Zoho Analytics Release 4.0
Reporting to Analytics
Zoho Reports is now renamed as Zoho Analytics!! Since we offer in-depth data analytics beyond reporting already, it is only fitting that we make this name change to reflect the power of the product.
Refreshed User Interface
Introducing an all new user interface with the following key features.
Home Page
All your workspaces in one place
Access all your owned and shared workspaces in one place. You can preview, search, sort and mark favorite for quick access.
Easily access your dashboards
Access Dashboards across all your workspaces. You can preview, filter and search.
View As
Connect to any data source
Our extensive import options are now grouped for convenience.
Theme support
Now we support to customize the Theme for overall product.
Learn More about the new Home page.
Workspace Explorer
Easy Navigation
Easily navigate across all your dashboards, reports and data tables in your workspace.
Global Search
Search across all your views in this workspace using the global search bar.
Rename Views
Easy inline renaming option for views and workspaces.
Learn More about the new Workspace Explorer .
Personalized Dashboards
Dashboards has got a major facelift. Here are the key highlights.
Flexible Dashboard Layouts
Dashboard now supports a flexible m x n layout. With this, you can add multiple views in a single row and have any number of rows.
Smart Align
With Smart align option, Zoho Analytics will intelligently auto align the components of the Charts embedded in a Dashboard depending on the space available. This removes clutter and enhances readability.
Dashboard Themes Presets
Dashboard now offers a set of cool preset themes along with a range of customization options to increase the visual appeal. Learn more
Merging User Filter
Now you can merge multiple user filters, based on similar text columns from different tables into a single filter. This reduces duplicate filters and enhances user interactions. Learn more
Colored KPI widgets
Now you can add background color for your KPI widgets.
Ask Zia - AI Powered Assistant
Users can ask Zia questions such as, "What was my monthly sales for the last year across regions?" Zia converts such questions to complex SQL queries in the back end and gives answers in the form of visual reports, without users having to create them manually.
Zia can auto-blend data and understand questions that span across business apps - e.g., "Give me the revenue per employee" - where revenue comes from the accounting app, and employee count comes from the HR app. Zia comes up with multiple suggestions as possible answers, from which users can choose the relevant report.
Note: This feature will be incrementally enabled to users very soon.
Deep Analytics
Auto Blending of Data
Data is typically siloed in departmental business apps. If a CEO wants to see this month’s new sales, marketing spend, support tickets got, and invoices sent, she has to go to each of the different apps. Let’s say she also wants to know revenue (data in accounting or CRM app) per employee (data in HR app), it becomes even more arduous.
This is where Zoho Analytics can help with its intelligent auto-blending capability. Zoho Analytics makes it easier to analyze data from across apps by automatically identifying the connection between this apps and making it easy to create interactive reports and dashboards.
Forecasting
Forecasting enables you to easily predict your future data trends. It uses powerful forecasting algorithms which analyzes your past data deeply and comes up with the best forecast for the future. Learn more
Smart Data Alerts
Customizing Lookup Path
Report specific formulas
New Summary Functions for Pivot Table
New Data Connectors
Zoho Analytics enriches its third-party integrations with seven new connectors for popular business apps, expanding the number of connectors to over 100. Each of these connectors come with more than 100 pre-built domain-specific reports and KPI dashboards that users can benefit from right away.
- For social media agencies: Facebook Pages , Twitter handles , and Twitter competitive analytics
- For marketing agencies: Bing Ads and Facebook Ads analytics
- For HR leaders: Zoho People analytics
- For Finance : QuickBooks Desktop
Enhanced Visualizations
What's analytics without cool visualizations? The following new visualization options have been added to Zoho Analytics to enable you narrate.
Geo Map chart
Zoho Analytics now supports location based analysis with Geo Maps. Learn More
Heat map chart
Heat map is pretty useful for categorizing and visualizing data based on factors like volume of occurence, intensity, performance scale (bad to good) etc., Learn More
Dial Widgets
Zoho Analytics now provides full and half dial charts as widgets in Dashboards. These dial charts are the best to visualize a key metric in comparison to the target . Learn More
New Color Palette
New vibrant color palates has been introduced for charts. Default color palate has also been changed.
