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 configure and manage these reports to meet your requirements.
- Configure Layouts For Report PDFs
- Schedule Reports
- Configure Role Based Access to Reports
- Share Reports
Let us see the different types of reports in Zoho Books:
- Customer Balances
- Aging Summary
- Aging Details
- Invoice Details
- Retainer Invoice Details
- Sales Order Details
- Estimate Details
Tax Summary Reports
The transactions which are in the Draft status will not reflect in any of your reports.