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

    18 comments

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      • ArjanArjan 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.comgina@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 RohanShay 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.

      • Yannick WeihsYannick Weihs commented  ·   ·  Flag as inappropriate

        Hi,

        That's pretty much exactly what we are looking for. We are an Austrian based company selling our products in USD though. And since the invoicing is done via API we have to set the base currency to USD so that the price does not change.

        Due to that the reporting section of zoho books is useless to us since everything is in USD. But if you manage to do custom reporting where we can integrate the exchange rate on a monthy basis so that we end up with the EUR values for all our reports that would be huge.

      • Mariano GiampietroMariano Giampietro commented  ·   ·  Flag as inappropriate

        I second this, we have most of our business in Spain, and Zoho Books as is, it's useless for an accountant... If we could at least have an integration with ZReports I could take care of the SQL, but being such a closed system, is causing that Zoho Books can't be recommended to our clients

      • IngeInge commented  ·   ·  Flag as inappropriate

        yes, a customized report option would make that module so much more valuable!

      • Aldo CallejaAldo Calleja commented  ·   ·  Flag as inappropriate

        What would make a great difference is the setting of a purchase Tax with an item besides a sales tax. 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.

      • Bryce OsoinachBryce Osoinach commented  ·   ·  Flag as inappropriate

        Agree, custom reports would be great! Also note, adding an option even in the default reports to maintain the current view across sessions would be a great first step.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I agree. In Spain they require that the invoice report feature the clients tax number, subtotal, Tax amount and Total. It would be good to be able to create custom reports through zoho reports or similar to zoho CRM. Personally the lack of this feature has us looking at other programs. Im sure a lot of other clients are thinking the same. Seems like a small modification as well.

      • AnonymousAnonymous commented  ·   ·  Flag as inappropriate

        It seems very odd (sorry) that the Price List report does not include the Item ID. Hopefully this can be done quickly. Thanks

      • IngeInge commented  ·   ·  Flag as inappropriate

        yes, customized reports like in the CRM would be a great option with the customized fields/column/criteria options

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

        In the Customized mode which is currently available (limited options), please allow to save/keep as favorite so each time it is run we do not have to refilter from default view.

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