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

    • Changing the owner of a call

      Am I correct in my conclusion that I cannot change the owner of a call in Zoho? The field does not show up in the screen, nor can I make it show up as the systems does not give me that option. I cannot "mass update" it either. I tried it, but Zoho refuses to change the name of the owner. Please help out: how do I change the owner of a call.

    • Global Fields

      Just like Global Sets for Picklists, we would like to have global fields for any kind of field. Three things that should be saved globally: 1. The Existence of the field 2. The Name and 3. Association with a module should be set up in a respective place

    • Introducing Screen Share with Audio

      Share your entire screen or just the chrome tab with audio for more engaging presentations. Your audience will hear sound just like you do, whether it's a video, demo or any other content. This is ideal for training sessions, team meetings, and client

    • Need Help Preventing Overselling in Zoho Inventory

      Hi fellow Zoho Inventory users, I'm reaching out for advice on managing inventory control in our growing business. We've recently encountered situations where sales orders get confirmed despite insufficient stock, creating operational challenges. Our

    • Tip #53: Populate and search values from tables using Table Lookup

      Qntrl supports tables to store organization-related data and access it easily. Data stored here can be populated and displayed in orchestration using Table Lookups. This helps organizations list sizeable data in dropdown or multiselect dropdown fields

    • Introducing more AES digital signature options in Zoho Sign

      Greetings! Zoho Sign has continually strived to partner with trust service providers across the globe to give you complete security and confidence, so you can e-sign documents no matter where you are. We've recently partnered with IgniSign, a trust service

    • Shuffling between one note to the next

      I usually start all my notes per interaction with a contact with the date and then a little detail. But when I search for it it only see a small portion of the note and can't immediately tell which contact its associated with. can we make the note content

    • Important Update: TRAI Mandates New SMS Header Format

      Hello everyone, We have an announcement regarding a new regulation by the Telephone Regulatory Authority of India (TRAI) that affects all application-to-person (A2P) SMS services. Starting on May 6, 2025, TRAI has mandated that telecom service providers

    • Preview generation in progress for days

      I uploaded a video file to Zoho webinar. The file has been showing Preview generation in progress for days. Pls help, why is not approved?

    • Workdrive Upload Notification

      Is there a way to be notified when someone externally has uploaded files to a folder? The "Unread" tab is really worthless because it shows all files from every directory on the system. I just need an email (or bell at worst) that says "someone has uploaded into <foldername>".

    • Workflow for "Expenses" module?

      Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflows

    • Allow Mapping of Zoho Desk Knowledge Base Categories to Multiple Departments in Zoho SalesIQ

      Hello Zoho Team, We hope you're doing well. We would like to request an enhancement to the Zoho SalesIQ integration with Zoho Desk, specifically regarding the way Knowledge Base (KB) articles are mapped and displayed across departments. Current Limitation

    • Announcing new features in Trident for Windows (v.1.27.4.0)

      Hello Community, Trident for Windows is here with exciting new features to elevate your communication and enhance productivity. Let’s dive into what’s new! Smart Sign-in. You can now sign in to Trident with Smart Sign-in. With this new addition, you can

    • Time Entry : Auto fill fields Hours minutes seconds

      Hello world, Do someone know a script (for workflow rules) which fill automatically fields hours spent, minutes spent, seconds spent when we fill Executed time and End time Formula should start from (End time - Executed time) Thx in advance

    • Zoho Forms - edit the settings of the Zoho CRM field to change the integration with CRM

      I've created a Zoho CRM field in my form to pre-populate selected CRM details into the form, following the instructions here https://help.zoho.com/portal/en/kb/crm/integrations/zoho/zoho-forms/articles/zoho-forms-crm-integration#Step_2_-_Add_Zoho_CRM_Field_in_the_form

    • Ability to add notes to an appointment and add notes/attach docs to a consultation

      As an idea for the future, it would be helpful to be able to add notes to an existing appointment--there is a place to add notes for the customer, but I don't see one for the appointment. It would also be helpful to be able to add notes or attach documents

    • Im trying to white list domain dynamically in zoho desk extension

      Im trying to white list domain dynamically in zoho desk extension. But it show error Error: {errMsg: 'No entry found in plugin-manifest whiteListedDomains for requested URL'} syntax "config": [ { "displayName":"Shopify Admin API access token ", "name":

    • Zoho Payroll: Product Updates for India - May 2025

      This May, we are glad to unveil new capabilities in Zoho Payroll that simplify your payroll activities. Here's the list: Let Employees Choose Their Tax Deduction Method for One-Time Payments Calculate variable earnings based on percentage of CTC Carry

    • Bulk Update Tasks/Task Lists/Milestones

      Is there a way to bulk update tasks/task lists/milestones? We have several projects that are in the same template, and our staff complete them tasks at a time - and would like to go in an bulk update all related tasks/task lists/milestones at once. But you can't do this. I remember in an old version you could export your tasks, update the excel doc and reimport. But it doesn't seem like that option is available anymore. Can someone provide a solution/idea? Otherwise we are spending a lot of time