Collaboration
Contextual Commenting
Collaborative analytics has taken a new form. No more paperwork or lost email threads. Start commenting in real time and make data driven decisions together. Learn more
Access Logs
Zoho Analytics now enables you to track the activity of all users in your account, from administrator to public users, through Audit Logs. Learn more
Column Level Sharing
You can control what data your users get to see and create reports upon by sharing selective columns alone. Learn More
Zoho Analytics On-Premise
Do you have concerns moving data to the cloud for analytics from in-house databases or applications? We heard you. Zoho Analytics now announces the on-premise edition, which can be installed in both Windows and Linux machines. You can easily setup and use in your private network or private cloud. Download now
Lots more
Not just the above, Zoho Analytics Release 4.0 is enriched with 50+ new features. As you use the product, you will come across a lot more features. Some key ones:
- New version of mobile apps for iOS and Android, with new revamped interface and lots of new features. Learn more
- Databridge, an independent utility that lets you connect easily to your on-premise/hosted data sources for data import. Learn More
- Option to customize Tabs Position either on the top bar (default), or below the top bar is available.
Try the new Release 4.0. We are sure you will like it. Please do post us your valuable comments/feedback here or write to support@zohoanalytics.com . We would love to hear from you !!
Access your files securely from anywhere
Zoho Developer Community
Topic Participants
Janani Thakshayani
Zalman
Sticky Posts
Announcing Zoho Analytics 6.0 Beta!
We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics teamWhat's New in Zoho Analytics - August 2024
Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the dataWe are coming to your city! Zoho Analytics Community Meetup
Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructingZoho Analytics: 2021 Look Back
As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021[Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022
Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution. Hear more from Claudio Cabeza, Director at PREMO
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Zoho Bookings Multilingual ?
Hello, Not sure if there is a way to do it currently, but it would be very helpful if Zoho bookings allowed multilingual translations so we could have our booking pages and notifications setup in multiple languages. Thanks,Allow customers to choose meeting venue and meeting duration on booking page
My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle theseProblem viewing document imported from google drive.
Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a wayTwo way sync Zoho Mail and Bookings
Hi, I know it’s possible to view Bookings appointments in Zoho Mail, but is there a way to see my Zoho Mail meetings in the Bookings calendar?Modifying iframe data of Zoho booking iframe
Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a defaultSending my emails to Spam Folder
I am loosing my business because of this issue, many of my customers are receiving their email in the spam sometimes no one checks themWhy can't I sync my Zoho Mail tasks and notes with my mobile device, and is there a way to fix this issue?
I'm having trouble syncing my Zoho Mail tasks and notes with my mobile device. Despite following the usual steps, the tasks and notes don't appear on my phone. Is there a way to fix this issue? Regards, Adamjes, Tekskills India Pvt Limited, India.Re: constant rejected email form and to my account
Hi, have had several rejection when I sent an email to Zoho account as well as other people have sent emails to my as your health Centre they have account and all aspects have been ejected. i wonder why the email are rejecting to and from. If you seeHow do I redeem credits?
How do I redeem credits that are shown in billing section?Introducing 'Queries' In Zoho CRM
Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.Will zoho thrive be integrated with Zoho Books?
titleCannot add IMAP account to "new" Outlook
Hi, I am attempting to add an IMAP account to my copy of the "new" Outlook on my desktop computer. I have tried using the default password when MFA was disabled and an app password when MFA was enabled. But neither attempt worked. My Windows 11 OS numberCustom Module I made shows the records I uploaded are there but they are not showing up.
Here's a screenshot of the module - It shows there are around 2000 records but it says that there aren't any. The module is viewable by administrators and I am on an administrator account so I am not sure why the records aren't showing. Any help wouldUpdate Zoho Flow on Sprint Work Item Status Change
Hello, I've contacted Zoho One support but have been unable to help in a timely manner, so I'm asking the community. I want to start using sprints, but I'm having an issue. I need to post updates to Slack when a Work Item has a status change. My understandingIssue with skip_workflow Not Preventing Edit Workflow Trigger
Hi Team, I am trying to upload a file to a form in Zoho Creator. However, during the upload, an edit workflow is being triggered. I want to prevent this workflow from running, so I have used the skip_workflow parameter as mentioned in the API documentation:Create Dashboard using data/tables from different workspaces
Is it possible do create a Dashboard using different tables that are part of different Workspaces?Este domínio já está associado a esta conta
quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso?Storage addon failed to upgrade
