Hello Users!
We are starting the year with a strong lineup of updates, marking the beginning of many improvements planned to enhance your analytics experience. Explore the latest improvements built to boost performance, simplify analysis, and help you extract more value from your data.
Archive Data
No more querying all records while generating reports! Analyze data faster and optimize workspace performance with Archive Data. Move older or less-frequently used records out of active tables, and store them securely.
Key Benefits
- Pay only for what you analyze: Active data is reserved for analysis, while historical data is retained without impacting usage limits.
- Improved Querying and Faster Analysis: By limiting queries to relevant data, report generation and dashboard loading times are significantly reduced, resulting in faster insights and a more responsive analytics experience.
- Optimized Storage Usage: Archiving older data helps control table size, preventing unnecessary growth, and better management of row limits.
Learn more.
Organize Views with Tags
Group related views, and manage reports and dashboards effortlessly. Use tags to organize views by teams, departments, projects, or specific use cases, making it easy for users to navigate large workspaces.
Quickly filter and find the right reports and dashboards, reduce clutter, and ensure teams always have access to the views that matter most to them.
Learn more.
Global Custom Sort
Custom sort was limited to individual reports previously. With recent enhancements, you can now define the sort order for text data types at the workspace level.
This improvement helps you maintain a consistent sorting across all reports, reduces repetitive setup, and saves time. It also ensures a standardized view of your data throughout the workspace.
Learn more.
Timeframe Selection for Overview Charts
Overview charts now offer flexible timeframe selection, allowing you to focus on relevant periods for deeper trend analysis.
By narrowing the time range, you can better compare performance, identify patterns, and gain clearer insights without distraction from older data.
Learn more.
Customize Zia Insights placement in Dashboards
Choose where and how the insights are displayed, so that they complement your analysis without disrupting your dashboard layout. This gives you greater flexibility to present insights in the way that best suits your audience and reporting style.
- Overlay: Displays insights in a floating panel that opens on demand, allowing users to review insights without leaving or altering the report view.
- Within Report: Embeds insights directly within the report, enabling users to view data and insights together in a single, continuous view.
- Replace Report: Displays insights as the primary view by replacing the report entirely, offering an insight-first experience focused on conclusions, rather than raw data.
Learn more.
Customize Image Size in Dashboards
Dashboards now support image size settings that let you control how images are displayed.
Choose from options like Original, Fit to width, Contain, or Stretch to ensure images align well with your dashboard layout, and thus improve visual clarity.
Learn more.
Tabular View Enhancements
- With this enhancement, all tables linked via lookup columns are now available in the Filter Criteria tab. This makes it easier to share views with users using associated filters, ensuring the specified criteria are automatically applied to the shared report.
- You can now customize lookup columns and the join paths used within Tabular View. This enhancement gives you control over how related tables are connected, helps avoid incorrect or ambiguous joins, and ensures more accurate and reliable data representation in your tabular reports.
New Business App Connectors
We have now introduced integration with two new business connectors Zoho FSM and Magento.
Zoho FSM
Connect your Zoho FSM Data with Zoho Analytics to analyze your field service operations in depth. Identify bottlenecks, optimize resource allocation with interactive reports and dashboards. Analyze revenue, service costs, and customer trends to improve profitability and service quality.
Learn more.
Adobe Commerce (Magento)
Analyze sales, orders, customers, and product performance with ready-made reports and dashboards. Track key metrics like revenue trends, average order value, and top-selling products. Gain insights into customer behavior and regional sales patterns. Make faster, data-driven decisions to optimize store performance and growth.
Learn more.
These updates bring enhanced functionality and improved workflows. Explore them in your Zoho Analytics workspace now!
Recent Topics
Designing a practical Zoho setup for a small business: lessons from a real implementation
I recently finished setting up a Zoho-based operating system for a small but growing consumer beauty business (GlowAtHomeBeauty), and I wanted to share a practical takeaway for other founders and implementers. The business wasn’t failing because of lack
Link Purchase Order to Deal
Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices
Projects custom colors replaced by default orange
Since yesterday, projects uploaded to Zoho, to which I had assigned a custom color, have lost the customization and reverted to the default color (orange). Has anyone else had the same problem? If so, how did you resolve it?
Interview booked through Invite but no Notifications
We have a workflow that was developed through a developer/partner that was tested and worked. Today, we pushed a candidate through the process and invited them to an in-office interview. They were sent the booking link (as usual and as tested before successfully)
WebDAV support
I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?
Automatiser la gestion des SLA dans Zoho Desk avec Zoho Contracts
Les équipes du service client s’efforcent d’assurer un support rapide, régulier et fiable pour garantir la satisfaction de chaque client. Les accords de niveau de service (SLA) permettent de clarifier les engagements en définissant les termes et conditions
iOS App doesn't refresh for Document Creation
Hello Zoho team, I have created a workflow to be used on a mobile iOS device which starts in Zoho Creater and ends with a murge and store function that then opens the newly created document within the Zoho Writer app. This process is working great however
Uploading a signed template from Sign to Creator
Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach
Zoho DataPrep and File Pattern configuration
I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
Assistance needed: Activation of a domain
Hello Zoho Support, I purchased the .com domain "primesolva.com" via Zoho 6 days ago. The domain is still pending, and I cannot access the DNS panel to add the TXT verification for domain ownership. Please confirm the registration status and help me activate
Operation not permitted
I am trying to add an email address to the list of user but I am getting error Operation not permitted
Request to Permanently Delete Email User (info@mehbobgulf.com ) from Old Organization
Please permanently delete the user email info@mehbobgulf.com It is still associated with my old Zoho organization. I cannot delete it because it shows ‘You cannot delete email. Zoho host’. I need to use this email in a new Zoho account.”
