New Features rolled out on Feb 21, 2023

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:

Instagram

  • Reels
    • Profile ID
    • Reel ID
    • Comments
    • Likes
    • Plays
    • Reach
    • Saved
    • Shares
    • Total Interactions

Zoho Projects

  • 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

Google Ads

  • 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.

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.



    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.








                              Zoho Developer Community



                                  Bootcamp
                                  Community
                                  Pricing
                                  Webinars
                                  What's New
                                  Integrations
                                  Contact Support
                                  Contact Sales
                                    Zoho Survey Resources
                                      Features
                                      Survey Templates
                                      Integrations
                                      Community
                                      iOS Mobile Surveys
                                      Pricing
                                      Android Mobile Surveys
                                      Insurvey Blogs
                                      Insight Blogs
                                      Tips & Tricks





                                                  Latest Feature Updates

                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts




                                                        Zoho SalesIQ Resources

                                                              • 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.


                                                              Manage your brands on social media
                                                              Access Zoho Social

                                                                Zoho Pagesense Resources


                                                                    Zoho TeamInbox Resources

                                                                      Zoho DataPrep 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

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner









                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ



                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • Zoho Down

                                                                                                                  I have a drop in my Zoho One services.

                                                                                                                • Runing RPA Agents on Headless Windows 11 Machines

                                                                                                                  Has anyone tried this? Anything to be aware of regarding screen resolution?

                                                                                                                • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

                                                                                                                  Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication

                                                                                                                • Why am I getting event Pop-up Notification for events that have been cancelled?

                                                                                                                  Why is Calendar Notification still popping up for events that have been cancelled or changed? Each time events are cancelled or changed, I have observed that I am still getting notifications for them. Below is a sample pop-up notification for one of the

                                                                                                                • Create a draft in reply to an email via Emails API

                                                                                                                  Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.

                                                                                                                • India Tech Support

                                                                                                                  Is there no phone tech support number for India? And no chat facility either?

                                                                                                                • Billing Management: #1 Billing a Universal Business Routine

                                                                                                                  Hello, As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management,

                                                                                                                • What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

                                                                                                                  No idea what this is. Can't see what it is explained anywhere.

                                                                                                                • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

                                                                                                                  ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 諸事情につき、今月の開催回は中止となりました。 次回は10/31（金）14時からの開催を予定しています。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho

                                                                                                                • Workdrive 5.0 / API Documentation Workflows

                                                                                                                  Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin

                                                                                                                • How many ZOHO-Sites does the ZOHO-One Suite allow for?

                                                                                                                  The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?

                                                                                                                • Webhook from Zobot to Zoho Flow fails

                                                                                                                  I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot

                                                                                                                • Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

                                                                                                                  Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business

                                                                                                                • Issue Connecting My Domain to Zoho Sites Despite Purchasing It from Zoho

                                                                                                                  Hello, I am facing an issue connecting my domain to my website on Zoho Sites. Details of the issue: I purchased the domain directly from Zoho. I am already using the same domain successfully with Zoho Mail. However, when I try to assign this domain to

                                                                                                                • Insert auto number from main form into subform rows

                                                                                                                  Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.

                                                                                                                • Dark Mode - Font Colors Don't Work

                                                                                                                  When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.

                                                                                                                • Integrate Bunq with ZOHO Bookes

                                                                                                                  We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?

                                                                                                                • Access Denied

                                                                                                                  I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.

                                                                                                                • Using Zoho Desk to support ISMS process

                                                                                                                  Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from

                                                                                                                • TaxJar vs Avalara

                                                                                                                  Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive

                                                                                                                • How to check Leads with no Task (open activity)

                                                                                                                  Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.

                                                                                                                • What can we do on our end to improve the Answer bot answers?

                                                                                                                  Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing

                                                                                                                • How to upload file to Connect using API?

                                                                                                                  Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.

                                                                                                                • Group Tax in Service Line Items

                                                                                                                  Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!

                                                                                                                • OAUTH_SCOPE_MISMATCH Error for Marketing Automation APIs with CRM Plus Account

                                                                                                                  I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.

                                                                                                                • Function #4: Schedule Customer Statements

                                                                                                                  Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

                                                                                                                • Limiting search or dependencies with an asterisk "*".

                                                                                                                  I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields

                                                                                                                • Cross Data Center Support for 1:1 Chats with External Users

                                                                                                                  Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that this

                                                                                                                • Handling Greetings/Small Talk at the Beginning of a Zobot Conversation

                                                                                                                  Hello everyone, I’m currently configuring a **Zobot** in Zoho SalesIQ and everything is working as expected, except for one specific scenario at the very beginning of the conversation. My target audience has the habit of starting with a **greeting or

                                                                                                                • Regex in Zoho Mail custom filters is not supported - but it works!

                                                                                                                  I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex

                                                                                                                • Importing a new list into campaigns

                                                                                                                  I'm in the middle of switching my email platform to campaigns. I have a list that I want to import, and it overlaps with my existing Zoho CRM list. The fields in my Zoho CTM are more robust. Will this new list that I upload into my campaigns overwrite

                                                                                                                • when I email a invoice how can i see it was sent and also were i can go to see all emails sent

                                                                                                                  when I email a invoice how can i see it was sent and also were i can go to see all emails sent?

                                                                                                                • How can I see content of system generated mails from zBooks?

                                                                                                                  System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.

                                                                                                                • CRM Blueprint Notification by Cliq

                                                                                                                  Dear Zoho team, In Workflow, there is nofication by cliq, but in blueprint, there is no option as cliq notification. I think it is very convenient to get notified by Cliq , as there are multi modules in apps, but we will always check Cliqs

                                                                                                                • Sync Contacts in iOS

                                                                                                                  What does the "Sync Contacts" feature in the iOS Zoho Mail app do?

                                                                                                                • Live webinar: Craft the ideal sales pitch deck with Show

                                                                                                                  Every great sale starts with a great story. And your pitch deck? That’s where the story takes shape. But too often, these presentations end up looking generic, overloaded with text, or lacking structure. The good news is, it's easier to fix than you think!

                                                                                                                • Project Statuses

                                                                                                                  Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them

                                                                                                                • 👋 Welcome to the Zoho MCP Community

                                                                                                                  Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re

                                                                                                                • DNS Manager

                                                                                                                  Where Can I find my DNS manager so I can link this to click funnels or AWEBER

                                                                                                                • How do I sync multiple Google calendars?

                                                                                                                  I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can

                                                                                                                • Next Page