Reports
The Reports Centre in Zoho Inventory gives you a single place to access, customise, and schedule all reports for your organisation. With over 60 system-generated reports across 11 categories, you can analyse sales performance, monitor stock health, track cash flow, and audit operational activity - all without leaving the product.
Navigating the Reports Centre
Go to Reports from the left sidebar to open the Reports Centre. The left panel provides five quick-access views:
| View | Description |
|---|---|
| Home | Displays all reports in a single list. Use this to see everything at a glance or to search across all reports. |
| Favorites | Shows reports you have marked as favourites by clicking the star icon next to any report name. Use this to pin the reports you run most often for quick access. |
| Shared Reports | Lists custom reports that other users in your organisation have shared with you. |
| My Reports | Shows custom reports you have created, along with reports created by other users that you have access to. |
| Scheduled Reports | Lists all scheduled reports - showing each report’s frequency, next scheduled date, recipients, status, and file format. |
Report Categories
Reports are grouped into 11 categories. Click a category in the left panel to filter the list to that category only.
| Category | What It Covers |
|---|---|
| Sales | Sales performance by customer, item, and salesperson; order fulfilment; returns; and sales channel sync. |
| Inventory | Stock levels, stock movement, adjustments, assembly, packing, shipments, and replenishment. |
| Advanced Inventory | Batch and serial number tracking details across your inventory. |
| Inventory Valuation | Cost-based valuation methods including FIFO, weighted average, ABC classification, and landed costs. |
| Warehouse | Warehouse and bin location stock, transfer orders, and picklist summaries. |
| Receivables | Invoice, sales order, and retainer invoice details; customer balance and receivable ageing. |
| Payments Received | Payments collected, credit notes applied, and customer refund history. |
| Payables | Vendor balances, bills, vendor credits, payments made, purchase orders, and purchase returns. |
| Purchases and Expenses | Active purchase orders, purchases by item, receive history, and all expense reports. |
| Activity | System mails, audit trail, portal activities, customer reviews, API usage, and pending valuations. |
| Automation | Workflow rules, scheduled workflow actions, and workflow execution logs. |
Search Reports
Use the Search reports bar at the top of the Reports Centre to quickly find a report by name. Search works across all categories and returns matching results instantly.
Create New Report
Click Create New Report in the top right corner to build a custom report tailored to your needs. Custom reports you create appear under My Reports in the left panel.
For full details on scheduling, sharing, permissions, printing, and exporting reports, see Managing Reports.