Client host [89.36.170.5] blocked using Spamhaus
Hello please make make actions for delist ..... "Client host [89.36.170.5] blocked using Spamhaus"
Suggestion: Option to Re-run a migration
As I'm going through a migration process, I like the IMAP migration tool, but it would be better if there were an option to re-run the same migration as configured. There's not even an option to copy/edit one that's already there. Just run if it hasn't
Issue with "Add Your Mobile Number"
Hello, I am trying to sign up for email service for a domain name, and I cannot finish the authentication. When I enter my mobile number, I receive the message "We’re unable to send OTP to this mobile number. Please contact support-as@zohocorp.com". I
zoho mail non vérifié
Bonjour, Il y'a un jour que j'ai acheté un domaine et toute les tentatives pour l'associé a mon compte shopify son vaine. j'ai essayé TXT sans suite après, j'ai essayer avec CNAME sans suite. j'aurais besoin de votre assistance pour associé mon mail.
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
i have facing the issue "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" if i verify domain evertthing i did but still face the same error.
ZohoMail is so close to being Perfect BUT
Why don’t you have HILIGHTING???!! I've been trying to find a substitute for Edison Mail but I want & need hilighting (preferably in more than just yellow)! Is this even on your To Do list? I’m so disappointed. 🙄
Override Auto Number field?
We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations where
Using a third party service provider want to move directly with Zoho
Hi good day I’m currently using Zoho but I’m using a third party service provider I want to move directly with you guys I’m using Zoho email and invoices and my domain please let me know if it’s possible to move away from the third party provider my email
Request for Assistance Regarding Email Sending Issue (554 5.1.8 - Email Outgoing Blocked)
Dear Zoho Support Team, I hope this message finds you well. I am writing to request assistance with an issue we are currently facing regarding our Zoho Mail account. Our email account, admin@tuyensinhcanuoc.com, is encountering the following error when
Zoho Mail API returns empty inbox (0 messages) but webmail shows 37 unread emails
Hello, I'm experiencing a discrepancy between Zoho Webmail and the Mail API (EU region). **Setup:** - Account: EU datacenter (mail.zoho.eu) - API: Self Client OAuth2 via api-console.zoho.eu - Scopes: ZohoMail.messages.READ, ZohoMail.messages.UPDATE, ZohoMail.folders.READ,
Zoho Mail not working
Zoho Mail not working
ShipStation and Zoho Inventory
Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY SHIP STATION Sales Order ==> create ORDERS INVOICE <== Shipments What exactly does BETA mean on the Shipstation connector? This is required for me to sign-on in the next month. Thanks in advance for your efforts
550 5.4.6 Unusual sending activity detected. Please try after sometime
Hi, I am receiving this error message when trying to send my emails. The only reason I can think why this is happening is my previous two emails were bounced back to me due to a non working mailbox error. I have followed the online links for unblocking but it says there are no blocks on my account. How and when can I get my email working again to send emails? Thanks,
E
We are trying to add our Zoho Form embed in our Elementor Page Builder. After adding Zoho Forms widget in elementor page builder it’s displaying in backend page builder but it’s giving 403 error while trying to save, as it’s not reflecting in front end.
Formatting Problem | Export to Zoho Sheet View
When I export data to Zoho Sheet View, ID columns are automatically formatted as scientific notation. Reformatting them to text changes the actual ID values. For example, 6557000335603071 becomes 6557000335603070. I have attached screenshots showing this
Connecting Zoho Inventory to ShipStation
we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri
custom module import.
Is there a way to import data into a custom module? Thanks Rudy
HEIC File Type Viewer
Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open it
Building Toppings #4 - Setting up and using connections in Bigin toppings
When building a topping to extend Bigin's functionality and connect it with third-party applications, creating and handling connections is an important step. Connections provide a secure way for your topping to authenticate and communicate with other
Need code format to specify default values
Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.
AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries
Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. This
Facing email delivery issues? Verify your domain's DNS records
Have you ever wondered why your legitimate emails are landing in the recipient’s spam folder? Or been surprised to see emails sent from your registered domain getting rejected by recipient email servers? Why does this happen? In most cases, this happens
Order of Departments in Help Desk
In the end user portal, , the departments are sorted by the date of creation of the department (or perhaps their id). Is there a way to choose the display order of the departments or at least to be able to sort them alphabetically?
COGS - Account showing negetive
I have multiple COGS account and in these all there is one account is negetive so suggest why it is showing negetive value.?
Create CRM Deal from Books Quote and Auto Update Deal Stage
I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted
%PaymentLink%
Does not work. Software creates a BAD link. ....and yes payment options are turned on. Link on the invoice pdf once opened will work but this template is a joke.
Google Photos
I am hoping that my question already has a fix. I current have Google synced accounts that I want to get away from. One in particular on is Google photos. Is there any software, or 3rd parties that I can join to back my photos up straight to specifically designated file in the ZOHO cloud that's tied to Docs? Please advise... Mike
How to block a WhatsApp user for sending spam
Is there a way to block those whatsapp users that just come to play and annoy our service, they also spam us. We have a waba service with sales iq
Next Page