We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new.
Explore What's New!
Accessibility
Introducing a new Accessibility section in Zoho Analytics. It gives you full control over how you view and interact with your Zoho Analytics interface. This update brings enhanced usability and helps ensure a more comfortable, efficient, and accessible reporting experience.
You can now personalize your interface with these new settings:
- Highlight Links - Underline all links to distinguish them clearly from regular text.
- Custom cursor - Choose the size of your mouse cursor (Small / Medium / Large) for better visibility and easier navigation.
- Font size - Adjust the font size of the interface to suit your reading comfort.
- Color contrast - Enable high-contrast mode to improve readability and support users with visual impairments.
- Keyboard shortcuts - Access a full list of built-in shortcuts, to speed up your workflow and navigate quickly using the keyboard.
Learn more.
New Data Connectors
Bring data from more sources into your analytics ecosystem with these new native connectors.
Qntrl Connector
Effortlessly bring workflow and process data from Qntrl into Zoho Analytics. Build reports to analyze task progress, approvals, and operational efficiency.
Learn more.
Asana Connector
Sync your Asana tasks, projects, and workflows seamlessly. Create visual dashboards to track productivity, timelines, and team performance.
Learn more.
Zoho Community Spaces Connector
Import engagement and activity data from Zoho Community Spaces. Analyze member participation, content performance, and community growth trends.
Learn more.
Zoho Finance Connector - New Modules
Gain deeper financial insights with newly added modules, enabling more granular reporting and analysis across your Zoho Finance suite.
Learn more.
Data Sync & Live Connect Enhancements
Incremental Fetch Enhancements
- From Other Workspaces: Users can now configure incremental fetch for data imported from another workspace, bringing in only new or updated records. This improves sync efficiency and reduces load times.
- For Custom Queries: Incremental fetch is now supported for data imported via custom queries, retrieving only new or updated records to enhance performance and reduce processing time.
Learn more.
Live Connect Query Table - Athena
Effortlessly prepare and analyze your live connect data from Athena using query tables, and start generating actionable insights with real-time connectivity.
Learn more.
Developer Hub Enhancements
API – Ruby Language Support
Zoho Analytics SDK now supports Ruby, enabling developers to build Ruby-based integrations and automation with native methods.
Learn more.
JS API - Tab Switch
Enhance embedded dashboard navigation. The JavaScript API now allows you to switch between tabs programmatically, enabling a better navigation control and interactive dashboard experiences.
Learn more.
Map & Geo Analytics Enhancements
Map-Layering Enhancements
Map Layering now includes drill-through for individual layers, options to fix unresolved locations, and the ability to use layered maps as filters in dashboards. These updates deliver deeper and more interactive geo-analysis.
Learn more.
Map Chart – Tooltip Enhancements
Map chart tooltips have been refined by removing Latitude/Longitude values. Users now see cleaner, more meaningful data highlights.
Reporting & Visualization Enhancements
Drill Through Enhancements
Drill-through is now supported for both Public Views and Embedded Views, enabling viewers to seamlessly access related reports for deeper data exploration and enhanced analytical context.
Previously, drill-through functionality was limited to shared reports. With this enhancement, viewers can now open linked drill-through reports, provided those reports have also been made Public.
Learn more.
Tooltip / Info Icon in Widgets
Widgets now support tooltips and Info icons to display additional descriptions or context. This helps dashboard viewers understand metrics instantly.
Learn more.
Anomaly Detection – Color Support
Anomaly detection results now include intuitive color cues, making unusual patterns or values easier to identify at a glance.
Learn more.
Sorting of Values Across Group in Pivot Views
We have added a new option called Sort across Group which helps you apply clearer and more consistent sorting in Pivot Tables.
Earlier, sorting worked only inside each group. With Sort across Group, you can now sort the entire pivot table based on the selected column, regardless of how the groups are arranged.
Freeze Column Support in Pivot & Summary Views
We have added Freeze Column support in Pivot and Summary Views to help you work more comfortably with wide reports. This feature keeps selected columns fixed on the left side of the table while you scroll horizontally, allowing you to compare key columns with other metrics without losing context.
Report-Level Fiscal Year Option
Align individual reports with your organization's financial calendar by defining the Fiscal Year start month at the report level. This setting applies only to the selected report and appears when a date column is used, enabling accurate time-period analysis.
Learn more.
Dynamic Thresholds with Variables in User Filters
Aggregate formulas can now be used with variables inside thresholds. When paired with User Filters, threshold values are calculated dynamically based on each user’s filter selections ensuring every user sees context-relevant threshold boundaries instead of a fixed value.
