How can Zoho help generate custom financial reports tailored to client needs?
Zoho Books and Zoho Analytics allow MSPs to design and deliver highly customized financial reports:
Report Builder: Drag-and-drop fields to create client-specific templates (e.g., Departmental Profitability, Custom Chart of Accounts).
Formula Columns: Define custom calculations like ROI, EBITDA, or contribution margin.
Data Filters: Filter by period, cost center, salesperson, or geography.
Scheduled Exports: Automatically send reports to client stakeholders weekly or monthly in PDF/Excel formats.
Visual Dashboards: Use bar graphs, pie charts, and KPIs to present data meaningfully.
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