Action Required: Update your Zoho Projects – Zoho Analytics integration
Dear Zoho Projects integration users, We would like to inform you about an upcoming update to the Zoho Projects–Zoho Analytics integration. Read the full migration announcement here. As shared in the announcement, we are updating the integration to supportDashboard Filtering with 2 query tables using one filter field
Hi There, I have been using user filters on the dashboard and for the most part they are fine. However I have one issue I would like to see if there is a fix for it. I have a main query that most of my widgets use. Then I have a second query for another widget. The dashboard uses the field "brand" in the main query for the filter. The second query uses the main_query.brand field alongside fields from a second table. I have set the widget to use main_query.brand as a filter, but when the dashboardHide chart series by default (unchecked in legend)
Hi, I’m working on a dashboard in Zoho Analytics and ran into a limitation I can’t figure out. Is there a way to have certain columns (series) in a chart hidden by default via the legend (i.e., unchecked), but still available so the user can enable themAnalytics Report Visibility Issue
We are currently experiencing an issue with opening the analytics report, as the content appears invisible/unreadable. Kindly review and advise on the root cause or provide a corrected version at the earliest convenience. Your prompt support will be appreciatedHow to add a filter
Hi Team, How can I set a filter like excel, instead of adding a new button.ZOHO Reports - Filter Logic?
Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. MarkCompliance - ITAR
I was just reviewing your compliances, and noticed you do not have ITAR certification. Is this a certification you plan to get, if so what's the timeline? We currently use ZOHO for analytics, but some of your apps we cannot use due to your lack of ITARQuickbooks API with Zoho Analytics (Profit and Loss Report)
Hi There! We're currently using Quickbooks Advanced Analytics to create reports. I'm wondering if there's a way for us to use Quickbooks' API so we can grab our Profit & Loss report directly instead of creating the report in Zoho Analytics. We have journal entries that makes it difficult to identify if they are credit or debit with Zoho Analytics. I'm wondering if any user here has experienced the same issue and found a workaround or a way to display the report. Any suggestion you may have is greatlyBuilt-in Date Functions in Zoho Analytics Query Tables
I have a doubt about whether Zoho Analytics Query Tables provide built-in functions for start date, end date, and the current monthIgnroe_filtrers and drill through
I have two charts, where one is connected to the other using drill-through. The issue is with the second chart (the drill-through target). It contains an aggregation formula that uses the ignore_filters function. Under normal conditions, the formula works[Webinar] What's New in Zoho Analytics: Q1, 2026
To all the data enthusiasts out there, we're back again with another power-packed webinar in the What's New series! This last quarter was marked by exciting new features and product updates focused on offering you top-notch solutions. With new data connectors,Add a way to connect Log360 Cloud logs with Zoho analytics
Hi, Several month ago Log360 Cloud was added to zoho one - and this is great. But as far as I see there is no prebuilt way to connect Zoho analytics to the logs we have in Log360 Cloud. Please add a prebuilt connection like we have for so many other zohoColumns with no data still displayed despite "Show missing values" disabled
I have a table with missing data, but columns are still being displayed even though the "Show missing values" option is disabled. The table contains 3 columns split across 12 months. I suspect the issue is caused by one of the columns using an aggregationChange Default Currency in Zoho Reports
Is it possible to default all currency fields in my Reports and Tables to my local currency without having to reformat them every time?Zoho Project - Total Forecasted Hours
Does anyone know an easy way to get a total of all the forecasted hours across the portfolio? I'm aware trying to create a custom report that can generate this figure for each task and the total up but the completion percentage doesn't seem to come backSum over
Hi, Is there an equivalent in Zoho (Aggregated Formula) to SQL’s SUM() OVER (PARTITION BY ...)? I’m looking for a way to calculate a sum within a group (partition) without collapsing the data, so that the result is still available at the row level. HasInvoice date is incorrect
I'm trying to pull a report of Sales Orders and filter by Invoice Date. (ex: all of 2025) Unfortunately, the filter still returns lots of SO's from other years including 2026 which would be impossible to have an invoice in 2025 from a 2026 order. It'sAnyone Building AI-Based SEO Dashboards in Zoho Analytics?
Hey everyone, I’m currently working on an SEO reporting dashboard in Zoho Analytics and looking to enhance it with AI-based insights—especially around AI visibility, keyword trends, and traffic sources. The goal is to track not just traditional metricsSalesIQ Operator Activity Reports in Zoho Analytics
I'm busy building a dashboard in Zoho Analytics and I want to include SalesIQ stats in the dashboard, but I'm unable to get the statistics mentioned in the attached image. Any idea where I can get the stats for Operator Activity?Problem with local database connection to Zoho Analytics On Premise
For days now I have been trying to connect my local database to Zoho Analytics On Premise, but it won't let me. No one from Zoho support has been able to help me, in fact I did connection tests with the cloud version and it allowed me to make the connection,Zoho Analytics - Business Hour reporting doesn't use Business Hours
Hi, I've been having an issue where metrics that state they are reporting based on business hours, like "First response time (in Business Hours)" and "Total response time (in Business Hours)" but are being calculated based on 24 hour days (instead of the 9-5 business hours we have setup). Any help would be much appreciated. I've provided an example and more details in this ticket: https://help.zoho.com/portal/en/ticket/39690706Analytics : Highlighting a single bar in a bar chart
I have a bar chart showing values across a year by week. I have a user filter to change the selected week, however the year graph will remain as showing the full year. Is there anyway to conditionally format or construct the year graph to highlight theZoho Reports Quarters don't match CRM financial quarters for CRM analytics reports?
