Hello everyone,
We are excited to tell you about updates to the agent availability report, designed to enhance efficiency in tracking agents’ activities.
What is the agent availability report?
The agent availability report helps managers monitor team performance by tracking agent activity, availability, and session information. This report is crucial for teams that rely on real-time data to understand how agents spend their time, whether they're available for assignments, and how long they remain logged in during shifts.
Support leads can review agent activity to optimize shift coverage by tracking when each agent logs in, logs out, and takes a break.
This data helps with several tasks:
- Managing team schedules
- Balancing workloads
- Optimizing ticket allocation during peak hours
Here’s what’s new:
- View the agent's role (designation) in the report
- Track total work hours by calculating the time difference between login and logout
- Monitor the number of daily sessions
- View session records to get a breakdown of break timings
- Choose between Summary and Session views for tailored insights
These updates make it easier to manage and optimize agent productivity.
Designation and work hours
- Role: The agent's designation can be viewed right within the report.
- Hours worked: Managers can easily track the total work hours of an agent by referencing the Hours Worked column, which calculates the time difference between login and logout.
In addition, managers can also track the hours worked for each agent who is part of a specific team.

Tracking number of sessions
Managers can quickly check the total number of times an agent logged in and actively worked during the day to represent their overall active periods of assisting customers or completing tasks.
For example, if an agent, logs in from 9:00 AM to 12:00 PM, takes a lunch break, logs back in from 1:00 PM to 3:00 PM, then takes another break and logs in once more from 3:30 PM to 5:00 PM, the agent availability report would show a total of 6.5 hours worked across 3 sessions for the day.

Note:
An active session in Desk is recorded when an agent logs in and engages with their account.
Here's how login and logout scenarios determine session activity:
- Login Time: An agent's session begins as soon as they log in to Desk and actively start working (e.g., handling tickets or navigating the system).
- Logout Time:
- Manual Logout: When an agent logs out of Desk, the session is marked as ended.
- Idle Logout: If an agent remains idle for a prolonged period, Desk will automatically log them out. This marks the end of the session.
- System or Connection Interruptions: If the agent's internet disconnects or their system goes into sleep mode, Desk considers this a logout after a specific idle threshold.
Dual view options
The Agent Availability Report provides two distinct views: Summary and Session, each offering specific insights tailored to different reporting needs:
- Summary View: This view provides an overview of each agent's daily attendance activity, including their first login time, last logout time, total hours worked, and the number of sessions.
For instance, if a manager wants to monitor overall agent attendance for a day at a glance, the Summary View serves as a better report.

- Session View: The Session View offers a more detailed breakdown of the login and logout times for each session an agent worked in a day. It provides insights into how often an agent logged in and out and the duration of each session. Managers can identify frequent session interruptions or duration of inactivity.

