## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/billing/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 Billing 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 Billing. Visit the [pricing page](/billing/pricing/) to check if it's available in your current plan.

**In this page:**

*   [Create Reporting Tags](/billing/help/settings/customisation/reporting-tags.html#create)
*   [Associate Reporting Tags](/billing/help/settings/customisation/reporting-tags.html#associate)
*   [Generate Reports](/billing/help/settings/customisation/reporting-tags.html#generate)

## 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_ > _Customization_ > _Reporting Tags_.
    
*   Click **\+ New Tag** in the top right corner.
    
    ![New Tags](/billing/images/help/images/settings/reporting-tags/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](/billing/images/help/images/settings/reporting-tags/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.

If you no longer wish to use a reporting tag, you can delete it or mark it as inactive. Tags that have been associated already, cannot be deleted. To do this:

*   Go to _Settings_ > _Customization_ > _Reporting Tags_.
    
*   Hover on a particular tag to **Edit**, **Mark as Inactive** or **Delete** it.
    
    ![Edit Tags](/billing/images/help/images/settings/reporting-tags/edit-tag.png)
*   Mark only a few options as inactive in a reporting tag by unmarking the box near an option in the edit page.
    

## Associate Reporting Tags

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

#### Associating Reporting Tags to Items

*   Go to the **Items** page and create a **New Item** or edit an existing item.
*   Enter all your details and click **Associate Tags** at the bottom of the page.

*   Associate the required tags and click **Save**.

#### Associating Reporting Tags to Contacts

*   Go to the **Contacts** page and create a **New Contact** or edit an existing contact.
*   Enter the required details and click the **Reporting Tags** tab at the bottom.

*   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 **More Options** (the three horizontal dots near the item table).

*   Click **Add Additional Information** and associate the reporting tags in the pop up that appears.
*   Click **Save**.

**Note**: In case of expenses or recurring expenses, you can 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:

*   Go to the **Reports** module and select a report.
*   Click **\+ More Filters**.
*   Click the _Select a field_ dropdown and select your reporting tag.
*   Select a comparator and enter the desired value.

*   Click **Run Report** to generate a report based on the criteria you’ve set.