Hi, I have a client who is doing analysis using the new CRM Analytics function. I am having trouble creating the reports I need which need to key off the clients financial year quarters rather than the standard Q1 = Jan-Mar, Q2 = Apr-Jun etc. My customers financial year starts April and ends on the last day of the following March. I have looked at generating another date to use for calculations based on the closing date - e.g. closing date+90 days, but this isn't accurate enough and will cause issuesZoho Projects and CRM Integration in Analytics
Hi Team, In Zoho CRM, I’ve integrated CRM with Zoho Projects and associated a project within the CRM. The integration is visible under the Deals module. However, I’m unable to find this data in Zoho Analytics. Does anyone know where this information isFilters and calculations for comparison of day, week to date, month to date, quarter to date and year to date of current year and prior year
I am building a dashboard that includes reports for comparison of today and week to date (on a like-for-like basis), and month to date, quarter to date and year to date (same date basis) between current and prior years, and forecast for the current year.Copy all reports in a folder
I currently have a database that I need to create multiple charts filtered by market. All of the charts are identical, I just change to of the filters and then I have the next market's set of charts. The only way I've been able to copy charts (reports)Choose Component for User Filter
This filter in the Choose Component for User Filter would be better if had an Order or Group by function. Also, the Specify the default filter values: is very confusing and limiting.Correlated subqueries not supported in Zoho Analytics. This creates huge limitations
Running into a major limitation in Zoho Analytics: correlated subqueries simply don’t work, even in completely standard SQL patterns inside a JOIN. Example: LEFT JOIN "Bills" b ON d."Id" = b."Deal ID" AND EXISTS ( SELECT 1 FROM "BillUnknown table or alias 'A1'
I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement: SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers),What’s New in Zoho Analytics - March 2026
Hello Users! In this month's update, we bring improvements across integrations, security, reporting, and analytics capabilities to help you work with your data more efficiently and with greater control. Explore what’s new and see how these enhancements[Webinar] Modernize your sales engine with agentic analytics
Traditional sales decision-making methods aren't cut out for modern businesses. Leveraging AI in sales helps businesses actively respond to the changing dynamics of the market. Agentic AI is letting sales teams across industries make better decisionsUpdating Analytical Fields Data
Dear Zoho team, I'm having an issue with the recently added fields in both Analytical Desk and Analytical. How can I generate the data in Analytical when new fields are added? https://analytics.zoho.com/workspace/2436819000000007005/edit/24368190000[Action Required] : Update Shopify Access Scope to fetch complete order history
Hello Shopify Users! Shopify has updated the access scope for apps under developer portal. With this change, the read_orders scope now provides access only to the last 60 days of order history. To access older historical orders, Shopify requires a separateWriting SQL Queries - After Comma Auto Suggesting Column
When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? AnyoneSuggestions for Improved Table Management and Dashboard Filter Controls in Zoho Analytics
Dear Zoho Analytics Community, I hope you are doing well. I would like to share a few suggestions based on issues I am currently experiencing while working with visualizations and dashboards. Firstly, when I create a new visualization using the Sales-OrderIssue creating a YTD report with last years numbers
I am looking to create a widget to compare the YTD leads we have in 2023 to the YTD leads we had in 2022. I'm having issues with the aggregate formula creation to gain access to the 2022 Leads YTD data point. Feeling like this is a common view of dataBrand Studio Projects in Analytics
Hi All, Currently pulling my hair out over trying to link together some social media posts for a reporting dashboard in Analytics, so I thought I'd see if anyone on here had a solution. Our Marketing Team created a LinkedIn campaign in Zoho Brand Studio,{Action Required} Re-authenticate your Google Accounts to Continue Data Sync
Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,How to use OR when filtering using two fields
I want to create return a list of Account Names by filtering on Field1 = "yes" OR Field 2 = "no" I can't see how to use the OR in the filter.How to Rank Tables by Row Count in Descending Order
I am trying to understand the consume of lines that grow up so fast in the last week. Is there any way to create a pivot table or query to get TABLE NAME LINES in descending order?Next Page
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Announcements
Action Required: Allowlist New IP Ranges for the EU Data Center
Dear Users, We are adding new IP ranges for the Zoho Analytics EU data center (https://analytics.zoho.eu) If you connect Zoho Analytics to cloud databases (both Live Connect and import), such as Amazon RDS, Amazon Redshift, or Microsoft Azure, you must[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, ZohoWhat'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,[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 the
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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.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,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. UponZoho 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:Zoho 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 standard
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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-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 youWhat's New in Zoho Analytics - November 2025
We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's
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