Hello Users!!
In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards.
We’ve added the all-new Gantt chart for project visualization, expanded our database integrations, introduced support for modern file formats, redesigned key user experiences with a visual refresh, and a brand new guide for white label solutions.
Let’s dive into what’s fresh this month!
Introducing Gantt Chart 
Manage projects more effectively with the brand-new Gantt Chart in Zoho Analytics. Use it to track tasks, monitor progress, and quickly identify delays in project execution.
You can customize your Gantt charts with:
- Different chart styles to suit your project needs
- Color schemes to visually distinguish tasks in progress and completed tasks
- Flexible date display ranges to match your preferred project view
Database Connectivity
We’ve expanded our support to help you bring in data from more sources, more flexibly.
- Cassandra

You can now import data from Cassandra, a distributed NoSQL database widely used for handling high-volume, high-velocity data. Zoho Analytics automatically normalizes the collections into parent-child table structures, making it easy to analyze your data once imported.
Learn more about importing from Cassandra.

- SAP HANA & ClickHouse

Now import data directly from cloud-hosted SAP HANA and ClickHouse databases. Alongside local server connection, we’ve added cloud server connection as an additional option to give you more flexibility with how and where you connect.
Learn more about importing from SAP HANA.
Learn more about importing from ClickHouse. - Cloud Database Synchronization – Failure Notification Settings

You can now configure synchronization settings to trigger a failure notification when a chosen number of table imports fail. Simply set the value for “n” failed tables, and Zoho Analytics will notify you when the condition is met. This gives you more control over monitoring imports and helps avoid missing critical sync issues.

- Snowflake - New Authentication options

Zoho Analytics now supports two new authentication methods for connecting to your Snowflake data:
These options provide more flexibility and enhanced security when configuring your Snowflake connections.
Local File Formats
Working with local files is now more powerful and flexible.
- New File Format Support - Parquet and Avro

You can now import Parquet and Avro files. These modern, columnar file formats are optimized for analytical workloads and are commonly used in big data pipelines.

- Larger file uploads

Until now, Zoho Analytics supported large file uploads only for CSV files. With this update, you can now upload files larger than 100 MB for the following formats through Zoho Databridge: - Excel
- HTML
- JSON
- XML
- Statistical files
This enhancement removes the hassle of file size limits when working with heavy datasets across multiple formats.
Invitation-based User Invite Flow
Zoho Analytics now uses an invitation-based model for adding users to your organization.
You can invite users in multiple ways, based on your workflow:
- From the Organization Settings or Workspace Settings
- While sharing reports or dashboards using email addresses
- By adding users to Groups
Invited users will receive an email and must accept the invitation to join. Access to your organization and its shared content will be granted only after they accept the invite. This ensures better control and visibility over user access.
Dashboard Background Image Customization
Personalize your dashboards like never before with new background image adjustment options. You now have greater control over how background images appear across your dashboards, helping you fine-tune visual impact and maintain readability.
You can now adjust:
- Brightness – Lighten or darken the image for visual balance
- Contrast – Enhance details and visual clarity
- Transparency – Soften the background to highlight dashboard elements
- Flip – Mirror the image horizontally for better composition
These controls allow you to create cleaner, brand-aligned dashboards that look professional and feel polished.
Lookup Suggestions
Creating relationships between tables is now even easier.
Zoho Analytics now offers lookup suggestions based on your table’s metadata. These smart recommendations help you:
- Quickly identify potential relationships between tables
- Reduce manual guesswork
- Simplify your data modelling process

