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


      • Sticky Posts

      • Flex Your Creativity – A New component to Canvas in Zoho CRM

        Hello Everyone We’re excited to introduce Flex, a new component for Canvas in Zoho CRM! Flex is here to give you greater control over how your data is displayed in your layouts. This component enables responsive layouts that adapt across different screen

      • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

        Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

      • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

        Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

      • Enrich your CRM data and keep them updated

        You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing

      • Canvas templates can now be shared with different CRM organizations

        ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help

        • Recent Topics

        • MS Teams for daily call operations

          Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality

        • Create Funnel to Track Email Outreach Conversion

          Hello, We would like to create a funnel that measures: N° of emails sent -> N° of emails opened -> N° of emails responded We would like to measure this email response conversion rate for each of our SDRs. We use the analytics tool of Zoho CRM and not

        • Log for Scheduled Reports

          Hello, Is there somewhere to view a log of the successful and/or failed delivery of Scheduled Reports? We have users who only receive them sporadically instead of at the scheduled intervals and I'd like to understand what causes the problem when it occurs.

        • Why ZOHO Function Can't Read Custom Field API In Quotes Module (Subform)

          I’m using a Deluge function to transfer data from a subform in the Quotes module to a subform in the Accounts module. Everything works except for a custom picklist field in Quotes—no matter what I try, the Zoho API can’t read that field ("Status_sb").

        • Modules are continuously loading

          Hi! We are not able to open the task modules, it keeps continuously loading

        • How to get the call recording external ID via desk API

          I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain

        • Need the ability to have read only fields on a form.

          There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the user

        • 【Zoho CRM】BCCメール取り込みのアップデート

          ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から BCCメール取り込み用メールアドレスの認証についてご紹介します。 ・既存のBCCメール取り込み用のメールアドレスは、2025年5月15日までに認証する必要がございます。 BCCメール取り込みは、さまざまなメールアドレスから送信されたメールをZoho CRMのレコードと同期させる機能です。 BCCメール取り込み用のメールアドレスをBCCに追加するだけで、該当のメールがレコードと関連付けされます。

        • Can we have Backorder Management ?

          Can we have Backorder Management ?

        • Now filter your records by multi-select pick list values from a dropdown with additional operators

          Hi everyone, Here's an update to help you elevate your filtering experience. You can now say goodbye to the cumbersome string values in filtering places for your multi-select picklist fields and say hello to a dropdown interface. It is now possible for

        • Sending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?

          Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the Email

        • CRM->INVENTORY, sync products as composite items

          We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

        • Add timestamp when checkbox is checked in ZohoCRM

          I have two fields. One is a checkbox field called "Check", one is a formula field called "Date" in my ZohoCRM Leads Module. I want the formula field to AUTOMATICALLY populate with the date when I check the box next to it. Can this be done? 

        • Customer Statement Templates

          Hi  In know that Credit Note Templates have already been proposed but I would also like to see Customer Statement templates as well please. Thanks Gene

        • HTML Email in Zoho Books

          Is it possible to create custom html email template in zoho books. 

        • Agents permission per department

          Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would

        • Open a popup window from inside Record A and stay on the record after saving Record B

          Hello community, Perhaps you can help me with the following topic. I have a form A with a decision box. When this decision box is checked, a form B pops up. Once Form B is saved, I need to stay on Form A to continue entering data. I've observed the following

        • Don't allow scheduling service on same day

          Is there a way when setting up a Service for people to schedule to not allow them to schedule it for the same day, only a future date? We don't want people scheduling their meeting/service without giving us time to prepare for it.

        • Presenting the brand new Zoho Bookings!

          Hello everyone, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latest

        • Expense Entry Error When Trying To Save (Related To Taxes)

          Hey folks, I've been trying to enter my first few expense entries in Zoho Books and I'm faced with the following error. "You cannot perform tax related operations when you are not registered for tax." But I have my HST/GST enabled and the tax rates are

        • Onboarding Zoho sign documents?