Hi, I am trying to purchase addon storage, but i am getting upgrade failed error Sorry! We are unable to process your information. Please try again after some time. If the problem occurs again, please visit our Contact Us page to reach out to the appropriateno puedo recibir correos
Hola, en la cuenta de la empresa desde hace unos tres días dejamos de recibir correos y no hemos realizado ningun cambio de configuracion, requerimos asistencia urgente por favorDefault reminders on Emails
I have seen that it is possible to set, for each email, a reminder when the email remains unresponded for some time. This is very useful, so useful that I would like to set it for all my emails, by default. Because an unanswered email usually requiresNO PUEDO RECIBIR CORREOS EN MI CUENTA ZOHO MAIL
LO QUE SI PUEDO HACER ES ENVIAR CORREOS PERO NO PUEDO RECIBIR CORREOS. Y LA CONFIGUIRACION DE MI DNS YA ESTA CORRECTA Y APUNTAN A ZOHO PERO AUN ASI NO PUEDO RECIBIR NECESITO AYUDA URGENTE YA QUE EN MEXICO NO HAY FORMA DE COMUNICARNOS VIA TELEFONIA CONSend email is not authenticated
Hi, I’m getting an error in Gmail, when receiving an email from my account in zoho, my email is already authenticated in my domain, and I don't know why I keep receiving this message... also testing in outlook, the message goes directly to "junk".Using Queries with dynamic parameters in Kiosk Studio
Hi, I'm pretty new when it comes to developing within Zoho (I'm really a .NET developer), as it was just added to my responsibilities. For a new feature in the CRM, I'm trying to develop a Kiosk function to show a list of records (retrieved by the newWorkflow Based on Manual Journal
Manual journal entries are one of the few areas that cannot kick off a workflow automation in Zoho Books currently. I would propose considering adding that. My use case is that the payroll provider I use (a flavor of SurePayroll) has a Zoho Books automationZoho sheets to crm and mapping
i want to know more about mapping the contacts that i upload from the spreadsheet also couldnt able to understand flowCondition-based data sharing rules are now available in CRM
Dear All, We are excited to introduce a much awaited feature: condition-based data sharing rules. We'd love to explain more about this enhancement. Specify record conditions in data sharing rules Data sharing rules enable you to share all the CRMAutomatic Portal invite
We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?Directly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantIs it possible to trigger the review process when a record is edited?
Hello, I need to trigger a review process whenever a field is updated to a specific value. This field is empty when the record is created and is only filled later. I know the approval process exists, but that's not what I'm looking for in this case. What【Zoho CRM】ウィザード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中野です。 今回は「Zoho CRM アップデート情報」の中からウィザード機能のアップデート をご紹介します。 今回のアップデートにより、ウィザードの「条件処理ルール」機能が改良され、以前の入力画面の項目を基に条件を設定できるようになりました。 これまでは条件設定が1つの画面内に限られていたため、画面間で情報を関連付ける際に、余分な項目を作成する必要がありました。 今回のアップデートにより、前の画面の情報を利用して次の画面に条件を適用できるため、設定がより効率的になります。Multiple date selection
Hello, we want create app for our company. We need create tasks for our employers. For example - 1 employer have task every Friday the whole year. Second have task every Monday for 6 months. For simple way create Multiple date selection in date formLast payroll of the year gives me an error
Trying to run the last payroll of the year. The payment doesn't get to the employee until 1/1/25, which is correct. However when I try to process it I get the following error: Tax calculation is not supported for the year 2025. Please change the Pay date.Partner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.Domain not usable
We have not used this domain because the Chrome systems on our office devices are not compatible with your technology. I am sorry if no one has never advised you of this. Please cancel if it has not already been canceled. Ticket# 7526594 Please seeSend a formatted CV to multiple contacts at multiple clients - and have it associate with both candidate client
I would like to send a formatted CV of a candidate to multiple contacts at multiple clients and have it kept on the record of all three; client, contact and candidate. I understand how to send an email to multiple contacts at multiple clients - and indeed I am able to attach the CV of a candidate through 'browse'. Obviously this does not associate it with the candidate though, only the contact it is sent to. Is there any way to do this? Thanks in advance.Set organization level access to Knowledge Base and manage duplicate article permalinks (with date appended to them)
Hello everyone, We have introduced two important updates in the Knowledge Base module: Permissions - A new permission called "Admin access" has been introduced under module permission. Permalink alert - Users will be alerted when an article with the sameLanguage Field on Contact Person-level
Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never syncThis domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is theZoho Books email notifications
Hi, We are currently implementing Zoho books for our organisation. I have 2 questions. 1. Are we able to embed HTML into our emails to make them look as part of our business ? Branding is very big issue for us and i would like to make sure that all branding efforts are carried across into the notification emails.. 2. Is there a way to preview the notifications that are sent out to our customers so we can make sure the look and feel is as we require ? thanksMultiple templates (Settings > Email templates)
Hi Zoho, We would like to have more options to select a template when sending an email in Zohosign. Currently we can only add 1 template per option: Is this possible? Kind regards, TristanNext Page