Introducing group by, aggregation, and repeating regions in mail merge templates

Display data exactly the way you want and highlight key insights with Zoho Writer's enhanced merge templates.

We've supercharged Zoho Writer's merge templates with the capability to dynamically group, aggregate, and repeat data as blocks. You can now fetch data from any data source, including Zoho CRM, Bigin, and Creator, and present them in an easily understandable form in just a few clicks.

Here's how you can enhance data presentation using group by, aggregation, repeating regions, and data transformation.

Let's understand these new capabilities and how to use them in detail. To make this easier, let's take a look at how Zylker Automobiles, an imaginary car manufacturer, uses the new group and loop options to easily present their data in different ways.

1. Visualize data with group by for easy and quick understanding.

Business case: Generate a master pricelist with the state-wise price of all car models.

Zylker Automobiles' sales admin uses group by and repeating regions to display the price list for all car models separately for each state whenever the prices of their cars are changed.

Group by helps you to group data based on a specific field or value. With repeating regions, you can configure the layout/table/row only once and dynamically expand it based on the volume of data, instead of manually expanding it. Click here for the detailed steps to use the group by function.

Watch this video to learn how to use the group by, aggregation, and data transformation capabilities in your mail merge templates.

2. Summarize data to highlight key aspects and insights.

Business case: Generate the monthly revenue report with country-wide and region-specific revenue summaries and breakdowns.

You can use the aggregation functions to summarize a large chunk of data to glean important insights like maximum, minimum, count, average, and sum.

Zylker Automobiles' sales admin combines the power of the built-in group by, aggregation, and repeating regions to highlight the:

• Total revenue generated in a month.
  
• State-wise total revenue with a breakdown of revenue from each category.
  
• Granular, item-wise breakdown of revenue for each category for every state.
  

Click here to learn how to use the aggregation functions.

3. Transform data to create and populate sub-forms.

Business case: Generate and save the detailed revenue report of each state as a separate file in a specific folder.

Zylker Automobiles uses data transformation to map the desired fields in the data source as main and sub-form fields. This allows them to extract and process the raw, unordered transactional data to generate the revenue report for each state separately. Click here to know how to use the Transform Data Source option.

4. Format data with the new number-formatting options.

Business case: Send an email to each SDR at the beginning of every month with their total revenue from the previous month in words, along with a summary of their performance.

​

Zoho Writer has added new formatting options exclusively for numbers. With these, you can now convert a number to text, ordinal number, ordinal text, and ordinal year.

The Zylker Automobiles sales admin uses the new Number to Text formatting option to convert and display numbers as texts in email that they send to their SDR every month.

Try the group by and aggregation functions in Writer's mail merge templates, and let us know your feedback. You can also watch this video to understand how to use these features to elevate your documents.

If you need any assistance or have any questions in configuring the group by, aggregation, or data transformation operations, please write to us at support@zohowriter.com or add a comment below.

Happy merging and data visualizing!

• Topic Participants

• Varadarajan AR

  

• Marcus Longone

• Sticky Posts

• Easily perform calculations using dates with the new DATEDIF function

  Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:

• Date-based conditions and filters

  Configure conditions with date  Hi everyone! We are excited to announce that you can now compare and filter data with date-based conditions. This update lets you compare date fields in a document to a reference date and display a text or value if the

• Introducing group by, aggregation, and repeating regions in mail merge templates

  Display data exactly the way you want and highlight key insights with Zoho Writer's enhanced merge templates. We've supercharged Zoho Writer's merge templates with the capability to dynamically group, aggregate, and repeat data as blocks. You can now

• Say hello to an improved way to merge documents!

  Automating all your documents from start to finish is now easier than ever with Writer's new merge tools.   If you haven't seen it yet, you can read the main announcement here. Here is the full list of the features we've rolled out: 1. Dynamic Table Headers

• Introducing Org Fonts in Zoho Writer

  Hey Zoho Writer users! We're excited to share that you can now add custom fonts (from web fonts with publicly accessible URLs) using Zoho Writer's Org Fonts. This option allows all users across your organization to use the custom font without the hassle

• Recent Topics

• Clarity on extended contract status

  Clarity on “extended” status- How does Zoho “extend” a contract?  E.g. if client extends by 1 month, can the “end date” be adjusted accordingly in Zoho and tagged as “Extended” with a clear audit trail that also captures the client’s email? Note- Email

• Customizing contract status

  Can we customize/add/remove status on Zoho contracts ourselves or does Zoho needs to do this? Context- There is a long list of status on Zoho but not all of them are relevant for us . There are few status which are missing and needs to be added. E.g-

