How to Create Custom Reports in Zoho Books

Resolution

You can save the customizations made to a 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.

Note: This feature is available only for certain plans of Zoho Books. Visit the pricing page to check if it’s available in your current plan. This feature is only available in Profit and Loss and Balance Sheet reports.

To create a custom report from an existing report:

Go to Reports and select the report you want to customize.
Click Customize Report.

You will be redirected to the General section.

In the General section, you can customize your report based on the following filters:

Filters	Description
Date Range	Generate the report for a specific week, month, quarter, or year or set a custom duration of your own.
Report Basis	Select the method of accounting to be displayed in your report: Accrual: Amount generated when the transactions are created. Cash: Amount generated when the organization actually receives the cash.
Filter Accounts	Filter accounts that you’d like to include. This can be: 1. All accounts 2. Accounts with transactions 3. Accounts without zero balance
Compare With	Compare the report with previous periods, months, quarters, or years. To compare your report with the previous years or previous periods, select your preferred date range. To compare your report with the previous months, select month-wise ranges like Jan 1 to Jan 31 as your custom date range. To compare your report with the previous quarters, select quarter-wise ranges based on your organization’s fiscal year. For example, if your fiscal year is January to December, select date ranges like Jan 1 - Mar 31, Apr 1 - Jun 30, etc., as your custom date range.
Advanced Filters	Filter your report based on projects, reporting tags, and branches.

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