Reports

The Reports module in Zoho Books contain reports related to your business, accounting and taxes. These reports reveal a lot of information about your business, such as your sales figures, purchases, inventory and activity logs.

Note:
The transactions which are in the Draft status will not reflect in any of your reports.

Let us see the different types of reports in Zoho Books:

Business Overview

• Profit and Loss
• Cash Flow Statement
• Balance Sheet

Sales

• Sales by Customer
• Sales by Item
• Sales by Sales Person

Inventory

• Inventory Summary
• Inventory Valuation Summary
• FIFO Cost Lot Tracking

Receivables

• Customer Balances
• Aging Summary
• Aging Details
• Invoice Details
• Retainer Invoice Details
• Sales Order Details
• Estimate Details

Payments Received

• Payments Received
• Time to Get Paid
• Credit Note Details
• Refund History