Implementing component filters and restoring deleted items in Zoho CRM analytics

Implementing component filters and restoring deleted items in Zoho CRM analytics

Hello everyone,

We're thrilled to announce two powerful enhancements to your Analytics Dashboard that will improve the way you visualize and manage your data: component filters and the option to view and recover recently deleted items. These improvements are carefully crafted to improve your dashboard experience, giving you more freedom, effectiveness, and command over your data analysis.

Component filters

Suppose a sales manager creates a component to analyze deals at various stages and shares it with the sales team. Currently, the sales executives can't see immediate results by filtering deals by closing date for the current week or by a specific lead source. 

This is where component filters come into the picture.


  • Component filters are dynamic and can be instantly applied directly to components without affecting their configurations.
  • Beyond the existing criteria filters that are specific to each component, these new component filters enable individual users to apply personalized filters and obtain the results they need, which enhances the flexibility with which they can view different data perspectives on each component and thereby improves their data analysis capabilities.
  • Users have a broad range of picklist, user, date, and date/time fields from both primary and secondary modules they can use to customize their data views and can configure a maximum of two filter fields directly within a component’s settings.


After setting up the filter fields, you can apply the filter values and view the results temporarily by clicking Apply. If you want the filter values to remain active until you decide to remove them manually, clicking Apply and Save will ensure the filters persist even upon refreshing the dashboard or navigating away and returning to the page.



Component filters will be supported for all type of dashboard components except Anomaly Detector. These filters will not be applicable for Comparator when its parameters are of different modules. The filters applied in the Dashboard tab will not be carried over to the Home page.

Recently deleted dashboards/components

There may be instances where you delete a dashboard or its components because they seem unnecessary at the time. However, you might soon realize you need them again, either to view similar data or to create new dashboards based on the deleted configurations. Additionally, dashboards or components might sometimes be deleted accidentally.

The Recently Deleted feature allows users to effortlessly restore deleted dashboards and components within 30 days, minimizing the impact of accidental deletions and facilitating data recovery.

Key features
  • The Recently Deleted section is categorized into two tabs: Dashboards and Components. Each offers grid and list views for enhanced visibility and navigation.
  • Deleted items are organized based on the date of deletion to offer a clear timeline for restoration.
  • Users with manage permissions for Dashboards can restore deleted items for shared dashboards.


While restoring a deleted component, there are two possible scenarios.
  1. When the parent dashboard of the deleted component(s) is/are available in analytics, you can simply select the component and restore it directly.
  2. When the parent dashboard of the deleted component(s) is/are also in the recently deleted list, a pop-up will appear and ask you to select one of two restoration types:
  • Restore the component along with its parent dashboard.
  • Select a different dashboard to restore the component into.
    Notes
Info
Feature availability and release status: These features are currently available for all users across all data centers.
That's all for the enhancements, let us know your thoughts and feedback in the comments below.


Thanks,
Nizamuddin



        • Recent Topics

        • Zoho Desk: Chromium (Google Chrome, Edge) filename issue when opening/download attachments in a ticket.

          Hello Zoho Desk Team. When opening a PDF attachment in a ticket, Chromium-based browsers such as Google Chrome and Microsoft Edge display the file with the title “content” When the file is saved, it is downloaded as content.pdf instead of using the original

        • WhatsApp conversations are no longer linked to existing threads after reconnecting the channel

          Hi everyone, We have an existing WhatsApp channel in Zoho Desk. We temporarily disabled it, renamed it, and then re-enabled it while reassigning our bot. Since then, all previous WhatsApp conversations are still visible in the history, but we can no longer

        • crm to books

          We currently sync CRM Contacts to Zoho Books Customers using two-way sync. We now wish to change to "Accounts & their Contacts". What happens to existing Books customers? Will they be merged with CRM Accounts, duplicated, left unchanged, or recreated?

        • Add a MATRIX field to the forms creation

          Same as Zoho forms, we need a Matrix field in Zoho Creator forms, is very usefull

        • Cliq iOS can't see shared screen

          Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

        • Zoho Desk Community Module Reporting

          I can't seem to find any reporting for the community module in Zoho Desk. Am I missing something or are there just no reports available?

        • Zia AI capabilities now available in all paid editions

          Hello everyone, We are expanding the availability of AI-powered features in Desk to the other paid subscriptions from 7th July 2026. Right now, the following AI-based features are available for Enterprise edition users: Intelligence: Sentiment analysis,

        • Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México

          Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México Hola equipo de Zoho, Durante los últimos meses he observado una necesidad recurrente entre varios clientes en México relacionada con el cumplimiento fiscal del

        • Alternate color rows

          After I changed the background color to a dark gray and changed the alternate rows to a light gray. I have discovered that I can no longer change the text in the light gray rows to Bold.

        • Workflow Assistance in Zoho CRM

          Our client's sales team visits customers on-site and currently fills a physical paper form to capture customer details, and then separately re-enters the same data into Zoho CRM via the mobile app — resulting in double data entry. We want the salesperson

        • Can we generate APK and IOS app?

          Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 

        • Pricelists

          So we have them in books but I cannot find them in commerce?

