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Custom Reports

Allow to create custom reports. That would be great to create reports that fit different countries and tax regulations needs.

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    Gabriel Paradelo shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    32 comments

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      • Chintu Gandhi commented  ·   ·  Flag as inappropriate

        I guess no one really is bothered at Zoho about reports??

        Found they don't even have Inventory Aging Report - such a basic requirement.

      • AbdulManan commented  ·   ·  Flag as inappropriate

        Its been three years, it is WIP, when will it be finish. Why its too late to release.

      • François St-Arnaud commented  ·   ·  Flag as inappropriate

        I wish I could create a custom time report by user. It is not even possible via Reports, as confirmed by presales engineer (Titus Andrews, case #20541466), due to the fact that the User column of the Timesheet table in Books is not exposed to Reports.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Sales people using the Mobile CRM module, create a Lead, they can then convert this to a Deal. But to create an Estimate integrated to Books,they have to create a new Estimate in the Desktop CRM under Zoho Finance in Account section. Is this correct, Big problem in duplication and potential errors. The Sales team could use the Books mobile to create an estimate, but there is no tie into the Lead Data. Unless I am missing something this will mean a no go for our Company

      • Vidhan Goyal commented  ·   ·  Flag as inappropriate

        Zoho Books allow us to create Invoice Report and add Phone Number of Customer in the report but please also allow us to add Mobile number in report because in India. most people share Mobile numbers and trend of landline and phone has gone now in India

      • Anonymous commented  ·   ·  Flag as inappropriate

        Any updates on this - zoho is otherwise useless if we cant custom our reports. Advise if there has been an update

      • Anonymous commented  ·   ·  Flag as inappropriate

        Custom fields in reports is absolutely required and options to pick the fields in reports would be a good feature to improve the reports.

      • Chintu Gandhi commented  ·   ·  Flag as inappropriate

        Is this being worked upon. Am finding reports are highly lacking.
        .
        For example, a simple report like Today's Sales (invoice) is missing.

        Let's say, I can customise Invoice History for that.

        Then, I get the problem that I have CUSTOM FIELD of Voucher Origin specified, which is basically stating which of my office (2 within the city) generated the invoice. I can't see any field to choose in Customise.

        The idea of Customisation of Reports is that at least CUSTOM FIELDS should be able to be used as a FILTER.

        I wish Zoho Reports was cheaper (say half the price), then at least I would buy the Standard Package and generate reports that I want, rather than keep requesting for small reports all the time

        I am very dissatisfied with the lack of number of reports and within those, the customisation - can't even change Page Orientation.

        Hope you either add and improve quality of reports or provide Zoho Reports at a discounted price to Zoho Inventory + ZohoBooks subscribers.

      • Arjan commented  ·   ·  Flag as inappropriate

        It would be great to have a report with the chosen Tax code. Great for having control. This would solve alot of human error when users choose the wrong tax codes for particular items.
        such a simple feature and as yet it is missing.

      • gina@catstrat.com commented  ·   ·  Flag as inappropriate

        Thank you for the progress on this but will there also be a way to set a default customized view? Everytime we run the report we have to run the filters again. Even better would be if we could name the report and and select thru different customized reports for easy access by the Owner. TY!

      • Shay Rohan commented  ·   ·  Flag as inappropriate

        In Ireland, as is the case in other EU countries, a business with purchases of goods from other EU countries greater than €500k p.a. is required to make an "intrastat" return.
        This requires an "Intrastat report".
        There is asimilar requirement for a business with sales of goods to other EU countries of more than €650k p.a. for "VIES" returns.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Custom fields in reports is absolutely required. We require the reporting functionality to be far more granular in design.

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