Overview:

Zumzum Financials Standard Reports are conveniently stored in the Zumzum Financials report folder, which should be shared with users who need access to these reports. Alternatively, you can create your own reports folder along with customised reports and dashboards, starting from the provided standard reports. This approach allows for easier sharing and management of reports and dashboards tailored to your needs. To run a report, navigate to the Financial Reports section, select the Purchase Tax option, and the report will generate accordingly. You can sort the records in ascending or descending order by clicking on the column titles. Additionally, for a graphical representation, you can view the report as a chart by selecting the pie chart icon in the top right corner, which will display the option to “Toggle Chart” when hovered over.

Run a Purchase Tax Report

Zumzum Financials Standard Reports are stored in the Zumzum Financials report folder.

Please share this folder with your users who require view access to any of these reports.

Alternatively, you may prefer to create your own reports folder, reports and dashboards.  Start with these reports and save as your own versions.  This approach may also make it simpler for you to share deploy and share reports and dashboards to your users.

To run this report, follow these steps:

1. Navigate to Financial Reports.
2. Select Purchase Tax.
3. The report will then run.
4. You can sort the records by descending or ascending by selecting the title of the column.

Note: It is possible to view the report as a chart, to do this select the pie chart button in the top right. When hovered over it will state “Toggle Chart”

Learn more about balance sheet reports in Zumzum Financials.