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How do I create a report based on a specific tag?

ZipBooks give you a great way to keep track of your transactions with tagging. Tag items by location, vendor, product line, or anything else you want to keep track of. You can then run a report based on those tags to get a good idea of how that specific group is performing, or what you’re spending where.

Here’s how to generate a report based on a tag:

  1. Log in to ZipBooks and click on Reports at the top of your screen.
  2. In the box on the left, click on the type of report you’d like to create.
  3. Enter the Dates, Columns and Basis you want the report to reflect.
  4. In the Tags field, enter the tags you’d like the report to pull information about. 
  5. Click the blue Generate button.

And you’re done! Now you’ll see only information relating the tags you chose in the report.

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