What's New - January 2026

What's New - January 2026

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!

    • Sticky Posts

    • What's New in Zoho Analytics - January 2026

      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
    • What's New in Zoho Analytics - November 2025

      We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's
    • What's New in Zoho Analytics - October 2025

      Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme
    • What’s New in Zoho Analytics – September 2025

      Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded
    • Announcing Agentic AI - Ask Zia!

      We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.
    • Recent Topics

    • Create Automation for the Field "Mark up by"

      Hello everyone, I'm importing expenses from Zoho Expense to Zoho Books. I want to auto-calculate the "Mark up by" field based on the custom field “Discount” I created before. The trigger of the workflow will be the creation of the expense itself. The
    • Free Webinar Alert! Before vs After: Proven ROI from Zoho CRM + Workplace Integration

      Hello Zoho Workplace Community! Before: Scattered tools, lost leads, fragmented communication. Are you ready to stop the constant back and forth between tools to manage leads, emails, and team communication? After: Connected tools, streamlined processes,
    • Zoho Forms to Zoho Sign Integration - Fields Missing

      If a Zoho Form has image fields, it seems these can't be transferred to a Zoho Sign template for digital signature. Is there any way of pre-filling Zoho Form images onto a Zoho Sign template? Many thanks.
    • Is zoho SMTP slow today?

      Hi guys, Since yesterday I'm facing a slow communication over SMTP while sending emails. I already tried to use tls and ssl but nothing changes. There is anyone else experiencing related issues? I didn't find any maintenance in progress. Tested another
    • Link project invoices to sales orders

      As a business owner and project manager I create estimates with my clients which then become sales orders. When billing for project work I want to invoice against the agreed sales order. I see that I can create invoices and link them to sales orders in
    • The Urgent Need for Native Brazilian Payment Integrations: PIX and Direct Bank Connections

      Hello Zoho Team, I am writing to emphasize a critical functionality gap for Zoho Books in the Brazilian market: the lack of modern, native payment gateway integrations. The current options are insufficient. The Mercado Pago integration, for instance,
    • How to Fetch Images from Related Modules in Zoho CRM Mail Merge Templates?

      Hi team , Hope this email finds you well. I have a requirement where I need to create mail merge templates within Zoho CRM in such a way that they fetch images from a record stored in a different module. The way it works is I have one module "A" which
    • Zoho Calendar (Refresh Rate)

      Why don't the calendars refresh more than every 12 hours? That is crazy. I cannot be the only user who wants to see this change? I see and understand that I can MANUALLY update them, but need them to auto refresh either (1) whenever there is a change
    • "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."

      @Dr Saurabh Joshi @Haiku Technical Support @Ishwarya SG @Sparrow Hill President @Hugh Marshall "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."
    • Flow Error

      Hi Zoho Team, Any idea on this? This happens recently. Zoho Desk says "You are not authorized to access this resource."
    • Books/Square integration with multiple bank accounts

      Hello, I need some workaround ideas! We have two parts of our business which have their own bank accounts and customers. We use 'locations' in Square to allocate the payments to the correct place and we use 'branches' in Zoho Books to define which transactions
    • [Webinar] Deluge Learning Series - Deluge Learning Series Built-in Functions in Deluge

      We’re excited to welcome you to the next session in our Deluge Learning Series – Built-in Functions in Deluge – Part 1. In this focused 1-hour live session, we will explore the practical use of built-in functions in Deluge scripting, with a spotlight
    • Zoho Hilfe in NRW für Kundenprojekt gesucht!

      Hallo, wir sind auf der Suche für ein Kundenprojekt, wer die Implementierung von Zoho übernehmen kann. Unsere Stärke liegt im Onlinemarketing, bzw. der Automatisierung mit Klick-Tipp und den Tools drum herum. In dem Projekt können wir dem Kunden mit dem jetzigen CRM nicht weiter helfen, bzw. ihn nicht auf die nächste Stufe bringen. Leider komme ich mit meiner Suche in Foren, SocialMedia und sonst wo nicht weiter.  Der Idealfall ist ein gemeinsamer Besuch vor Ort beim Kunden und hier eine Präsentation
    • Gaps in Core HR Functionalities in Zoho People

      Hello People team, We've been using Zoho People for quite some time now and truly appreciate its flexibility and customizability. That said, I wanted to share some feedback based on our experience implementing core HR processes within the platform. Several
    • Product and Service

      Hi guys, there is a difference between layout of product and service if Long Description field have some kind of text. Please see screenshot 1 for Service here: https://prnt.sc/7xWwPKd29nWP for Product here: https://prnt.sc/LGmtVd_U6H7q As you can see
    • Phone Number Integration

      I would like to be able to track my cell phone calls in the CRM.  So if a contact calls my cell phone number, a note of that phone call will be made in the CRM so that I don't have to remember to go back in and add the call manually. Is there a way to connect the CRM and my cell phone via a 3rd party? Such as Google Voice, Skype, etc. Its important that my clients don't have to call a new or different number and that sent calls use the same number as well. So if there is a way to connect my phone
    • Create Encrypted Zoho Forms URL for SMS Pre-Population forms using zfcrm_entity=

      Hello Zoho Forms Community and Zoho Team, I’m trying to send a Zoho Forms URL via SMS with pre-populated CRM contact data, inspired by a post from four years ago by GlennP (https://help.zoho.com/portal/en/community/topic/passing-the-crm). Our form is
    • Sales IQ - Bot Builder - Forward to Operator Action Card Improvement

      Hi team, It would be a great improvement to have an additional branch out of the Forward to Operator Action Card. I would like to allow 10 seconds for an operator to pick up the chat, if they don't or if they reject the chat I would like the Bot to continue
    • Important notice: Migration is needed from the legacy ASAP to the latest ASAP Zoho Desk flow