Datatype-based Variable Suggestions for Default User Filters
When configuring default values in User Filters, only variables matching the filter’s datatype are now listed. This prevents configuration issues such as assigning a text variable to a numeric filter, and ensures accurate default value mapping.
Learn more.
AI & ML Enhancements
AutoML – 128GB Server Support
AutoML now runs on high-power 128GB servers in the US Data Center. This enables faster model training and support for significantly larger datasets.
Learn more.
Zia Insights - Enhancements
Customize Zia Insights
Users can now tailor Zia Insights by selecting specific metrics and dimension columns for insight generation and choose the types of insights to focus on:
- Contribution Analysis: Understand key factors impacting outcomes.
- Time Series Insights: Detect trends, seasonality, anomalies, and forecast future values.
- Comparison Between Dimensions: Analyze performance and variance across different dimensions.
This customization ensures insights are focused, relevant, and tailored to the report’s context.
Learn more.
Diagnostic Insights Now Available for Multiple Time Series Analyses
Previously, diagnostic insights were available only for Recent Time Period Analysis. With this update, users can now access diagnostic insights across multiple time series analyses like, Anomalies/Outliers, Largest Incline/Decline, Period-over-Period Changes, and Start vs End Period Analysis revealing the “why” behind the data for more informed decisions.
Other Updates
Audit Logs for White label Users
Track administrative actions with greater precision. All activities performed in the White Label admin console are now comprehensively logged in the Audit Logs for improved security and compliance.
New Language Support
Zoho Analytics is now more accessible globally, with support for 29 international and 11 Indian languages.
Learn more.
Recent Topics
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
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
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. $10
Bigin Android app update: Zoho Books integration
Hello everyone! We’re excited to introduce Zoho Books integration on the latest version(v1.8.5) Bigin Android app. Once the integration is completed in the web(bigin.zoho.com), the Zoho Books tab will be visible in detail View of Contacts, Companies,
Audit Log enhancements: Increased retention period, better user visibility, and more
Hello everyone, The Audit Log brings in the following enhancements which improve the overall ability to manage data. Why did we make these updates? Extended Data Retention: Audit data can now be filtered and exported for a 60-day period, doubling the
Question Regarding Managing Sale Items in Zoho Books
Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export
System flaws and lack of response from Zoho
I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called
Customer Grouping
Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the
Two currencies
More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make
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
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).
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
Payment on a past due balance
Scenario: Customer is past due on their account for 4 months. We suspend their billing in Zoho books. Customer finally logs into the portal and enters a new credit card. We associate that cardwith their subscription, which will permit the card to be used
How to export all line-item descriptions for a specific item in Zoho Books?
I am trying to audit a specific item (“Item X”) that has been invoiced multiple times with different line-level descriptions. Here’s the situation: I am using Zoho Books (Professional). Each invoice may contain the same item but with different descriptions
List of hidden features
Hi Friends, I had another support chat today and low and behold the feature that I wanted just simply needed to be "enabled". I thought I'd share, and maybe see if others had some similar experiences. 1. This one is from 5 ish years ago. I asked if there
How to change a BAS that has been filed
I have discovered that a group of expense transactions were accidentally placed in a asset account rather than an expense account. As a result I need to adjust the transaction and consequently most of my BAS to correct the error. Because the BAS have
How to Export PDF with a custom Template
I need to export Sales Order with a Custom Template I have created How can I do it? I see an API to export the PDF but how can I choose which template to choose to generate the PDF
Associate email with a potential or project.
I have a pivotal requirement to associate emails from various suppliers (contacts) with different potentials or projects, on an email by email basis as they come in. This question appears to have been raised before but I cannot find a definitive yes "it can be done". Could anyone please tell me, yes or no. If the later I can stop wasting time and look at alternative crm systems. I would love not to have to do this. Thanks in advance.
Function with Search Records was working until a few weeks ago, around when "Connected Records" was released
I have a custom function that has been running for nearly a year now, which suddenly stopped working around the time Zoho released the "Connected Records" update. The function is no longer finding the record using the searchRecords function. I've changed
Is CRM On Premise available
Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, Devashish
How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?
Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that
Online Assessment or any aptitude test
This video is really helpful! I have one question — if I share an assessment form link (through email or with the application form on my career page), how does Zoho Recruit evaluate it? Can a candidate use Google or external help while taking the test,
Incoming Threads Report
From data to decisions: A deep dive into ticketing system reports Customers raise questions and issues through multiple channels, such as email, chat, or tickets. To monitor the number of queries received on a specific day from each channel, leads can
Conditional layouts - support for multi-select picklists
Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list
Next Page