New Features rolled out on Feb 21, 2023
Overview Effect for Charts
To visualize reports with large data sets, Zoho Analytics has enhanced charts with new interactive options: the overview and scroll bar effects. These enable you to plot large data on a chart to get a clear picture of the peaks and troughs in your data.
The overview effect adds an overall preview chart (also known as an overview chart) to the bottom of a chart. It allows you to select a region to focus on a particular data range on the chart, for more in-depth analysis.
Dynamic and more interactive scroll charts can now be used to replace filters, which are traditionally used in reports with large data sets. This enables you to easily compare data by moving the slider or scroll bar.
Image Support for KPI Widgets
We now support displaying images as part of your KPI widgets on your dashboard.
Adding images for your KPIs helps viewers grasp information more quickly. They also enhance the appearance of your dashboards.
Preset User Filters for Dashboards
Now you can define a preset/predefined filters for your dashboard by combining multiple user filters. This eliminates the mundane task of clicking and selecting values from multiple user filters every time—and you can setup multiple preset filters, too!
Click here to learn more about Preset Filters .
Support to Include/exclude User Filter Values
User filters for all reports now allow you to include or exclude selected items from the user filter values. So far you could only include items but not exclude.
Sync more Fields in Advanced Analytics Connector
Now you can synchronize more field for the following Advanced Analytics Connector:
-
Reels
- Profile ID
- Reel ID
- Comments
- Likes
- Plays
- Reach
- Saved
- Shares
- Total Interactions
- Projects
- Is Completed
- Primary Client ID
- Last Modified By
- Created by
- Tasks
- Associated Teams
- Bugs
- Associated Teams
- Project Groups
- Is Private
- Associated Teams
- Users
- Created Time
- Last Updated Time
- Last Accessed Time
-
Video Performance
- Day
- Ad ID
- Video title
- Ad group ID
- Device
- Impressions
- Clicks
- Conversions
- Cost
- Ad type
- Network
- Engagements
- Views
- Total conv. value
- View-through conv.
- Video played to 100%
- Video played to 25%
- Video played to 50%
- Video played to 75%
- View rate
- Video duration
- Video Id
- All conv.
- All conv. value
- Conv. rate
- Engagement rate
-
Campaign Conversion Analysis
- Day
- Campaign ID
- Conversion category
- Conversion name
- Conversion source
- Conversions
- Network
- Device
- Total conv. value
- View-through conv.
Import Data from Digital Ocean
Zoho Analytics has expanded the data import sources by including connectivity to Digital Ocean platform.
- Analyze data stored in DigitalOcean MongoDB
- Analyze data stored in DigitalOcean PostgreSQL
- Analyze data stored in DigitalOcean MySQL
Securely Import Data from Sources with SSL Certificates
To provide a secure data import option from your local databases, Zoho Analytics now allows you to import data using SSL certificates for local databases. SSL (Secure Sockets Layer) is a digital certificate that secures the transport of information between web servers and clients by establishing an encrypted connection.
Enhancements in DataPrep
Zoho DataPrep has been enhanced with the following features:
Duplicate Workspaces
Now, while copying workspaces, DataPrep rule sets that was applied over the source workspace will also be copied.
Import Settings Update
Now you can use data settings like delimiter separator, and skip top rows, while using DataPep to cleanse data. Previously these options would be disabled.
Analytics Portal: Support for Three-level Menus
Analytics portals now support adding pages with three-level hierarchy menus.
Associate Views for Shared Users and Viewers
Shared users and viewers can now access only views that are explicitly shared with them. To make the process easy, Zoho Analytics now prompts admins to associate views when they add users. You can associate views to the user in read-only mode as well as associate groups to grant access to all views shared to the group with the same permission.
Enhancements for Email Schedules
To enable you to manage email schedules more easily, Zoho Analytics now allows you to add 100 users in a single email schedule setup.
However, the email schedule count for pricing will be calculated based on the number of users added in these schedules. Each 25 users in a schedule will be considered 1 schedule. You can view the schedules consumed by each email schedule from the Edit Email Schedule page.
Click here to learn more about emails consumed
.
Share and Publish from Zoho Analytics - Dashboards App
Now you can easily share or publish views from the Zoho Analytics - Dashboards App.
Click here to learn more about sharing and publishing options from Zoho Analytics - Dashboards App
.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Janani Thakshayani
Juan
François Ehret
Sticky Posts
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, expandedAnnouncing 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.Invitation-Based User Access in Zoho Analytics
Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve securityZoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience
Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you[Webinar] Evolving BI & Analytics in the Age of AI
Artificial intelligence is redefining how data is collected, analyzed, and leveraged across industries. As businesses strive to become more agile and insight-driven, traditional BI and analytics must transform to meet new demands. AI-first organizations
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Need Easy Way to Update Item Prices in Bulk
Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update pricesLet's Talk Recruit: Super-charge hiring with Zoho Recruit add-ons
Welcome back to our Let’s Talk Recruit series! This time, we’re diving into something that might seem like a small upgrade but has a huge impact on recruiter productivity: Zoho Recruit add-ons. Think about how much of your day is spent in your inbox orVendor Signatures Needed for Purchase Orders
Hello everyone, We have a unique requirement that necessitates that Vendors & Suppliers formally acknowledge our Purchase Orders upon receipt. I was hoping that there would be an option to do so in Zoho Books, but that does not appear to be the case.Is there an API to "File a Ticket" in Desk
Hi, Is there an API to "File a Ticket" in Desk to zoho projects?Store "Sign in with Google/Microsoft/GitHub etc." details
Quite often now, users are using a sign-in provider like Google or Microsoft to sign into various apps and services. It would be great if Vault could remember which providers you use for each website and sign you in with that provider instead of a usernameCritical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed
Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was postedTip of the Week #72– Assign thread ownership to avoid confusion.
