You find your top customers and how often they buy from Tally on the phone in Customer Analytics, the Action Report that ranks who buys, how often, and how much. Customer analytics tally reads the Tally books synced to the device. It exports to PDF in one sitting, with no Excel chooser. A Guwahati FMCG owner at 9 PM types Sharma, sees Sharma Kirana of Fancy Bazaar lifting twice a week at tickets around ₹22,000, then scrolls to the party who used to lift weekly and has gone quiet. Outstanding will not flag that name if the old bills are cleared. Customer Analytics will. Party search is a search box. You type a name. There is no salesman filter and no godown filter. Ageing is always as of today. This report is who buys, not who owes.
Key Highlights
- Customer Analytics sits in Action Reports: who buys, how often, how much, from the Tally books on the phone
- Sharma Kirana lifts twice a week at around ₹22,000. A party who paid up and then stopped lifting shows here before Outstanding does
- Customer Analytics exports to PDF, with no Excel. Party search is a search box. There is no salesman filter
In This Article
- How do I find my top customers and how often they buy from Tally?
- Customer analytics tally: who buys, how often, how much
- Sharma twice a week, and the name that went quiet
- How this differs from Outstanding and from Sales Analytics
- Exporting Customer Analytics as PDF
- What this report does not do
- A week of tickets, not a gut ranking
- Frequently Asked Questions
How do I find my top customers and how often they buy from Tally?
Open Reports, Action Reports, Customer Analytics. That is how you find your top customers and how often they buy from Tally on the phone. Each row is a party, a frequency, a ticket. The ranking is who carries the week, not who owes the most.
It sits in Action Reports next to Collections, Bills Receivable, Bills Payable, Sales Analytics, Cross-sell Gaps, Inventory, Purchase Analytics and Daybook. Financial Statements hold Trial Balance, Profit & Loss, Balance Sheet and MIS Reports. Evening is when the owner opens this one, after Outstanding has already named the lumps, as the daily checklist for Tally reports sets out.
The Tally habit of ranking retailers is the party wise sales report. Customer Analytics is that habit with frequency sitting next to value, so a small party who lifts three times a week is not buried under Sharma's ₹22,000 ticket.
Customer analytics tally: who buys, how often, how much
Who buys is the ranking. Sharma at the top is no surprise in Fancy Bazaar. How often is the beat: twice a week, or weekly, or gone. How much is the ticket: around ₹22,000 when Sharma lifts, around ₹8,000 when Das Stores lifts. Together they tell you who to stock for tomorrow, and who to visit even if Outstanding is quiet.
A party who tickets ₹40,000 once a month is a different animal from Sharma's twice-weekly ₹22,000. The monthly party misses one lift and you feel it in the daily sales report. Sharma misses one lift and you feel it the same afternoon. Customer analytics tally is how you see that without reconstructing it from a sales register.
Most action reports have no date filter. Daybook has Today, Yesterday, Last 7 days, Last 30 days and Custom. Ledger statement and godown reports have This FY, This Quarter, This Month, Last Month, Last FY and Custom. Customer Analytics is an action report. Treat it as the books standing now.
Party search is a search box. Type Sharma. There is no picker and no multi-select.
Sharma twice a week, and the name that went quiet
Sharma Kirana, Fancy Bazaar, twice a week, around ₹22,000, 30-day terms, currently ₹1,85,000 on Outstanding. The owner already knows Sharma. He opens Customer Analytics for the names under Sharma.
Das Stores, 12-day payer, tickets around ₹8,000, lifts often. Small on Outstanding, precious on frequency. The third name used to lift every Thursday. This Thursday there is no voucher. Outstanding is zero because he paid up on the 2nd. Behaviour has nothing to clock. Customer Analytics still has a frequency that just broke. Tomorrow's beat includes that shop, not because he owes, because he stopped.
A fourth name, new, two lifts, small tickets. Frequency will tell you in a month whether he is a habit or a one-off who took the scheme. The item wise sales report will tell you what he took. Customer Analytics tells you that he came back.
Nine PM, still in the car. This is a five-minute scroll, not a CA file. He starts at Sharma only to confirm the ticket still looks like ₹22,000. Then he spends the four minutes on the quiet names. That is the sitting Customer Analytics is for. A ranking that stops at the top party is a gut check he already had.
How this differs from Outstanding and from Sales Analytics
Outstanding is who owes. Sharma ₹1,85,000. The outstanding receivables report is that lump. Customer Analytics is who buys. A cleared party who stopped lifting is invisible on Outstanding and visible here.
Sales Analytics is which items moved and which parties bought, on sales analytics from Tally. It names the SKU. Customer Analytics names the habit of the party. Open Sales Analytics when mustard oil is 11 cases against 40. Open Customer Analytics when you want the ranked list of who still comes.
Cross-sell Gaps, on items a customer is not buying, is the catalogue hole: Sharma takes rice and oil and has never lifted atta. Customer Analytics will not list the missing SKU. It will tell you Sharma is worth the atta conversation because he already lifts twice a week.