        • Collapsible Sections & Section Navigation Needed

          The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

        • Important update on our transition to the new video platform framework

          As part of our ongoing platform changes, users in select regions, including the United States and other supported data center locations, have been migrated to our new video platform framework. Due to this migration, some participants may notice changes

        • Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

          Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built

        • Validation Rule Not Working for Mandatory Field in Zoho Blueprint

          As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated

        • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

          Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

        • Ticket id issues

          When I reply a ticket from desktop, it doesn't have ticket id in the subject and it's great. When I reply a ticket from Zoho desk mobile, Zoho adds ticket id in the subject and I don't want that. Please help in this matter.

        • Une collaboration simplifiée grâce à l’interopérabilité des calendriers

          L’interopérabilité des calendriers permet aux équipes utilisant différentes plateformes, comme Zoho Calendar et Google Calendar, de consulter facilement les disponibilités de leurs collègues sans avoir à utiliser plusieurs outils. Dans les entreprises

        • Overview on users IMAP settings

          We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update

        • Format of data after export to spreadsheet

          Dear Zoho, can you explain to me what is the point of a report exporting to XLSX if the format of the amounts that will be created there is in text format and not suitable for anything? Why do I need data in a sheet with which nothing more can be do

        • How to add custom icons in Sites ?

          I've been trying to upload some of my own icons (specific to my business) to my zoho Site draft, and can't find a way to do it. I guess the workaround could be to insert images instead of icons and upload my icons as images, but I was wondering if its possible to customize the icon library.

        • Zoho Forms API

          Is there any way to get all form entry list using API? Looking forward to hear from you

        • #21 Five Minutes Every Monday That Replace an Hour of Digging

          Welcome to the final stretch of our journey. In this series so far, you have configured Zoho Invoice, created and managed your transactions and built a workflow that shares invoices and collects payments almost on its own. You have been doing the work.

        • Kaizen #251: From Campaign Leads to Sales Orders with Zoho CRM Mass Action APIs

          Hello all!! In growing businesses, sales teams often deal with a large volume of records every day - leads from campaigns, qualified prospects ready for conversion, and approved quotes that must be converted into sales orders. Performing these actions

        • Introducing the Employee Portal for internal job posting

          Employee referrals and internal applications are one of the most trusted hiring channels. But in many organizations, employees only hear about openings through messages, word of mouth, or after the role has already been open for a while. When employees

        • Inspection Table

          Hello Latha, We created a job sheet that includes the new table (Inspection Table) which was introduced recently. However, agents are not able to see the rows in the inspection table. Could you please investigate this issue and get back to us? Please

        • Zoho Mail is down?

          We stopped getting new emails since 8:42am EST and mail.zoho.com shows an error.

        • Forwarding without verification

          Hi, I use Tripit to keep track of all my business travel. I've recently moved over to Zoho and wanted to set up a forwarding rule to send various travel confirmation emails automatically to plans@tripit.com Obviously this is an email address I don't control,

        • Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

          I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to

        • Request to unblock user creation error (This user is not allowed to add in Zoho)

          Hello Zoho Support Team, I am the Super Admin of my Zoho Mail organization. When I try to create a new business email user account, I encounter the following error message: "This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com

        • Zoho Mail account blocked after malware incident – request for review and unblock

          Hi Zoho team and community, My Zoho Mail account has been blocked due to outgoing email activity that was detected as spam or unusual sending behavior. The root cause was a malware infection on my computer, which compromised several of my accounts, including

        • creating an alias

          your instructions for creating an alias are wrong. there is no add alias in my mail account. also i dont have a control panel link just a settings link how do i really make an alias

        • IP Address blocked by many servers

          hello team this is to inform you that the zoho ip address 103.117.158.51 has been marked spam and not trustworthy by outlook and many other company servers. kindly discontinue using this ip to maintain a healthy domain reputation for your clients. Regards

        • Automatically set the default VAT percentage on a quote

          Every time I create a quote, I have to manually adjust the VAT and activate the checkbox for 21%. But all of our quotes include 21% VAT. So now occasionally, it happens that the checkbox is forgotten, and the customer receives an incorrect quote (without

        • What's New in Zoho Inventory | June 2026

          Hello users, June 2026 introduces a range of exciting enhancements to Zoho Inventory. With the full rollout of the Zoho Inventory Windows application, the launch of Terminal Payments, and new tracking combinations in Advanced Inventory Tracking, you can

        • Time Zone is incorrect

          Time zone is not working properly...I've checked it twice.  I'm eastern U.S. time it's currently 12:22 pm EST.  CRM shows 3:22 pm EST.

        • Send a converted Contact or Deal back to Leads using the Restore Lead extension for Zoho CRM

          Hello everyone, This comes up more than people expect: a Lead gets converted into a Contact, and sometimes a Deal along with it, because at the time it looked ready. Then the situation changes the opportunity turns out to be much further off than expected,

        • Zoho CRM mobile updates: Reports module, record tags, dynamic formula field, and more

          Hello everyone, We've made a few updates to the Zoho CRM mobile app to enhance your mobile CRM experience and efficiency. Here's a quick look at what's new: Reports module (iOS ) Record tags (iOS) Dynamic formula field (Android) WhatsApp business deep

        • Side scroll bar missing from "new editor"

          The "new editor" simply lacks a side scroll bar. Unable to navigate long notes without using the keyboard. Bad upgrade... (using web version)

        • Next Page