Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

Ask 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 your questions, use cases, and any challenges you're facing with reports, dashboards, data export, import, Zoho Desk for mobile, and the Radar app.

Customer support is vital for a business to expand and grow, and it is important to have insights into the agent process, teamwork work and customer satisfaction. How can you keep all of this in sight at once?
The reports and dashboards give a one-shot view of any parameter you'd like to analyze.
Along with this, you can also view Audit Logs and use Data Backup within Data Administration. Desk offers convenient import and export options.
While on a holiday, you can use Zoho Desk on your mobile to respond to tickets and continue smart monitoring with the Radar app. With Zoho Desk, organizations can go beyond basic reporting to uncover patterns, trends, and deeper insights from anywhere. This helps in forecasting, identifying opportunities for improvement, and aligning operations with strategic goals. Analytics provide visibility into key metrics through intuitive reports and dashboards, making it easy for leaders and teams to act promptly. With the mobile experience, managers can pull up the latest data on demand to maintain visibility into the time taken to resolve complex issues and monitor the efficiency of support processes.

Sample questions you can ask in this session

In this month's Ask the Experts session, take the opportunity to discuss analytics, data administration and Zoho Desk mobile apps. Here are some questions to get started:
  1. How do you create reports based on agents or tickets, or customer satisfaction?
  2. How can reports impact growth, enhance customer satisfaction, and strengthen your organization’s decision-making?
  3. How do you create custom reports based on your requirements?
  4. How do you back up your Zoho Desk data or your knowledge base articles?
  5. How can you import contacts or other data into Zoho Desk?
  6. What's the best way to get a quick view of your metrics when you are on tour?
  7. How do you respond to tickets using Zia on your Zoho Desk mobile app?

How to participate

This is a text-based discussion: Write out your questions or describe your use cases in the comments. 
Sign in to the help center to drop your questions in the comments.
Our panelists will respond to your questions during the 8-hour live session.

We encourage you to share your use cases, challenges, or feature requests. This is your chance to speak directly with our experts, gain insights, and discuss solutions that meet your organization’s needs.    
Analytics, data administration, and mobile experience with Zoho Desk
Drop your questions in the comments. No registration required.

  Connect from anywhere


Thursday
October 30, 2025
8:30 AM – 4:30 PM GMT
2:00 PM – 10:00 PM IST
10:30 AM – 6:30 PM CEST
2:30 PM – 8:30 PM GST
6:30 PM – 2:30 AM AEST
1:30 AM – 9:30 AM PST

Follow this post to stay notified as the discussions continue. We look forward to another engaging and insightful session, just like our previous Ask the Expert sessions.
See you at the session,
Lydia | Zoho Desk


      • Sticky Posts

      • Ask the Experts 10: A 5-hour online Q&A on Zoho Desk Best Practices

        Welcome to Zoho Desk's Ask the Experts session! This is a monthly discussion on our forums; wherein a panel of experts will take on questions specific to topics related to Zoho Desk. The panel will be available for a 5-hour period and will answer any
      • Ask the Experts 7: A 5-hour online Q&A on Telephony and Call Module

        Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.
      • Ask the Experts 5: Online Q&A on Zoho Desk Extensibility

        Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.
      • Ask the Experts 4: A 5 hour online Q&A on agent productivity

        Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.
      • Ask the Experts 3: A 5 hour online Q&A on reports and dashboards

        Welcome to Ask the expert session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.

        • Recent Topics

        • Restore lost Invoice!

          Some time ago I tried to Upgrade from Invoice to Books. I not upgraded and staid n Invoice. Now i tried again and first i deleted the old trial of books. But now all is gone, PLEASE HELP!! i have no backup and i have to have at least 7 years data retention by law. 
        • Zoho Desk Down

          Not loading
        • lookup and integrated forms

          I might be misunderstanding things but I wanted to integrate our zoho crm contacts into creator. I imagined that when I used the integration it would mirror into creator. It did brilliant. BUT We have a ticket form in creator that we want to use a lookup
        • Partially receive PO without partial Bill?

          Most of our inventory is pre-paid. Let's say we purchase 30 pieces of 3 different items for a total of 90 pieces. It is common for our supplier to send us the items as they are ready. So we will receive 30 pieces at a time. How can I partially receive
        • 2 users editing the same record - loose changes

          Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,
        • How to get the Dashboard page to be the first page when you open the app

          So when it opens on a tablet or phone it opens on the welcome page, thanks.
        • How I set default email addresses for Sales Orders and Invoices

          I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments
        • Formula fields not refreshing until page is reloaded

          I need help/advice about the formula fields and how I can refresh the information in real-time. We have two formula fields on our deals page which show calculated prices: One formula is in a subform which calculates the subform total + 1 other field amount
        • How can I setup Zoho MCP with Chat GPT

          I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?
        • API ZOHO CRM Picket list with wrong values

