In today’s fast-paced IT environment, having a clear view of your remote support activities is more important than ever. Zoho Assist’s Custom Reports feature gives IT teams the ability to generate tailored reports that provide actionable insights and help streamline operations.
With Custom Reports, you can choose exactly what you want to see. Pick from key fields like session details, technician information, and technician activity to focus on the metrics that matter most. This flexibility ensures that every report is aligned with your team’s specific goals and tracking needs.
To access the Custom Reports, log in to your Zoho Assist account using your credentials. Then, navigate to Reports and choose Custom Reports from the left panel. Once inside, you can begin applying filters and selecting key data points to create meaningful, insight-driven reports that empower smarter decision-making.

Advanced filters for precise reporting: Zoho Assist allows you to narrow down your data using filters such as:
Remote Support – view only sessions where technicians provided live support.
Unattended Access – track sessions where devices were accessed without end-user presence.
Screenshare – identify sessions where screens were shared for training or troubleshooting purposes.
Active Technician – monitor high-performing technicians and their session details.
Inactive Technician – identify technicians with minimal or no activity over a period.
By Technician Name – focus on a specific team member’s activity.
Type of Technician – filter reports based on roles or designations within your support team.
By analyzing these filtered reports, you can easily identify patterns, track technician productivity, and uncover areas for improvement. Whether it’s checking compliance, auditing sessions, or managing workloads, these insights help you make informed decisions.
Access chats, session notes, and recordings under Resources to gain visibility into every support interaction. This allows you to track technician-customer conversations, provide context on troubleshooting steps, and observe sessions in real time. It helps you audit sessions for compliance, identify areas for training, and analyze recurring issues to improve support efficiency and overall customer experience.
Once your report is ready, you can export it as a PDF or CSV file to share with management, stakeholders, or for internal records.
The View Reports feature under Customer Reports allows users to track all activities performed during a session, such as File Transfers, Clipboard Sharing, Screen Sharing, and more.
Whether it’s monitoring active technicians, reviewing unattended access sessions, or auditing inactive team members, Zoho Assist’s Custom Reports give you full control, clarity, and accountability over your remote support operations.
clarity, and accountability over your remote support operations.
Try it out and let us know how it’s helping your team improve session management. If you need help setting up or have any questions, feel free to reach out to us at support@zohoassist.com—we’re here to help
Recent Topics
Enhancements to finance suite integrations
Update: Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in all the finance modules including Sales Order, Invoices, Purchase Order. We're also
How to notify all members on any updates to zoho crm?
Hi, I am using the free version of zoho CRM and currently seeing this will work for our company. We are a small company and wanted to be more informed about all the changes in zoho. 1. How do I s et notifications that go to the team for any and all changes
How to change the format for phone numbers?
Mobile phone numbers are currently formatted (###) ###-####. How can I change this to a more appropriate forms for Australia being either #### ### ### or (#)### ### ###?
Unattended Access on Android without Play Store
I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollment
Open Sans Font in Zoho Books is not Open Sans.
Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real
Is it possible to embed Zoho Bookmarks in the Cliq sidebar?
Is there any way that each Zoho user can access their bookmarks (that live in https://bookmarks.zoho.eu/ which is technically a part of Zoho Mail) directly within Cliq? As a widget, or an item in the sidebar? My team does not use Mail, it uses Cliq all
Show Attachments in the customer portal
Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.
Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.
Navigate with Ease: Announcing Improvements to Your Zoho CRM for Everyone's Setup Experience
Hello Everyone, We’re thrilled to announce new enhancements to the Setup Menu in our Zoho CRM for Everyone system, designed to simplify your workday and streamline your overall experience. What's New? Addition of a Setup Homepage Faster Search in Setup
Zoho Projects Webhook fails with HTTP Error 0
Hello Zoho Community, I am pulling my hair out over this one. I have setup a very basic http(s) server that always responds "ok" and code 200 to incoming GET requests. It will accept any parameters, and any path. Really, all it does is say "ok," and log
API 500 Error
Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":
ZOHO Campaignで表のカラムの幅を調整したい。
表を作成した際、個々のカラムの幅を調整したいのですが、方法が分かりません。 どなたかご存じの方ご教示ください。
Auto-upload Creator Files to WorkDrive
Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to
Cannot connect to 365 business calendar and Teams, says personal but it is not.
hi I have a number of users connected to their 365 business accounts. Adding a new user and it thinks hes got 365 personal edition. He does not.... Anyone know what's going on. Trying for days now. Bookings go into his MS calendar but as its thinks its
Exciting Updates to the Kiosk Studio Feature in Zoho CRM!
Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
Kaizen #129 : Client Script Support for Blueprints
Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint
Search Bar Improvement for Zoho Commerce
Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you
Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign
Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go
Account Owner Field From Accounts Module to be Displayed in Contacts module
I have a field in the Accounts Module in the CRM called "Account Owner" i want that field to be also mapped into the Contacts Module custom single line field called "Account Manager".
Update a field in the ZOHO Form, basis numeric value in another field in the same form
I am trying to create a questionnaire in ZOHO, where clients need to answer 10 questions, and basis response, values are assigned. I have created a total score field where the sum of the values is stored. But i am unable to create a rule whereby another
How to update "Lead Status" to more than 100 records
Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan
Meet up de Zoho en Bilbao
Buenos días comunidad! Estamos estudiando hacer un Meet up en Bilbao desde zoho y varios Partners. Para que la experiencia sea excelente, queremos saber cuantas pesonas se vendrían a Bilbao al evento. Y para que sea lo mas útil posible, que temas dentro
Picklist reference value in REST
picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a way
In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."}
In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."} this is button Function used in the Creator map Inventory.Create_Credit_note(int CRE_ID) { return_value
Marketing Tip #2: Recover lost sales with abandoned cart emails
Did you know most online shoppers don’t complete checkout? Automated cart recovery emails are an easy way to bring them back. A simple reminder can recover sales you’d otherwise lose. Try this today: Enable abandoned cart emails in Zoho Commerce and set
Billing Management: #9 Usage Billing in IoTs
We live in a world where connectivity has become a lifestyle rather than a luxury. From smart thermostats that adjust your home's temperature to GPS trackers monitoring end-to-end fleets and sensors that optimize energy grids, the Internet of Things has
{"code":1038,"message":"JSON is not well formed"}
Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the input
How can I migrate Shared Mailbox from Zoho Mail to Team Inbox?
I am unable to migrate mails from my shared mailbox in Zoho Mail to Team Inbox. I am the super admin of my Zoho One plan and yet I am getting an error saying only admins can do this? I don't understand the issue.
Remember all the ways we've posted?
The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digital
Add Support for Authenticator App MFA in Zoho Desk Help Center
Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,
Can no longer upload my own Notebook cover
I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did this
Zoho Desk - Cannot Invite or Register New User
Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process
Custom domain issue
I recently changed records for my support area custom domain for a few months, I then wanted to come back to Zoho, but now I can't connect it and I can't login as it's having an SSL issue. I cannot get a good response from support, as I've been notified
Zoho Sheet - Desktop App or Offline
Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
How do you generate personalized certificates and save them in dynamic folders using Writer's mail merge?
Zoho Writer's mail merge feature can help you enhance the certificate management process. It's a great way to save time and effort! Merge certificates and maintain a well-organised repository with personalised certificates stored in separate folders for
Zoho Editor
Zoho PDf Editor is not working I am clicking on EDIT PDf then it again bringing me back to the same page. again and again.
The present is a "present"
The conversation around mental health has been gaining attention in recent years. Even with this awareness, we often feel stuck; the relentless pace of modern life makes us too busy to pause, reflect, and recharge. In the world of customer support, this
Zoho Sheet Autofit Data
While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.
KPI Widget dashboard select periods
I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects
Search in Zoho Community Not Working
I realize this is a bit of a meta topic, but the search for the various Zoho Communities appears to not be working. I'm under the impression that they run on some version of the Zoho Desk platform, so I'm posting this here.
Next Page