## Zoho Payroll Documentation Index

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

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

# Advanced Reporting Tags

* * *

Advanced reporting tags extend the capabilities of standard reporting tags by letting you **structure tag options in a multi-level hierarchy** and **control which options appear based on earlier selections**. This makes tagging more contextual, reduces incorrect selections, and keeps reports consistently organised.

Unlike regular reporting tags, where all options are listed at the same level, advanced reporting tags guide users step by step through related options, ensuring only relevant values can be selected.

**Scenario:** A company operates across multiple regions, cities, and departments. Instead of creating separate flat tags for each level, they create hierarchical reporting tags such as:

*   Region
    *   GCC
    *   North Africa
*   Location (Visible only when Region = GCC)
    *   Qatar
        *   Doha
    *   Saudi Arabia
        *   Riyadh
*   Department
    *   Sales
        *   Enterprise Sales
    *   Engineering
        *   Platform Team

When processing payroll or generating reports:

*   Selecting Region = GCC automatically limits the available location options to GCC countries and cities.
*   Users cannot accidentally tag a North Africa employee with a GCC location.
*   Payroll costs can be accurately filtered and analysed by region, country, city, and department without manual cleanup.

This structured approach ensures consistent tagging, cleaner reports, and better control over how payroll data is classified and viewed.

You can also **restrict user access** based on reporting tags. Once configured, you can associate tags with employees, and then filter, compare, or segment your reports using these tags.

**Note:** This feature is available in early access only for certain plans of Zoho Payroll. Visit our [pricing page](/en-qa/payroll/pricing/) to check if it’s included in your plan.

## Enable Advanced Reporting Tags

**Note:** Once enabled, the Advanced Reporting Tags feature cannot be disabled.

To enable Advanced Reporting Tags:

1.  Click **Settings** on the left sidebar or in the top-right corner.
2.  Click **Reporting Tags** under _Customisation_.
3.  Click **Enable Advanced Reporting Tags**.
4.  Click **Enable**.

Once enabled, you will see additional configuration controls such as hierarchy options, visibility conditions, and access control in the **Reporting Tags** creation page.

## Create Reporting Tags

To create a reporting tag:

1.  Click **Settings** on the left sidebar or in the top-right corner.
2.  Click **Reporting Tags** under _Customisation_.
3.  Click **\+ New Reporting Tag**. You’ll be directed to the **Create Reporting Tag** page.
4.  Here, enter a name for your reporting tag in the **Reporting Tag Name** field.
5.  Add a **Description** if required.
6.  Under _Associate This Reporting Tag To_, select **Employees**.
7.  Under _Configurations_, enable **Make This Reporting Tag Mandatory** to have it as a mandatory field in employee profile.

**Note:** Mandatory tags must have at least one active option.

8.  Click **Save & Proceed**.

You will be redirected to the **Configure Options** page.

### Configure Options

Here, you can create and manage the available options for your reporting tag. These represent the values you and other authorised users will select when applying tags to records.

To configure options:

1.  Enter an option name.
2.  Click **\+ Add Option** to create additional options.
    *   Or hover over any option and click **+** → **Add a Child** to organise it under a parent option.
3.  Reorder options by dragging and arranging them as required.
4.  Click **Save & Proceed**.

**Insight:** Click the Delete icon next to an option to remove it, if required.

You will now be redirected to the **Configure Visibility Conditions** tab.

### Configure Visibility Conditions

This feature lets you control when an option should appear based on selections made in other reporting tags.

To configure visibility conditions:

1.  Enable **Configure when tag options should be visible**.
2.  In the **Choose Filters section**, select the reporting tags you want to use as conditions.

**Note:** You can only use reporting tags that appear before the current tag on the list page as filters.

3.  Map each option to the options of the selected filter tags. The option will appear only when at least one of the mapped filter options is selected.

**Note:** You can add up to 5 filters per tag and map up to 200 options.

4.  Choose **All** to map to every option under a filter tag, or **Untagged** if you want the option to appear even when no filter is selected.
5.  Click **Save & Proceed**.

## Using Reporting Tags

Once created, you can apply reporting tags to employees and transactions.

Refer to our help document on [Reporting Tags](/en-qa/payroll/help/employer/settings/reporting-tags.html) to learn how to:

*   Associate reporting tags with employees
*   Edit reporting tag details
*   Mark a reporting tag as inactive
*   Delete a reporting tag