{"id":4229,"date":"2026-05-29T21:01:12","date_gmt":"2026-05-29T21:01:12","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4229"},"modified":"2026-05-29T21:01:12","modified_gmt":"2026-05-29T21:01:12","slug":"custom-report-books-zoho-books","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/custom-report-books-zoho-books\/","title":{"rendered":"Custom Report (Books)"},"content":{"rendered":"<style>.gt-body{font-family:'Poppins',sans-serif;color:#111;line-height:1.75}.gt-def{border-left:4px solid #E8650A;padding:16px 20px;background:#fff8f4;border-radius:0 8px 8px 0;margin:0 0 32px;font-size:1.05rem}.gt-section{margin:0 0 36px}.gt-section h2{font-family:'Fraunces',serif;color:#0A1628;font-size:1.5rem;margin:0 0 12px}.gt-example-box{background:#f0f4ff;border-radius:10px;padding:20px 24px;margin:0 0 32px}.gt-example-box strong{color:#2563EB}.gt-related-pills{display:flex;flex-wrap:wrap;gap:10px;margin:0 0 32px}.gt-related-pill{background:#f7f4ef;border:1px solid #ddd8cf;border-radius:20px;padding:6px 16px;font-size:.875rem;color:#0A1628;text-decoration:none}.gt-faq-item{border:1px solid #ddd8cf;border-radius:10px;padding:16px 20px;margin:0 0 12px}<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">A custom report in Zoho Books is a user-configured report that selects specific fields, filters, and groupings from your transactional data, saved for repeated use to answer specific business questions that standard reports do not cover.<\/div>\n<div class=\"gt-section\">\n<h2>Building a Custom Report in Zoho Books<\/h2>\n<p>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 &#8220;Overdue&#8221; 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.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Use Cases for Custom Reports<\/h2>\n<p>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).<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Sharing and Scheduling Custom Reports<\/h2>\n<p>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.<\/p>\n<\/div>\n<div class=\"gt-example-box\"><strong>Industry:<\/strong> Distribution \u2014 A Delhi distributor&#8217;s CFO needs a weekly report of all credit sales above INR 5 lakhs with customer credit limits and outstanding balances. This specific combination is not available in standard Zoho Books reports. The team builds a custom report in Zoho Books that pulls this data and schedules it to be emailed to the CFO every Friday at 5 PM.<\/div>\n<div class=\"gt-related-pills\"><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/profit-loss-statement-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Profit and Loss Statement<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/aged-receivables-report-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Aged Receivables Report<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/budget-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Budget<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/zoho-books-api\/\" class=\"gt-related-pill sp-content-link\">Zoho Books API<\/a><\/div>\n<div class=\"gt-faq-item\"><strong>What is a Custom Report in Zoho Books?<\/strong><\/p>\n<p>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.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>How do I create a custom report in Zoho Books?<\/strong><\/p>\n<p>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.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A custom report in Zoho Books is a user-configured report that selects specific fields, filters, and groupings from your transactional data, saved\u2026<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Custom Report (Books) | Zoho Books Glossary","seo_description":"Custom reports in Zoho Books let you build tailored financial reports. Learn how to create, save, and share custom reports for your business needs.","seo_keyword":"custom report books zoho books","seo_faqs":"[{\"q\": \"What is a Custom Report in Zoho Books?\", \"a\": \"A custom report in Zoho Books is a user-defined report built by selecting specific data fields, filters, groupings, and date ranges from Zoho Books modules (transactions, contacts, items, accounts), saved for repeated use and shared with specific users.\"}, {\"q\": \"How do I create a custom report in Zoho Books?\", \"a\": \"Go to Reports, then Custom Reports, and click New Custom Report. Select the module (Invoices, Bills, Expenses, Contacts, etc.), choose the columns to display, set filters (date range, account, customer, status), define groupings and sorting, and save with a name. The report is then accessible from the Custom Reports section at any time.\"}]","term_type":"Technical","glossary_related":"","glossary_links":""},"glossary_category":[1246],"class_list":["post-4229","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-books"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4229","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4229"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4229"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}