Reports
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 configure and manage these reports to meet your requirements.
Note: Only the following reports can be added as report panels in the custom dashboard. Profit and Loss, Sales by Customer, Sales by Item, Sales by Sales Person, Invoice Details, Sales Order Details, Delivery Challan Details, Quote Details, Receivable Summary, Receivable Details, Payments Received, Credit Note Details, Bills Details, Vendor Credits Details, Purchase Order Details, Purchase Orders by Vendor, Purchases by Vendor, Purchases by Item, Expenses by Customer, Expenses by Project, and Billable Expense Details.
Manage Reports
- Configure Layouts For Report PDFs
- Schedule Reports
- Configure Role Based Access to Reports
- Share Reports
Let us see the different types of reports in Zoho Books:
Business Overview
Sales
Inventory
Receivables
- Customer Balance Summary
- Aging Summary
- Aging Details
- Invoice Details
- Retainer Invoice Details
- Sales Order Details
- Quote Details
Payables
Payments Received
Activity
Tax Summary Reports
Note:
The transactions which are in the Draft status will not reflect in any of your reports.