Tally Business Intelligence in Report Automation

by Bappaditta Jana share market adviser

Nowadays report automation is quintessential if you want to grow your business rapidly. Tally helps a lot when it comes to business intelligence. With the help of Tally BI, generating daily sales report in Tally became much easier. Report automation helps in enhancing the further possibilities of your business not only by involving less human resources but also by consuming less time.

Let us have a look at what can be done with the help of a Tally BI


·           For report related things, the following things can be done –

    • Analyse your data quickly through Pivot style reporting
    • Comparative reporting
    • Contribution analysis with top and bottom ranking
    • Application of customised filters on multiple fields simultaneously
    • Customised formatting with highlighting exceptions
    • Application of key performance indicators


·         On your dashboard, do more –

    • Drill up and drill down
    • Custom filters on multiple fields and values
    • Charts, graphs, gauges and more
    • Single screen overview with multiple data points


·         Create your own reports and avail –

    • Drag n drop functionality for quick report customization
    • Facilities for creating your own reports in minutes
    • Defining calculated and customized fields
    • Saving and retrieving layouts & reports to use later


Tally business intelligence gives you opportunity to customize and automate your reports rapidly. For different type of reports, you will be able to do the following –


For Sales reports –


  •          Generation of sales reports on Daily, Weekly, Monthly basis

  •            Sales report generation on the basis of designation (i.e. sales executive or manager wise)

  •            Tracking location, area, channel, segment

  •          Ranking of products and customers on the basis of the given parameters.

  •         Contribution Analysis

  •         Growth report

  •          Comparison in between targeted vs. actual growth rate

  •          Report on pending orders

For debtors –


  • Ageing Analysis – for both Standard and first in first out cases
  • Identifying outstanding by area, region, salesperson, manager
  • Generation of ‘Credit Analysis Report’
  • Identifying Average Payment Days
  • Debtors Turnover
  • Intelligent forecast of debtors cash flow


For creditors –


  • Report production for item sourcing
  • Purchasing and rate history
  • Pending Orders’ reports
  • Payment Due and Cash Flow Forecast (just alike the debtors)


With all these and some more integrated features, it is needless to say that Tally integration with report automation is not only helpful for your business to grow further but also it helps in generating customized reports within the shortest possible time.

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About Bappaditta Jana Advanced   share market adviser

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Joined APSense since, July 9th, 2016, From Kolkata, India.

Created on Dec 31st 1969 18:00. Viewed 0 times.


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