Access to the Reports tab is permission-controlled per team member. A member without that permission does not see reports at all, including this ranking. The wider set of Tally reports on mobile is how the phone reads the same Tally books.
Exporting Customer Analytics as PDF
The owner wants the ranking on WhatsApp to the accountant who is already home. Customer Analytics exports to PDF. There is no Excel chooser on this report. Receivables Ageing is the other PDF-only export. Sales Analytics, Cross-sell Gaps, Trial Balance and the rest of the named list sit behind a PDF and Excel chooser. The names sound close. The files are not the same.
Every exported PDF goes through the phone's share sheet, where you pick WhatsApp, or email, or Drive. That is how the ranking leaves the phone at 9:12. There is no separate one-tap WhatsApp button.
A party's ledger statement is a different send. Sharma's "bhai, statement bhej do" is the party-page path, written up as sharing a ledger statement. This PDF is the ranked list, not Sharma's ledger.
What this report does not do
It does not show ageing buckets. That is Bills Receivable, with slabs you can edit, on set your own ageing slabs. It does not show days-to-pay. That is the Payment behaviour tab of Collections. It does not show today's vouchers. That is Daybook.
It does not filter by salesman. It does not filter by godown. Godown is its own report. If you need stock by location, that is the stock summary path.
It does not replace Profit & Loss. How much the period made is still that statement. Customer Analytics is who bought. Keep the two jobs apart and the 9 PM scroll stays five minutes.
A week of tickets, not a gut ranking
Every owner in Fancy Bazaar will tell you Sharma carries the beat. Customer analytics tally is for the names he does not mention. Scroll past Sharma's twice-weekly ₹22,000 and the next five rows decide the van.
Row two, Das Stores, often, ₹8,000. Keep him stocked even when the godown is tight. Row three, the Thursday party, frequency broken, outstanding zero. Visit. Row four, two lifts, small tickets, new. Watch for a month. Row five, used to be ₹18,000 weekly, now a single ₹4,200 lift in three weeks. That is the row the gut ranking misses because the party still "feels big."
The owner screenshots nothing. He exports the PDF at 9:12, share sheet, WhatsApp to himself, so tomorrow at 8:25 in the parking lot the ranking is on the phone without opening Tally on the desktop. The accountant gets Trial Balance on the second. This PDF is the owner's. Mixing the two files is how the CA starts asking why Das Stores is on a statutory statement.
A week of this habit is eight or nine visits that Outstanding would not have scheduled. Sharma still gets the 8:30 call because ₹1,85,000 is ₹1,85,000. The extra visits are the quiet names. Customer Analytics is how they made the list. Wednesday, the Thursday party is back on the van because frequency broke, not because a bill aged. He lifts ₹11,000 of rice. Outstanding never knew he had gone. The PDF from Monday night is still in WhatsApp. The owner ticks the name on it. That is the whole loop.
Takkada is a Tally-integrated receivables and auto-reconciliation app for Indian distributors, with 0% MDR UPI collection and WhatsApp dispatch.
Frequently Asked Questions
Q: How do I find my top customers and how often they buy from Tally?
A: Open Reports, then Action Reports, then Customer Analytics on the phone. Customer analytics tally ranks who buys, how often, and how much, read from the Tally books synced to the device. Type a party name in the search box to land on that ledger.
Q: Is customer analytics tally the same as Outstanding?
A: No. Outstanding is who owes, Sharma Kirana at 1,85,000 rupees this morning. Customer analytics tally is who buys, how often, how much. A party who paid up and then stopped lifting is invisible on Outstanding and visible on Customer Analytics.
Q: Can I export Customer Analytics from Tally to Excel on the phone?
A: No. Customer Analytics exports to PDF, with no Excel. Receivables Ageing is the other PDF-only export. Sales Analytics and Cross-sell Gaps offer a PDF and Excel chooser. Every exported PDF goes through the phone's share sheet, where you pick WhatsApp, email or Drive.
Q: Can I filter Customer Analytics by salesman?
A: No. There is no salesman filter and no godown filter on this report. Godown is its own report. Party search is a search box. You type a name. Access to the Reports tab is permission-controlled per team member, and a member without that permission does not see reports at all.
Q: Does Customer Analytics on the phone have a date filter?
A: Customer Analytics is an action report, and most action reports have no date filter. Daybook has Today, Yesterday, Last 7 days, Last 30 days and Custom. Ledger statement and godown reports have This FY, This Quarter, This Month, Last Month, Last FY and Custom. Ageing is always as of today.
Q: Where does Customer Analytics sit among Tally reports on the phone?
A: Customer Analytics sits in Action Reports, next to Collections, Bills Receivable, Bills Payable, Sales Analytics, Cross-sell Gaps, Inventory, Purchase Analytics and Daybook. Financial Statements hold Trial Balance, Profit and Loss, Balance Sheet and MIS Reports. Evening is when a distributor opens the who-buys ranking.
Takkada is a Tally-integrated receivables and auto-reconciliation app for Indian distributors, with 0% MDR UPI collection and WhatsApp dispatch. Book a free demo.