What's New in Zoho Analytics - August 2026

What's New in Zoho Analytics - August 2026

Hello Users!


This month puts you in control of how your analytics moves: promote content safely between workspaces with Deployment Management, govern data access and sign-in more precisely, and make your forecasts smarter with external drivers. There's also faster live data, new connectors, and finer scheduling across the board.



Administration & platform

Bigger control over how your analytics content is built, promoted, and accessed.

Deployment Management 

Your analytics content now gets a release pipeline of its own, so you never have to edit reports in a live workspace and hope nothing breaks. Deployment Management connects your workspaces as ordered stages, such as Development, Testing, and Production, letting you build freely, validate at every step, and see exactly what changed before you promote anything. Push to production only when it is ready. Deployments carry only the metadata from one stage to the next, so your live data is never touched, and the full history stays one click away. Head to Organization Settings and create your first deployment flow.

For more information, visit the Deployment Management help document.

Data source permissions for custom roles

Custom roles with the All Data, Reports And Dashboards access type now include a dedicated set of data source permissions: View, Use, Sync, Edit, and Remove Data Source. Grant exactly the level of data source access each role needs; these permissions apply to essential connectors and to sources created by other users, while users always keep full access to the sources they own.

For more information, visit the Manage custom roles help document.

New sign-in methods for white label portal users

Zoho Analytics now supports social sign-in for your white label portal. Configure Google, Facebook, LinkedIn, or Microsoft from the new Sign-in Methods tab in White Label Settings, and let your users sign in with an account they already use instead of setting up a new password. For more information, visit the Manage Configuration help document.

Multilevel subfolders

You can now nest subfolders deeper within your workspace folders, giving you improved flexibility to organize reports and dashboards the way your team actually works.
For more information, visit the Viewing Workspace help document.

Advanced Analytics

Multivariate forecasting: exogenous variable support

Forecasts can now account for external drivers that influence your metric without being driven by it. When adding influencing factors, you can group them as dependent and independent factors, up to five in total. Dependent factors are endogenous variables that move together with your target, such as revenue or demand when forecasting sales. Independent factors are exogenous variables, such as marketing spend, discounts, or campaign budget, which influence sales but are not driven by it. With dependent factors alone, the VAR model is applied; adding independent factors switches the forecast to VARX (Vector Auto Regression with exogenous variables). The Forecast Model dialog names the model applied and lists the factors used.

For more information, visit the Forecasting help document.


Data import & connectivity

New sources to connect, and faster access to the ones you already have.

Data Cache for Live Connect

Speed up report and dashboard loading with Data Cache for Live Connect. Zoho Analytics can now cache summary values from your live data source and refresh the cache at an interval you configure, reducing the need to fetch data from the live source for every request. When you need up-to-the-minute numbers, you can still fetch the latest data live whenever needed. For more information, visit the Data Cache for Live Connect help document.


New Connectors

More business apps and databases you can connect to Zoho Analytics this month:
  • Chargebee: Connect your Chargebee data to analyze your subscription billing and revenue. For more information, visit the Chargebee connector help document.
  • Help Scout: Bring in your Help Scout data to report on your customer support performance. For more information, visit the Help Scout connector help documentument.
  • Supabase: Connect to Supabase as a new database source in Zoho Analytics. For more information, visit the Supabase help document.

Reporting & usability

Compare two metrics in a single widget

You can now bring two metrics into the same KPI widget. Until now, each widget paired a single metric with a dimension or date; now two metrics (like say, Sales and Cost) can sit together in one view, saving you from building and reading two separate widgets. Try it on any KPI widget and see the comparison for yourself.

For more information, visit the KPI Widgets help document.

Flexible schedules for Data Alerts

You now have finer control over when Zoho Analytics checks your alert conditions. Monthly schedules let you set an interval of 1 to 12 months, so checks can run monthly, once in two months, or on any longer cycle, and a new Yearly frequency covers annual checks. You can also pick relative-day patterns such as the 1st Sunday or the Last Friday of the month, skip weekends on Hourly and Daily schedules, and set a time zone for each alert.

For more information, visit the Data Alerts help document.

