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.

Manage Reports

• Configure Layouts For Report PDFs
• Schedule Reports
  • Schedule Reports
  • View Scheduled Reports
  • Deactivate Scheduled Reports
  • Receive Weekly Summary Reports
• Configure Role Based Access to Reports
• Share Reports
  • Share Report With Another User
  • Modify User’s Level of Access to a Report
  • Remove User’s Access to a Report

Let us see the different types of reports in Zoho Books:

Business Overview

• Profit and Loss
• Cash Flow Statement
• Balance Sheet
• Business Performance Ratio
• Movement of Equity

Sales

• Sales by Customer
• Sales by Item
• Sales by Sales Person

Inventory

• Inventory Summary
• Inventory Valuation Summary
• FIFO Cost Lot Tracking
• ABC Classification

Receivables

• Customer Balances
• Aging Summary
• Aging Details
• Invoice Details
• Retainer Invoice Details
• Sales Order Details
• Quote Details

Payments Received

• Payments Received
• Time to Get Paid
• Credit Note Details
• Refund History

Activity

• Activity Logs

Tax Summary Reports

• Overseas Tax Summary Report
• VAT Moss Report
• OSS/IOSS Scheme Report

Note:
The transactions which are in the Draft status will not reflect in any of your reports.