## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/inventory/llms.txt

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

# Reporting Tags

Reporting tags are labels with different values, which can be associated with entities such as customers, vendors, items, orders, invoices, and credits in Zoho Inventory. These tags can then be used to filter reports, giving you a categorized insight into your business. 

**Scenario:** Peter runs a retail store with three branches. Each month, he would like to see the best-selling items in each branch. To do this, he creates a reporting tag with the branch names, then associates them with the items in his invoices. At the end of the month, he generates sales reports based on these reporting tags.

 

### Create Tags

You can create reporting tags with as many options as you want based on your requirements. To create a reporting tag:

1.  Go to **Settings** in the top right corner and navigate to _Organization Settings._
    
2.  Click **Reporting Tags** under _Customization_.
    
3.  Click **\+ New Reporting Tag** in the top right corner.
    
4.  Enter the tag name and options.
    
5.  You can provide more options by clicking **\+ Add Another Option** or remove an option by clicking the trash icon.
    
6.  Click **Save**.
    
    ![Create Reporting Tag](/inventory/help/images/settings/tag-create.png)

**Note:** You can only create up to 10 reporting tags.

* * *

### Associate Tags

After creating the reporting tags, you will be able to use those tags on entities such as items, contacts and transactions.

#### Tag Items

To tag an item:

1.  Go to the **Items** module and either create an item or edit the item.
2.  Click the Associate Tags option at the bottom.
3.  Associate the required tags and click **Save**.

#### Tag Contacts

To tag a contact:

1.  Click **Customers** or **Vendors** and create or edit a contact.
    
2.  Click the **Reporting Tags** tab at the bottom.
    
3.  Associate the required tags and click **Save**.
    
    ![Tagging contacts](/inventory/help/images/settings/tag-contacts.png)

#### Tag Transactions

To tag a transaction:

1.  Create a new sales or purchase transaction.
2.  Enter the details, then click the **More** icon(three vertical dots) next to the item table.
3.  Click **Show Additional Information**, then associate the reporting tags in the following pop-up.
4.  Click **Save**.

* * *

### Filter Reports with Tags

You can filter your reports based on the reporting tags that you have associated with items and transactions. In Zoho Inventory, you can only do this for the Sales by Item report. Here’s how:

1.  Open a new invoice and associate a tag for each item in it and mark the invoice as **Sent**.
    
2.  Go to the **Reports** module in the left sidebar and
    
3.  Open the **Sales by Item** report.
    
4.  Go to **Advanced Filters**, then click **\+ Add Filter**.
    
5.  Select a reporting tag and choose the criteria.
    
6.  Select the options that you want to generate the report based on.
    
    ![Filtering reports based on tags](/inventory/help/images/settings/tag-filter.png)
7.  Click **Run Report**.
    

* * *

### Delete Tag

If a reporting tag is no longer needed, it can be deleted or marked as inactive. Tags that are already in use cannot be deleted. To delete or deactivate a reporting tag:

Open your Zoho Inventory organization.

*   Click the **Gear** icon from the top right corner.
    
*   Navigate to _Organization Settings._
    
*   Click the **Reporting Tags** under the _Customization._
    
*   Hover on a specific tag and click the **Mark as Inactive** option, or the **Trash** icon to delete it.
    
    ![Delete tags](/inventory/help/images/settings/tag-delete.png)
*   You can also edit the reporting tag to uncheck or delete the unwanted options. 
    
    ![Edit tags](/inventory/help/images/settings/tag-edit.png)

* * *