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

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!



      • 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

        • Update/Change GSTIN in GST Settings of zohobooks

          We are trying to update our GSTIN under the GST settings section of our Zohobooks account Initially, we had entered a dummy GSTIN (123456789123456) to generate a sample invoice before obtaining our official GST registration. After receiving our actual

        • Link Payment Mode and Paid Through Accounts

          For most users, it's very difficult for them to understand that the Payment Mode is totally independent of the Paid Through account when paying bills. It seems (and is) redundant for them to have to select what is basically the same thing twice. The current

        • Lets enable business to choose the default payment mode

          Lets enable business to choose the default payment mode so that we do not have choose payment mode again and again for each and every transsctions

        • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

          Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,

        • South African Payment Gateways

          Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring

        • Has anyone verified if Zoho is PCI compliant?

          We are planning on using Zoho to process payments via Authorize.net. We have everything set up and are attempting to complete the PCI DSS SAQ-A requirement for our merchant account. This requires us to prove Zoho has completed the SAQ-D for Service Providers. We need a way to verify compliance, or a copy of an attestation of compliance signed by the appropriate officer at Zoho. I assume I'm not the first person to use Zoho to process payment, and therefore not the first to require this information

        • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

          Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

        • Bigin Plugin for Outlook

          Could we get this added? The Gmail version already exists, and I would like to avoid having to make a switch.

        • Date does not fit the field

          Hi There. I am having fun learning zoho sign API. Today I noticed the "Signed Date" field does not fit, or alternatively the font is to large for the auto field space. See screenshot below. The signed date field is created by putting {{Signdate}} on the

        • Tip of the Week #69 – Automate your Zoho TeamInbox tasks with n8n integration.

          Don’t waste time repeating the same tasks—like sending follow-up emails or adding new contacts. Let automation save the day. With n8n, an open-source automation tool, you can connect your favorite apps and let them handle the busywork for you. You don’t

        • Multi Page/Step Forms in creator

          Greetings i was wondering if it's possible to create multipage/step forms on creator similar to what we have on zoho forms. is that possbile? Thanks

        • Package Geometry

          how can i add the dimensions and weight capacity of the available boxes to be default in the system everytime we use it ?

        • How to create a Master Kanban Board that syncs with Child Projects?

          Hello, We're currently using Zoho Sprints for managing our interdepartmental teams, and we're looking to enhance our workflow using Kanban boards as part of a company-wide productivity improvement initiative. Our goal is to implement a project structure

        • Writer.. Broken?

          Hello,  Writer has been really good to me during the months I've used it, up until now.  I usually launch the app by tapping the icon and I could immediately pick up where I left off.  Now I'm greeted by a loading circle not reaching 100% and I only have the option to create a new account.  By pressing that button it now switches to a login screen and I can access my account. However, it seems (only speculating ofc) to be stuck in cell-phone mode? everything looks scrambled.  I can't access any of

        • How to access Recruit Variables in a Deluge function?

          I have set up Recruit Variables in Zoho Recruit, and I would like to know how to retrieve these variables from within a Recruit custom function (Deluge). Could someone please explain the correct way to access them? I tried the following code, but it did

        • Upon De activate a user what name doe sthe contacts candidates go under?

          When deactivating a user, does the user name remain the same, as the candidate owner? If not what/who, does it change to? Do I need to change the user name in contacts and candidates before I deactivate the user?

        • Weekly Tips: Customize alerts from your Priority Users

          You might receive hundreds of emails daily, but messages from your manager, clients, or team leads often require immediate attention, as they may contain urgent requests or critical updates. How would you ensure you never miss important messages from

        • Maximum 100 records in Sheet View is limiting. How can I increase this?

          Thanks in advance for any help with this. There was a similar post that showed answered but it did not help with increasing the number of records you see in a Sheet View. Editing in the Sheet View is fast and efficient but I have 3500 records and I need

        • Revenue Management: #3 Revenue Recognition Simplified

          In continuation of the previous post on how to compute revenue recognition, let's explore a solution that helps businesses handle real-world complexities. While the Accounting Standards provide a clear framework for recognizing revenue, the real challenge

        • Tip #40- Strengthen Remote Support with IP-based Restrictions in Zoho Assist– ‘Insider Insights’

          Protecting sensitive data and preventing unauthorized access is a top priority for any organization. With IP-based restrictions in Zoho Assist, you can ensure that only users from trusted networks can initiate remote support sessions. Say your IT team

