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Powerful Reporting Features to Track, Analyse & Optimise Your Business Finances

ZYNO Books reporting features empower businesses with actionable insights through real-time financial reports, customisable dashboards, and department-wise analytics. Monitor your profit & loss, balance sheet, cash flow, inventory, sales, expenses, and tax reports — all in one place — to make data-driven decisions and boost operational efficiency.
 

70+ Built-in & Customisable Reports

70+ Built-in & Customisable Reports

Get access to a wide range of predefined financial reports including profit & loss, balance sheet, cash flow, plus sales, purchases, expenses, inventory, projects, tax, receivables/payables, and more.
 

Custom Report Builder & Flexible Filters

Custom Report Builder & Flexible Filters

Build your own reports tailored to your business needs. Choose date ranges, show or hide columns, group or sort data, filter by customers/items/projects, or customize layout for deeper insights.
 

Divisional & Tag-Based Reporting

Divisional & Tag-Based Reporting

Use reporting tags (on contacts, items, transactions) to generate divisional or cost-center specific reports — ideal for multi-department, multi-project or multi-location businesses.
 

Real-Time Dashboard & Advanced Analytics

Real-Time Dashboard & Advanced Analytics

Monitor your business health in one place: cash flow, receivables, payables, inventory levels, tax liabilities, project performance etc. Visual dashboards, charts and drill-downs help you turn raw data into actionable business insights.
 

Secure Sharing, Export & Scheduled Reports

Secure Sharing, Export & Scheduled Reports

Export reports as PDF or spreadsheet, share with stakeholders, password-protect sensitive reports, and schedule periodic email deliveries — helping finance teams and leadership stay updated.
 

Comparative Analysis & Historical Trends

Comparative Analysis & Historical Trends

Compare performance across different periods, projects, or divisions to benchmark business growth, track trends, and enable strategic planning.


 

Explore ZYNO Books Reporting Modules — Insightful Financial & Business Analytics

ZYNO Books offers six powerful reporting modules designed to give you complete visibility into your business. From financial statements and sales & receivables analytics to expenses, inventory, projects, and tax compliance, these modules provide real-time insights, customisable reports, and dashboards that help you monitor performance, make data-driven decisions, and drive growth.


 

Business Overview / Financial Statements


 
Essential financial reports like Profit & Loss, Balance Sheet, Cash Flow Statement, enabling you to assess overall financial health, profitability, liquidity and equity status.
Sales & Receivables Analytics

Reports such as Sales-by-Customer, Sales-by-Item, Invoice Details, Aging Summary, Payments Received — helps track revenue, pending payments, customer wise performance, and receivables aging.


 

Purchases, Expenses & Payables


 
Reports covering purchases, vendor bills, expenses, payables and vendor liabilities — critical for managing cash outflows, purchase history, vendor performance, and expense control.

Inventory & Stock Reports


 
Inventory-related reports such as Inventory Summary, Inventory Valuation, Stock tracking — useful for businesses dealing with physical goods, enabling stock-level control, valuation and inventory trend analysis.

Project Performance Reports


 
For businesses running projects: track project-wise revenue/expense, timesheets, project profitability — helps in evaluating project ROI, resource utilization and profitability per project. 

Tax & Compliance Reports


 
Reports that help track tax liabilities, tax summaries (in contexts where taxes like GST apply), compliance-related financial data — useful especially for businesses operating under regulated tax regimes.

Why Choose ZYNO Books for Financial Reporting

ZYNO Books helps businesses gain complete financial clarity with accurate, real-time reports and customisable dashboards. Our reporting solution ensures you can monitor every aspect of your business — from sales and expenses to inventory and tax — all in one place.


 

Comprehensive Reports

 Access 70+ prebuilt financial and business reports, including profit & loss, balance sheet, cash flow, sales, purchases, inventory, projects, and tax reports.
 

Customisable & Divisional Analytics

 Tailor reports with filters, grouping, and tags to track department-wise, project-wise, or location-wise performance for data-driven decision-making.
 


 

Real-Time Dashboards & Insights

 Monitor financial health, receivables, payables, inventory, and compliance in real-time through interactive dashboards and exportable reports.


 

Smart Dashboards for Real-Time Financial Visibility

 

Monitor, analyse, and manage every part of your business with intuitive dashboards designed for fast, accurate insights. ZYNO Books gives you a clear visual understanding of your financial performance, operations, and team activity — all in one place.


 

Control Users, Roles & Access

Track & Manage All Purchases Easily


 

Your Complete Financial Overview
 

Frequently Asked Questions (FAQs)

faq

ZYNO Books offers 70+ built-in and customisable financial reports, including profit & loss, balance sheet, cash flow statements, sales, purchases, inventory, projects, and tax reports. These reports help you track performance, monitor cash flow, and make data-driven business decisions.

 

Yes! ZYNO Books provides a custom report builder that allows you to filter data, group columns, sort transactions, and generate reports tailored to your department, project, or location. This ensures you get insights that are specific and actionable.

 

Absolutely. You can use tags on customers, items, or transactions to generate department-wise, project-wise, or multi-location reports. This makes it easy to track revenue, expenses, and profitability for each division or cost center.

 

Yes, reports can be exported as PDF or Excel, shared securely with stakeholders, and even scheduled for automatic email delivery. You can also password-protect sensitive reports for enhanced security.

 

The interactive dashboards provide real-time insights into cash flow, receivables, payables, inventory, projects, and taxes. With visual charts, drill-down capabilities, and comparative analytics, you can monitor trends and make informed financial decisions instantly.

 

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