Reports in Zoho Solo

Generate and download reports

What are reports?

Reports are detailed lists of records across modules that provide useful insights. Zoho Solo offers a list of predefined reports that can be customized, viewed, and shared in different formats.

How do I create reports in iOS?

The following options are available for generating reports on iOS: 

1. By using the Finance tab
  1. Go to Finance tab
Zoho_Solo_Reports
  1. Click Generate Report
Zoho_Solo_Reports

  1. Choose a report from the list:

    1. Sales by customer: Sales from customer within the given time period

    2. Invoice details: Invoices created over a time period

    3. Payment details: Payments made during a time period with their statuses

    4. Sales tax liability: Sales tax liabilities that have accrued for the selected period

    5. Expense details: Expenses that were made on behalf of the organization

    6. Expense by category: The number of expenses made under each expense category on behalf of the organization.

    7. Zoho_Solo_Reports

  1. On the customize page, choose the filters to be added:

    1. Date Range: Generate the report for different time periods or set a custom time period of your choice.

Zoho_Solo_Reports_Date

    1. Report basis: Choose the accounting basis based on when the income is reported. Available for sales tax liability report.

      1. Accrual: Owing tax on the date of the invoice

      2. Cash: Owing tax on receiving payments

Zoho_Solo_Reports_Customize

    1. File type: Choose from the list of formats available to download reports.

      1. PDF: Portable Document Format

      2. XLS: Microsoft Excel spreadsheet

      3. XLSX: Microsoft Excel spreadsheet

      4. CSV: Comma Separated Value

Zoho_Solo_Reports_Customize
  1. Click Generate Report
  2. Click the share icon at the bottom left corner to download and share the report. 
2. By using Income module
  1. Click the Settings Icon in the bottom-left corner of the homescreen.
  2. Go to the Income module.
  3. In the top-right corner, click the three dots (...) and click Generate Report.
Zoho_Solo_Reports
  1. On the create page, choose a report from the list.
  2. On the customize page, choose the filters to be added.
  3. Click Generate Report
  4. Click the share icon at the bottom left corner to download and share the report. 


3. By using Expense module
  1. Click the Settings Icon in the bottom-left corner of the homescreen.
  2. Go to the Expense module.
  3. In the top-right corner, click the three dots (...) and click Expense Report.
Zoho_Solo_Reports
  1. On the customize page, choose the filters to be added.
  2. Click Generate Report.
  3. Click the share icon at the bottom left corner to download and share the report. 

How do I create reports in Android?

The following options are available for generating reports on Android: 

1. By using the Finance tab
  1. Go to Finance tab
Zoho_Solo_Reports
  1. Click Generate Report

  1. Choose a report from the list:

    1. Sales by customer: Sales from customer within the given time period

    2. Invoice details: Invoices created over a time period

    3. Payment details: Payments made during a time period with their statuses

    4. Sales tax liability: Sales tax liabilities that have accrued for the selected period

    5. Expense details: Expenses that were made on behalf of the organization

    6. Expense by category: The number of expenses made under each expense category on behalf of the organization.

Zoho_Solo_Reports

  1. On the customize page, choose the filters to be added:

    1. Date Range: Generate the report for different time periods or set a custom time period of your choice.

    2. Report basis: Choose the accounting basis based on when the income is reported. Available for sales tax liability report.

      1. Accrual: Owing tax on the date of the invoice

      2. Cash: Owning tax on receiving payments


Zoho_Solo_Reports

    1. File type: Choose from the list of formats available to download reports.

      1. PDF: Portable Document Format

      2. XLS: Microsoft Excel spreadsheet

      3. XLSX: Microsoft Excel spreadsheet

      4. CSV: Comma Separated Value 

Zoho_Solo_Reports

  1. Click Generate Report.

  2. Click the share icon at the bottom left corner to download and share the report. 

2. By using Income module

  1. Click the Settings Icon in the bottom-left corner of the homescreen.
  2. Go to the Income module.
  3. In the top-right corner, click the three dots (...) and click Generate Report.
Zoho-Solo-Reports
  1. On the create page, choose a report from the list.
  2. On the customize page, choose the filters to be added.
  3. Click Generate Report.
  4. Click the share icon at the bottom left corner to download and share the report. 
3. By using Expense module
  1. Click the Settings Icon in the bottom-left corner of the homescreen.
  2. Go to the Expense module.
  3. In the top-right corner, click the three dots (...) and click Expense Report.
Zoho-Solo-Reports
  1. On the create page, choose a report from the list.
  2. On the customize page, choose the filters to be added.
  3. Click Generate Report.
  4. Click the share icon at the bottom left corner to download and share the report. 

