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
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! ExtremeWhat’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, expandedAnnouncing Agentic AI - Ask Zia!
We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.Invitation-Based User Access in Zoho Analytics
Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve securityZoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience
Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you
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
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
When using "locations" in zoho books, can you keep the two locations totally separate from each other?
I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are inAdding a Channel to SalesIQ
I have a client that currently uses Zoho CRM and Zoho Desk. They would like a live chat to place on their website that has a mobile app and chat bots (something like SalesIQ). However, they would also like to have all this work over SMS as well. Does the SalesIQ API allow this? Can I add visitors without them being a visitor on a website? Thanks! Bryan RedeagleDataPrep Bigquery Connection failed
Hello everybody, I want to create a connnection beetwen Bigquery and Dataprep but when I try to connect my project I got this error Loading tables has failed. Table list fetched from the data source expired.How Do I Refund a Customer Directly to Their Credit Card?
Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive
Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancementsImportant Features Missing
Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargetingZoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)
Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addressesCurrency selector (based on variable) usage in comparsion
Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparisonCustomize Column in Projects - Default View for Template?
Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over. Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etcAsk the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk
Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to yourMulti-Page Forms in Zoho Creator!
Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completionUnable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed
Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-serverEmail login error
Login successfully but email page errorShared Mailboxes Disappeared
Zoho Mail users in our company haven't been able to see their Shared Mailboxes for the past few hours. I've checked with App and Web Access, but they can't access them. When I send emails to their addresses, I get no error messages. They're still visibleRemote Server is misconfigured
Dear Team, I am unable to use email id as remote server is misconfigured. It would be really great if you could help on this and get this resolved. Thanks & Regard Rohit Guptawhy cant i access my email account. it keeps asking me for reverifiying my account by entering my password.
I cant access my account. it keeps asking me for reverifcaton by entering my password. once its entered it asks for it over and over.Free webinar alert on October 16 - Less Complexity, More Security: Workplace + Directory
Hello Zoho Workplace Community! Security and productivity shouldn't be at odds—and with Zoho, they're not. Discover how Zoho Workplace + Directory delivers seamless collaboration with enterprise-grade security, all in one integrated ecosystem. Join ourEmail Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members
Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within yourWorkdrive and ChatGPT Team Synced Connectors
Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team editionAlias Name (on items) use case in Zoho inventory
Hey, Hope everyone is well. Wondering if anyone can shed some light on the use case of Alias Names on Products in Zoho Inventory? Cheers, ChrisUpdating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function
I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modifySend e-mail with attachments
Dear Zoho, How is that possible in Zoho Flow to send an e-mail with attachment? Just a simple example: Zoho Flow checks my Zoho mails and if the conditions starts the trigger then I would like to send an email with the original email's attachment. Any idea? BR, AdamHow to I get checkboxes on a subform to update via deluge
Hello, would someone be able to tell me what I'm doing wrong here? I am trying to take the contents of a Deals subform and add them to an invoice then update the checkbox on each row so that 'add to invoice' is unticked and 'invoiced' is ticked. The outputCRM Related list table in Zoho analytics
In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.Your bot just got smarter: AI-Powered routing that reads between the lines
What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missingTips & tricks: Make SalesIQ automations work for you
Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all thisUrgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,
Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) availableUnified customer portal login
As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is thatMicrosoft Teams now available as an online meeting provider
Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the MeetingsZoho Projects - Task Owner filter at Project level
Hi Projects Team, The feature requests I would like to raise is the ability to create a custom view at the project level for projects with tasks owned by a user or users. For example "Ashley's Projects" custom view might contain a list of project in whichCadences
I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won'tZoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.Custom Fonts in Zoho CRM Template Builder
Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities ifWould be really awesome to have Created Time and Modified Time showing for custom functions list
It would be SO HELPFUL to be able to sort custom functions by created time/ modified time. Also seeing a created by/ modified by with the little profile picture would be supremely helpful as well. Just really hard sometimes to find a function you wereWhat'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! ExtremeTicket 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 ticketPayments 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 ! .....Ability to add VAT to Retainer Invoices
Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices. It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe! So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomesZOHO 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" insteadNext Page