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






                    Zoho Campaigns Resources


                          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 – 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.

                                                          • 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 security

                                                          • Zoholics 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


                                                          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 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

                                                                                                          • Upcoming Changes to the Timesheet Module

                                                                                                            The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next

                                                                                                          • Best way to schedule bill payments to vendors

                                                                                                            I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

                                                                                                          • Cant update image field after uploading image to ZFS

                                                                                                            Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make

                                                                                                          • Billing Management: #4 Negate Risk Free with Advances

                                                                                                            In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last

                                                                                                          • Is there an equivalent to the radius search in RECRUIT available in the CRM

                                                                                                            We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

                                                                                                          • Zoho CRM Inventory Management

                                                                                                            What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?

                                                                                                          • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

                                                                                                            Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)

                                                                                                          • Get Workflow Metadata via API

                                                                                                            Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation

                                                                                                          • Zoho Projects - Q2 Updates | 2025

                                                                                                            Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth

                                                                                                          • FSM setup

                                                                                                            So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.

                                                                                                          • Upcoming Updates to the Employees Module in Zoho Payroll (US)

                                                                                                            We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where

                                                                                                          • Possible to Turn Off Automatic Notifications for Approvals?

                                                                                                            Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account

                                                                                                          • ZOHO Creator subform link

                                                                                                            Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked

                                                                                                          • Allow Resource to Accept or Reject an Appointment

                                                                                                            I have heard that this can be done, is there any documentation on how?

                                                                                                          • Create new Account with contact

                                                                                                            Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?

                                                                                                          • Custom Fonts in Zoho CRM Template Builder

                                                                                                            Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

                                                                                                          • Python - code studio

                                                                                                            Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already

                                                                                                          • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

                                                                                                            Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

                                                                                                          • How To Insert Data into Zoho CRM Organization

                                                                                                            Hi Team I have this organization - https://crm.zoho.com/crm/org83259xxxx/tab/Leads I want to insert data into this Leads module, what is the correct endpoint for doing so ? Also I have using ZohoCRM.modules.ALL scope and generated necessary tokens.

                                                                                                          • Where can I get Equation Editor por Zoho Writer?

                                                                                                            I need to use Math Formulas in my document. Thank you.

                                                                                                          • How can I get base64 string from filecontent in widget

                                                                                                            Hi, I have a react js widget which has the signature pad. Now, I am saving the signature in signature field in zoho creator form. If I open the edit report record in widget then I want to display the Signature back in signature field. I am using readFile

                                                                                                          • Creator roadmap for the rest of 2022

                                                                                                            Hi everyone, Hope you're all good! Thanks for continuing to make this community engaging and informative. Today we'd like to share with you our plans for the near future of Creator. We always strive to strike a good balance of features and enhancements

                                                                                                          • Filtering repport for portal users

                                                                                                            Salut, I have a weird problem that I just cannot figure out : When I enter information as administrator on behalf of a "supplier" portal user (in his "inventory" in a shared inventory system), I can see it, "customer" portal users can see it, but the

                                                                                                          • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

                                                                                                            Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

                                                                                                          • Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

                                                                                                            Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit

                                                                                                          • BUTTONS SHOWN AS AN ICON ON A REPORT

                                                                                                            Hi Is there any way to create an action button but show it as an icon on a report please? As per the attached example? So if the user clicks the icon, it triggers an action?

                                                                                                          • Dropshipping Address - Does Not Show on Invoice Correctly

                                                                                                            When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

                                                                                                          • RFQ MODEL

                                                                                                            A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books

                                                                                                          • Will zoho thrive be integrated with Zoho Books?

                                                                                                            title

                                                                                                          • Product Updates in Zoho Workplace applications | August 2025

                                                                                                            Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this August. Zoho Mail Delegate Email Alias Now you can let other users send emails on your behalf—not just from your primary

                                                                                                          • Notebook audio recordings disappearing

                                                                                                            I have recently been experiencing issues where some of my attached audio recordings are disappearing. I am referring specifically to ones made within a Note card in Notebook on mobile, made by pressing the "+" button and choosing "Record audio" (or similar),

                                                                                                          • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

                                                                                                            Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please

                                                                                                          • Want to use Zoho Books in Switzerland. CHF support planned?

                                                                                                            Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy

                                                                                                          • Weekly Tips : Teamwork made easy with Multiple Assignees

                                                                                                            Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate reminders

                                                                                                          • Best way to share/download presentation files in Zoho without losing formatting?

                                                                                                            Hello Zoho Community, I often work with PPT/PDF files in Zoho Docs and share them with colleagues. While PDFs usually give a direct download option, I’ve noticed that PPT/PPTX files sometimes only open in the viewer without a clear download link. Is there

                                                                                                          • Celebrating Connections with Zoho Desk

                                                                                                            September 27 is a special day marking two great occasions: World Tourism Day and Google’s birthday. What do these two events have in common (besides the date)? It's something that Zoho Desk celebrates, too: making connections. The connect through tourism

                                                                                                          • What is Resolution Time in Business Hours

                                                                                                            HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance

                                                                                                          • How use

                                                                                                            Good morning sir I tried Zoho Mail

                                                                                                          • Adding Overlays to Live Stream

                                                                                                            Hello folks, The company I work for will host an online event through Zoho Webinar. I want to add an overlay (an image) at the bottom of the screen with all the sponsors' logos. Is it possible to add an image as an overlay during the live stream? If so,

                                                                                                          • Email Sending Failed - SMTP Error: data not accepted. - WHMCS Not sending emails due to this error

                                                                                                            I have been trying to figure out a fix for about a week now and I haven't found one on my own so I am going to ask for help on here.  After checking all the settings and even resetting my password for the email used for WHMCS it still says: Email Sending Failed - SMTP Error: data not accepted.  I have no clue how to fix it at this point. Any insight would be lovely. 

                                                                                                          • Next Page