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
Zoho Inventory - Managing Items With Multiple Suppliers
Hi community, I'm working on a project at the moment for a car parts wholesale business. Each Item (part) has its own original manufacturer part number (sometimes more than one part number for the same item). When purchasing parts from 3rd party suppliers,
Customer Portal on Zoho Desk
Hi, I'd like to know more about the items below I found when setting up the Customer Portal on Zoho Desk. Could someone help me explaining these in details? Especially the 2nd and 3rd point. Thanking you in advance! Permissions Customers can sign up for Customer Portal Customers can view tickets of their organization (contacts) Customers must register to access Customer Portal Display Community in Customer Self Service portal
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
Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
Can I add Conditional merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
Fill Colors
Hello, Just curious, is it possible to manage the Used and standard colors in the fill drop down menu ? I would like to change/edit them is possible to colors I frequently use. Thanks for you reply, Bruce
Integrating Zoho CRM EmbeddedApp SDK with Next.js — Initialization and Data Fetching Issues
You can get an idea from my code I have given in end: First, I worked on a React project and tried the same thing — it worked. My goal was to import the Zoho script and then load contacts using the Zoho Widget SDK, which was successful in React. Now,
ListObjects is recognized by VBA
Sub addNewRow() Dim ws As Worksheet ' Set your worksheet name Set ws = ThisWorkbook.Sheets("Invoice") ' Set your table name (change "Table1" to your actual table name) ws.ListObjects("InvItems").ListRows.Add End Sub I am getting Unknown function: Li
When moments in customer support get "spooky"
It’s Halloween again! Halloween is celebrated with spooky symbols and meanings based on history and traditions, with each region adding its own special touch. While we were kids, we would dress up in costumes along with friends, attend parties, and enjoy
How can I delete duplicate transactions?
I want to delete the duplicates not simply exclude them. I have duplicates, because I had automatic bank feeds turned on (had to make sure this critical functionality was working before migrating to Zoho). Now when I import my csv's exported from Wave,
Enhance Sign CRM integration
Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign
Python - code studio
Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
Quickly send emails and sync conversations with custom email addresses in CRM
Editions: All editions DCs: All DCs Release plan: This enhancement has been released for customers in all DCs except IN and US. We will be enabling it for IN and US DC customers soon. [Update on 22 May 2024] This enhancement has been released for all
Multiple email addresses
Multiple email addresses: I understand there is the ability to add an additional email field to a contact, but the functionality here needs to be drastically revised. Currently, this second email address does not log under the contact email history, nor is it available as a send address when using the Send Mail button within CRM. We recently migrated from GoldMine. I hate GoldMine, but there is one thing they did well: Email. I suggest copying them. Change the email field to an editable picklist,
Work with Contacts who use multiple Emails / Manage obsolete Email addresses without loosing Emails in Context
Hello List Work with Contacts who use multiple Emails Only after 1 week in using Zoho CRM productively we have contacts which randomly use 2 different email addresses. From the concept I've understood that Zoho CRM offers two email fields which are recognized internally as such. Email Secondary Email But the email integration seems to check only Email and not Secondary Email and also not other custom fields defined as email type. Although I added the secondary email to a contact CRM created a second
Lead to Contact Conversion with multiple email address fields
We are a B2C business with a strong repeat cycle, and as such it's not uncommon for customers to use multiple email addresses with us. We have both our Contacts & Leads modules set up with 3 email fields. (Primary Email / Secondary Email / Historic Email)
ViewID and Zoho Desk API
I'm looking at the documentation for Listing contacts and it looks like you can filter by ViewID. I assume this is views created in a department or all departments. Is this correct? And if so, how do I find the ViewID for that view? EDIT: I see the view
Ability to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects
Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside Zoho
Automatically Update Ticket Status in Zoho Desk Based on Actions in Zoho Projects
Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to manage tasks related to customer tickets, and it works well for linking and tracking progress. However, there are a few important automation capabilities
Print Tickets
We have field engineers who visit customers. We would like the option to print a job sheet with full details of the job and account/contact details.
Zoho Desk integration with Power BI
Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack
Ability to Attach Images When Reporting Issues to Zoho Projects from Zoho Desk
Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to report bugs directly from support tickets into the Zoho Projects issue tracker. This integration is extremely useful and helps us maintain smooth coordination
Ability to Choose Task List and Add Subtasks When Creating Tasks from Zoho Desk
Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to seamlessly connect customer tickets with project tasks. While the integration works great overall, we noticed two important limitations that affect our workflow
Sync Task Status from Zoho Projects to Zoho Desk
Hi Zoho Desk Team, Hope you’re doing well. We’re actively using the Zoho Desk–Zoho Projects integration, which helps our support and project teams stay aligned. However, we noticed that when we change a task’s status in Zoho Projects, the change is not
Default/Private Departments in Zoho Desk
1) How does one configure a department to be private? 2) Also, how does one change the default department? 1) On the list of my company's Zoho Departments, I see that we have a default department, but I am unable to choose which department should be default. 2) From the Zoho documentation I see that in order to create a private department, one should uncheck "Display in customer portal" on the Add Department screen. However, is there a way to change this setting after the department has been created?
Can we do Image swatches for color variants?
We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h
Zoho CRM IP Addresses to Whitelist
We were told to whitelist IP addresses from Zoho CRM. (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated? Everything I could find is over
Color of Text Box Changes
Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and
The difference between Zoho Marketing Automation and Zoho Campaigns
Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?
How to use Rollup Summary in a Formula Field?
I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible
Zoho Mail Android app update - View emails shared via Permalink on the app.
Hello everyone! In the latest version(v2.8.2) of the Zoho Mail Android app update, we have brought in support to access the emails shared via permalink within the app. Earlier, when you click the permalink of an email, you'll be redirected to a mobile
Let us view and export the full price books data from CRM
I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
Weekly Tips: Manage External Images in Zoho Mail
When you receive emails every day, whether from clients, newsletters, or services, many of them contain external images that automatically load when you open the message. While this can make emails look more engaging, it can also impact your privacy and
How to display Motivator components in Zoho CRM home page ?
Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.
Introducing Record Summary: smarter insights at your fingertips
Hello everyone, We’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia to simplify how you interact with your CRM data, providing a seamless, consolidated view of critical record information. Scrolling through the
Account in Quick View Filter
I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any
Unable to confirm Super Admin assignment — confirmation button not working
I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, when
Delegates should be able to delete expenses
I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and
Let's Talk Recruit: Meet Zia, your all-in-one AI assistant (Part-2)
Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. When
Function #9: Copy attachments of Sales Order to Purchase Order on conversion
This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit
Next Page