Developer platform

New Action APIs for Custom Visualizations

Four new Action APIs are now available in the Custom Visualizations JS API: invokeViewUnderlyingData, invokeExplainData, invokeDrillThrough, and invokeDrillAction. Each directly invokes the corresponding action for a clicked data point, so your custom visuals can trigger underlying data, explain data, drill through, and drill actions without opening the interaction menu.

For more information, visit the Custom Visualizations page.

That's everything new in Zoho Analytics this August. For the complete list of updates, visit our What's New page.

    Access your files securely from anywhere

        Zoho FSM Video Tutorials

          Workforce
          Mobile App
          Job Scenarios
          Scheduled Maintenance
          FSM × Desk
          FSM × Books & Invoice
          FSM × WhatsApp

          MCP Tool Guide MCP Changelog
              What's new
              Blogs
              Community
              Zia
              API resources
              Pricing
              Integrations
              Town Hall
              Custom Apps


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






                                    Zoho Developer Community



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





                                                        Latest Feature Updates

                                                          • Desk Community Learning Series


                                                          • Digest


                                                          • Functions


                                                          • Meetups


                                                          • Kbase


                                                          • Resources


                                                          • Glossary


                                                          • Desk Marketplace


                                                          • MVP Corner


                                                          • Word of the Day


                                                          • Ask the Experts




                                                              Zoho SalesIQ Resources

                                                                    • Sticky Posts

                                                                    • What's New in Zoho Analytics - August 2026

                                                                      Hello Users! This month puts you in control of how your analytics moves: promote content safely between workspaces with Deployment Management, govern data access and sign-in more precisely, and make your forecasts smarter with external drivers. There's

                                                                    • What's New in Zoho Analytics - June 2026

                                                                      Hello Users! This month is about meeting your data wherever it lives: reaching it from AI assistants, bringing it in from more sources, and keeping it flowing with less manual effort. Here's what's new across Ask Zia and AI, data import, integrations,

                                                                    • What's New in Zoho Analytics - February 2026

                                                                      Hello Users! We're back with another round of updates for Zoho Analytics. This month's release focuses on giving you greater flexibility in how you visualize, manage, and act on your data - with new features like custom visualizations, remote MCP server,

                                                                    • What's New in Zoho Analytics - May 2026

                                                                      Hello Users! We're back with another round of updates for Zoho Analytics. This month's release focuses on giving you greater flexibility in how you visualize, manage, and act on your data. We are introducing richer data visualizations, smarter AI-powered

                                                                    • 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


                                                                    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 Billing 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

                                                                                                                        • Admin Logging in as another User

                                                                                                                          How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early

                                                                                                                        • ChatGPT Plugin / MCP Server auth error

                                                                                                                          Hi all I'm trying to connect the ChatGPT plugin for Zoho CRM but after username stage of the auth process, I get this error. {"error_description":"Invalid request url, Request is not as per defined in oauth metadata.","error":"mcp_error"} I've tried in

                                                                                                                        • Open Records in a New Browser Tab

                                                                                                                          Hi FSM Team, Just a suggestion: It would be helpful to have a right-click → Open in New Tab option in FSM, similar to CRM. This should ideally work for any clickable record or module, allowing users to open multiple records in separate tabs without losing

                                                                                                                        • Dashboards for Customers

                                                                                                                          Is it possible to build dashboards for each customers in the community for their tickets?

                                                                                                                        • Project Management Platforms for AI Agents: What Matters Most?

                                                                                                                          Zoho Projects is already going beyond basic AI assistance with MCP, AI Bridge, and integrations that let AI models access project data and perform actions. That raises an interesting question: what should a project management platform for AI agents actually

                                                                                                                        • Cannot add note to record on mobile

                                                                                                                          In the latest version of the mobile app - if a record already has notes associated with it - you can add a note via the mobile app - if a record does not have previous notes there is no way to add a new one - it allows me only to send email

                                                                                                                        • Custom color coding for your entities

                                                                                                                          Our brains are fine tuned to recognize colors before any text or shapes, making color coding a powerful tool to organize data and find items quickly. Color coding of our day-to-day work help with quickly processing the information, reducing cognitive

