Data Storytelling with Zoho Analytics

• Topic Participants

• Abhishek - Zoho Partner

  

• Thiruvenkadam N

  

• Storytelling BeanCounter - www.storytellingbeancounter.com

  

• Sticky Posts

• Tip of the Week - Spot Risky Sales with Conditional Formatting

  In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply

• Recent Topics

• How to list WorkDrive folder contents using API

  I'm trying to read folder contents using a Deluge script. The code below returns {"errors":[{"id":"F6016","title":"URL Rule is not configured"}]}". I've tried using the search API and seen similar errors. I have proved that the connection works by creating

• Speed (again!)

  Same old story again: impossible to work at this "speed". Category NOTES!

• Need to set workflow or journey wait time (time delay) in minutes, not hours

  Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer

• sending email with another account

  Hello there, i write there for an our costumer request. They want to send email from CRM with a different email (confirmed and added to zoho profile). For example they use account@zilium.com but with this account they want to send (not only with email

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

• Comments aren't visible in shared spreadsheet

  I would like to send a spreadsheet to people who can use it to help solve a problem as a one off use unique to them. They will have to enter data in the sheet. I have comments attached to some of the cells to explain the purpose of the data being collected.

• Custom button for list page

  Having problems creating a script to iterate selected rows in the list page for packages to ship them, any help would be appreciated - something simple will do like producing a count of selected rows. This snippet I found doesn't work - idList = requestParams.get("ids").toList(",");

• Ask the Experts - Live Q&A webinar

  Hello Community, We’re excited to host our very first Ask the Experts session! Join us on 7 April 2026 from 11 a.m. to 12 p.m. (IST) for this live webinar Q&A session, where you will have an opportunity to connect directly with our product experts, gain

• Designing Multi-Step Workflow System in Zoho Creator + Deluge (Startup Build – Exploring Advanced Architecture + Partnerships)

  Hi everyone, I’m currently building a Zoho-based system as part of an early-stage startup, and I’m looking to connect with others who have experience designing more advanced workflows in Creator + Deluge. This started as a standard application, but it’s

• Bin Tracking with eBay integration

  When trying to setup bin tracking on items that are linked to eBay listings using the built-in Zoho eBay integration, I keep getting this error: "Storage Tracking cannot be enabled for items that are manually fulfiled or for serial/batch items tracked

• Removing To or CC Addresses from Desk Ticket

  I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results

• Update to CRM Custom Buttons: Collect Users' Location

  Hello everyone! Buttons in Zoho CRM allow you to extend the default CRM capabilities for your bespoke business needs. It provides the flexibility to connect to any third-party application to perform necessary actions. Wouldn't it be better, if those buttons

• Is it possible to make tags "required"

  We would like to be able to make the tag field a requirement for agents before they can close a ticket. This would help with monthly reporting, where a lot of tickets end up with no tag, causing manual work to go back and add the correct tag for each

• Prevent Automatic Milestone Inheritance for Newly Created Task Lists

  Hello Zoho Projects Team, We hope you are doing well. We would like to request an enhancement regarding how new task lists inherit Milestone association in Zoho Projects. Current Behavior: At the moment, when a new task list is created below an existing

• I would like to know wich person viewed the file

  I have a franchise and my Operative Manual is in WorkdriveI, the user can´t download but despite I know How many views the file had, I would like to know wich person viewed the file Is it possible? thank you

• Can I write a check in Zoho Books with no associated bill?

  This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 

• Cloning Module Customizations in Zoho FSM

  Hello Latha, I have two Zoho FSM accounts, each in a different data center. I would like to know if it is possible to clone the module customizations I have already completed in one account to my new account in the UAE from the backend. In other words,

• Ordering of Teams

  Hi there, Currently, we cannot order Teams in Zoho Desk. Teams are ordered as they were created. It would be really helpful if we could customise the order of Teams. For example: We have the following Teams: Shipping Customer Service Sales Compliance

• Estimate Module - Contact Field.

  Hello Latha and Team, Is it possible to make the Contact field optional in the Estimate module? Best regards, Chethiya.

