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 Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • 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



                                                                  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

                                                                                      • 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

                                                                                                              • Ticket Export Does Not Include Ticket Threads

                                                                                                                Dear Zoho Desk Support Team, I hope you’re doing well. I would like to report an issue regarding the ticket export functionality in Zoho Desk. Currently, when exporting tickets, the ticket threads or conversation history are not included — only the ticket
                                                                                                              • Payments made notification

                                                                                                                This is a really wonderful feature but we can only use it for about 50% of payments made & have to revert to sending statements which is a real chore. Credits applied to the bills paid in the notification aren't included & this causes great confusion in the accounts receivable departments. Please, please add this required feature asap ! .....
                                                                                                              • ZOHO DESK link with Power BI

                                                                                                                HI, I am using ZOHO Desk for last two years and now my client is asking to integrate ZOHO desk data to Power BI so that they can use Data for reporting. Kindly guide in details so that i can give access to ZOHO desk export data for more visibility.
                                                                                                              • URLs being masked despite disabling tracking

                                                                                                                Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" instead
                                                                                                              • Dashboard Autorefesh

                                                                                                                Good day, I am a dashboard that displays the number of tickets based on "Product Name". This dashboard is displayed on a big TV for the team to monitor. Can the dashboard auto-refresh every few minutes to display the new values? Currently, we have closed
                                                                                                              • Deferred/ Unearned revenue

                                                                                                                Dear Zoho Team, Just in case you have missed out my query posted few days ago: We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED/UNEARNED REVENUE (ie. $10
                                                                                                              • Bigin Android app update: Zoho Books integration

                                                                                                                Hello everyone! We’re excited to introduce Zoho Books integration on the latest version(v1.8.5) Bigin Android app. Once the integration is completed in the web(bigin.zoho.com), the Zoho Books tab will be visible in detail View of Contacts, Companies,
                                                                                                              • Audit Log enhancements: Increased retention period, better user visibility, and more

                                                                                                                Hello everyone, The Audit Log brings in the following enhancements which improve the overall ability to manage data. Why did we make these updates? Extended Data Retention: Audit data can now be filtered and exported for a 60-day period, doubling the
                                                                                                              • Question Regarding Managing Sale Items in Zoho Books

                                                                                                                Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export
                                                                                                              • System flaws and lack of response from Zoho

                                                                                                                I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called
                                                                                                              • Customer Grouping

                                                                                                                Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the
                                                                                                              • Two currencies

                                                                                                                More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make
                                                                                                              • GST Slabs Redefined: Stay Compliant Using Zoho Books!

                                                                                                                Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
                                                                                                              • Edit item custom fields

                                                                                                                Getting this error : Transactions have been created with the custom field. Hence it cannot be deleted. Not trying to delete it, just trying to change which modules to show in or to not show at all in transactions !
                                                                                                              • Use Zoho Books to bill for work done in Zoho Desk??

                                                                                                                I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the time
                                                                                                              • 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 information
                                                                                                              • Bank Receipt Catagorization

                                                                                                                Hi, how can I match a bank deposit to multiple customer's invoices ? For e.g. A single person paid to us on behalf of different five customers. I need to keep the separated invoices for each customer
                                                                                                              • Payment on a past due balance

                                                                                                                Scenario: Customer is past due on their account for 4 months. We suspend their billing in Zoho books. Customer finally logs into the portal and enters a new credit card. We associate that cardwith their subscription, which will permit the card to be used
                                                                                                              • How to export all line-item descriptions for a specific item in Zoho Books?

                                                                                                                I am trying to audit a specific item (“Item X”) that has been invoiced multiple times with different line-level descriptions. Here’s the situation: I am using Zoho Books (Professional). Each invoice may contain the same item but with different descriptions
                                                                                                              • List of hidden features

                                                                                                                Hi Friends, I had another support chat today and low and behold the feature that I wanted just simply needed to be "enabled". I thought I'd share, and maybe see if others had some similar experiences. 1. This one is from 5 ish years ago. I asked if there
                                                                                                              • How to change a BAS that has been filed

                                                                                                                I have discovered that a group of expense transactions were accidentally placed in a asset account rather than an expense account. As a result I need to adjust the transaction and consequently most of my BAS to correct the error. Because the BAS have
                                                                                                              • How to Export PDF with a custom Template

                                                                                                                I need to export Sales Order with a Custom Template I have created How can I do it? I see an API to export the PDF but how can I choose which template to choose to generate the PDF
                                                                                                              • Associate email with a potential or project.

