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Modifying Reports in Tally.ERP 9

On selecting a report, the screen displays. Modify the display to suit your requirements using the appropriate buttons from the button bar.

If you select the buttons using the keyboard, the conventions are:

  • F (n): Press the F (n) key

  • F (n): Press Alt + F (n)

  • F (n): Press Ctrl + F (n)

Note: Here n is used as an example of a function key (Eg: F1,F2 and so on).

(Alt + F1) F1 :Detailed/Condensed

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.

F4: to F10:

The functions performed by these buttons vary from report to report.

F11: Company Features

This button is not related to displaying reports but to setting the options that affect the voucher entry.

F12: Configure

This button is very relevant to displaying reports and enables you to define the report-specific options.

For example, depending on the report displayed you can specify whether it should be in horizontal or vertical format, show percentages, show gross profit, show opening and/or closing balances, change the periodicity, change the sorting method, 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.


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(Alt + F12) F12: Range

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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(Ctrl + F12) F12: Value

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.


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New Column (Alt + C)

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

 
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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.

Del Column (Alt + d)

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

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 in case of Trial Balance report.


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Report specific options

Report specific options, if any are displayed at the bottom-half of the screen and can be amended as per requirements.

 
 
 
 
Tally.ERP 9 Reference Manual LIBRARY
1.
Installation of Tally.ERP9
2.
Site Licensing of Tally.ERP9
3.
Shortcut Keys in Tally.ERP9
4.
Maintaining Company Data
5.
Creating Masters
5a. Accounts Information [Creating Masters]
5b. Inventory Information [Creating Masters]
6.
Voucher Entry
7.
Reports in Tally.ERP9
8.
Excise for Dealer
9.
Excise for Manufacturer
10.
Reports [ Excise for Manufacturer]
11.
Excise for Importer
12.
Service Tax in Tally.ERP9
13.
Tax Collected at Source (TCS) in Tally.ERP9
14.
Tax Deducted at Source (TDS) in Tally.ERP9
15.
Value Added Tax (VAT) in Tally.ERP9
16.
Central Sales Tax (CST) in Tally.ERP9
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
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