Enhancement to Advanced Filters in Reports

Enhancement to Advanced Filters in Reports

Hello customers, 


We are delighted to inform you that we have enhanced the filtering options within report customization to help you get the desired results. Now you can filter the reports based on reporting tags, item fields, projects, accounts etc., - all in one place. 


Until now, you were able to filter reports using reporting tags directly from the Customize Report option. Now, this option has been moved within Advanced Filters in the following reports:  

  1. Balance Sheet

  2. Horizontal Balance Sheet – Indian edition

  3. Balance Sheet (Schedule III) - Indian edition

  4. Profit & Loss (Schedule III) - Indian edition

  5. Cash Flow

  6. Trial Balance

  7. Sales by Item


Also, to filter the report based on entities that do not have any associated reporting tags (previously known as the Untagged option); choose the reporting tag and select the comparator value as ‘is empty’. 

Advanced Filters in a Report

Furthermore, in Profit and Loss report, we have moved the project filter and reporting tags into the Advanced Filters. Also in Account Transactions report, reporting tags, project and accounts filters are present within the Advanced Filters. 


We will keep you updated as we add the Advanced Filters feature to more reports. Try the Advanced Filters and share your feedback in the comments below. 


Cheers, 
Alen J. Abraham
The Zoho Books Team 

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