                                                                                                                        • The Social Wall: August 2026

                                                                                                                          Hello everyone. Welcome to the August 2026 edition of The Social Wall. This month, we're bringing you updates that make it easier to reach your audience, manage more channels, and streamline your publishing workflow. Here’s what’s new. WhatsApp bulk messaging

                                                                                                                        • Check out in Meetings

                                                                                                                          Why there is no check out in Meetings of Zoho CRM, very difficult to track

                                                                                                                        • How do I get to "Admin Panel"

                                                                                                                          I just started a Cliq account. I am the sole administrator. As I read the documentation, I keep seeing reference to an "Admin Panel". I see no way to access this from my Cliq account. How do I access this panel?

                                                                                                                        • 【初開催！ オンライン】Zoho Campaigns メール配信の基礎・活用勉強会を開催します！ 10/15 参加無料

                                                                                                                          ユーザーの皆さま、こんにちは。 Zoho コミュニティグループの中野です。 Zoho ユーザーコミュニティ初となる、メールマーケティングをテーマにしたオンライン勉強会を開催します！ ▶︎イベント詳細・参加登録はこちら 今回取り上げるサービスは「Zoho Campaigns」です。 「Zoho CRMとZoho Campaignsのどちらからメールを配信すればよいか分からない」 「一斉配信はできるようになったけれど、現在のリスト管理や設定が正しいか不安」 「メールを送るだけで終わり、配信後の改善につなげられていない」

                                                                                                                        • Lookups and Custom Modules

                                                                                                                          I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationship

                                                                                                                        • Marketing Tip #46: Run flash sales the right way

                                                                                                                          A flash sale can do a lot for your store. It can clear slow-moving inventory, spike revenue on a slow day, or reward your most loyal customers. But if done carelessly, flash sales can backfire. Customers start expecting discounts, stop buying at full

                                                                                                                        • Introducing Smart Fields in Zoho Forms

                                                                                                                          Hello form builders! We are excited to introduce Smart Fields in Zoho Forms - a faster way to add calculations to your forms without writing formulas. Instead of creating multiple fields and configuring complex calculations yourself, you can now drag

                                                                                                                        • Checkbox not displaying correctly in subform

                                                                                                                          Greetings: I have shared my app (wv) with support.  I am having problems with a checkbox field not displaying correctly in a subform.  The main form is called volunteers and the subform is called volunteers_subform.  The field in question is called roles. When you access the subform by itself the checkbox lookup displays as checkboxes.  But when you view it in the main volunteers form, it displays as a multi-select dropdown instead.   I have attached jpegs showing the difference.   Any thoughts?

                                                                                                                        • Unbundle feature for composite items

                                                                                                                          We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in form

                                                                                                                        • The reason I switched away from Zoho Notebook

                                                                                                                          My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital

                                                                                                                        • Valid characters for use in email addresses using Zoho's apps/APIs

                                                                                                                          We have found an issue with the + sign character in zoho subs - we are allowed to create a customer with an email address that has a plus sign but the API doesn't allow the + so the billing portal is not created. We are going to prevent users from using

                                                                                                                        • Expand Zoho Analytics Spatial Capabitlities

                                                                                                                          Dear Analytics team Thanks for the great product - I'm a big fan on Analytics and the monthly release highlights is one of my favourite emails to receive. I'd like to request expansion and improvement of Zoho Analytics spatial data capabilities, namely:

                                                                                                                        • Automate customer follow-ups with Sequences in Bigin

                                                                                                                          Greetings, We hope you're all doing well! We're happy to announce a new feature that we've added to Bigin. Following up with every lead at the right time can be challenging, especially when your team is managing multiple conversations across emails, calls,

                                                                                                                        • Displaying only unread tickets in ticket view

                                                                                                                          Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that

                                                                                                                        • Adding Custom Status Options in Work Order Action Menu

                                                                                                                          Hello FSM Team, We would like to inquire if it is possible to add more custom options in the Work Order action/status dropdown (e.g., Cancel, Terminate, Non-Billable, Void, etc.). Currently, the available options are limited, and we are unable to customize

                                                                                                                        • Can we have an automated TDS Receivable Recon with Form 26AS of Income Tax Portal ?

