, does anybody have any other suggestions on how to create this same effect?   Thank you!

    • Zoho Books will discontinue support for older browser versions soon

      Hello users, Starting from May 15, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100

    • Zoho Projects - Q3 Updates | 2025

      Hello Users, The final quarter of the year 2025 has begun, and we at Zoho Projects are all set with a plan. New targets to achieve and new milestones to reach, influenced by the lasting imprint of the past quarter. 2025's Q3 saw some new features and

    • Zoho Sheet - Printing - Page Breaks and Printing Customization

      I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks

    • Issue with Trident exe file

      Hello Team, Exe Setup file It's showing harmful for user pc please check and do needful. this message for developer team. Thanks Bhargav Purohit

    • Different languages for users

      Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,

    • Transaction Locking with the dynamic date

      Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from today

    • Unable to change sales_order status form "not_invoiced" to "invoiced"

      I am automating process of creating of invoice from sales_orders by consolidated sales_orders of each customer and creating a single invoice per customer every month. I am doing this in workflow schedule custom function where i create invoice by getting

    • Next Page