• Set Custom Business Calendars and Holidays for Global Teams

  Managing a project across diverse teams means accounting for more than just tasks and deadlines; it means acknowledging how and when each team actually works. Users might follow different working days or observe region-specific holidays that cannot be

• [Integration edition] Deluge learning series - Integrations between Zoho apps and Third-party services with Deluge | 28 August 2025

  We’re excited to welcome you to the Deluge learning series: Integration edition! The Integration edition will run for three months: Session 1 – Integrating Zoho Apps with Deluge using inbuilt integration tasks Session 2 – Integrating Zoho Apps with Deluge

• Critical Vulnerability in all major password manager plugins - is Zoho Vault affected?

  Hi Zoho, a security researcher found a critical clickjacking vulnerability in all major browser password managers: DOM-based Extension Clickjacking: Your Password Manager Data at Risk | Marek Tóth Is Zoho Vault affected as well? Apparently the Vault extension

• Introducing SecureForms in Zoho Vault

  Hey everyone, Let’s face it—asking someone to send over a password or other sensitive data is rarely straightforward. You wait. You nudge. You follow up once, twice—maybe more. And when the information finally arrives, it shows up in the worst possible

• Tables from ZohoSheets remove images when updated from source

  I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see the

• Change eMail Template for Event-Invitations

  Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg

• Inventory Adjustments

  Hi, How to transfer the material from one head to another ? Like materials purchased for manufacturing the laptop need to transfer from consumption inventory (Quantity of raw materials reduced) to destination inventory ( Quantity of Laptop increased)

• Need Your Insights

  Hi Zoho, I'm confused why the flow only sends to one output. setVariable15 is from a list. It doesn't consider the 2nd entry. Any thoughts?

• Map Dependency Fields - How can can I limit picklist values from a multi-select Parent field?

  I know the "Map Dependency Fields" feature doesn't allow a multi-select parent field. However, I need the functionality. Can I do it through a deluge function, and would it still support color coding picklists? We need the color coding for quick scanning

• DYK 1 - Color Palette for Enhanced Visual Identification of Status

  Introducing the Did You Know series of posts. The goal of this series is to familiarize users with certain features or enhancements in Zoho Projects that may not be evident at first glance. The first post in this series deals with color palettes for indicating

• Invalid field in the COQL query

  Dear Zoho Support! I believe that you already helped me with a similar problem a few years ago. One of my clients has a custom field named "LOB" in the "Deals" Module (see the field's metadata below). The COQL query using this field: : "select id, Deal_Name,

• Automating Employee Birthday Notifications in Zoho Cliq

  Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

• Transferring domain registration to new registrar and switching email hosting at the same time?

  I need to transfer an existing domain uv cure adhesive that's currently with SiteGround to Porkbun. I also need to move the existing custom email addresses from SiteGround to Zoho Mail. I'm not sure if I should transfer the domain first and then tackle

• Split deposits

  Can Zoho do split deposits. One deposit, two checks for two separate invoices from different customers. This is one of the most common tasks I can imaging. When I mark the two invoices paid, there are two deposits in bank register. When I try to match,

• Feedback: Streamlining Note Management in Zoho Notebook

  Dear Team/Support, I would like to share some feedback regarding the note management system that could help improve usability and accessibility for users like myself. Notebook 1 (screenshot attached): Currently, the system does not allow selecting and

• Deactivate Desk Contact without Deleting Contat

  We have a client who has multiple tenants for regulatory purposes, and as such, has a few users that have email addresses in both tenants. They've then emailed into the ticketing system, so we have multiple contacts (no big deal, we want to keep their

• Delete my store of Zoho commerce

  Hi Team, I want to delete my stores of commerce. Please help me asap. Looking for the positive response soon. Thanks Shubham Chauhan Mob: +91-9761872650

• 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 becomes

• [Free Webinar] Learning Table Series - Zoho Creator for Asset Management with AI Enhancements

  Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. Each month highlights a specific sector, and this time our focus is

• Menu Building is completely broken

  I have been 3 hours, I have not been able to edit the menu. Either it is completely broken, very little intuitive or I do now know anything... There is no way to create a megamenu, no way to create a menu. Despite the fact I go to menu configurartion

• Can you sell Subscriptions using Zoho Commerce?

  In addition to physical products and the apparently coming soon 'Digital Products', it is possible to sell Subscriptions using Zoho Commerce?

