## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/qa/books/help/llms.txt

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

# Reporting Tags

As a growing business, you would have a rapidly expanding customer base spread across several domains and locations. So when you generate reports, it becomes hard and confusing to find details pertaining to a particular domain or location. Zoho Books lets you associate tags known as **Reporting Tags** and filter all your reports based on the tags.

You will be able to associate reporting tags to Contacts, Items, Quotes, Sales Orders, Invoices, Recurring Invoices, Credit Notes, Expenses, Recurring Expenses, Purchase Orders, Bills, Recurring Bills, Vendor Credits and Journal entries.

**Scenario** Jacob runs a travel and tourism agency and provides services around the globe. Jacob would like to generate profit or loss reports based on the most visited locations. Jacob immediately sets up reporting tags and filters his reports based on the tags to identify the most profitable locations and the best time of the year to visit them.

**Note** This feature is available only for certain plans of Zoho Books. Visit the [pricing page](https://www.zoho.com/books/pricing/) to check if it’s available in your current plan.

## Create Reporting Tags

You can create reporting tags with as many options as you want based on your business needs. To create reporting tags:

*   Go to **Settings** in the top right corner of the page.
    
*   Select **Reporting Tags** under _Customization_.
    
*   Click **\+ New Tag** in the top right corner.
    
    ![New Tags](/books/help/images/settings/new-reporting-tag.png)
*   Enter a **Tag Name** and provide the **Options**.
    
*   Add more options by clicking **\+ Add another option** or delete an option by clicking the **Trash Icon**.
    
*   Click **Save**.
    
    ![Create Tags](/books/help/images/settings/create-reporting-tag.png)

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

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## Other Actions in Reporting Tags

### Edit Reporting Tags

*   Go to **Settings** in the top right corner of the page.
    
*   Select **Reporting Tags** under _Customization_.
    
*   Hover over the reporting tag, and click **Edit** from the dropdown to the right of the reporting tag.
    
    ![Edit Tags](/books/help/images/settings/edit-tag.png)
*   Make the necessary changes and click **Save**.
    

### Delete Reporting Tags

*   Go to **Settings** in the top right corner of the page.
    
*   Select **Reporting Tags** under _Customization_.
    
*   Hover over the reporting tag, and click **Delete** from the dropdown to the right of the reporting tag.
    
    ![Delete Tags](/books/help/images/settings/delete-tag.png)
*   In the pop-up, confirm by clicking **OK**.
    

### Mark Reporting Tag as Inactive

*   Go to **Settings** in the top right corner of the page.
    
*   Select **Reporting Tags** under _Customization_.
    
*   Hover over the reporting tag, and click **Mark As Inactive** from the dropdown to the right of the reporting tag.
    
    ![Mark Tags as Inactive](/books/help/images/settings/mark-as-inactive-tag.png)
*   Make the necessary changes, and click **Save**.
    

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## Associate Reporting Tags

Once you have created reporting tags, you will be able to associate them with [items](/qa/books/help/settings/reporting-tags.html#items), [contacts](/qa/books/help/settings/reporting-tags.html#contacts) and other [transactions](/qa/books/help/settings/reporting-tags.html#transactions).

### Associating Reporting Tags to Items

*   Go to the _Items_ on the left sidebar, and select **Items**.
    
*   Create a new item by clicking **\+ New** in the top right corner or select an existing item.
    
*   Enter all your details and click **Associate Tags** at the bottom of the page.
    
    ![Associate Tags to Items](/books/help/images/settings/associate-tag-item.png)
*   Associate the required tags and click **Save**.
    

### Associating Reporting Tags to Customers/Vendors

*   Go to Sales or Purchases on the left sidebar, and select Customers or Vendors.
    
*   Create a new customer or vendor by clicking **\+ New** on the top right corner or select an existing customer/vendor.
    
*   Click the **Reporting Tags** tab at the bottom.
    
    ![Associate Tags to Contacts](/books/help/images/settings/associate-tag-contact.png)
*   Associate the required tags and click **Save**.
    

### Associating Reporting Tags to Transactions

*   Create a new sales or purchase transaction (For example, a Quote).
*   Enter the details and click the **More** icon next to the item you’re entering.

**Note:** You can add reporting tags only to line items in transactions.

![Associate Tags to Transactions](/books/help/images/settings/associate-tag-transaction.png)

*   Click **Show Additional Information** and select the Reporting Tags dropdown.
    
*   Associate the required tags, and click **Save**.
    
    ![Associate Tags](/books/help/images/settings/associate-tag.png)

**Note:** In case of expenses or recurring expenses, you can click **Associate Tags** at the bottom of the expense creation page under _Reporting Tags_.

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## Generate Reports

Once you have created tags and associated them to transactions, you can run your business overview reports and filter them using the associated tags. To do this:

*   Go to **Reports** on the left sidebar.
    
*   Select a report under the **Business Overview** section (For example, Profit and Loss).
    
*   Click **Customize Report** and select your reporting tags.
    
    ![Report](/books/help/images/settings/customize-report-tags.png)
*   Click **Run Report** to generate a report based on the criteria you’ve set.
    

Get access to 50+business reports and simplify your [financial reporting.](https://www.zoho.com/books/accounting-financial-reports/)

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