Upcoming update to field values in Zoho Books - Zoho Analytics integration
Hello Users, We'd like to inform you of an upcoming update to the tax_category values in the Zoho Books integration for Zoho Analytics from October 20, 2026. What's Changing? tax_category field values are being renamed to align with the conventions alreadyZoho Marketing Automation WhatsApp Campaign Import Sync for Zoho Analytics
WhatsApp is a critical channel in modern marketing, yet WhatsApp Campaign metrics from Zoho Marketing Automation currently cannot be natively imported into Zoho Analytics via the default advanced analytics connector. Integrating this into the standardScheduled import
The tutorial shows a scheduled import option but this option doesn't appear to be available when using Zoho DB.ZOHO Campaigns in ZOHO Analytics - Campaigns vs Contacts Table
There seems to be information in the Zoho Campaigns table such as Unique Opens and Unique Clicks that can't be found in the Campaigns vs Contacts table where only Opens and Clicks are shown on a per contact level. Is there a way to bring Unique OpensJOIN with Select and TOP not returning data to results
hi when I add TOP to yellow it does not return cl."Id", cl."Date",cl."Outcome", cl."Membership" from the join. Remove it and they appear. The TOP and the ON seem to work as in the number of rows returned. Doing the classic join log table and return onlyPulling data from lookup fields
If I try to pull in CRM data from a lookup field, it only shows a number and not the actual name. Is there a way to get around this? It impossible to do reports using lookup field data.Last Synchronisation done date time in Zoho analytics
Hello Team, We are working on many great features, but I think we've overlooked a small feature that would provide significant value to users. Whenever data is synced from Zoho CRM, Forms, or any external source, users currently have no way of knowingWhat'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'sItem Mapping in Analytics from billing is wrong
Hi all, We've run into what looks like a field mapping bug in the Items table in Zoho Analytics, and wanted to flag it here in case others are hitting it too (or in case I'm missing a setting somewhere). Some background: our Items table in Analytics is[Webinar] The foundation of agentic AI & BI: Context graph
Any agentic AI system is only as good as the context it operates in. Without a solid contextual foundation, AI agents in business intelligence can process data but struggle to truly understand it. A well-designed context graph bridges that gap by blendingAction Required: Allowlist New IP Ranges for the IN Data Center
Update: The deadline to allowlist the new IP ranges has been extended from September 4, 2026 to September 12, 2026. All dates in this post have been revised accordingly. Dear Users, We are adding new IP ranges for the Zoho Analytics IN data center (https://analytics.zoho.in).Zoho Books - line item descriptions
When linking the data from Zoho Books into Zoho Analytics (which I did so to access data of our multiple companies), there doesn't seem to be a field in any of the tables that includes the 'description' of line items from a sales invoice, bill, creditConsider Making Printing Easier (UI)
I'm using Zoho Analytics in much the way that it was intended when it was "Zoho Reports" - as a way to pull together information across several apps in the ecosystem. I have a dashboard that I need to run each week for every employee (change the filterResources - Sort by rows consumed
Please add the ability to sort by the total rows consumed in the Resources section of Settings. I would like to see which table is consuming the most rows by sorting from high to low.[Webinar] Conversational AI: The new paradigm for agentic analytics
From hard coding to powerful agents, data and analytics is undergoing a tectonic shift, and conversational agents are at the forefront of this transformation. This goes beyond democratizing business intelligence; it's about accelerating the path fromSub Folders
It would be great if there could be sub-folders in reports. We have a ton of individual reports and folders that would be easier to navigate this wayAnalytics Dashboard User Filters Default Value
User Filters on Dashboard do not allow Unknown to be set as a default filter value. I have to include NULL values in my dashboard among other values but I can't include NULL/Unknown by default in Dashboard User Filters.[Solution] Analyze, Act and Automate with Drill Actions
Insights create value only when they lead to action. Traditional dashboards excel at helping you understand what is happening, but acting on those insights often requires manual intervention leaving the dashboard, opening another application, findingAccessing GDPR Data Source metadata for workflows and Zoho Analytics
