How to Create a Tag-Wise Profit and Loss Report in Zoho Books

To generate a tag-wise Profit and Loss report in Zoho Books, follow these steps:

  1. Access Reports:
  • Click on the Reports section in Zoho Books.
  1. Select the Profit and Loss Report:
  • Choose the Profit and Loss report from the list of available reports.
  1. Customize the Report:
  • Click the Customize button located at the top right of the screen.
  1. Set Comparison Criteria:
  • Under the Compare section, click and choose Compare based on Reporting Tags.
  1. Select Tags:
  • Select all the tags you need for the comparison.
  1. Run the Report:
  • Click on Run Report to generate the tag-wise Profit and Loss report.
  1. Choose Time Period:
  • Select the desired time period for the report.

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