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Course Content


Reporting in Tally : 1. Outstanding report This report helps the user to understand the receivables with customers and help him to check the ledger as well as bill-wise. It is an excellent tool for those who do not have access to a personal ledger at home. 2. Profit and Loss report The Profit and Loss report is a financial statement of an organization. It shows the total income and total expenses for a particular time period. It also displays whether the expenses are exceeding the incomes causing loss . 3. Cash flow/ Fund flow report It is a report that shows the cash flow of an organization. It shows the inward and outward flows of cash in the organization. Tally has this made for you. 4. Ratio Analysis report A ratio analysis report is a performance-based performance report that provides insights regarding the financial health of the business. It is useful for those who want to evaluate the business’s performance and track key metrics. 5. Balance Sheet Balance sheet is a widely used financial statement. It is also known as income statement or balance sheet. The balance sheet gives an insight into the overall performance of the business over the last year. It represents the main aspects of business like income, expenses, assets and liabilities of which can be compared for better understanding of company's performance over the past year. 6. Stock summary report The stock summary report in Tally ERP 9 provides a summary of the stock/inventory available on a specified date. It shows the current availability of stock. This helps you to check the available stocks and make an informed decision on buying or selling any stock online. 7. Stock Ageing analysis report The ageing analysis report in Tally can help you to make sense of your ageing products. This aging analysis report predicts the longevity of your products based on the age data provided by your customers. This ageing analysis report tells you whether or not your product is one that customers are willing to buy again. 8. GST reports Tally provides various reports such as GSTR-1, GSTR-2, GSTR-3B related reports. GSTR-1 report in Tally is same as the GSTR-1 form. 9. E-way Bill reports Tally can be used to generate e-way bills. It is a simple tool which provides the users with information about the number of trips made and also lets them know who has made these trips. This information helps the users to track their progress and improve even further.

Go to Gateway of Tally > Display > Balance Sheet .( For Detailed Press Alt+F1 ) > Press F12 to configure the Balance Sheet. > To accept Press Ctrl+A .

Open the Tally window>Go to Display>Select Inventory Books> Select Movement Analysis>Select Ledger Analysis>Select the customer you want to see>The report is generated.

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