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 Training
Greetings! I am trainer. My focus area is Project Management and MS Project. I have used Zoho CRM to a good extent. Though, I was interested in using ZOHO projects, as there were no live projects, I could not take it up for studies. Recently a client
Detailed list of scoring rules in Zoho CRM
Good morning Zoho community, warm greetings The reason for my message today is that I have a problem with my CRM, which I will explain below: Our organization has scoring rules designed to rate our potential customers or leads in the application based
How to create a summary document from Projects details
Hi, Our team is creating many projects inside Zoho Project. When closing a project, they write a summary document containing data from the projects it-self (understand project budget, customers, etc...), and editable (ie the document is either a Writer
Request to Recover Deleted Task List – Project ID: RIV-MOD-10722
Hi Zoho Team, I hope this message finds you well. My Zoho task list associated with Project ID: RIV-MOD-10722 appears to have been deleted. When I clicked on the task link from the email notification, I received the following message: "Task has been deleted
Host in US Data Centre
I humble apply to be registered on US Data centre
convert the project to templet
i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time
Best practices for managing Project Charters, Business Case and RAID logs within Zoho?
Hello everyone, I’m currently refining our PMO setup within Zoho Projects and I’m curious how others are handling high-level governance documentation. We’ve been using the standardized Project Charter, Business Case and RAID frameworks from projectmanagertemplate.com
Resource Management System built using Zoho CRM, Creator, Projects, and People:
In a Resource Management System built using Zoho CRM, Creator, Projects, and People: CRM Deal Closed → Creator Allocation Engine → Zoho Projects Task Assignment What is the recommended architecture to handle dynamic reassignment when: an employee goes
File Upload Field in Zoho Forms Not Updating Existing File in Zoho CRM
Hi everyone, I’m trying to understand the behavior of a file upload field mapped from Zoho Forms to Zoho CRM. Scenario There is a File Upload field in a Zoho CRM module. A Zoho Form also has a File Upload field, which is mapped to that CRM field. When
Dynamic Remaining Quantity in Lookup During Allocation
Hi everyone, From what I understand in Zoho Creator, lookup fields only display the stored value from the source record and do not dynamically update while a form is being filled. Because of this, showing a real-time updated remaining quantity inside
connect zoho creator with google drive
Hello everyone, I need to connect to a folder drive. The idea, is that google drive loads a text document with some data, I must read that text document to be able to autofill a form that I have in zoho creator with that data. I also attach PDFs and place
Ability to Attach Record-Specific Files Automatically in Workflow Email Templates
Currently in Zoho CRM, email templates allow attachments to be added, but these attachments are static and remain the same for every recipient. There is no straightforward option to automatically attach a file that is stored within the specific CRM record
Uploaded files are not included when using "Include user submitted data" in Email Notification
In Send Email notification workflow in Zoho Creator, there is an option called "Include user submitted data" which allows the email to contain all the form submission details. However, when this option is enabled, files or images uploaded through File
kanban view for client portal
Are kanban views an option for client portals? Access to Kanban views in the client portals would solve some mobile-compliant issues I have with the UI. Kanban functions very nicely on mobile and would be a super asset for my clients and vendors as they
Credit Card Pre-Authorization with later Capture/Settlement
We really enjoy the convenience of being able to pay off a customer's invoice using our Auth.Net integration with Zoho Books. Unfortunately, we can only take advantage of this feature with a small percentage of our customers as it leaves a gaping hole
Zoho Cliq not working on airplanes
Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly
Zoho Sign 2025–2026: What's new and what's next
Hello! Every year at Zoho Sign, we work hard to make document signing and agreement execution easy for all users. This year we sat down with our head of product, Mr. Subramanian Thayumanasamy, to discuss what we delivered in 2025 and our goals for 2026.
Work Orders / Bundle Requests
Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of
Izettle or Sumup Integration for Zoho Books.
The Stripe & Square clearing works great in Zoho Books. Any further integrations planned in the future for Izettle or Sumup? These card processors are very common for taking payments with a card reader.
Train Zoho Answer Bot Based on Customer
Hi all, Is it currently possible to mark Help Centre articles to a specific customer, and restrict the answer bot to only use relevant information if it is either marked as "General", or tagged for the specific customer in question? We currently have
Trying to access records in a custom module in Zoho Desk and not having luck
I've built a custom module in Zoho Desk and am using a custom function to query the records in the module and I'm not having any luck. The only way I have found to retreive a record is by getting it by its recordID (the long zoho assigned one). The function
Composite items inside of composite items; bill of materials needed
Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weights
ZOHO Books Smart Accounting Software for Travel Agency
Dear Travel partner, Contact for Travel Agency Accounting Setup & Training Vansh Travel (ZOHO Books Authorised partner) Email: info@vanshtravel.com Mo: +91 98984 95155 Please find PDF
452 Mailbox delivery restricted by policy error
We have been testing Zoho desk for about a week now and have been forwarding emails in via an Exchange Online Mail flow rule without issue until yesterday. Suddenly yesterday morning we started getting the vast majority of the emails stuck in Pending
Send Email reply on behalf of Agent
Hi, When using the send email reply via the API I can set the reply on behalf of the customer by using impersonatedUserId in the header of the API call. Is there a way to do this for Agents too? I need to be able to send an email reply on behalf of an
Sharing Tickets to a team within a department
Hi there, We have a need for one department to be able to share tickets to a specific team within a department, I'm wondering if this is possible? All the shared tickets are going into the 'Shared Tickets' view for the whole department but is there a
Removing To or CC Addresses from Desk Ticket
I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results
Do not use isnull()
Does not always return booleans. Can also return null. Never use this function. Just use var==null instead.
Organization wide Account and Contacts Visibility/Sharing Capabilities?
Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to
Is there a way to configure dark mode for Campaigns emails that go out to customers?
I've found a lot of information on how to configure dark mode for my (The user) personal Zoho workspace and email, but is there any way to edit dark mode settings on emails that we send out to customers via campaigns? We sent out a test email the other
When Does WorkDrive integrate with Books?
When Does WorkDrive integrate with Books?
How do I import Connected Records for a Deal?
Can you point me to an example of the CSV file that would add related records to an existing CRM Deal? I imported a Deal, then tried importing a connected record using a unique ID that references the Deal ID, but it doesn't attach it to the Deal rec
FSM integration with Books
Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders
How to close an estimate ?
Hello, I have created estimates, and converted them to invoices to get 50% payment. Now I have 2 cases where the estimate stills shows status partially invoiced, however: 1. for one of them, project stopped half way, so the remaining part will never be
Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!
Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
How do you print out the invoices comments
I have some invoices where i need to print out the comments that show when reminders and etc were sent how do we print those out in Zoho Books.
Unable to load a specific image
Hi I am trying to upload an svg file, which reports that there is "a problem with the file", but does not say what sort of problem. I can't find anything which says which files are supported, so it may be it does not support svg. (which would be a real shame) The file itself will open in either Firefox or Chrome without problem. For the moment I am using a png file, which does not zoom well of course. David
Why does the Address field show the wrong map location even with a correct Pincode?
I am noticing an issue with the Address field map in Zoho Creator. When I enter a city name that exists in multiple locations within the same state, the map sometimes points to the wrong area even if I have entered the correct Pincode. Currently, it seems
Books <-> CRM synchronisation with custom Fields
Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to sync
CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
Next Page