White Label Updates
We have introduced a more modern and consistent experience for white label.
- Zoho Analytics latest UI is now available for White Label
Users who opt for white label deployment can now offer the latest Zoho Analytics user interface to their end users. This includes the updated layout, navigation, and overall design, providing a seamless and branded analytics experience.
Click here to learn more. - Dedicated White Label Guide
To help you make the most of white label capabilities, we’ve introduced a comprehensive guide covering everything from setup to branding best practices. This guide is now available as a separate resource for quick reference.
Click here to access White Label guide.
Access Log Support for Zoho Analytics Mobile BI App
Zoho Analytics now extends access log tracking to the Mobile BI App, giving admins greater visibility into how users interact with reports and dashboards from mobile devices.
These updates are designed to make your Zoho Analytics experience more connected, customizable, and intelligent.
As always, we’re just a click away if you need help or have feedback to share.
Recent Topics
REPORT THAT SHOWS SOH FOR ITEMS THAT HAVE ZERO SALES
When we started Zoho we imported a lot of inventory lines directly off our suppliers price list and have never ordered / sold. I want to clean up our data base and remove all these lines. What reeport will show me what lines have zero sales as well as
Refresh frequency
Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but
Refund
My plan expired today, and I updated my payment details with a new credit card. At the same time, I wanted to downgrade, but the system wouldn’t allow the downgrade until the payment details were updated. As a result, I was charged for the same plan before
Calling Function via REST API with API Key gives 401 using Zoho Developer
Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer
Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM
Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.
Embed CRM record images in email templates
I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I
Assign multiple departments to multiple helpcenters
Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help
Zoho Desk Training
Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?
Edit default "We are here to help you" text in chat SalesIQ widget
Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!
PO Based Advance payment to Vendor
We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.
Converting Customer Invoice to Purchase Bill
Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate
Getting Project Template List using the REST API
I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates
How to get Quickbooks Desktop Info into Zoho?
Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How do
ZeptoMail API Request
We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following is
Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API
Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by
Mass import of documents into Zoho Writer
I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:
Add home page or dashboard in CRM customer portal
is it possible to add home page or dashboard in CRM customer portal?
User Tips: How to change the the label display name of a system defined field
Most users know how to change field label names via Settings > Modules & Fields but if you want to change the name of a system defined field you can’t as there is no “edit properties” option. However with a simple hack you can edit any system defined
Search not working!
I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?
Zoho CRM Community Digest - October 2025 | Part 1
Hello Everyone! Here's a quick recap of first two weeks of October! Product Updates: Zoho CRM Android App Update: Surveys, Blueprints, and Smarter Mobile Features! Zoho CRM’s Android app just got a useful upgrade. You can now share records, upload your
Automate onboarding emails with CRM Workflow and Accounts module
We’re a B2B SaaS company selling to public-sector organisations. Each organisation is stored as an Account in Zoho CRM, and each organisation typically has multiple associated Contacts. Our backend syncs product-usage data (setup status, user activity,
Important update: Enhanced security measures for account operations in Zoho Cliq
Greetings from the Zoho Cliq team! We’d like to share an important security update that has an influence on some admin actions such as password reset, MFA reset, and MFA backup code generation. What’s changing? With our latest security enhancements, these
Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens
find attached extract of my report
No Functional Autosave or Manual Save Button
Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I tried
Enterprise subscription support
My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscription
Issue with Creator's IF logic
Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) { info "True"; } else { info "False"; } if(-1.0 < 0.000000) { info "True"; } else { info "False"; } The output returned is: False True However, the
Need option to send Package PDF in shipment email (Shipment PDF is missing Lot info)
Is there any way to automatically attach the Package PDF instead of (or alongside) the Shipment PDF in the notification emails? We really need this feature because the default Shipment PDF creates a blind spot for our customers. It does not display Batch/Lot
zoho creator view is not present in the workspace and blank reports
Hi Support, Users who have "write" permissions keep getting this error for all of our embedded reports all of a sudden. See screen shot below: Meanwhile, my developer permissions account sees a blank screen in view and edit mode as shown in the screenshots
Customize portal email template
Can i fetch only first name of the user in portal email template instead of the below code Hi ${User.FULL_NAME}
Can't we let users decide which options they'd like to add at embed widget?
It seems embed widget DOES NOT offer a feature, where users can choose options upon subscribing plans. What Zoho has instead, is that admins have to manually create plan with options. How come no one in Zoho dev team never raised issue about usability
Reupload and rename from one field to another field (file upload)
Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone
Printing Multi-Page Reports (PDF Export)
Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience
I NEED TO NUMBER TO TEXT NO HERE
=NUMBERTEXT NEEED
Error: View is not present in the workspace
When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.
Dear Zoho CEO: Business Growth is about how you prioritise!
All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about
Bin Locations
Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan
Create and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standard
How to Prevent Users From Skipping LMS Videos in Zoho People
How to Prevent Users From Skipping LMS Videos in Zoho People Hello Zoho Developers, In this blog, we will quickly look at how you can stop users from skipping or fast-forwarding videos in Zoho People LMS. Zoho People provides a feature called Disable
[Integration Edition] Deluge Learning Series – Custom API with Deluge | November 2025
We’re excited to conclude this four-month Integration Edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session
Automate Backups
This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
Next Page