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
Send e-mail with attachments
Dear Zoho, How is that possible in Zoho Flow to send an e-mail with attachment? Just a simple example: Zoho Flow checks my Zoho mails and if the conditions starts the trigger then I would like to send an email with the original email's attachment. Any idea? BR, Adam
How to I get checkboxes on a subform to update via deluge
Hello, would someone be able to tell me what I'm doing wrong here? I am trying to take the contents of a Deals subform and add them to an invoice then update the checkbox on each row so that 'add to invoice' is unticked and 'invoiced' is ticked. The output
Your bot just got smarter: AI-Powered routing that reads between the lines
What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing
Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,
Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available
Unified customer portal login
As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
Zoho Projects - Task Owner filter at Project level
Hi Projects Team, The feature requests I would like to raise is the ability to create a custom view at the project level for projects with tasks owned by a user or users. For example "Ashley's Projects" custom view might contain a list of project in which
Cadences
I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't
Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.
Custom Fonts in Zoho CRM Template Builder
Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
Would be really awesome to have Created Time and Modified Time showing for custom functions list
It would be SO HELPFUL to be able to sort custom functions by created time/ modified time. Also seeing a created by/ modified by with the little profile picture would be supremely helpful as well. Just really hard sometimes to find a function you were
Ticket Export Does Not Include Ticket Threads
Dear Zoho Desk Support Team, I hope you’re doing well. I would like to report an issue regarding the ticket export functionality in Zoho Desk. Currently, when exporting tickets, the ticket threads or conversation history are not included — only the ticket
Payments made notification
This is a really wonderful feature but we can only use it for about 50% of payments made & have to revert to sending statements which is a real chore. Credits applied to the bills paid in the notification aren't included & this causes great confusion in the accounts receivable departments. Please, please add this required feature asap ! .....
Ability to add VAT to Retainer Invoices
Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices. It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe! So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes
ZOHO DESK link with Power BI
HI, I am using ZOHO Desk for last two years and now my client is asking to integrate ZOHO desk data to Power BI so that they can use Data for reporting. Kindly guide in details so that i can give access to ZOHO desk export data for more visibility.
URLs being masked despite disabling tracking
Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" instead
Zoho CRM - Calendar Cards View - Let Users Decide What Is Displayed On Calendar Entries
Imagine planning your week of face-to-face meetings across three counties. You’re trying to group appointments by location to make the best use of your time, but Zoho CRM’s calendar doesn’t show where each meeting is happening. You’re left trying to remember
Dashboard Autorefesh
Good day, I am a dashboard that displays the number of tickets based on "Product Name". This dashboard is displayed on a big TV for the team to monitor. Can the dashboard auto-refresh every few minutes to display the new values? Currently, we have closed
Deferred/ Unearned revenue
Dear Zoho Team, Just in case you have missed out my query posted few days ago: We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED/UNEARNED REVENUE (ie. $10
Report Hover Setting
Would be great if we will able to show information to the user while hovering a record in a report.
Bigin Android app update: Zoho Books integration
Hello everyone! We’re excited to introduce Zoho Books integration on the latest version(v1.8.5) Bigin Android app. Once the integration is completed in the web(bigin.zoho.com), the Zoho Books tab will be visible in detail View of Contacts, Companies,
Audit Log enhancements: Increased retention period, better user visibility, and more
Hello everyone, The Audit Log brings in the following enhancements which improve the overall ability to manage data. Why did we make these updates? Extended Data Retention: Audit data can now be filtered and exported for a 60-day period, doubling the
Question Regarding Managing Sale Items in Zoho Books
Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export
[WEBINAR] Smooth year-end closure with Zoho Books (KENYA)
Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho
System flaws and lack of response from Zoho
I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called
Customer Grouping
Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the
Two currencies
More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make
Zoho Books | Product updates | September 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate
GST Slabs Redefined: Stay Compliant Using Zoho Books!
Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
Zoho Books | Product updates | October 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple
Need Inactive accounts to be visible in Reports in Zoho Books
I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report
Edit item custom fields
Getting this error : Transactions have been created with the custom field. Hence it cannot be deleted. Not trying to delete it, just trying to change which modules to show in or to not show at all in transactions !
Zoho Books - How to Invoke a Custom Function in Schedulers
We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function
Use Zoho Books to bill for work done in Zoho Desk??
I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the time
Zoho Finance Suite - Customer Custom Tabs - Dynamic Link
Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information
Modular Permission Levels
We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other
Blueprint or Validation Rules for Invoices in Zoho Books
Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and
Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)
Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).
Add Option to Mass Dispatch by User
Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem to
Bank Receipt Catagorization
Hi, how can I match a bank deposit to multiple customer's invoices ? For e.g. A single person paid to us on behalf of different five customers. I need to keep the separated invoices for each customer
Per Level Approval for admins
We need Process admins like Zoho CRM in Zoho Books for per stage approval Currently in books, admins only have the option for Final Approval But for example, in cases like when an employee is on leave, we can't just approval one level we only have option
Next Page