Hi everyone, We have GDPR compliance enabled in Zoho CRM, which has added the Data Source section within the Data Privacy tab for Leads and Contacts. This section shows useful information such as: Original creation source, for example Zoho Forms Form[Product Update] Locations module migration in Zoho Books integration with Zoho Analytics
Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho BooksWhat's New in Zoho Analytics - July 2026
Hello Users, Q3 begins with exciting enhancements in Zoho Analytics, introducing new capabilities across analytics, integrations, and developer tools. Every release is designed to empower you to do more with your data. Explore the latest updates, includingAction Required: Allowlist New IP Ranges for the EU Data Center
Update: The deadline to allowlist the new IP ranges has been extended from July 24, 2026 to August 8, 2026. All dates in this post have been revised accordingly. Dear Users, We are adding new IP ranges for the Zoho Analytics EU data center (https://analytics.zoho.eu)Feature Request: ASOF JOIN support for time-series joins
Feature Request: ASOF JOIN support for time-series joins Hi all, I'd like to request native support for an ASOF JOIN (as-of join) in Zoho Analytics SQL query tables, similar to DuckDB's ASOF JOIN and pandas' merge_asof(). The problem When building a time-seriesLinking the Overview window between reports on a dashboard
Is there a way to link the Overview window for two or more charts on a dashboard? We have several dashboards where users often want to set the window for 3 or 4 reports to the same time period. Doing it manually is time-consuming and cumbersome, but IIs there a way to see a total of time agents spend on ticket today in Analytics?
I am trying to see if there is a way to look at and add the total amount of time agent have entered into tickets in desk TODAY, like a running total, not every time entry so it would show John smith 1:55:20 total Bob smith 4:20:22 total etcThere is no link between Deals and Projects in Analytics
Hello there, I am trying to link Deals with Projects in a Pivot view on Zoho Analytics. However, there is no relationship, yet on CRM there is a relationship. As you can see below, there is no link between them: However, on CRM, if you go into a Deal,[Webinar] What's new in Zoho Analytics: Q2 2026
Hey data lovers! Our What's New webinar series is bringing you another lineup of exciting features and product enhancements from the past quarter, all designed to help you get more out of your analytics. Get an inside look at new data connectors, ZohoZoho Analytics UI Bug
Hello, all, The Aggregate Formulas in Zoho Analytics' list of fields have a 3-dot menu: If the formula has a long name, the name is not fully visible in the list, and a 3-dot menu is not accessible from it: This is not convenient, especially when theWhat'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,Quick response appreciated - Vertical line on line graph
Hi, I need to present a line graph showing historical and future data points. What I'd like to do is add a vertical line to denote the current date - to clearly show what is past and what is future. How can I achieve this please? Thank you Marc[Important update] : Shopify migrating from REST API to GraphQL API
Dear Shopify integrated users, As part of enhancements, Shopify has deprecated the REST API access and all the integrated apps must comply with the new GraphQL API. Fore more details, visit : https://shopify.dev/docs/api/admin-rest/latest/resources/order#resource-objectZoho Desk data sync shows repeated “temporary error” after successful syncs
Hi everyone, we are currently using Zoho Analytics with a data synchronization from Zoho Desk. In the synchronization history, I can see a repeating pattern: the sync runs successfully, but shortly after that, another sync entry fails with the message:WhatsApp Campaign not appearing in Zoho Marketing Automation data import
I'm setting up data import from Zoho Marketing Automation into Zoho Analytics, but WhatsApp is missing from the available modules. I can see Journeys, Email Campaigns, SMS Campaigns, Users, Lists, and Leads but no WhatsApp Campaign option.Analysing Zoho Campaigns Automation Workflows in Zoho Analytics
Hello, We have started to use the Automation - Workflows functionality within Zoho Campaigns to nurture our Zoho CRM Leads. For example: When a new Lead meeting certain criteria is created in Zoho CRM, it is added to a Segment within Zoho Campaigns. UponData Labels and Bar Charts