        • Push Invoices to Xero Manually

          Hi guys, I'm wondering if anyone has wanted to do this and has a workaround or knows of an app that may be able to help with this. I sell B2B and B2C. The customers can purchase on our website or through marketplace, all of which send sales to zoho. The

        • OpenAI error code: 1010 in a Zobot

          Please see short linked screen recording. Insights welcome. Please and thank you! https://workdrive.zohoexternal.com/external/f3247ba9c872639157b707700c0300c433c7664aea924a034f4da3c3ad2e355f

        • Ability to Create Sub-Modules in Zoho CRM

          We believe there needs to be a better, more native way to manage related records in Zoho CRM without creating clutter. Ideally, Zoho would support "sub-modules" that we can create and associate under a parent module. Our use case: We have a custom module

        • Installing EMAIL Setup in New Domain

          Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguymod.com/ is using CF, and I want a different Zoho

        • Signature change

          I cannot see how to change signature or out of office details easily now in the new format.

        • Inventory API - Retrieve all uploaded product / item images

          I know that I can get the primary image for each product / item or composite item, by using the /image endpoint.  https://inventory.zoho.com/api/v1/compositeitems/<item-id>/image?authtoken=<TOKEN> This will return only one photo, even if the item has multiple images uploaded. Is there a way to retrieve all images stored for an item via the Zoho Inventory API?

        • Ebay Integration malfunction

          My eBay integration in Inventory has always worked well. It suddenly malfunctioned. It is creating its own parts in Inventory that are unavailable instead of selling the parts I've always sold. Tech help was unable to resolve this. The latest sale attempt

        • Introducing Bin Locations In Zoho Inventory

          Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature

        • how to get all the records in the custom View more than 200 records , Without using the page Concept

          how to get all the records in the custom View more than 200 records , Without giveing page as default in the Loop Concept Pls help how We can Achive this void schedule.Lead_Attempt_To_contact_schedule_10_30() { pages = {1,2}; for each pg in pages { query_map

        • The way that Users can view the ticket

          I have created users. What I would like to achieve is the following: All users under the same company account should be able to view each other’s tickets.

        • Zoho UAE SMS/WHATSAPP

          Hello everyone, so I have a question as regards DC and their impact on automation, integration and app usage. For example I am working with a UAE clientniw but each time I tried to connect their WhatsApp and sms then automate their process I tend to receive

        • Looking to Flag or Tag contacts/ accounts on Zoho Desk?

          I am looking for a way to flag certain accounts and make it obvious on the views pages. So for example if a has a certain package or needs extra attention it is clear before even clicking on the ticket. This could be via adding a tag or flag onto an account,

        • setting date-time field from string

          hello everyone, i hope someone could help me. i have a date-time field in a form that i want to fill in from two separate fields of date, and time. i need to combine the two fields to a one date-time field but can make it work. i tried to convert the

        • Calendars and CRM Contacts

          I'm finding having multiple calendars in Zoho One so confusing. I have a few questions so I can get this straight. We have a meeting room that we have set up as a resource in Calendar. Can this be set up in Bookings and the CRM Calendar? Using Zoho Calendar,

        • Announcing new features in Trident for Mac (v1.23.0)

          Hello everyone! Trident for macOS (v.1.23.0) is here with interesting features and thoughtful enhancements to elevate your workplace communication and productivity. Here's a quick look at what's new. Record your meetings. You can now record audio and

        • Applying a record template

          Hi all, I can't figure this out. I hope you can help. The scenario: We have learners who have to complete a 'digital' journal with tasks in order to qualify. Those tasks, once completed, need a final signature from their 'Mentor', which will trigger their

        • Quickbooks invoice with Zoho Creator

          Is it possible to push data from Zoho Creator directly to an invoice on QuickBooks? If so, where can I find information on how to do this?

        • Help: Capture full page URL in hidden field when same Zoho Form is embedded on multiple pages (iframe)

          Hi all, Goal Use one Zoho Form across multiple pages and record the exact page URL (incl. subdomain + path + hash) where the user submitted it. Example pages: https://www.example.com/cargo/ https://www.example.com/cargo/containers/#contact https://cargo.example.com/auto/

        • Automatically Populate fields - HELP!

          There have been many discussions on this but I still can't seem to get it to work for me. I am trying to create a lookup field and have other fields automatically populate. Based on the instructions in the Help Center, I should be using the "on user input". It's just not working, here is the layout...   Both forms are in the same application. Current form is called Add Note, form to fetch records from is called Add Client. Lookup field is called Select_Client_ID related field in fetch form is called

        • Push notifications to portal users

          Hi all, it is possible to send push notifications to portal users?

        • Next Page