Notes
Note
  • Void invoices are not included in the Invoice details report.
  • Deleted invoices are not included in the Invoice details report.

  1. Trashed expenses are included in the Expense details report.
  • Deleted expenses are excluded from the Expense details report.
  • The This Fiscal Year option in the date range refers to the common fiscal year at your business location.
    • "This Fiscal Year" will be January 1st to December 31st for accounts with business location set to the US.
    • "This Fiscal year" will be April 1st to March 31st for accounts with business location set to Canada.
  • The Previous Fiscal Year option in the date range refers to the common previous fiscal year at your business location.
  • Sales tax liability report and Tax summary report are available only if taxes are enabled. 
    • Sales tax liability report will be available for accounts with business location set to the US.
    • Tax summary report will be available for accounts with business location set to Canada.
  • If taxes are not enabled, the tax-related data in reports will be set to "0" by default.

Idea
Tip
  1. Custom date range can be used to generate reports for fiscal periods that aren't predefined.                                                           

Terminologies in the reports

Sales by Customer Report:

  • Name: First and last name of the contact.
  • Invoice count: Number of invoices associated with a customer.
  • Sales: Amount received from a customer, exclusive of tax.
  • Sales with tax: Amount received from a customer, inclusive of tax.
  • Receivables: Outstanding amount owed by the customer.
Invoice Details Report:

  1. Status: Processing status of the invoice.

    1. Draft: Invoice is yet to be finalized.

    2. Paid: The customer has paid the invoice in full.

    3. Overdue: The invoice has passed the payment date and the customer hasn't paid yet.

    4. Void: Invoice has been cancelled.

  2. Invoice date: Date at which the invoice was created.

  3. Due date: Last date when payment is due on an invoice.

  4. Invoice #: Unique identification number for the invoice.

  5. Customer Name: First and last name of the customer.

  6. Total: The total amount owed by the customer.

  7. Tax Amount: Amount of tax collected.

  8. Amount without tax: Amount received, exclusive of tax.

  9. Amount paid: Total amount received from customer for the invoice.



Payments Received Report:

  • Payment number: Unique identification number for the payment.

  • Date: Date at which the payment was received.

  • Reference number: Unique identification number for the bank transaction.

  • Customer name: First and last name of the customer.

  • Company name: Name of the organization the customer is associated with.

  • Payment mode: Mode of transaction.

  • Notes: Notes associated with the transaction/customer/invoice.

  • Invoice#: Unique identification number for the invoice.

  • Amount (BCY): Total amount received from customer denoted in base currency.



Sales Tax Liability Report:

  • Reporting tax authority: Organization in charge of collecting taxes.

  • Sales with tax: Amount received from a customer, inclusive of tax.

  • Sales: Amount received from a customer, exclusive of tax.

  • Non-Taxable amount: Amount excluded from sales tax.

  • Tax collected: Amount of tax collected. 


Tax Summary Report:

  1. Tax name: The type of tax applied to a particular transaction.
  2. Tax percentage: The percentage of tax being charged.
  3. Taxable amount: The total amount on which the tax was levied on.
  4. Tax amount charged: The total amount of tax charged.
  5. Sales taxable amount: The amount of sales on which the tax was levied on.
  6. Sales tax amount: The amount of tax charged on sales.
  7. Purchase taxable amount: The amount of expense on which the tax was levied on.
  8. Purchase tax amount: The amount of tax charged on expense.



Expense Report:

  • Status: Type of expense

    • Unbillable: Expense has been marked billable for a customer but has not been added or billed in an invoice yet.

    • Non-billable: Expense incurred on behalf of the company.

    • Invoiced: Expense has been added or billed in an invoice.

    • Reimbursed: Expense has been successfully reimbursed by the user.

    • Date: Date of creation of expense.

    • Reference: Unique identification number for the bank transaction.

    • Distance: Distance travelled that is associated with the expense.

    • Category: Group to which the expense was added.

    • Customer name: First and last name of the customer.

    • Amount: Amount paid excluding tax.

    • Amount with tax: Amount paid including tax.