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. Before exploring the range of reports that Zoho Books has to offer, let’s look at how you can fine-tune these reports to meet your requirements.

Configure Layouts For Reports

You can also configure your report layouts to best suit your requirements when you print or export them . Learn more.

Schedule reports

You will also be able to schedule reports that can be generated on a weekly, monthly, quarterly or yearly basis and have them sent to email addresses of your choice.

• Schedule Reports
• View Scheduled Reports
• Deactivate Scheduled Reports
• Receive Weekly Summary Reports

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

Business Overview

• Profit and Loss
• Cash Flow Statement
• Balance Sheet
• Business Performance Ratio

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

Activity

• Activity Logs

Tax Summary Reports

• Overseas Tax Summary Report
• VAT Moss Report

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