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