How Do You Customize Financial Reports in Zoho Books for Better Insights?
Zoho Books allows you to filter, group, and save custom versions of standard financial reports like Profit & Loss, Balance Sheet, and Trial Balance.
Navigate to Reports:
Go to Reports → Accountant → Choose a report (e.g., P&L).
Customize Filters:
Select date range, reporting basis (cash/accrual), specific customer or account.
Group Data:
Group by item, project, customer, or region for segmented insights.
Save and Schedule Reports:
Save custom views and schedule recurring email delivery to stakeholders.
Why This Workflow Matters:
Customizable reports support better business decisions, tailored analysis, and automated insights delivery to your team or management.
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