Zoho Books Groups · Track 3 · Tutorial 1 of 3

Bring in reporting tags

If your Zoho companies tag transactions by department, outlet or anything else, BrizoConsol can read Zoho’s profit and loss by each tag, every month, for dashboards and reports. Set it up once per company.

You will needSouth Pte Ltd connected with additional access, as in Enable additional access. Reporting tags used on South’s transactions in Zoho Books. Free, Pro or Premium edition.

By the endSouth Pte Ltd’s Department and Outlet tags imported and mapped, October’s P&L by reporting tag loaded, and its figures checked against South’s own P&L.

1Know what you get

South Pte Ltd runs three outlets. In Zoho Books, its transactions carry two reporting tags: Department (Sales, Operations, Admin) and Outlet (Orchard, Tampines, Jurong).

South Pte Ltd tags its Zoho transactions by Department and Outlet; BrizoConsol reads Zoho’s P&L by each tag every month into a dataset per tag, used in dashboards, charts, tables and custom reports — One dataset per tag, filled from Zoho’s own report every month.

What is read	Zoho’s profit and loss by each tag, month by month, as Zoho calculates it. Amounts with no tag come in as Unallocated.
Where it goes	One datasource per tag — Zoho Tag: Outlet, for example — with the tag’s options and the P&L lines. You use it in dashboards, charts, metrics, tables and custom reports.
What it doesn’t change	Your statements and consolidation. Tags are reported on their own, and two tags are never added together.

2Import South’s reporting tags

Select South Pte Ltd, and open Settings → Organisation Settings → Data Loading.
Click Review Reporting Tag Setup at the top of the page.
Click Import from Zoho. The tags and their options appear when the import finishes.

Each tag shows its status in Zoho — Active, Inactive or Draft — and up to six of its options. If you add a tag or option in Zoho later, click Refresh from Zoho.

3Map the tags

A mapping tells BrizoConsol what each tag stands for. Two mappings matter most: Department and Store open the shared dashboard templates in the next tutorial.

Under Confirm Mapping, choose Department for the Department tag, and Store for Outlet.
Click Save Reporting Tag Setup.

Reporting Tag Setup for South Pte Ltd: the Department tag mapped to Department and the Outlet tag mapped to Store, then Save Reporting Tag Setup — Choose what each tag stands for (1), then save (2).

The other choices — Client Tracking, Project Tracking, Regional Division, Product Line, Service Line, Team/Staff, Other — describe the tag, and Not mapped leaves it undescribed. Every tag gets its own datasource whatever you choose.

4Load the months

Click ← Back to Data Load.
Tick the months you report on — Jan-2026 to Oct-2026 in the example — and click Load selected.
Untick everything except P&L by Reporting Tag, and click Start Load.

Each month’s Reporting tags column shows Loaded when it is in. You don’t need to load Transactions for this: the amounts come from Zoho’s report, not from the postings.

After that, the nightly read keeps the last 6 months up to date. Load older months, or a month you change in Zoho, the same way.

5Check against Zoho

Click Review Reporting Tag Setup, then View P&L by Reporting Tag.
Choose the Reporting Tag Outlet, From Date 1 October 2026 and To Date 31 October 2026, and click Load Zoho Report.

P&L by Reporting Tag for South Pte Ltd’s Outlet tag in October 2026: each line by Orchard, Tampines and Jurong, an Unallocated column for untagged salaries, and the entity total — The untagged amounts (1), and South’s own total for each line (2).

This report reads straight from Zoho, in South’s currency and on the accrual basis. Each row is a P&L line for a month; the options’ columns plus Unallocated add up to Entity total.

Check

Entity total on each line matches South’s Profit & Loss for October. In the example, 6,300.00 of salaries has no Outlet tag — head-office staff — so it shows as Unallocated.

A large Unallocated amount usually means transactions were entered without the tag. Tag them in Zoho, then load the month again.

6If something goes wrong

There is no Review Reporting Tag Setup button	The connection doesn’t have the additional access yet, or the plan is Standard. See Enable additional access.
P&L by Reporting Tag shows Reauth required	The connection needs re-authorising for payments, credits and expenses before reporting-tag amounts can be loaded. Enable the additional access.
Import reporting tags for this connection before mapping them.	Click Import from Zoho first.
A tag is missing from the report’s list	Only Active tags can be reported. Activate it in Zoho, or publish it if it is a draft, then click Refresh from Zoho.
Zoho dimension columns changed between months.	The tag’s options changed within the date range. Report the months before and after the change separately.
Select complete months within the allowed Actual reporting window.	Choose the first and last day of months your plan covers.

Zoho’s locations and projects aren’t available in these reports — only reporting tags.

Want more detail? See the documentation

Zoho Books Reporting Tags & Consolidation Data Loading Connecting an Entity to Zoho Books

Next in Report by Zoho reporting tag Build department and store dashboards All tutorials