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 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:

New Tags

Create Tags

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

Other Actions in Reporting Tags

Edit Reporting Tags

Edit Tags

Delete Reporting Tags

Delete Tags

Mark Reporting Tag as Inactive

Mark Tags as Inactive

Associate Reporting Tags

Once you have created reporting tags, you will be able to associate them with items, contacts and other transactions.

Associating Reporting Tags to Items

Associate Tags to Items

Associating Reporting Tags to Customers/Vendors

Associate Tags to Contacts

Associating Reporting Tags to Transactions

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

Associate Tags to Transactions

Associate Tags

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

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:


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