[Zoho Books] What is Reporting Tag? How to Use it?

The objective of reporting tag is to have sales by item or purchase by item report report based on reporting tag you have created. The reporting tag can be customized according to your requirement. The reporting tag could be created for / based on:

1. Department

2. Location / Region

3. Group of Item

The above are just some applied example. You can apply any reporting tag that suits to your business needs. Lets dive in on how to use reporting tag in zoho books.

To began you need to create reporting tag under setting:

You can create reporting tag according to your business needs:

Reporting tag will be available at sales module (invoice) and purchase module (bill) upon creation:

You would need to click on Show All Additional information to assign reporting tag for your item:

You can now generate sales by item report or purchase by item report:

You would need to go to customize report. Select the date range -> Select Group By (your reporting tag) -> Select Advanced Filter -> Run Report:

Reporting tag report based on sales item will be generated:

The same can be applied for purchase by item report.

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