In the fast-paced world of business finance, static reports just don’t cut it anymore. As organizations grow and diversify, the need for more granular, flexible, and insightful reporting becomes crucial. That’s where Reporting Tags in Oneflow Accounting Software step in.

Whether you’re a startup founder tracking project profitability or a CFO managing multi-branch performance, reporting tags empower you to slice and dice your financial data—your way.

🔍 What are Reporting Tags?

Reporting Tags are custom labels or categories you can assign to transactions, accounts, or documents inside Oneflow. Think of them like filters or markers that help you organize your financial data beyond the standard chart of accounts.

They enable dimension-based reporting across your entire accounting data, giving you more control over how reports are generated and analyzed.

💡 Why Use Reporting Tags?

Here’s why Reporting Tags matter:

1. Enhanced Reporting Flexibility

Traditional accounting systems group transactions by accounts, departments, or periods. But what if you want to see revenue by project, expenses by campaign, or profit by location?

Tags allow you to do just that—without creating a separate chart of accounts for every variation.

2. Clean Chart of Accounts

Instead of bloating your chart of accounts with every possible combination (like “Travel – Marketing”, “Travel – Sales”, etc.), you can keep a simplified structure and use tags like #Marketing, #Sales, #Branch-Kathmandu to classify transactions.

3. Custom Business Dimensions

Tags let you build reports based on custom business dimensions that are unique to your organization:

• Projects

• Clients

• Campaigns

• Departments

• Locations

• Cost Centers

🛠️ Common Use Cases

✅ Project Accounting

Tag income and expenses to individual projects. Instantly generate a Profit & Loss by Project report.

✅ Multi-Branch or Multi-Location Tracking

Use tags like #Branch-Kathmandu, #Branch-Pokhara to monitor branch performance.

✅ Departmental Budgeting

Assign department tags (e.g., #HR, #Marketing, #R&D) to categorize spending and allocate budgets effectively.

✅ Event-Based Analysis

Running events or campaigns? Tag all related expenses and revenues to analyze the ROI per campaign.

✅ Custom Business Models

For service businesses or agencies, tag time logs, invoices, and expenses by client to assess profitability.

⚙️ How to Use Reporting Tags in Oneflow

Using Reporting Tags is simple and intuitive:

1. Create Tags

Go to Settings → Reporting Tags and create your tags. You can group them into categories (e.g., Branch, Project, Client) for better organization.

2. Assign Tags

When creating or editing a transaction (journal entry, invoice, bill, etc.), assign one or more tags. Tags can also be auto-applied based on rules or templates.

3. Generate Reports

Navigate to your financial reports (like Profit & Loss, Balance Sheet, or Custom Reports) and filter or group by tags to generate dynamic, multi-dimensional reports.

You can:

• Compare performance across tags

• Filter reports by one or multiple tags

• Export tagged reports to Excel or PDF

🧠 Pro Tips

• Use consistent naming: Create tag naming conventions to avoid duplicates or confusion.

• Automate tag assignment: Use rules or integrations to auto-tag recurring transactions.

• Audit tags regularly: Archive or clean up unused tags to keep your reports tidy.

📈 Unlock Smarter Business Decisions

Reporting Tags in Oneflow help you shift from reactive to proactive decision-making. Instead of just seeing what happened, you gain the tools to understand why it happened—and where to optimize.

Whether you’re a founder, finance manager, or accountant, tags help you build the custom lens you need to understand your numbers.

Start tagging today and turn your reports into real business intelligence.