Custom Reports

With Zoho Books, you have the option to customise reports in two ways:

• Create a new custom report.
• Customise an existing report.

You can either create a new custom report based on your preferences or save the customisations made to an existing report as a new custom report in Zoho Books. This way, all the preferences applied to a report will be saved, and you can access it instantly.

Create a New Custom Report

To create a new custom report:

• Go to Reports on the left sidebar.
• Click Create New Report.
• Select a Parent Module from the dropdown.
• Click the Plus icon to add a Child Module.
• Select a Child Module from the dropdown.

• Click Next.

You will be redirected to the General section.

1. General

In the general section, you can customise your report based on the following filters:

• click Next.

You will be redirected to the Show/Hide Columns section.

2. Show/Hide Columns

In this section, you can customise the columns of your report. Here’s how:

• In the Available Columns section, hover your cursor over the column you want to add and click the +Create icon next to it.
• In the Selected Columns section, you can view the existing columns of your report. You can change the order of the selected columns by dragging and dropping.
• Click Next.

You will be redirected to the Report Layout section.

3. Report Layout

In the Report Layout section, you can configure the layout and the details displayed in the report when you print or export it.

Choose Details to Display

In the Choose Details to Display section, you can select the information to be included in your report when it is printed or exported.

Report Layout

In the Report Layout section, you can configure the layout of your report using the following fields:

• Click Next.

4. Report Preferences

In this section, you can configure the name, description, and share permissions of the report.

• In the Report Preferences section, enter the Report Name.
• Enter a name for the report in the Name in Export field, which will be used while exporting it.
• In the Configure Permissions section, configure who can view, export, or schedule the custom report. You can find different share options such as:

• If you select the Only Selected Users & Roles option, configure the access permissions for each user.
• Click Save Custom Report.

All the customisations made will now be saved as a new custom report in the Custom Reports section under Reports.

Customize an existing report

To customise an existing report:

• Go to Reports on the left sidebar and click the dropdown next to + Create New Report.
• Select Create From Existing Report from the dropdown.
• Select the report that you want to customise and click Proceed.

You will be redirected to the General section.

1. General

In this section, you can customise your report based on the following filters:

• After configuring the above filters, click Next to go to the Show/Hide Columns section.

2. Show/Hide Columns {ShowHide-Columns2}

In this section, you can customise the columns of your report. Here’s how:

• In the Available Columns section, hover your cursor over the column you want to add and click the +Create icon next to it.
• In the Selected Columns section, you can view the existing columns of your report.
• Click Next.

You will be redirected to the Report Layout section.

Customize Rows and Columns

In the Customise Rows and Columns section, you can customise the rows and columns of your report.

Add New Account Group

An account group is a group of related accounts in a report used for reporting and analysis. To add an account group in a report:

• In Customise Rows and Columns section, hover over a row and click the +Create icon to add another row below it.
• Select Account Group in the New Row section to add it as a new row or Select Account Group in the New Child Row section to add it as a child row to the existing one.
• Enter the Group Name and configure Preferences in the pop-up that appears.
• In the Account Criteria section, select the accounts you want to add to the account group.
• Once you have configured the account group, click Add New Row.

The account group will be added as a new row or a new child row to the report.

Add New Text Field

You can add text fields as new rows in your custom reports. Here’s how:

• In Customise Rows and Columns section, hover over a row and click the +Create icon to add another row below it.
• Select Text Field in the New Row section to add it as a new row or select Text Field in the New Child Row section to add it as a child row to the existing row.
• Enter the text and click Save in the pop-up that appears.

The text field will be added as a new row or new child row in the report.

Add New Formula Row

A formula row is composed of two or more accounts, account groups or formula rows and mathematical operators. You can create formulas and add them as rows to your custom reports. Here’s how:

• In Customise Rows and Columns section, hover over a row and click the + icon to add another row below it.
• Select Formula Row in the New Row section to add it as a new row.
• Enter the Formula Row Name in the pop-up that appears.
• Create a formula using the accounts or formulas in the Select accounts or formulas dropdown and the operators next to the dropdown.
• Once you create a formula, click Check Syntax to check the formula.
• Click Add New Row to save the formula.

The formula row will be added as a new row in the report.

• Next, Click to preview in the Preview Rows section to view all the rows of the report.

You will be redirected to the Report Layout section.

3. Report Layout

In the Report Layout section, you can configure the layout and the details displayed in the report when you print or export it.

Choose Details to Display

In the Choose Details to Display section, you can select the information to be included in your report when it is printed or exported.

Report Layout

In the Report Layout section, you can configure the layout of your report using the following fields:

• Click Next.

4. Report Preferences

In this section, you can configure the name, description, and share permissions of the report.

• In the Report Preferences section, enter the Report Name.
• Enter a name for the report in the Name in Export field, which will be used while exporting it.
• In the Configure Permissions section, configure who can view, export, or schedule the custom report. You can find different share options such as:

• If you select the Only Selected Users & Roles option, configure the access permissions for each user.
• Click Save Custom Report.

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