          I was wondering something about using the Zoho sign integration with the candidate onboarding process. We set up the entire onboarding process and we have added documents that the candidate needs to review and sign digitally using Zoho Sign. This part

        • Email Templates - Is There a Ticket Placeholder for Billing Entity ID

          Was looking to add Billing Entity ID as a placeholder in a ZoHo email template. https://help.zoho.com/portal/en/kb/desk/customization/templates/articles/creating-and-managing-email-templates#Guide_to_Placeholders e.g. the placeholder for Account would

        • Integration with Woocommerce

          Hi, Do you have plan to make integration with other e-commerce platforms, for example Woocommerce / Shopify / Magento ?  Thanks. 

        • Se puede mover un Cliente de un modulo a otro personalizado

          Hola, tengo una duda que me gustaría resolver: Actualmente trabajo con dos módulos: Seguimiento de Venta y Cierre de Ventas . Mi objetivo es que, cuando desde el módulo de Seguimiento se marca una venta como "Venta Efectiva" , el cliente sea movido al

        • Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.

          Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.

        • Export Data & Attachments

          Hi, I am wondering whether it is possible to create an export of all data in creator, including attachments, for either backup purposes, or migration purposes. Thanks.

        • Apply partial payments to invoices from the Banking Module

          We need this! Why is this not possible?

        • Zoho Desk: Q1 2025 | What's New

          Hello everyone, Our first release for the year 2025 is here! Check out the Release Notes for more details The diverse capability of AI and its avatars has been the center of attention lately, and we've made some significant strides in this area. We now

        • Feature Request Improve parent-child relationship visibility

          Hi team, The Parent-Child ticket feature is great, but I've struggled to see the relationship between tickets when using ticket list views. It would be a great quality of life enhancement for users if child tickets were nested under parent tickets in

        • What is Resolution Time in Business Hours

          HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance

        • Issues with Dashboard Filter and KPI in Zoho Analytics (CAGR)

          Hi everyone, I'm trying to build a CAGR (Compound Annual Growth Rate) KPI in Zoho Analytics, but I'm running into some issues with filter synchronization. Here's the scenario: I created two test reports: One that filters results from 2021 to 2025. Another

        • need a third party to fix email authentication dns records

          at my wit's end - zoho began giving me spf, dmarc, dkim errors two weeks ago fussed with it since and now it seems dkim is the only problem and when i added the dkim record with the key from zoho mail it still wont work tired of this, need someone who

        • How do i move multiple tickets to a different department?

          Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?

        • Zoho Books Sandbox environment

          Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

        • Add Button on Tickets

          is there a way I could add another button on the ticket aside of "closed ticket" only. Like I want to add another button "Send & Pending", "Pending for Response" like that.

        • Enhancements in Canvas

          Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable

        • Currency fields and decimal places in CRM email templates

          Hi, How do I get more than the standard 2 decimal places showing in a Currency field, on an email template? In the Layout for my Currency field, it is set to 6 decimal places. I want to show up to 6 places in the email template (unrounded). See attached

        • Include Secondary Contacts (CCs) on Workflow Alerts

          Hi There, We use the Supervise Rules and Workflow Alerts to send automated messages to contacts in Zoho Desk. Most often, we are sending the ticket contact (our client) a reminder that we are waiting on their reply to our most recent message. The problem

        • Zoho Desk blank page

          1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS

        • Adding a lead by sending email message

          Hello, Our Zoho Mail is integrated with Zoho CRM (we have Enterprise) and we can add new leads to CRM right from the web interface/panel of Zoho Mail using buttons at the bottom right corner of the screen. This is very handy. We add leads on a regular basis.    I was wondering though if it's possible to add a lead to CRM by simply forwarding an email message to a certain e-mail address. For example, in Evernote one can add a new note by sending an email message (with certain parameters) to a custom

        • Next Page