Reports
Dashboard
Access Dashboard in TallyPrime
Learn to access the Dashboard in TallyPrime ♦ Configure the view of the Dashboard as required ♦ Change the period of a specific tile or all tiles to view business trends for a specific period ♦ Learn to scroll across the Dashboard ♦ Configure the Dashboard as the home screen while loading a company
Use Dashboard in TallyPrime | Add, Configure, Expand, and remove Tile
Add tiles as required ♦ Configure tiles as per the business requirement ♦ Expand a tile to focus on it ♦ Remove a tile if not needed
Compare Gross Profit Trend for Financial Years using Dashboard
Add the Gross Profit Trend tile in the Dashboard ♦ Learn to use the Gross Profit Trend tile to compare the profits of different financial years
Restrict Users from Accessing Dashboard or Tiles
Allow user access to the Dashboard ♦ Restrict users from accessing certain tiles in the Dashboard
Viewing Daily Receipts & Payments to Manage Balances with Dashboard
Add the Group Trend tile in the Dashboard ♦ Configure the Group Trend tile to view daily Receipts and Payments, and manage Cash-in-Hand
Compare Stock Item trends of Stock Items using Dashboard
Add the Stock Item Trend tiles in the Dashboard ♦ Learn to use the Stock Item Trend tile to compare stock items and any set of stock items
Identify Stock Items with No Movement using Dashboard
Add the Top Stock Groups tiles in the Dashboard ♦ Learn to use the Top Stock Groups tile to identify stock items with no outward movement
Identify Top Ledgers using Dashboard
Add the Top Groups/Ledgers tile in the Dashboard ♦ Configure the Top Groups/Ledgers tile to view the top ledgers or groups
Identify Top Stock Groups with Highest Sales using Dashboard
Add the Top Stock Groups tile in the Dashboard ♦ Configure the Top Stock Groups tile to view the top ♦ selling stock groups
Compare Sales in Groups using Dashboard
Add the Group Trend tiles in the Dashboard ♦ Learn to use the Group Trend tile to compare and identify the top groups in terms of sales
Compare Sales in Cost Centres using Dashboard
Add the Cost Centre Trend tiles in the Dashboard ♦ Learn to use the Cost Centre Trend tile to compare and identify the top groups in terms of sales
Identify Top Cost Centres using Dashboard
Add the Top Cost Centres tile in the Dashboard ♦ Configure the Top Cost Centres tile to view the top cost centres
Reports
Access Notifications report
Discover the Notifications report introduced in TallyPrime 5.0 ♦ Learn to efficiently manage notifications by accessing the Notifications report ♦ Respond directly to notifications from within the report ♦ Customize the notifications indicator to suit your preference
View Outstandings Report for a Period
Understand the date behaviour in the Outstanding reports ♦ View the Outstanding reports for a specific period
Use Transactions Accepted as Valid Report (for India only)
Accept transactions as is from the GST report ♦ View transactions accepted as is (valid) in the GST report ♦ Undo transactions accepted as is in the GST report, if marked valid accidentally
View the About Report
View the About page in TallyPrime ♦ Understand the different sections in the About page ♦ Learn to get detailed information in the About page ♦ Learn to configure TallyPrime from the About page as per your requirements
Apply Filters to Reports in TallyPrime to Find Information Quickly
Understand the benefits of applying Filters in reports ♦ Apply Basic Filter ♦ Apply Multi-Filter ♦ Apply Advanced Filter ♦ Set Default Filter as per your requirement
Save Views for Reports with Specific Masters, Period, or Companies
Save a View for a report as required ♦ Acces your saved View from Go To ♦ Set a default View to open the report with your preferred View directly ♦ Save the View for the current company and all companies on your computer ♦ Delete the saved Views
Restrict Users from Saving Report Views in the Company
Create Security Levels for Company to save or delete Views ♦ Restrict users from saving Views ♦ Restrict users from deleting Views
View TallyPrime Reports in Browser
Enable Browser access for reports in TallyPrime ♦ Give Browser access for reports to Tally.NET users ♦ View TallyPrime reports in a browser
