Recipes by topic

Reports and numbers

Recipes that turn figures into something you can read and send. 6 recipes.

• A monthly finance pack from Zoho Books

  Profit and loss, balance sheet, bank and overdue invoices as a report, made again every month.

  Zoho Books · Reports

• A monthly sales report from your invoices

  Invoice by asking, then get a report of what was billed, paid and owed every month.

  Databases · Reports

• A weekly pipeline review from Zoho CRM

  Deals closing this week by stage and owner, plus the overdue ones, made again every Monday.

  Zoho CRM · Reports

• A weekly report from your Shopify store

  A report of your recent orders from your own admin, exported as a PDF and made again every week.

  Shopify · Reports

• Ask Zoho Books questions in plain words

  Profit and loss, who owes you, what you spent and what is in the bank, asked in your own words.

  Zoho Books

• Track expenses from the receipts in your inbox

  The agent files each emailed receipt as a record, and a monthly report by category comes from the database.

  Mail · Databases · Reports

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