Custom reporting tags are flexible identifiers you can rename and customize to match your organization's accounting structure. You can set nicknames for business units and cost centres according to your organization's specific nomenclature, allowing for familiar terminology across your financial system. These organizational constructs function as reporting tags within Zoho and can be applied at the individual transaction line item level for granular financial analysis.
Our system features five reporting tags as part of the organizational structure: Cost Centre (CC), Business Unit (BU), Management Centre (MC), Branch, and Department. Below are the mapping details between our system and integrated accounting platforms:
Reporting tag | Maps to in Zoho | Customizable | Can be chosen at |
Cost centre | Reporting Tag | Yes | Line item |
Business Unit | Reporting Tag | Yes | Line item |
Mysa Category | Mysa Category | No | Line item |
Branch | Branch | No | Bill level |
Department | Department | No | Bill level; |
Reporting Tag | Maps to in Tally |
Cost centre | Cost Centre |
Business Unit | -- |
Mysa Category | Mysa Category |
Branch | GST Registration |
Department | -- |
Note: Reporting tags without mappings (marked as "--") are not supported in the respective accounting system.
These reporting tags represent a powerful feature that supercharges your financial analysis by enabling:
Multi-dimensional reporting - Analyse transactions across multiple organizational dimensions simultaneously
Granular visibility - Drill down to specific operational segments for precise performance assessment
Custom hierarchies - Build reporting structures that perfectly match your business logic
Cross-sectional analysis - Compare performance across different organizational units
Flexible filtering - Generate targeted reports based on any combination of tags
By applying these tags at the transaction line-item level, you gain unprecedented insights into your business operations. This granularity allows you to make informed decisions based on detailed financial data that accurately reflects your organizational structure and business activities.
Below are the way to create the reporting tags (Orf Construct in Mysa)