    • Sync failed: Invalid Date value

      Hi, I have a local .sqlite database. After importing one table through the Databridge, and produced my dashboards, I cannot sync. I get an error regarding the date column: [Line: 2 Field: 4] (2018-07-12) -ERROR: Invalid Date value The data found at the

    • Office 365 is marking us as "bulk"

      All of a sudden (like a couple of days ago) all of our customers who are on Office 365 are getting our mails in their junk email. This is not the case with Gmail or other random mail servers, nor between us. We got a 10/10 score on mail-tester.com. Also,

    • Zoho Assist

      Hi, We are using zoho assist unattended access in some windows server 2012 and recently the agent lets you connect but not let you do anything on the remote machine. Sometimes you can click on something but nothing happens. There's a issue with this new

    • Modify workflow from "ON CREATE & EDIT" to "ON CREATE" only

      Salut, Is there a way to easilly change my choice of trigger of workflow from on create & edit to on create only, or do I have to re-do the whole worklow from scratch ? Sylvain

    • Access custom modules via API?

      Is it possible to access a custom module in Zoho Inventory via the API? I can not find any reference to this in the API docs.

    • Welcome to the Zoho Service Plus community

      Hey everyone, We are excited to welcome you to be a part of the Zoho Service Plus community. Here's a quick overview of what Service Plus is all about and how the community can help us work together. What's Zoho Service Plus? Zoho Service Plus is a unified

    • Restrict Zoho Cliq Webinars and Announcements to Admins Only

      Hi Zoho Team, We hope you're doing well. We would like to raise a feature request regarding in-app announcements in Zoho Cliq, such as the recent webinar popup about the Cliq Developer Platform: While these announcements are useful, they are not always

    • Share Notebook with group created in Zoho One

      I have created a group in Zoho One for a section in my company. Is it possible to share a notebook with that Zoho One Group? Currently, it seems only possible to share to emails. Unfortunately for large teams, this will mean we are constantly having to

    • Create Tasks in arbitrary Zoho Project triggered from CRM [Zoho Flow]

      Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,

    • Outlook Add-in security times out needs to login 10 times a day

      hi we've just switched the Zoho. We use Azure SSO. All users have stopped using it. Sometimes it asks every 5 minutes. What should I lot at to solve this?

    • Simplify Zoho API integration with Deluge’s invokeAPI task

      Hello all! Happy New Year! As we kick off 2025, we’re excited to share some of the latest updates to enhance your Deluge experience. While Deluge already offered robust API integration capabilities, we’ve taken it to the next level with the introduction

    • Simplify Zoho API integration with Deluge’s invokeAPI task

      Hello all! Happy New Year! As we kick off 2025, we’re excited to share some of the latest updates to enhance your Deluge experience. While Deluge already offered robust API integration capabilities, we’ve taken it to the next level with the introduction

    • Attention: Display Issues on Chromium Browsers with Intel® Core™ Ultra Processors

      Dear Customers, We've recently identified a display-related issue that may affect some of our Zoho Assist users, particularly technicians using devices powered by Intel® Core™ Ultra Processors. What’s Happening? If you're running a Chromium-based browser

    • Is the "schedule 10 mass emails/module" limit a per user or per organization limit?

      For scheduling emails out of Zoho CRM, there is a 10 scheduled mass emails per module limit according to Zoho documentation (https://help.zoho.com/portal/en/kb/crm/faqs/emails/articles/how-to-schedule-mass-emails-in-zoho-crm). Is this limit per user or

    • How do I show file uploads in my Zoho Creator approval workflow?

      As far as I can tell I'm not able to add the file upload field to the approval workflow show fields list. As a work around I'm making a plain text field that links to the files URL. But I'm not sure how to get a link to that url that will me to preview

    • Zoho Bookings - variable appointments

      Hello, I am looking to see if its possible for zoho bookings to recognise booking slots in the calendar or a way to do this. I would like appointments only booked in at certain times of the day and this could vary per host. I have provided a calendar

    • Best Practices - Extensions for Zoho Finance Suite

      With Sigma, the extension developer platform, you can create custom extensions that enhance the functionality of Zoho Finance apps like Zoho Books, Zoho Billing, Zoho Inventory, Zoho Expense, and Zoho Invoice. Here’s how to get started: Sign up: Create

    • QR code image is not exported in PDFs

      The new QR code field works fine when I include it in a report template and I choose the print option: https://creatorapp.zoho.com/<username>/<app_link_name>/record-print/<report_link_name>/<record_ID>/ But when I try to save the document to a .pdf file

    • Zoho Form to Zoho Form Integration

      I've created an application form that asks for references. I would like the submission of the application form to trigger a form to the reference using the email id and name entered in the first form. In the reference form that is triggered I need to

    • CRM: related table using module queries, are links possible?

      Hello. I was exploring the possibility of using a module query to get a filtered related list. For example, I'm using a Canvas custom details page and if an account has an open deal I'd like it to appear at the very beginning of the account page, with

    • Better reorder point functionality?

      1. How about having item reorder point warehouse level instead branch? 2. Considering committed stock and to be received quantity also as reorder point calculation? 3. Considering associated items as committed when sales order created on composite i

    • Next Page