      We recommend upgrading to the latest version, as the older version will eventually be discontinued and will no longer receive any further enhancements or bug fixes. We are announcing an important update concerning the ASAP help widget in Zoho Desk. The
    • NFC Support

      Hi, I would like NFC Support like Zoho Creator, to pre-fill field values by scanning an RFID device. Zoho Creator NFC here: https://www.youtube.com/watch?v=F4JoMWnF82I Both on a Field's User Input (Mobile Apps), in additon to QR Code & Barcode today,
    • Live webinar: Building brand consistency using Zoho Show

      Getting people to remember your brand isn’t easy. And if your branding isn’t consistent, it becomes almost impossible. One place where consistency really matters? Presentations. Whether it’s a sales pitch, an event deck, or a team update, your slides
    • Getting an error "Not able to connect server. Verify your network connection" during proforma invoice converting to invoice.

      Getting an error "Not able to connect server. Verify your network connection" during proforma invoice converting to invoice. 
    • calendar I created in Zoho Creator not being imported to Google calendar any longer

      A calendar that I created in my Zoho Creator app is no longer updating (or showing up at all) in my google calendar. It used to export appointments I set up in my app to google calendar. I cannot figure out how to correct this.
    • Quoting Subscriptions with one Time costs

      Hello all, We sell a subscription SaaS service for which we provide one-time services for implementation and customization. Using CRM quotes i was able to create customized total fields to show the total one-time costs, monthly cost, total subscription
    • Automatisez efficacement avec le nouveau concepteur de workflows flexibles

      Auparavant, l'automatisation dans les modèles de fusion de Writer se limitait à des actions simples comme « fusionner et stocker », « fusionner et envoyer par e-mail » ou « fusionner et envoyer pour signature ». En revanche, il était jusqu’à présent impossible
    • More context, fewer tabs: View lookup modules' data within a CRM Canvas page

      Hello everyone, How often do your users juggle multiple browser tabs just to piece together the full context of a record? This update can make their lives easier. You can now add lookup modules' fields to a Canvas detail view page and a Canvas list view
    • On click of the Blueprint transition (Qualified or Not Qualified), the 'Convert' option should be enabled in the Lead module.

      On click of the Blueprint transition (Qualified or Not Qualified), the 'Convert' option should be enabled in the Lead module. console.clear(); let convertButton = ZDK.Page.getButton('convert'); let leadStatus = ZDK.Page.getField('Lead_Stage').getValue();
    • Show all items making up the composite item in transactions

      Dear Zoho, Currently, when we select a composite item in Zoho Inventory for a transaction, we do not receive a breakdown of the individual items that make up the composite. This makes it challenging for our team to accurately pick, pack, and ship the
    • Custom Roles & Granular Permission Control in Zoho SalesIQ

      Hello Zoho SalesIQ Team, We appreciate the functionalities offered by Zoho SalesIQ, but we would like to request a crucial enhancement regarding user roles and permissions. Current Issue: At present, Zoho SalesIQ provides fixed roles—Admin, Supervisor,
    • Condition to skip recipient signature

      Is there a way, alone or with a Zoho Form integration, to skip a recipient signature when a condition is set? This happens because in this template, not always all the recipients need to sign it. Sometimes its just a few. We are using a Zoho Form integration
    • Wich version of Backstage is included in Zoho One

      Hello I am in the event business and i am considering Zoho One to replace my current tools. I will need Backstage to manage my events but I am wondering wich version of backstage will I get if I subscribe to Zoho One. Thank you Guillaume
    • How to restore deleted campaigns?

      I accidentally deleted my first campaign that went out today (08/21/18). How do I restore it?
    • Organize and Clone Task Custom Views

      We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:
    • Kits: Option to Hide Associate Items on Documents

      The new Kit type of Composite Item is very helpful, and we're already using it in several different ways. One problem is that there seems to be no way to hide the components on some documents, including Package Slips. There is an option given in settings
    • Zoho Books CREDIT LIMIT is completely USELESS due to a BUG!!! Please fix it ASAP!!

      Credit Limit should not be taken into account if payment terms on the Invoice are without credit. If selected Credit 0 days (Prepayment) why in this world would a notification pop up saying credit limit is exceeded and not allowing to create an invoice?
    • Configure ChatGPT in Zoho Cliq | Now with GPT-4!

      Updated for GPT-4 Support: The post and scripts has been revised to take advantage of the new GPT-4 model's capabilities. Please use the updated version for enhanced performance and accuracy. If you have been on the internet for the past few months, you
    • Have completed Zoho Sign documents attach automatically to contact and/or account

      Hello, Just used ZohoSign for the first time to get an e-signature on an important document. Setting up the template was nice and easy and configuring the request to go to the right people and training a member of staff was also very easy. HOWEVER Why
    • Update Lead Status in Zoho CRM When a Meeting is Booked via Microsoft Bookings

      Hi everyone, I’m trying to streamline our lead management process and would like to automatically update the Lead Status in Zoho CRM whenever a meeting is booked through Microsoft Bookings. Has anyone successfully implemented this kind of integration
    • Kaizen #199: FAQs on Multi-Select Lookup (MxN) Field in Zoho CRM

      Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone. Got
    • Zoho Desk Android app update: Enhanced UI of the History tab.

      Hello everyone! In the latest Android version(v2.9.10) of the Zoho Desk mobile app, we enhanced the UI of the 'History' tab within a ticket. Also, we have introduced a filter option to easily search the history based on the actions performed on the ticket.
    • Next Page