• Kaizen #197: Frequently Asked Questions on GraphQL APIs

  🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

• Multiple Languages for Product Names

  Hi, I use 2 languages: spanish and english. I want to have for every product a name in spanish and a name on english. I want to have to possibility of choosing one of these languages when making an invoice or a purchase order. Is there any way to do

• Item with name in different languate

  Hello, is there a way to have an item with its name in different languages? For example: I sell an item in different markets and I'd like to have a Proposal and the Invoice with the Item Name in a specific language. Rino Bertolotto Zoho Specialist, STESA srl

• Contacts with most tickets? Alarm for multiple tickets?

  Is it possible to see through the analytics/reports which contacts are creating the most tickets (not the most discussed ones)? Also, is there a way to set up a notification if a contact creates multiple tickets within a certain time frame?

• Issue with Template Subject Line Format in Zoho CRM

  Hi Team, I’ve noticed that when I update the subject line of an email template in Zoho CRM, it sometimes appears in an incorrect format when used. Please see the attached screenshot for reference. Kindly look into this issue and fix this issue from backend

• Two Data Labels in Bar Chart

  I need to create a bar chart that has both the SUM and COUNT. I've concatenated them into a formula but it converts it into a stacked bar / scattered chart. The bar chart is no longer accessible. Since i'm comparing YOY, it would be best to have it in

• Disable field on subform row

  Hi, Is it currently possible to disable a row item on a subform? I was just trying to do something whereby until another value is entered the field is disable but for the deluge scripting interface threw up an error saying such a function is not supported on a subform. Thanks in advance for your help. Shaheed

• Leads - Kanban view fit to screen

  Hey guys, I created a custom layout for my leads, staged by lead status. I have 10 types of status. In Kanban view I see only 4 columns/stages and need to scroll to the right to see the rest. Is there a way to make columns/stages be displayed all together?

• Request to Differentiate Auto-Closed WhatsApp Conversations in SalesIQ

  Hi Zoho Support, I’d like to raise a request related to the way WhatsApp conversations are auto-closed in SalesIQ. Every Monday, our Sales team has to manually review each closed WhatsApp conversation from the weekend to identify which ones were automatically

• Kanban View UI gets a revamp

  Hello everyone, In the coming week you will notice design related enhancements in Kanban View. The UI has been changed and a new option is introduced under Kanban View Settings that allows to change the color of the category headers.  Please, note that the functionality is not changed. These changes will not apply to the Activities and Visits modules. Here are the details of the changes: 1. The column widths have been fixed to 300 px. The records will have a box around them for clear distinction.

• Can you stop Custom View Cadences from un-enrolling leads?

  I'm testing Cadences for lead nurture. I have set un-enroll properties to trigger on email bounce/unsubscribe, and do NOT have a view criteria un-enroll trigger. However, help documents say that emails are automatically un-enrolled from a Cadence when

• Issue with Anchor Link on Zoho Landing Page (Mobile/Tablet View)

  Hi Team, I have created a landing page using Zoho Landing Page and added an anchor link to it. The anchor link is working fine on desktop view; however, it does not work properly on mobile or tablet view. I’ve tried debugging this issue in multiple ways,

• Simplest way to convert XML to a map?

  I've reviewed the help info and some great posts on the forum here by Stephen Rhyne (srhyne). At the moment I'm using XPath to generate a list of xml nodes, iterating through that to fetch the field name/value pairs and adding them to a map (one map for each record in the data). I then convert the row map to a string and add it to a list. Here's the function: list xml.getRecordListFromXML(string xml_data, string ele_name) {     result = List();     // get list of record nodes     rec_list = input.xml_data.toXML().executeXPath("//"

• Introducing Creator Simplified: An exclusive learning series to enhance your app development skills

  Hey Creators! Welcome to Zoho Creator's new learning series, Creator Simplified. In this series, we'll dive into real-world business use cases and explore how to translate your requirements into solutions in your Creator application. You can also expect

• [Product update] Updated Data Synchronization Process for QuickBooks - Zoho Analytics Integration.

  Dear QuickBooks integration users, We’re making an important update in the way data is currently synced in your QuickBooks integration within Analytics workspace. What’s changing: Previously, with every data synchronization, Zoho Analytics used to fetch

• Zoho CRM new calander format cannot strikethrough completed task

  Hi, Recently there is a new format for calendar within Zoho CRM However, found out that a completed task will not cross out or strikethrough like previous format. Without strikethrough, it will be difficult to identify which task is still in Open status.

• How to edit form layout for extension

  I am working on extension development. I have created all the fields. I want to rearrange the layout in Sigma platform. But there is no layout module in Sigma. How can I achieve this for extensions other than Zet CLI and putting the fields into widget

• Next Page