          I am using Zoho API v.8. with python to create records in a custom module named "Veranstaltung" in this custom module I've got a picket list called "Email_Template" with 28 Values. I've added 8 new values yesterday, but if I try to use on of those values
        • Group Emails

          I have synced Zoho CRM to Campaigns but there are certain email not synced. showing it is Group Emails, but this email ids belongs to different individuals. please provide a solution as i nedd to sync the same.
        • Enable Password Import option in ulaa browser

          Dear Ulaa Team, I noticed that the Ulaa Password Manager currently offers an option to export passwords, but not to import them. This limitation poses a challenge for users like me who have stored numerous credentials in browsers like Chrome. Manually
        • "Is Zoho CRM customer" vs "Is linked with Zoho CRM"

          Recently while building a Flow, I was setting up a Decision action following a Zoho Invoice Fetch record action. There were 2 choices that I had not seen as something I could manually action in Zoho Invoice: "Is Zoho CRM customer" and "Is linked with
        • Client Script | Update - Introducing ZRC: Simplified HTTP request library

          Hello Developers! Are you tired of juggling different methods to make API calls? Are you confused with multiple syntaxes and version restrictions? Have you ever wished for one simple way to make all API calls in CRM? We heard you :) Here comes ZRC (Zoho
        • Selection Filed for Data Export section

          Hi FSM Team, I hope you are all doing well. I would like to share an idea for future development based on my experience. Currently, in FSM, we can only download up to 5,000 records at a time. If the development team could add a selection option to choose
        • Text wrap column headers in reports?

          Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?
        • What if I dont see contacts on the left side list

          My CRM does not show the contacts tab. In order to create list this is needed and I cant find it.
        • Comments Vs. Replies

          I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!
        • Transitioning to API Credits in Zoho Desk

          At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give
        • Resetting auto-number on new year

          Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!
        • Can you prevent closing Ulaa window when the last tab is closed (inadvertently)?

          Most browsers have started to bring this feature in to prevent closing their windows when the last tab is closed (inadvertently). I hope Ulaa should get this in too.
        • Microsoft Phone Link

          Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?
        • Voip Phone system that integrates with Zoho

          Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho.  I use Vonage and have been with them for quite a few years but their service has really gone down hill and
        • Removing Related Modules Lookup Fields Assignment / Relationship

          Issue: When creating a related list, I accidently selected module itself creating a circle reference. See attached. Situation: I wish to relating a custom module called "Phone Calls" to Leads and Contacts. Outcome: 1) I either want to remove the this
        • [Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.

          Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs are
        • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

          Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
        • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

          In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple
        • can I link a contacts to multiple accounts

          can I link a contacts to multiple accounts
        • Free webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit

          Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.
        • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

          so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
        • Open Activities view.

          I really like the new views for the open and closed activities inside the deals. But when you are in the tab view instead of the column view you can only complete and edit the open activity there isn't the 3 dot option to be able to delete the activ
        • Potentially Outdated and Vulnerable Chromium Engine Installed by Ulaa Browser Installer

          I just installed Ulaa Browser a few minutes ago. Whats My Browser page shows I am using an outdated Chromium engine meaning I might be vulnerable for security exploits that might have got fixed in the new version.
        • Potentially hardcoded list of Browsers to import from (after Ulaa Setup)

          I have just installed Ulaa Browser and found that the list of browser to import data is potentially hardcoded ones rather than looking at the system. I do not have FF, IE and Edge is not my default itself. I would appreciated if Ulaa detected my browsers
        • From Layout to Code: Finding Custom Field IDs in Zoho Projects.

          Hello everyone! Ever found yourself wondering how to get the API names and IDs of custom fields in Zoho Projects while working on custom functions? Here’s a simple and effective way to do it! This method makes it super easy to locate the right field details
        • Session Expired

          I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopen
        • Employee type and source translation

          In Zoho People, when I fill in the employee’s information, there is the option to determine the type of employment (employee type) and the hiring source. Both options ALWAYS appear in English. It is extremely inconvenient to deal with poorly translated
        • Sync Issue Between Zoho Notebook Web App on Firefox (PC) and Android App

          Hi Zoho Notebook Community, I'm facing a sync problem with Zoho Notebook. When I use the web version on Mozilla Firefox browser on my PC, I create and save new notes, and I've synced them successfully. However, these new notes aren't showing up in my
        • Request for Clarity on Timeline for True GPT/Zia Auto-Response Capabilities

          I appreciate Zoho’s steady innovation, but I’m concerned that Desk and Zia remain well behind modern AI capabilities. For years, GPT-based tools have been able to generate and send contextual responses, yet Zoho Desk only supports summarization or suggested
        • Notebook audio recordings disappearing

          I have recently been experiencing issues where some of my attached audio recordings are disappearing. I am referring specifically to ones made within a Note card in Notebook on mobile, made by pressing the "+" button and choosing "Record audio" (or similar),
        • Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?

          Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk help
        • Next Page