Reporting Tags

A reporting tag is a label with different values that can be associated with customers and products in Zoho Subscriptions. The reporting tags that you’ve associated can be used to generate reports, thereby giving you categorized insights into your subscription business. For example, you could create a reporting tag for your store locations and associate it with your customers–this lets you generate reports based on your customers’ attributes.

Scenario: Mark runs a gym with three branches, located in different parts of the city. All three branches maintain the same pricing scheme, and therefore he uses the same Plans in Zoho Subscriptions for all three branches. However, he’d like to track the number of sales per branch. To do this, he associates reporting tags to his customers based on the branch where they’ve bought a membership. At the end of the month, he generates sales reports based on these reporting tags. 


Note: This feature is available only in the Professional plan of Zoho Subscriptions.

Create Reporting Tags

Prerequisite: Your organization must be integrated with Zoho Books.

Currently, you can create reporting tags only from Zoho Books. Any reporting tag that you create there will be available in Zoho Subscriptions instantly.

Note: You can create a maximum of 10 reporting tags.

Associate Reporting Tags

In Zoho Subscriptions, you can associate reporting tags with:

Insight: You can also associate reporting tags for one-time add-ons and additional charges while creating transactions.

Associate Reporting Tags with Customers

Insights:

  • Reporting tags will be associated only if you select a value for them.
  • You can remove an associated reporting tag by clicking x in the dropdown.

Now, the reporting tag will be associated with this customer and will be used for future transactions. If the customer is synced with Zoho Books, then the reporting tag will also be updated in Zoho Books and vice versa.

Important Notes:

  • The reporting tags that you’ve associated with a customer will also be associated with plans, add-ons and additional charges whenever a transaction is created for that customer.
  • If a plan or add-on has been associated with the same reporting tag as the customer, the value of the reporting tag for the plan/add-on will be associated, rather than the value of the customer’s reporting tag, while creating transactions.

Pro Tip: You can quickly associate or remove reporting tags for customers from the Overview tab in the Customer Details screen.

Associate Reporting Tags with Plans

These reporting tags will be associated with this plan whenever a new subscription is created, including subscriptions that are created via the Hosted Payment Pages. However, you can also change the reporting tags for this plan while creating subscriptions.

Associate Reporting Tags with Add-ons

These reporting tags will be associated with this add-on whenever a new subscription is created, including subscriptions that are created via the Hosted Payment Pages. However, you can also change the reporting tags for this plan while creating subscriptions.

Associate Reporting Tags While Creating Subscriptions

The reporting tags that you’ve associated with plans, add-ons and customers will be applied by default whenever new subscriptions are created. However, these tags may not be applicable for every business scenario. For such cases, you can customize reporting tags for plans and add-ons at the line-item level while creating a subscription. To do this:

The reporting tags that you update at the line-item level while creating subscriptions will replace the default reporting tags (if any) and will be used for that subscription alone.

Associate Reporting Tags to Pending Invoices (Metered Billing)

If you’ve enabled Metered Billing for your organization, you can customize the reporting tags for line-items in pending invoices.

To do this:

Insight: You can only customize reporting tags for the additional line-items that were added to a pending invoice. i.e, you cannot customize the reporting tags for the original subscription related charges that were included when the pending invoice was first raised.

Associate Reporting Tags for One-time Add-ons and Additional Charges

You can associate reporting tags at the line-item level while creating transactions for one-time add-ons and additional charges.

To associate reporting tags with one-time add-ons:

To associate reporting tags with additional charges:

Generating Reports with Reporting Tags

You can make use of the reporting tags that you associated with transactions by generating reports based on them. In Zoho Subscriptions, you can do this for the Sales by Plan and Sales by Add-on reports. Here’s how:

Now, the report will be generated based on transactions or customers that have been associated with the reporting tags that you selected.

Any transactions or customers that are associated with reporting tags in Zoho Subscriptions will turn up in applicable reports generated in Zoho Books as well.


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