Add the "Reporting Tag" as a column to the report Account Transactions - so that we don't have to run report seperately for each one
In order to produce reports of Sales and of P&L by reporting type (designated on the invoices and expenses through the reporting tag) we would need to download each report seperately and then recombine - horribly manual and tedious.
The reporting tag functionality will only be useful to us when we can generate better reports or at least download the transactions including the reporting tag.
Hester
shared this idea
Hi there,
We currently have the option to add Reporting tags to account transactions report.
Hope this helps.
Thank you
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Migs
commented
Hi All,
Is there any update to this feature?
@Reshma, I think you might've misunderstood the request.We'd like a way to run a report which includes a column which shows any/all of the reporting tags within it.
Or alternatively, I can see Zoho allows you to create your own custom properties within the expense or invoices (in the preferences menu), but how do we include these custom fields in the reports as a column?
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BPM
commented
We should be able to add the reporting tags as a column in the report and in download excel file. Currently not possible.
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Anonymous
commented
We currently have the option to add Reporting tags to account transactions report.
I cant see the above option in zoho books, please suggets where i can find this?
I need to download the P&L with all the reporting tags & their names
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Ian McLean
commented
This hasn't been completed as Hester requested. Currently (Feb 2018), you can only filter by Tag but we need to have a column in the report for each Tag so that a single report can be printed instead of one for each Tag.
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Hi Hester,
We currently have the option to add Reporting tags to account transactions report.
Hope this helps.
Thank you