Introducing Reporting Tags in Zoho Books: Sorting your Reports is now just a Tag away!

Reporting Tags: Zoho Books

Reporting Tags: Zoho Books

Kumar is a retailer who sells mobile accessories and has business in three major cities: Chennai, Bangalore and Mumbai. He needs to generate a report that organizes his transactions by city to see how well his company has fared in each of the three markets.

With the new Reporting Tags feature in Zoho Books, this level of organization is now possible. Companies with multiple divisions and cost centers can use Reporting tags to help maintain their various accounts under a single roof.

Create reporting tags with phrases made of short keywords to help you filter and generate customized reports. You can associate a tag to categorize particular groups of transactions and generate a report based on these tags.

 

Tag ’em all!

Tags can make your life a whole lot easier; Save yourself time and find your transactions much faster by associating them with specific tags! You can associate these tags to all your sales and purchase transactions including Estimates, Sales Order, Invoices, Expenses, Purchase Orders, Bills, Credit Notes and Vendor Credits.

 

Customize your reports.

For Sharma, a successful restaurant owner, Sundays are a huge boon for his business; his weekend sales are close to 50% more than his weekday business. If he wants to generate a report for his weekends alone, he can associate a tag to all his weekend transactions and generate a customized report for a more focused analysis of his weekend business.

Gone are the days when you had to manually sort and categorize your reports. Just click on these tags and your reports will be sorted in no time! You can customize your profit-loss report, balance sheet, and account transactions with these tags.

 

Itemize and Personalize.

Tags don’t just organize each of your individual transactions by category; they can also be used to group items together for product-based reports. For instance, John sells different items in different regions: shirts and trousers in the U.S., footwear in the U.K., and cosmetics in India. Instead of tagging each and every transaction, he can associate tags to each group of items and generate a customized report to keep his product reports separate .

Tags can even be used to organize expenses by contact. John can also associate tags to contacts who supply him with a particular brand of accessories and create personalized reports for those contacts.

With Reporting Tags, John got his business  sorted, and he wants you to try it too


Need help
 getting started? Drop our support team a line at support@zohobooks.com, if you have any questions about tags. 

9 Replies to “Introducing Reporting Tags in Zoho Books: Sorting your Reports is now just a Tag away!”

  1. Hi Maruthi,

    This is a great feature. How can we implement these tags in Zoho Subcription, so that each Zoho Subscription Product corresponds to a different Cost Center?

    1. Hi Arnaud,
      I’m afraid this feature isn’t available in Zoho Subscriptions as of now. However, we shall get back to you once this feature is made available in Zoho Subscriptions as well.

      Regards,
      Maruthi

  2. Is there a way tags can automatically be assigned, i.e. based on another criteria such as sales rep. or a crm field that the contact synced from. Thinking if this can be used in a multi branch situation where we sync zoho crm and books.

    1. Hey Richard,
      I’m afraid this feature is not possible at the moment. However, we have made a note of it and our Developer team will be looking into it. We shall get back to you once there is an update in this regard.

      Regards,
      Maruthi

  3. Wow. This is certainly an amazing feature. However when I am trying to pull out the report. It doesnt populate sales and other fields. I have followed all the instructions here. Can you help.

    1. Hey Wasim,
      We’ll be more than happy to help you. Can you please drop in a mail to support[at]zohobooks[dot]com?

      Regards,
      Maruthi

  4. In theory, I love this. I enabled the tags for my organization, but I don’t see how to use tags when I’m manually categorizing an expense within Banking > “select bank account” > Uncategorized transactions > select transaction and manually categorize. Can you help?

    1. Hi Brock,
      As of now, this feature has been enabled to the Purchase, Sales, Contacts and Items modules alone. We are working on covering other modules also. We will update you once this feature is made available to other modules.

      Regards,
      Maruthi

      1. Understood. Thanks for the update and I look forward to this feature being available for the banking module.

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