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 fine-tune these reports to meet your requirements.
Configure Layouts For Reports
You can also configure your report layouts to best suit your requirements when you print or export them . Learn more.
You will also be able to schedule reports that can be generated on a weekly, monthly, quarterly or yearly basis and have them sent to email addresses of your choice.
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
The transactions which are in the Draft status will not reflect in any of your reports.