Hi, I've got a couple of issues I'm hoping you can help me with. 1. When creating a stacked chart, it puts my text or y axis data label inside the bar rather than above it. Is there anyway that I can designate the location of the y axis data label? 2. When creating a bar chart I have cost on the x-axis and months on the y-axis. Basically comparing cost month to month. The chart looks great when the color is defaulted to the blue, but if I drag my month into the color field in order to get aTip of the Week : Moving Calculation
With some datasets, you may find it difficult to comprehend the general trend. This is because the data points can fluctuate widely. Take for example website page visits, ad impressions, or stock prices. They vary continuously, and this is where Moving Calculation can help you see the trend more easily. Moving Calculation averages the values over a specified time span, with a more smooth curve. The below recording shows how you can create a 30 day moving average curve. The summary function selectedImportant Update: Meta Deprecates Additional Facebook Pages API Metrics
Hi Facebook Pages integrated users, Meta has officially deprecated additional fields from Facebook Pages API, effective June 15, 2026. As part of this update, several metrics that were previously available through the API are no longer supported in ZohoWhat'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,Glitches on dropdowns
Hello I have a couple dashboard published. Some of my buttons and drop downs are not working - clicking on them does nothing. When I use the dashboard in the development space everything works fine, when editing and viewing. My dashboards are added to[Webinar] Agentic analytics: The emerging landscape of BI
Agentic AI represents a new class of artificial intelligence systems that can reason, plan, and act autonomously toward defined goals. These systems continuously observe context, make decisions, and drive outcomes with minimal human intervention. In theNext Page
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Announcements
Upcoming update to field values in Zoho Books - Zoho Analytics integration
Hello Users, We'd like to inform you of an upcoming update to the tax_category values in the Zoho Books integration for Zoho Analytics from October 20, 2026. What's Changing? tax_category field values are being renamed to align with the conventions alreadyWhat'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[Webinar] The foundation of agentic AI & BI: Context graph
Any agentic AI system is only as good as the context it operates in. Without a solid contextual foundation, AI agents in business intelligence can process data but struggle to truly understand it. A well-designed context graph bridges that gap by blendingAction Required: Allowlist New IP Ranges for the IN Data Center
Update: The deadline to allowlist the new IP ranges has been extended from September 4, 2026 to September 12, 2026. All dates in this post have been revised accordingly. Dear Users, We are adding new IP ranges for the Zoho Analytics IN data center (https://analytics.zoho.in).[Webinar] Conversational AI: The new paradigm for agentic analytics
From hard coding to powerful agents, data and analytics is undergoing a tectonic shift, and conversational agents are at the forefront of this transformation. This goes beyond democratizing business intelligence; it's about accelerating the path from
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Item Mapping in Analytics from billing is wrong
Hi all, We've run into what looks like a field mapping bug in the Items table in Zoho Analytics, and wanted to flag it here in case others are hitting it too (or in case I'm missing a setting somewhere). Some background: our Items table in Analytics isPulling data from lookup fields
If I try to pull in CRM data from a lookup field, it only shows a number and not the actual name. Is there a way to get around this? It impossible to do reports using lookup field data.Zoho Books - line item descriptions
When linking the data from Zoho Books into Zoho Analytics (which I did so to access data of our multiple companies), there doesn't seem to be a field in any of the tables that includes the 'description' of line items from a sales invoice, bill, creditZOHO Campaigns in ZOHO Analytics - Campaigns vs Contacts Table
There seems to be information in the Zoho Campaigns table such as Unique Opens and Unique Clicks that can't be found in the Campaigns vs Contacts table where only Opens and Clicks are shown on a per contact level. Is there a way to bring Unique Opens
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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'sWhat'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-poweredWhat'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
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