                                                                                                                          Can we have an automated TDS Receivable Recon with Form 26AS of Income Tax Portal ?

                                                                                                                        • Tag Limi?

                                                                                                                          is there any way to create more than 20 tags? 

                                                                                                                        • prefill_data for Creator + Merge & Sign

                                                                                                                          Hello, Is there an option to use prefill_data for signer fields from creator? I see the option for CRM but it will not work with creator? I have tried passing the value in the signer data, and that also does not work. Alternatively, is there a way to

                                                                                                                        • Delug script

                                                                                                                          I have been looking at auto-update a amount (home currency) field from another module. Zoho native multicurrency was used in the other module (we have 4 here). Custom script was input with no error, but the field was not updated on trigger. Script as

                                                                                                                        • Can I Build a Gaming Website Using Zoho? Need a Quick Roadmap

                                                                                                                          Hi Dear Members, I want to create a gaming website using Zoho. Is it possible? My goal is to build a sleek, unique, easy-to-navigate, and fast-loading website for a gaming project. I want the site to look professional, user-friendly, and optimized for

                                                                                                                        • Remove Due Date from Statements

                                                                                                                          Is it possible to remove the Due Date on the Invoice transation line on statements? I have figured work arounds to get the Invoice detail on the Statement but cannot work out haw to simplify the stament by removing the "- due on xx/xx/2026" - it really

                                                                                                                        • What Should an Agent-Native Project Workspace Look Like

                                                                                                                          AI is moving beyond assistants that simply answer questions. With tools like MCP, agents can now interact directly with project data and perform actions. That makes me wonder: what should an agent-native project workspace actually look like? For me, it

                                                                                                                        • unable to join meeting due to speaker issue

                                                                                                                          unable to join meeting due to speaker issue

                                                                                                                        • How to add formatting in zoho.cliq.postToUser(...) message?

                                                                                                                          In a CRM Deluge function, I'm trying to use the message formatting guidelines given here: https://www.zoho.com/deluge/help/cliq/posting-to-zoho-cliq.html#message-formats My message is: message: #Title text. The result in Cliq is: #Title text. (no large

                                                                                                                        • Marketing Tip #50: Sell digital products and use them to grow your store

                                                                                                                          Physical products need packaging, shipping, and stock management. Digital products need none of that. Once created, they can be sold an unlimited number of times, delivered instantly, and never go out of stock. What counts as a digital product? A digital

                                                                                                                        • Turn off Mobile Optimize

                                                                                                                          Hello is it possible to stop the automatic mobile optimization of my site as it looks much better on a mobile in full site format rather than mobile format. Thanks

                                                                                                                        • How to select from pricebook when creating a salesorder or quote

                                                                                                                          I am creating a sales order and when selecting the Products I do not see any where to select from pricebooks. How do i associate this to my orders?

                                                                                                                        • API - Available Stock Definitions

                                                                                                                          Okay, Zoho team... your copywriters fell down on the job for this one :) I think these warrant a bit more explanation as to what they include and what they don't.

                                                                                                                        • Cross-application Deluge calls fail when application link name starts with a number

                                                                                                                          I encountered an issue when calling a custom function in another Zoho Creator application within the same account. The target application’s URL/application link name began with a number, similar to: 27_example_application The following cross-application

                                                                                                                        • Transformez vos webinaires en opérations automatisées

                                                                                                                          Organiser un webinaire, c’est bien plus que passer en direct. Il faut gérer les inscriptions, suivre les participants, envoyer les enregistrements, mettre à jour le CRM… et s’assurer que chaque étape se déroule au bon moment. L’automatisation des workflows

                                                                                                                        • Marketing Tip #1: Optimize item titles for SEO

                                                                                                                          Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly

                                                                                                                        • How can I filter inactive/disable agent tickets?

                                                                                                                          Hello, We have an user-agent that left the company and we inactive/disabled his agent. So, now I can no longer filter or search tickets that he is the current owner, or even create a rule to reassign tickets to another person when the ticket is reopen.

                                                                                                                        • How do i move multiple tickets to a different department?

                                                                                                                          Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?

                                                                                                                        • Next Page