Go to Reports, then Custom Reports, and click New Custom Report. Select the data source module: Invoices, Bills, Expenses, Payments Received, Payments Made, Contacts, Items, or Journal Entries. Choose which columns to include (for example, invoice date, customer name, amount, GST amount, payment status). Add filters (for example, only invoices with status “Overdue” or only expenses above INR 10,000). Group results by customer or account. Set a sort order. Preview the report, then save it with a descriptive name.
Standard Zoho Books reports cover most common needs, but custom reports fill specific gaps. Common examples include: a report showing all invoices for a specific product category with their GST amounts (for a quarterly review of a product line), a report of all expenses above INR 50,000 without an attached receipt (for internal audit), a list of customers whose outstanding balance exceeds their credit limit (for credit management), and a summary of all IGST invoices by state (for inter-state sales analysis).
Once saved, a custom report can be shared with specific users in the organisation. You can also schedule it to be emailed to defined recipients at a set frequency (daily, weekly, or monthly). For example, the weekly overdue invoice report can be emailed to the collections team every Monday morning automatically, without anyone having to log in and run it manually.
A custom report in Zoho Books is a user-defined report built by selecting specific data fields, filters, and groupings from Zoho Books modules, saved for repeated use to answer specific business questions that standard reports do not cover.
Go to Reports, then Custom Reports, click New Custom Report. Select the module, choose columns, set filters and groupings, preview, and save. The report is then accessible and can be shared or scheduled for automated delivery.
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