Reports & Analysis

Q: Custom reports

Creating custom views: 1. Open any standard report 2. Press F12 (Configure) 3. Change columns, rows, sorting, or grouping 4. Save configuration — it becomes your custom view For advanced needs: - Use Columnar reports (multiple periods side by side) - Use Cost Centre reports for department-wise tracking - Export to Excel and create your own dashboards Tally also supports ODBC for real-time data in PowerBI or Excel.

A practical TallyPrime guide from Sarvadnya Infotech LLP, Tally Certified Partner since 2008.

TallyPrime has 400+ built-in reports:

Balance Sheet: Real-time, drill-down to any ledger
Profit & Loss: See your business health at a glance
Cash Flow: Day-wise cash position
Stock Analysis: Aging, movement, slow/fast moving items
Ratio Analysis: Key financial ratios auto-calculated
Excel Export: Any report can be exported to Excel
Multi-period: Compare reports across different periods

Keyboard shortcuts: Alt+F1 for detailed view, Alt+F12 for filter, F12 for configuration.

Common questions

Custom reports

Creating custom views:

1Open any standard report
2Press F12 (Configure)
3Change columns, rows, sorting, or grouping
4Save configuration — it becomes your custom view

For advanced needs: - Use Columnar reports (multiple periods side by side) - Use Cost Centre reports for department-wise tracking - Export to Excel and create your own dashboards

Tally also supports ODBC for real-time data in PowerBI or Excel.

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