When teams handle a large volume of emails, managing threads becomes important to stay organized. Without a clear system, duplicate replies, missed follow-ups, or confusion over responsibilities can happen. Thread assignment solves this by designatingUnarchive tickets
How can I manually unarchive tickets?Optimize your Knowledge Base for enhanced accessibility by adding alt tags for images
Let's learn why alt tags are crucial for your articles. You can add alternative tags (alt tags) and alternative text (alt text) to the images you share on your community forums or when embedding them in articles. Alt tags refer to the HTML attribute,FSM trying again
have not linked FSM yet to the rest of out Zoho suit. It certainly looks like the apointment and service part is more manageable for our staff. The question is that our engineers multi task examples 1. deliver products to customers not fitted 2. ServiceFeature Request: Conditional Field Mandatoriness Based on Display Status
Hello Zoho Creator Team, I would like to suggest an enhancement to improve the flexibility of form validations. Currently, when we need a field to be mandatory only if it's displayed on the form, the only option is to: Set the field as not mandatory inData Migration Strategies for Moving to a Cloud Solution
Hi everyone, I’ve been working on moving some of our critical systems, including CRM and project data, to a Zoho cloud solution, and one of the biggest challenges I’ve encountered is data migration. Transferring large volumes of data while keeping itCommerce Order as Invoice instead of Sales Order?
I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make thisHow to set different item selling prices for Zoho Commerce and Zoho Books
Item selling prices for Zoho Commerce and Zoho Books are in sync. If we update the Item selling price in Books, the same will happen in commerce and vice versa. I need a separate commerce selling price for online users and a separate books selling priceTime Entry Notifications
Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?How to report 'Response violation' OR 'Resolution violation'
Hi, I want to report on SLA Violation Type. I grouped my tickets on this column. It seems I only get 'Response and Resolution Violation' or 'Not Violated'. The former seems to be given to a ticket if only the Response Time was violated. I would expect[Webinar] Automate sales and presales workflows with Writer
Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall salesPower of Automation :: Quick way to associate your Projects with Zoho CRM
A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks andDate triggering Workflow rule
I have a function triggered by a workflow rule. The function takes a date and creates a task for that date and fills in a field with the name of the day for that date. It also updates the status field of the record. The workflow rule is set to run wheneverRestricting contact creation
Hi all! I am looking to use Zoho Desk in a part of the business that takes end user enquiries. These are generally single interactions, and not linked to an account name. As Desk is Account centric, has anyone designed a way to manage these incoming emailsImport Holiday Calendars
HI Zoho Is there anyway of importing an online calendar like https://www.calendarlabs.com into the business hours calendars, to speed up setup of holiday calendars. Also could we also request a feature where you can specify a Holiday as hours, i.e it could be that the company is on a 1/2 day due to a holiday or when it is Eid in the UAE and they are only allowed to work restricted hours so we need the calendar to be flexible to allow for this. Regards JamieFiltering Tickets based on Email headers
We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`Error 550 5.4.1
I’ve tried sending an email to someone but keep receiving this back. Any help would be greatly appreciatedBilling Management: #2 Fair way of Billing- Prorated Billing
Hello, From speaking about the traditional ways of billing in the previous post, we are moving into the deep sea of billing. We are now in a zone to break out the most complex yet, I would call it the fairest way of billing, the Prorated Billing. ProratedHas Anyone successfully integrated Zoho and Sage Intact?
Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,How can I filter a field integration?
Hi, I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.Adding image in HTML report page
Hi, I want to know two things: 1. Can anyone advise how to add an image in HTML report. The tagged used is <img> but what path do I mention for the image to be added in the HTML report. 2. Also, I want to know if I am creating an application for the marketHow to change view of HTML report based on device but always print in A4
Hello everyone, I am aware that HTML report view can be configured to adjust according to the screen size like Laptop, Tablet and mobile using media queries. But my concern is no matter on which device the reports is opened when printed should alwaysAge Calculation
I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.Search on Custom Field
We're working on an integration with the Zoho FSM API and are trying to retrieve companies based on a custom field we added to the Companies module. However, we can't find a way to filter or query records using custom fields through the API. We have aSendmail function / custom action?
I've setup a function hoping to email various business departments the details of a record once all work in that record is complete so gone about setting up a custom action in such way that each record line on the report has a button to click. Question is how do I actually include data from that record in the email that is sent when the button is clicked? I had thought that since this were being sent per record the email would include the data which had been enteredAPI to post drafts for social media
I we want to post draft posts to our zoho social account and then approve and schedule them within Zoho social. is this possible with for example: https://apis.zoho.com/social/v2/post TIA JonCanvas View in Zoho Recruit
Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?What impactful sales coaching techniques have you used to boost your team's performance?
I'm curious about the real-world impact of sales coaching on team performance. What specific techniques or strategies have you found most effective in driving consistent improvement and growth in your sales team? Any success stories or lessons learnedAdding Taxes to paid consultations in Zoho Bookings
I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,Zoho Finance Suite - Customer Custom Tabs - Dynamic Link
Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show informationPossible to bold or indent text in the description field?
As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this. Any information would be appreciated. Thank you.How can I setup Zoho MCP with Chat GPT
I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?Formatting of Balance Sheet and Profit & Loss Reports
The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these orUK MTD reports concerning turnover and cerash accounting
Hi I am a sole trader, and I have just started with Zoho Books in order to comply with the new HMRC requirements. I use 'cash basis' - which I understand to mean that income is when the cash comes in (not the invoice date) and expenses are when they areNext Page