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

                                                                                                              • MTD SA in the UK

                                                                                                                Hello ID 20106048857 The Inland Revenue have confirmed that this tax account is registered as Cash Basis In Settings>Profile I have set ‘Report Basis’ as “Cash" However, I see on Zoho on Settings>Taxes>Income Tax that the ‘Tax Basis’ is marked ‘Accrual'
                                                                                                              • Migrate file from Single File Upload to Multi File Upload

                                                                                                                Dears, I have created a new field Multi File Upload to replace the old Single File Upload field. I'd like to ask you guys what is the best way to migrate the files to the new field?
                                                                                                              • Open "Live Chat" from a hyperlink?

                                                                                                                Hi, I often write paragraphs and text on our company website, and usually say you can get in touch with us via live chat. Can the chat window be triggered to pop open without clicking the chat graphic in the bottom window, and use it in a hyperlink? ie:
                                                                                                              • Zoho Sites search box

                                                                                                                Is there a Search box that can be added to a Zoho site? It would be for searching within the site only.
                                                                                                              • What stops me from packaging and shipping an order when the inventory is negative?

                                                                                                                It seems if the inventory value is negative, that Zoho Inventory should not allow me to create a Package and Ship it.   But, there seems to be nothing to stop me from doing that other than when I go to physically package the item and realize that there is no stock. There also seems to be nothing on the screen that even indicates to me that I should not package and ship.  To me this is the fundamental point of an inventory system.  Am I doing something wrong?   
                                                                                                              • Conditional formatting based on another field

                                                                                                                Hi I have two fields on my form stage 1 complete and stage 1 deadline.  I am trying to setup conditional formatting so that if stage 1 complete is after stage 1 deadline the record is highlighted in red. I need both stage 1 complete and stage 1 deadline
                                                                                                              • The sending IP (136.143.188.15) is listed on spamrl.com as a source of spam.

                                                                                                                Hi, it just two day when i am using zoho mail for my business domain, today i was sending email and found that message "The sending IP (136.143.188.15) is listed on https://spamrl.com as a source of spam" I hope to know how this will affect the delivery
                                                                                                              • Changing a Single-Line Text field into a Multi-line Field without losing data

                                                                                                                Is it possible to change a Single-Line Text field into a Multi-line Field without losing data. I have a module with data for which I would like to change a single-line field into a multi-line field but I'm worried it might delete the pre-existing da
                                                                                                              • Webhook - Google Sheets

                                                                                                                I have 2 forms that are both integrated with Google Sheets. I've set up a webhook to pull form 1 data from Google Sheets to prefill data in Form 2. The issue I have is that the forms name fields are First Name & Last Name but the Google sheets integration
                                                                                                              • Verified Mark Certificate

                                                                                                                Hello Dears, Can anyone help and check my mail or direct me to the desired person who can add the verification tag to my mail https://www.zoho.com/blog/mail/email-authentication-with-bimi.html
                                                                                                              • Appointment booking is temporarily unavailable

                                                                                                                Embeded Zoho booking page in my WordPress website. When someone starts a booking, after choosing time and date, an error appears before payment - "Appointment booking is temporarily unavailable due to restricted settings." Used the embeded code given
                                                                                                              • Cannot connect to 365 business calendar and Teams, says personal but it is not.

                                                                                                                hi I have a number of users connected to their 365 business accounts. Adding a new user and it thinks hes got 365 personal edition. He does not.... Anyone know what's going on. Trying for days now. Bookings go into his MS calendar but as its thinks its
                                                                                                              • Limited review (/questions) for Bookings 2.0

                                                                                                                Hi all, I'm writing this review of Bookings 2.0 for two reasons: 1) it may be of interest to others, and 2) I'd like to be corrected if I'm wrong on any points. It's a very limited review, i.e. the things that have stood out as relevant, and particularly
                                                                                                              • Zoho Bookings - Reserve with Google

                                                                                                                Does Zoho Bookings plan to to integrate with Reserve with Google?
                                                                                                              • Tip #3: How to change your booking page language

                                                                                                                Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's
                                                                                                              • Bigin Android app update: Alerts while creating tasks outside of working days, conflicting events and calls.