                                                                                                                I have a pivotal requirement to associate emails from various suppliers (contacts) with different potentials or projects, on an email by email basis as they come in. This question appears to have been raised before but I cannot find a definitive yes "it can be done". Could anyone please tell me, yes or no.  If the later I can stop wasting time and look at alternative crm systems. I would love not to have to do this. Thanks in advance.
                                                                                                              • Function with Search Records was working until a few weeks ago, around when "Connected Records" was released

                                                                                                                I have a custom function that has been running for nearly a year now, which suddenly stopped working around the time Zoho released the "Connected Records" update. The function is no longer finding the record using the searchRecords function. I've changed
                                                                                                              • Is CRM On Premise available

                                                                                                                Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, Devashish
                                                                                                              • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

                                                                                                                Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that
                                                                                                              • Online Assessment or any aptitude test

                                                                                                                This video is really helpful! I have one question — if I share an assessment form link (through email or with the application form on my career page), how does Zoho Recruit evaluate it? Can a candidate use Google or external help while taking the test,
                                                                                                              • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

                                                                                                                Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It
                                                                                                              • Incoming Threads Report

                                                                                                                From data to decisions: A deep dive into ticketing system reports Customers raise questions and issues through multiple channels, such as email, chat, or tickets. To monitor the number of queries received on a specific day from each channel, leads can
                                                                                                              • Conditional layouts - support for multi-select picklists

                                                                                                                Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list
                                                                                                              • Cloudflare Turnstile is now available in Zoho Forms!

                                                                                                                Hello form builders! We have added a new layer of protection to help you keep your forms free from bots. Instead of forcing users to prove they are human, Cloudflare Turnstile quietly checks browser signals in the background. Your real users glide through,
                                                                                                              • Power of Automation :: Unique Task & Issue Prefix Format and Sequencing Rule

                                                                                                                Hello Everyone, 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
                                                                                                              • 【Zoho CRM】キャンバス機能のアップデート

                                                                                                                ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、キャンバス機能のアップデートをご紹介します。 目次 グリッドについて フォーム表示のタブについて 1. グリッドについて ビジュアルデザインは細部の調整に手間がかかりますが、キャンバスのグリッドを使えば要素を整理し、バランスよく配置できます。 画像やデータなどの要素をグループ化せずに簡単に配置できます。 余白を調整することで、要素間の視覚的なバランスを保つのに役立ちます。 「表示切り替え基準の幅」を設定すると、デザインをレスポンシブに調整できます。
                                                                                                              • スマホでキャンペンメールを見ると正しく表示されない

                                                                                                                キャンペーンのメール(HTML)を作成しましたが、スマホ表示に切り替えると正しく表示されません(添付参照)過去に作成したキャンペーンでは特に意識してませんでしたが、問題なく表示されていたようです。うまく表示される場合とされない場合の違いは何でしょうか?
                                                                                                              • Zoho Calendar Integrated Into CRM?

                                                                                                                I've searched around the forums but couldn't find anything addressing this . . .  Is there a plan to integrate Zoho's stand alone calendar solution into Zoho CRM?  The CRM calendar does an OK job but is very basic and the Zoho calendar is great, but I've only figured out to subscribe to my CRM calendar within ZCalendar - there is no 2-way sync. My preferred solution would be for ZCal to become the default calendar/event solution within Z CRM. Is this on the roadmap? Thanks
                                                                                                              • Can I Create Different Page Layouts Based on a Specified Module Pick List Field

                                                                                                                I am trying to work out how to create different page layouts based on a specified module pick list field value, like the Salesforce feature where you can define multiple record types and then create custom page layouts for each record type. This is a super important feature as for almost all the modules we are using (Leads, Potentials, Accounts) we need to be able only show fields relevant to the record type. E.g. We need a very different page layout for a consumer lead Vs a commercial lead, same
                                                                                                              • Scheduling Tasks in Relation to Project End Date

                                                                                                                I use Zoho project  to help manage tasks that relate to a number of specific business events that take place.  I would like to be able to have my project end date be the date of the event and then work "back" from that date to say...   Add a task 2 weeks before the project end date to remind me to XYZ.  Does anyone know if there is a way to base task timings back from a project due date rather than a project start date?
                                                                                                              • Notes of Tasks in Zoho CRM

                                                                                                                Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understand
                                                                                                              • How to next stage blueprint in Zoho Creator

                                                                                                                Hello, I have question, its possible to next stage blueprint? in case, Start - (first stage) Leader 1 (with condition 1) - (second stage) Leader 2 (with condition 2) - (third stage) Leader 3 (with condition 3) - (fourth stage) After first stage, i want
                                                                                                              • Feature Request: Email Follow-Up Sequences Similar to Zoho CRM

                                                                                                                I’m wondering if Zoho Recruit is planning to introduce a feature similar to the Email Automation – Follow-Up Sequences that is available in Zoho CRM. In CRM, this allows users to send a series of timed follow-up emails triggered by specific actions (for
                                                                                                              • Next Page