This update is available to all users across all data centers.
Regards,
Akshaya. B | Zoho Desk - User Education
Recent Topics
Zoho Creator customer portal limitation | Zoho One
I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
Script Editor not an option
I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.
Envio de mails
Hola! No puedo enviar mails pero si recibirlos. No se como solucionarlo! Mi dominio es chidobebes.com.ar
ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer
In my email configuration: The domain's MX Records are pointed to Zoho The domain's SPF Records have been pointed out successfully DKIM is enabled. DMARC Record is pointed for the domain. The domain name is digioorja.in. Still facing the issue of Error:
This Operation has been restricted. Please contact support-as@zohocorp.com for further details
l tried to verify my domain (casalimpaeperfumada.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details.
SLOW EMAILS
Is there an issue with the Zoho server? For two days now I've been having issues with very long buffering. Please advise. Thank you.
POP3 authentication error - SOLVED
Just in case others are as forgetful as me ... As Zoho has changed the POP server for personal and free organisational users, I needed to change the POP server on my email client. This failed persistently but eventually I remembered that I had chosen
Solution to Import PST File into Office 365.
MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users
Add Zoho One Groups/Departments to Shared Mailbox Access
Hi, I hope you're doing well. Currently, in Zoho Mail, I can manually add specific users or the entire organization to a shared mailbox. However, there is no option to add Zoho One groups or departments. Feature Request: We would like the ability to assign
Allow Filters with Only Special Characters in Zoho Mail
Hi Zoho Mail Team, I hope you're doing well. We have noticed that currently, Zoho Mail does not allow creating filter criteria using only special characters, such as = or #. However, there are scenarios where such a filter is necessary. For example: Filtering
How to save email as PDF?
I saw 2 previous threads about this. One is from 14 years ago. The other was closed as "answered" a year ago but the feature was never implemented: https://help.zoho.com/portal/en/community/topic/how-to-download-save-emails-as-pdf Is the "save as PDF"
Flexible plans
Hi, I have a Workplace Standard subscription. On Zoho's website, it mentions that with the annual plan it's possible to have multiple plans under the same organization—for example, Workplace Standard and Mail Lite. However, I can’t find a way to do this
Weekly Tips : Teamwork made easy with Multiple Assignees
Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate reminders
Cannot give public access to Html Snippet in Zoho Creator Page
Hi, I created a form in Zoho Creator and published it. The permalink works but I want to override the css of the form. (style based URL parameters is not good enough) So I created a page and added an Html snippet. I can now override the css, which is
Weekly Tips : Customize your Compose for a smoother workflow
You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just
Accounting on the Go Series-43:Enhancing Your Reporting Efficiency with Dashboard Filter State Retention
Hello everyone! Welcome back to our series on Zoho Books mobile app features. Today, we will talk about a feature that yet again helps you focus on work that really matters-Dashboard Filter State Retention. Imagine you're working on your Zoho Books dashboard,
Zoho books/payroll tax payment
I accidentally made a second payment to my taxes for $300 which is reflected in my bank account and therefore on Zoho books but I can not match it to any transactions because its not reflected in payroll as a tax payment. Is there a way to add an extra
I can't renew the Finance Plus subscription
I tried to renew the Finance Plus subscription but it keeps reloading the same page over and over when ever I click on "Renew Subscription" button
Estimate vs Quote
they are different. Quote is for 1 piece price + other charges. Estimate is for total quantity to be ordered. The gross total amount of the Estimate is the amount payable. Replacing Estimate as Quote is not understandable because they are different. In
Accounting on the Go Series-47: Effortless GSTIN Management- Auto Populate TaxPayer Details in Zoho Books Mobile App
Hello everyone, Welcome back! Today, we're focusing on a feature specifically designed for our Indian users in the Zoho Books-Indian edition, particularly those who deal with GST compliance regularly. We understand the importance of accurate and efficient
Accounting on the Go Series-48: Enhance Accuracy with Custom Work Week Start Days in Zoho Books iOS app
Hello everyone, Welcome back! We’re here with another feature spotlight that might seem small but can have a big impact on your daily routine: setting the first day of the work week in the Zoho Books iOS app. Imagine this: You’re a business owner who
Time to Get Paid Report in ZBooks
Hello, One of our customers who has 25 different companies around the world gets 60 days to make payments. Unfortunately, the subject report does not report an average time to get paid (in days) or the ability to look at a custom period of time. Currently
How to prepare a balance sheet for a company that has no operations yet?
.
Project Billing Method from Zoho People
Normaly our customers use Zoho Projects to manage projects and timesheet that are being charge to the customer. Using the integration from Zoho Project we can have projects base on different billing method. For example most of our customer use Hourly
Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.
Zoho Books | Product updates | July 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho
Zoho Books | Product updates | August 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.
Update or Upsert Records Using Unique Custom Fields
Hello customers, We've enhanced the process of updating records via API. You can now: Update records using unique custom fields Upsert records using unique custom fields Note: Both the features are available in the Zoho Books and Zoho Inventory apps.
[Webinar] Understanding the New Invoice Management Systems
Join industry expert CA Pritam Mahure as he discusses the importance of the new Invoice Management System (IMS) and its impact on taxpayers. Topics Covered: - Concept of IMS and pre-requisites - Applicability and Restrictions on Invoices/Records for IMS
Accounting on the Go Series-51: Effortless Transactions: Create and Manage Directly from Uploaded Documents
Hello everyone, We’re back with another useful feature that makes working with Zoho Books even easier! This time, we’re simplifying the process of creating transactions directly from uploaded documents. Imagine you’re out meeting clients, and you receive
[WEBINAR] Effortless migration to the VAT-ready South Africa edition of Zoho Books
Hello there, If you are one of our early users from South Africa using the older edition of Zoho Books, this webinar is for you! We have now launched a new South Africa edition with VAT support, to which you can migrate your existing data. Join this session,
Accounting on the Go Series-52: Capture Receipts on the Go, Right from Your Lock Screen.
Hello everyone, We’re excited to introduce a feature that will make your life so much easier—especially for those constantly on the move! With iOS 18, Zoho Books now allows you to capture receipts directly from your lock screen using Locked Camera Capture.
AT - Austrian Accountant familiar with ZOHO
Hello, as I have just migrated to ZOHO and unfortunately have to change my accountant next year, I am looking for an accountant (for Austria) who already has experience with Zoho or who already manages clients using Zoho books. Is there anyone here from
Zoho Workflow issue
Dear Zoho Users, I have Zoho Books premium subscription, I have created a email alerts workflow for Invoices and following are the configurations for the same: 1. Workflow for Invoice module 2. Choose when to tigger - created or edited 3. Filter the triggers
Accounting on the Go Series-53: Swift Transactions at Your Fingertips-Zoho Books in Your Control Center
Hello again, We’ve all had those moments where you need to get something done quickly, but the process of unlocking your phone, finding the app, and navigating through menus slows you down. Now, with Zoho Books integrated into the iOS 18 Control Center,
Update on PDF Download Issues Caused by Antivirus Software
Hello users, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reports
Accounting on the Go Series-54: Effortlessly Find Your Zoho Books Customers in Your Phone’s Contact List
Hello Zoho Books users! How are you all ? We’re happy to share a handy new feature in Zoho Books mobile app. Now, you can access your Zoho Books customers right from your phone's contact list, making it easier to stay connected on the go. How this can
Integration of Phase 2 -e-invoicing- KSA
Zoho Team, I want to get a training of integration of phase 2 invoicing KSA in zoho step by step.
I can not save new invoice
Hello Now I am trying to save a new invoice but I can not save it because showing unpaid invoice warning which are not overdue. Please let me know how to skip unpaid invoice warning letter and save new invoice. Thank you
ADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION
HELLO I WANT TO ADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION FOR SALES ORDER . I HAVE SET %StatusStamp% IF APPROVAL I WANT THAT TEXT TO BE DISPLAYED WITH GREEN COLOR OTHERWISE OF OTHERR STATUS RED COLOR AS SHOWN IN CODE BELOW . BUT IT
Next Page