Modifying Reports in TallyERP9

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9/21/22, 7:45 PM Modifying Reports in TallyERP9

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Modifying Reports in TallyERP9


On selecting a report name from a menu, the report is displayed. You can modify the display to suit your requirements using
the appropriate buttons from the button bar.

F1 : Detailed/Condensed (Alt+F1)

Adds a further level of detail to the report, or condenses the report.

F2: Period

You can change the period of the report by specifying From/To dates.

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F3: Company

If you have more than one company selected, this button enables you to switch among them to display the new company
data in the current screen format.

F11: Features

Use this button to navigate to the Company Features menu.

F12: Configure

This button enables you to define the display of information in a report.

For example, depending on the report displayed you can specify whether it should be in
horizontal/vertical/detailed/condensed format, show percentages, show gross profit, show opening and/or closing balances,
change the periodicity, change the basis on which information is sorted, and so on.

For instance, if you want to view graphs with monthly reports:

1. Select the F12: Configure Button while in the Gateway of Tally screen and you will be taken to the Configuration menu.

2. Select General and by default Show Monthly Reports with Graphs under Other Options is set to Yes . If this option is No set
it to Yes .

F12 : Range (Alt+F12)

This button enables you to filter the information displayed based on monetary values.

For example, you can specify that you want Tally to display only Vouchers having Batch Names greater than 5,000 in a Day
Book.

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F12: Value (Ctrl+F12)

This button enables you to filter vouchers .

For example, you can specify that you want vouchers having Employee-Attendance Entries with their Designation containing
all the details about the employee.

C : New Column (Alt+C)

This button enables you to add and display another column in the report to compare information.

You may choose to include post-dated transactions in the values while adding the column, by setting the option Types of
Value to show to Actuals with Post-dated . You can also view reports with the values of only the post-dated transactions.

A: Alter Column (Alt+A)

This button enables you to alter the details of a new column added previously, for example, the date range.  Select the
column to be altered by positioning the cursor on it.

D: Del Column (Alt+D)

Use this button to delete the columns, which you no longer wish to have in the report.

N: Auto Column (Alt+N)

Use this button to add multiple columns to a report.

For example, add columns for each month, or to accommodate other companies if more than one company has been
selected. You can also have a total column for some of the reports.

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Contra Voucher (F4) in Tally.ERP9

Journal Voucher (F7) in TallyERP9

Memo (Memorandum) Voucher (Ctrl+F10) in TallyERP9

Optional Voucher in TallyERP9

Payment Voucher (F5) in TallyERP9

Physical Stock Voucher (Alt + F10) in TallyERP9

Post-Dated Voucher in TallyERP9

Purchase Return / Debit Note Voucher (Ctrl+F9) in Tally.ERP9

Post-Dated Voucher in TallyERP9

Purchase Voucher (F9) in Tally.ERP9

Receipt Voucher (F6) in TallyERP9

Rejection In Voucher (Ctrl+F6) in TallyERP9

Rejection Out Voucher (Alt+F6) in TallyERP9

Sales Return / Credit Note (Ctrl+F8) in Tally.Erp9

Stock Journal Voucher (Alt+F7) in TallyERP9

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Disclaimer :

The names of Companies and persons used in this Website have been used for illustrative purposes only.

The visitors may visit www.tallysolutions.com , the web site of Tally Solutions Pvt. Ltd. for resolving their doubts or for clarifications

Trademark :

Tally,TallyPrime,Tally GST,TallyERP9 GST, Tally9, Tally.ERP, Tally.ERP –9, Tally.Server 9, Tally.NET & Power of Simplicity are either registered trademarks or trademarks of Tally Solutions Pvt. Ltd. in India

and/or other countries. All other trademarks are properties of their respective owners. This Website is not associated with any product or vendor mentioned in this Website.

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Disclaimer :

The names of Companies and persons used in this Website have been used for illustrative purposes only.

The visitors may visit www.tallysolutions.com , the web site of Tally Solutions Pvt. Ltd. for resolving their doubts or for clarifications

Trademark :

Tally,TallyPrime,Tally GST,TallyERP9 GST, Tally9, Tally.ERP, Tally.ERP –9, Tally.Server 9, Tally.NET & Power of Simplicity are either registered trademarks or trademarks of Tally Solutions Pvt. Ltd. in India

and/or other countries. All other trademarks are properties of their respective owners. This Website is not associated with any product or vendor mentioned in this Website.

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