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Reporting Tags

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Reporting Tags

As a growing business, you would have a rapidly expanding customer base spread across several domains and locations. So when you generate reports, it becomes hard and confusing to find details pertaining to a particular domain or location. Zoho Books lets you associate tags known as Reporting Tags and filter all your reports based on the tags.

You will be able to associate reporting tags to Contacts, Items, Quotes, Sales Orders, Invoices, Recurring Invoices, Credit Notes, Expenses, Recurring Expenses, Purchase Orders, Bills, Recurring Bills, Vendor Credits and Journal entries.

Example:
Note:

Create Reporting Tags

You can create reporting tags with as many options as you want based on your business needs. To create reporting tags:

  • Go to Settings in the top right corner of the page.
  • Select Reporting Tags under Customization.
  • Click + New Tag in the top right corner.
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  • Enter a Tag Name and provide the Options.
  • Add more options by clicking + Add another option or delete an option by clicking the Trash Icon.
  • Click Save.
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Note:

Other Actions in Reporting Tags

Edit Reporting Tags

  • Go to Settings in the top right corner of the page.
  • Select Reporting Tags under Customization.
  • Hover over the reporting tag, and click Edit from the dropdown to the right of the reporting tag.
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  • Make the necessary changes and click Save.

Delete Reporting Tags

  • Go to Settings in the top right corner of the page.
  • Select Reporting Tags under Customization.
  • Hover over the reporting tag, and click Delete from the dropdown to the right of the reporting tag.
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  • In the pop-up, confirm by clicking OK.

Mark Reporting Tag as Inactive

  • Go to Settings in the top right corner of the page.
  • Select Reporting Tags under Customization.
  • Hover over the reporting tag, and click Mark As Inactive from the dropdown to the right of the reporting tag.
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  • Make the necessary changes, and click Save.

Associate Reporting Tags

Once you have created reporting tags, you will be able to associate them with items, contacts and other transactions.

Associating Reporting Tags to Items

  • Go to the Items on the left sidebar, and select Items.
  • Create a new item by clicking + New in the top right corner or select an existing item.
  • Enter all your details and click Associate Tags at the bottom of the page.
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  • Associate the required tags and click Save.

Associating Reporting Tags to Customers/Vendors

  • Go to Sales or Purchases on the left sidebar, and select Customers or Vendors.
  • Create a new customer or vendor by clicking + New on the top right corner or select an existing customer/vendor.
  • Click the Reporting Tags tab at the bottom.
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  • Associate the required tags and click Save.

Associating Reporting Tags to Transactions

  • Create a new sales or purchase transaction (For example, a Quote).
  • Enter the details and click the More icon next to the item you’re entering.
Note:
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  • Click Show Additional Information and select the Reporting Tags dropdown.
  • Associate the required tags, and click Save.
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Note:

Generate Reports

Once you have created tags and associated them to transactions, you can run your business overview reports and filter them using the associated tags. To do this:

  • Go to Reports on the left sidebar.
  • Select a report under the Business Overview section (For example, Profit and Loss).
  • Click Customize Report and select your reporting tags.
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  • Click Run Report to generate a report based on the criteria you’ve set.

Multiple Choice Question

What is the primary purpose of using reporting tags in Zoho Books?
  • To automatically generate invoices.
  • To track employee attendance.
  • To categorize and analyze your financial data beyond the standard Chart of Accounts.
  • To manage customer relationships.
What is the best practice when naming reporting tags?
  • Using random numbers and symbols.
  • Using clear and descriptive names.
  • Leaving the tag name blank.
  • Using the same name for all tags.
What type of financial report can you create and filter using reporting tags in Zoho Books?
  • Inventory Report
  • Profit and Loss Statement
  • Employee Payroll Report
  • Customer Contact List
Summary Table: Using Reporting Tags in Zoho Books
Step Description
1. Create Reporting Tags Create custom labels to categorize your transactions.
2. Assign Tags to Transactions Add the reporting tags to Invoices, Bills, and Expenses.
3. Generate Reports Filter reports by reporting tags to analyze the data by custom categories.

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