                                                                                                                Hello everyone! In the most recent version of the Bigin Android app, we have brought in support to display an alert if task is being scheduled outside of the working days. Also, when scheduling an event or call in the Activities module, a conflict alert
                                                                                                              • Bigin update: Link email messages to pipeline records.

                                                                                                                Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated
                                                                                                              • Bigin Android app update: Custom buttons and widgets

                                                                                                                Hello everyone! We are excited to introduce custom buttons and widgets on the Bigin Android app. Widgets: A widget is a customizable UI component in Bigin that improves efficiency and user experience. It lets businesses embed components, streamline interactions,
                                                                                                              • Collective-booking event not added to all staff calendars

                                                                                                                We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it
                                                                                                              • Project Management Bulletin: October, 2025

                                                                                                                Every need leads to innovation. Project Management tools were developed out of sheer necessity to drive large projects. With wide usage, the specifications grew precise, and so did the refinement. Over years we’ve crafted one of the best project management
                                                                                                              • Zoho Sheets saying locked when not locked

                                                                                                                Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.
                                                                                                              • Identifying and Merging Accounts with Similar (Non-Exact) Names

                                                                                                                Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of the
                                                                                                              • Option for super admin to recover the deleted chats in Zoho Cliq

                                                                                                                Currently, in Zoho Cliq, if a user accidentally deletes their chats, there is no option for the Super Admin to recover or view those deleted messages. I believe it would be helpful if Super Admins had a recovery option, perhaps within a certain time frame,
                                                                                                              • Zoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform

                                                                                                                Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho Survey
                                                                                                              • I am trying to integrate my module in sandbox environment to add data via API

                                                                                                                I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"
                                                                                                              • Setting up primary mobile number.

                                                                                                                Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.
                                                                                                              • Tables for Europe Datacenter customers?

                                                                                                                It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
                                                                                                              • Guided Conversations - Ticket Creation

                                                                                                                Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of the
                                                                                                              • How to send certain invoices for Approval based on condition?

                                                                                                                To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.
                                                                                                              • Unable to continue payment

                                                                                                                Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help me
                                                                                                              • Massive spam pretending to come from our address – is this a Zoho security issue?

                                                                                                                Hi, We’ve been receiving more and more suspicious emails lately — many of them clearly look like scams. But yesterday, we got an email that appeared to be sent from our own address, which was very concerning. We're starting to wonder if this might be
                                                                                                              • Cant recieve mails

                                                                                                                I’m having an issue with my external IMAP account not fetching any emails into Zoho Mail, even though the connection test says “Success”. I can send, if someone sends an email to me. my original directory (home.pl host) recieves it in their portal but
                                                                                                              • Zoho Sheet Autofit Data

                                                                                                                While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.
                                                                                                              • Enhancements to finance suite integrations

                                                                                                                Update on the migration (October 28, 2025): Starting this week (October 29 tentatively), we’ll begin migrating Zoho CRM users to Zoho Books as integration users. This means actions will now run under each user’s own Zoho Books access, instead of the admin’s.
                                                                                                              • Edit 'my' Notes only

                                                                                                                The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same
                                                                                                              • Job Alerts for Candidates

                                                                                                                hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can
                                                                                                              • Enhancing Task Accuracy: Automatically notify the owners upon Task duplication.

                                                                                                                Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. The requirement
                                                                                                              • Nodemailer not working with Zoho

                                                                                                                Hi All, I'm having issues with Zoho working with Nodemailer. It works as expected when using gmail as the service. Below is the code I get when using zoho. Error sending email: Error: connect ECONNREFUSED 127.0.0.1:587 at TCPConnectWrap.afterConnect [as
                                                                                                              • desktop app for TODO

                                                                                                                Is there a desktop app for Zoho TODO?
                                                                                                              • Show/ hide specific field based on user

                                                                                                                Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just
                                                                                                              • Next Page