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Reporting Tags

Reporting Tags act like labels you attach to a notebook or file. In Zoho Procurement, you can add reporting tags to transactions, items, and vendors to make them easy to identify and organize.

As businesses grow, they will expand to multiple locations. So when you generate analytic reports, it becomes hard and confusing to find details pertaining to a particular location.

By setting up reporting tags, you can link them to specific items, vendors, and transactions. Later, you can quickly filter analytics reports to view your data based on the reporting tags.

Scenario: Zylker Corporation works with a wide range of vendors to source office supplies, IT equipment, and professional services. To better manage vendor spending, the procurement team wants to track vendors based on their business category, such as IT Services, Office Supplies, or Logistics. To simplify this, they create a reporting tag called Vendor Category with options for each type of service. Now, they can easily filter vendor reports by category, analyze spending patterns, and export data for specific vendor types whenever needed.

Create Reporting Tags

Note: You can create a maximum of 10 reporting tags and each reporting tag can have a maximum of 500 options.

You can create reporting tags based on your business needs. Here’s how:

  • Go to Settings in the top right corner of the page.
  • Click Reporting Tags under Customization.
  • Click + New Tag in the top right corner.
  • Enter a Tag Name and provide the required Options for the tags.
  • Add more options by clicking + Add another option or delete an option by clicking the Trash icon.
  • Click Save.

Associate Reporting Tags to Items

You can associate reporting tags to the items in your organization. Here’s how:

  • Click Items on the left sidebar.
  • Create a new item by clicking + New at the top right corner or select an existing item.
  • Enter all your details and click Associate Tags at the bottom of the page.
  • Associate the required reporting tags and click Save.

Associate Reporting Tags to Vendors

You can associate reporting tags to the vendors in your organization. Here’s how:

  • Click Vendors on the left sidebar.
  • Create a new vendor by clicking + New at the top right corner or select an existing vendor.
  • Go to the Reporting Tags tab.
  • Associate the required reporting tags and click Save.

Associate Reporting Tags to Transactions

Once you have created reporting tags, you will be able to associate them to transactions. Here’s how:

  • Open the record for which you would like to associate a reporting tag.
  • Click the Edit icon at the top right corner.
  • If you want to associate a reporting tag to a purchase transaction:
    • Scroll down to the Item Details section and click the More icon next to the item.
    • Click Show Additional Information and select the Reporting Tags dropdown.
    • Associate the required reporting tags.
  • If you want to associate a reporting tag to an expense or report:
    • Select an option from the reporting tag you’ve created.
  • Click Save.

Generate Analytic Reports

After creating and associating reporting tags to your transactions, items, and vendors, you can generate analytic reports using the reporting tags filter. Here’s how you can generate an analytic report:

  • Click Analytics on the left sidebar.
  • Open the report that you want to customize using reporting tags.
  • Click + More Filters at the top pane.
  • Select the reporting tags from the dropdown and click Run Report to generate an analytic report based on the criteria you’ve set.

Edit Reporting Tags

Here’s how you can edit reporting tags:

  • Go to Settings in the top right corner of the page.
  • Click Reporting Tags under Customization.
  • Hover over the reporting tag and click Edit from the More dropdown.
  • Make the necessary changes and click Save.

Mark Reporting Tags as Inactive

Here’s how you can mark reporting tags as inactive:

  • Go to Settings in the top right corner of the page.
  • Click Reporting Tags under Customization.
  • Hover over the reporting tag and click Mark as Inactive from the More dropdown.

Mark Reporting Tags as Active

Here’s how you can mark reporting tags as active:

  • Go to Settings in the top right corner of the page.
  • Click Reporting Tags under Customization.
  • Hover over the reporting tag and click Mark as Inactive from the More dropdown.

Delete Reporting Tags

Note: You cannot delete a reporting tag if it is associated with any transactions.

Here’s how you can delete reporting tags:

  • Go to Settings in the top right corner of the page.
  • Click Reporting Tags under Customization.
  • Hover over the reporting tag and click Delete from the More dropdown.
  • Confirm your action by clicking OK in the pop-up.
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