• Item with name in different languate

  Hello, is there a way to have an item with its name in different languages? For example: I sell an item in different markets and I'd like to have a Proposal and the Invoice with the Item Name in a specific language. Rino Bertolotto Zoho Specialist, STESA srl

• How to keep track of bags, cans, drums of inventory?

  We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

• This version of app doesn't support this notecard type Error

  So this problem is happening for any notes created within the last week, as well as any note recently edited on Android. I can open them on my phone fine, but they don't open on the website version. They DO work on the desktop app version. It's just web

• PDF's Give Unsupported Type Error Message

  Many of the pdf files I add to Notebook work fine but in some cases when I try to open them on the Android App I get a message saying "Unsupported Type. Psst! You are using an older version of the app which does not support this note format. Please update

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• I am not able to check in and checkout in zoho people even location access allowed

  This issue i am facing in mackbook air m1, I allowed location in chrome browser and i also tried in safari but getting similar issue. Please have a look ASAP.

• Is multiple invoice e-mailing possible?

  I wonder if following is possible: When you are in the invoice view, assume you have five invoices to five different customers that are pending (you have just created them, but not sent them away yet by email.) To the left of every invoice in the overview

• Multiple packages in one shipment

  Guys we have been asking for this for years. we want to be able to ship multiple packages for one customer in the same shipment, so as to avoid entering shipping info repeatedly, and avoid customer getting multiple tracking emails. When does this arise?

• I can't add a new customer in Zoho invoice? Anyone had this issue before?

  Ive been using Zoho invoice for over 6 years. Today I wanted to add a new customer to send an invoice to but it doesn't save when I try to access it from the pulldown menu when you go to send a new invoice.

• set up an opportunity progress bar in canva

  Hi, set up an opportunity progress bar in canva I need help to set to reproduce the progress bar or equivalent of the opportunity steps in canva as in standard view (see capture ) Thank you in advance Amadou

• Which Tool Is Best to Import MSG Files to HostGator?

  The best tool to import MSG files to HostGator is the MacGater Mac MSG Converter. This professional utility is specifically designed to simplify the migration of Outlook MSG files into web-based email services, including HostGator. It supports direct

• Recurring event sync via Microsoft 365 Meetings

  I believe syncing Recurring through the Microsoft 365 Meetings integration is already in the works but I couldn't find a reference in the community to track the progress of this work.

• What's New in Zoho Invoice | April - June 2025

  Hello everyone! We're excited to share the latest feature updates and enhancements we've made to Zoho Invoice from April to June 2025. In this, you will learn more about the following features: New Integrations via Zoho Marketplace Add Images to Email

• Client Script | Update - Client Script Support For Custom Buttons

  Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.

• import customers

  Is there a way to bulk import customers? I'm moving from Acuity and would rather not have to enter everyone manually.

• What's New in Zoho POS - February 2026

  Hello everyone, Welcome to Zoho POS’s monthly updates, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how February went. Purchase and sell items on different units We have introduced a unit conversion functionality

• Batch Tracking custom function

  Hi fellow zoho users, We have our ecommerce site setup to shopify. I have some products I want to add batch tracking too, my only issue is that it breaks our shopify workflow (create sales order, invoice, payment, package) because it requires us to manually

• Kaizen #236 - Using Client Script Support in Quick Create to Automate Manual Data Entry

  Welcome to another post in the Kaizen Series! In this post, we explore how Client Script support in the Quick Create form can be used to automate data entry. This solution addresses a common business scenario where Zylker Furniture sells sofas, wardrobes,

• Serial Numbers.

  I generated serial numbers for items and there is no way to generate more serial numbers that the number of items being "sold" or created. This is annoying as how does one know what serial number they left off with when they go to receive or sell this

• Ensure every user starts right with Welcome Email Templates

  Adding a new user to your organization extends beyond account creation–it requires delivering the right information at the right time to ensure a productive start. New users typically require key details upon joining, such as login instructions, security

• How to change the format for phone numbers?

  Mobile phone numbers are currently formatted (###) ###-####.  How can I change this to a more appropriate forms for Australia being either #### ### ### or (#)### ### ###?

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