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

        • Scheduling Calls in CommandCenter / Blueprints

          I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But
        • Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

          Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit
        • Limit in number of records for subforms and multi-select lookup fields

          It is my understanding that a maximum of 100 items can be selected in a multi-select lookup field, and that a total of 200 items can be selected in total between both subforms in a given module.  Are there any ways to work around this limitation if we
        • Kaizen #136 - Zoho CRM Widgets using ReactJS

          Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM
        • Getting Permission denied to access this portal.

          We have one user that can't login to projects even though access has been granted. This user can login to accounts.zoho.com but when login to https://projects.zoho.com/portals.do we get this error: Unauthorized login to this portal Permission denied to access this portal. Check your portal URL again. Sometimes we also get "server too busy". We have tried killing sessions (in accounts.zoho.com) and we have deleted cookies; and tried different computers and still the same problem. All others use can
        • Marketing Tip #1: Optimize item titles for SEO

          Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly
        • Does Zoho Docs have a Line Number function ?

          Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, Frank
        • Setting Default Views for Custom, List and Detail Views

          Hey, Is it possible to set a default custom view, list view and detail view for a module for every user? We are onboarding a lot of non technical people that struggle with these things. Setting the views as default would really help. Btw: also setting
        • Custom function return type

          Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding
        • Filter Based API request in Zoho Books using POSTMAN

          How do I GET only specified CONTACTS based on created time or modified time in Zoho Books using POSTMAN. In the api documentation, it is written we can apply filters but I need a sample request.
        • URL validation

          We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.
        • Has anyone been experiencing slow issues?

          Dear all, I just want to ask if anyone has been experiencing slow issues with Zoho Creator in the past two weeks? I worked with the ISP to improve network quality by changing routes and upgrading bandwidth, but nothing changed. I am in Vietnam.
        • Zoho Projects Roadshows 2025 - USA

          Dear Users, After an amazing response to our roadshows in 2024, we are excited to be back for the second year in a row! Join our team of experts as they walk you through the most-used features in Zoho Projects, explore powerful automation capabilities,
        • Billing Management: #6 Usage Billing in SaaS

          Imagine a customer shuffling across multiple subscriptions, a streaming service, a music app, cloud storage, and a design tool. Each one charges a flat monthly fee, regardless of how much or how little they use. Some months, the customer barely opens
        • Is there anyone who has been experiencing issues regarding the Zoho Creator Certification Website in the past 2 weeks?

          Dear all , I just wanted to ask is there anyone who was planning on taking the Zoho Creator Developer Certification Test in the past 2 weeks and have been facing errors stating that the website is under maintennance and also not allowed to access the
        • Directly Edit, Filter, and Sort Subforms on the Details Page

          Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
        • GST Slabs Redefined: Stay Compliant Using Zoho Books!

          Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
        • Allow syncing Activities from other applications

          Marketing Automation could be a much more powerful platform if you were able to sync activities into the platform (e.g. purchase, donation, etc) outside of a user doing something on your website. I'd love it if you could sync Custom CRM Modules as activities,
        • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

          Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
        • Global Sets for Multi-Select pick lists

          When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
        • Introducing Profile Summary: Faster Candidate Insights with Zia

          We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
        • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

          Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
        • Ask the Experts #1

          Hello everyone! It’s time to transform how you manage projects. Define the processes. Automate the tasks. Streamline the workflows. Let us dive into automation in Zoho Projects — from configuring workflows and custom functions to building triggers, using
        • How to overcome Zoho Deluge's time limit?

          I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries
        • Checking if Creator has Change History

          Like zForms - whenever an entry was updated there's an option to attached change history to email notif. Trigger -> Successful form submission
        • 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, missing
        • how to use validation rules in subform

          Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")
        • Adding contact role to a specific deal js sdk malfunctioning

          i was trying to add the contact role to a specific deal contact but repeatedly i am getting this error: { "code": "SUCCESS", "details": { "statusMessage": { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message": "body",
        • Q3 Updates from Bigin!

          Hey Biginners, Hope you’re doing great! As we approach the end of 2025, we truly hope Bigin has been a part of helping you build your dream business this year! We've been busy working behind the scenes to bring you features that make running your business
        • New Series Announcement - Ecommerce Marketing Tips

          Running an online business is more than just having a website. It’s about getting the right customers to discover you, trust you, and keep coming back. To support your growth journey, we’re launching a weekly Marketing Tips series right here on Zoho Commerce
        • Client Script | Update - Introducing Subform Events and Actions

          Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
        • {"errors":[{"id":"500","title":"Servlet execution threw an exception"}]}

          Here's the call to move a file to trash. The resource_id is accurate and the file is present. header = Map(); header.put("Accept","application/vnd.api+json"); data = Map(); data_param1 = Map(); att_param1 = Map(); att_param1.put("status",51); data_param1.put("attributes",att_param1);
        • Converting Sales Order to Invoice via API; Problem with decimal places tax

          We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in
        • Zoho Canvas - Custom templates for related lists

          Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that:  1) How can i make my own custom templates for related lists?  2) Where and how can i check out existing custom templates?
        • Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets

          Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can I
        • Notebook font size issue

          If I copy something from somewhere and paste it in my notebook, the font size becomes smaller.
        • open word file in zoho writer desktop version

          "How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"
        • Zoho PDF editor has a lot of issues.

          Zoho PDF editor needs a lot of work. It hangs and glitches a lot. Deletes annotations and clearings randomly.
        • Zohom mail

          Plz resolve the problem . I hope u understand .
        • stock

          bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem
        • Next Page