## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/en-ng/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

[Back](./)

# How do I customize reports in Zoho Billing?

 ![](/billing/images/ue-resources/llm-utility-menu/sparkle-ai.svg) Explore With AI ![](/billing/images/ue-resources/llm-utility-menu/dd-arrow.svg) 

*   [Open in ChatGPT (opens in new tab)](https://chatgpt.com/?prompt=Analyze+the+content+of+https%3A%2F%2Fwww.zoho.com%2Fen-ng%2Fbilling%2Fkb%2Freports%2Ffilter.html+and+understand+it+thoroughly+so+I+can+ask+questions+about+it.)
*   [Open in Claude (opens in new tab)](https://claude.ai/new?q=Analyze+the+content+of+https%3A%2F%2Fwww.zoho.com%2Fen-ng%2Fbilling%2Fkb%2Freports%2Ffilter.html+and+understand+it+thoroughly+so+I+can+ask+questions+about+it.)
*    ![Copy for LLM](/billing/images/ue-resources/llm-utility-menu/copy.svg) Copy for LLM
*    [![View as Markdown](/billing/images/ue-resources/llm-utility-menu/md.svg) View as Markdown (opens in new tab)](/en-ng/billing/kb/reports/filter.md)

In Zoho Billing, you can customize your reports to view the data you want. You can filter all your reports by the following criteria:

*   **Date Range** - You can choose a date range to run reports for specific periods.

**Note:** You can also filter some reports based on subscription-items.

In some of the reports, you’ll have the option to compare the report data based on plans or subscription items. Here’s how:

*   Click the required report.
*   Click **Compare** above the graph.
*   Select the basis of comparison.
*   Select the plans/subscription items you want to compare.
*   Click **Compare**.

You will be able to view the comparison graph for the desired subscription items/plans.

**Note:**The following reports will also have the option to set an expected value, based on which you can check the performance of your product clearly:

*   Signups
*   Activations
*   Active Customers
*   Net Customers
*   Net Cancellations
*   Trial to Live Conversions
*   Average Sales Cycle Length
*   Upgrade Details
*   Downgrade Details

To set an expected value:

*   Click the required report.
*   Click **Set Expected (Report Name)** above the graph.
*   Enter the expected amount.
*   Click **Apply**.

You can click **Reset** to remove the set value from the report.

Zoho Billing offers you the option to customize some of the reports based on other criteria as well.

To customize them:

*   Select the desired report.
*   Click **Customize Report** at the top.
*   Select the desired fields.
*   Click **Run Report**.

You will be able to view your report with the desired data.