Tally ki report mobile par kaise dekhe, yeh seedha jawab hai: phone par Reports screen kholiye, do groups mein. Financial Statements mein Trial Balance, Profit and Loss, Balance Sheet aur MIS Reports hain. Action Reports mein Collections, Bills Receivable, Bills Payable, Sales Analytics, Customer Analytics, Cross-sell Gaps, Inventory, Purchase Analytics aur Daybook hain. Numbers wahi Tally books se aate hain jo phone par sync hain. Guwahati ka FMCG owner Fancy Bazaar par 9:10 baje CA ka message dekhta hai, "TB bhej do", aur Trial Balance phone par khol leta hai. Har exported PDF ya Excel phone ki share sheet se jaati hai, jahan WhatsApp, email ya Drive choose karte ho. Receivables Ageing aur Customer Analytics sirf PDF hain. Daybook PDF ya CSV hai. Stock aur godown screens par export nahi hai. Reports+ Copilot mein bundled add-on hai, MIS aur analytics ke liye.
Key Highlights
- Reports screen do groups mein hai: Financial Statements (Trial Balance, Profit and Loss, Balance Sheet, MIS Reports) aur Action Reports (Collections, Bills Receivable, Bills Payable, Sales Analytics, Customer Analytics, Cross-sell Gaps, Inventory, Purchase Analytics, Daybook)
- Har exported PDF ya Excel phone ki share sheet se jaati hai, jahan WhatsApp choose hota hai
- Trial Balance flat list hai, ledger drill nahi. Balance Sheet group se sub-group se ledger tak jaati hai
In This Article
- Tally ki report mobile par kaise dekhe?
- Do groups: Financial Statements aur Action Reports
- Subah, dopahar, mahine ke end par kaun si report
- Report WhatsApp par kaise share karein
- Excel, PDF, CSV: kaun si file kis report ki
- Team mein reports kaun dekh sakta hai
- Frequently Asked Questions
Tally ki report mobile par kaise dekhe?
Tally ki report mobile par kaise dekhe, iska pehla step Reports tab hai. Wahan do lists milti hain, alag-alag sawaal ke liye. Financial Statements wahi teen cheezein hain jo CA maangta hai, plus MIS. Action Reports woh screens hain jo din bhar kaam aati hain: kaun kitna baaki hai, aaj kaun se voucher pade, maal kya hila.
Tally desktop neighbour hai. Phone usi books ko padhta hai jo sync hui hain. Doosri books nahi banti. Sharma Kirana Fancy Bazaar par ₹1,85,000, 47 din, 30-day terms. Outstanding par naam type karo, line dikh jaati hai. Party search har report par search box hai. Naam likhte ho. Picker nahi, multi-select nahi.
Pura din ka order Tally reports ki daily checklist mein hai. Setup ka wider view Tally reports on mobile par hai. Yeh post Hindi-English mix mein wahi Reports screen kholta hai, taaki sawaal "tally report mobile par kaise dekhe" ka jawab pavement par mil jaaye.
Desktop band hai, Tally usi machine par hai jahan accountant baitha tha. Owner route par hai. Sawal wahi rehta hai: Sharma ka baaki, aaj ke bill, mahine ka TB. Phone par woh teen screens khul jaati hain. Jo na khule, jaise salesman filter ya har report par apni date, woh desktop ki aadat hai, is list ki nahi.
Do groups: Financial Statements aur Action Reports
Financial Statements: Trial Balance, Profit and Loss, Balance Sheet, MIS Reports. Trial Balance, P&L aur Balance Sheet synced Tally books se seedha padhte hain. Trial Balance flat list hai. Line se ledger mein drill nahi. Group se sub-group se ledger Balance Sheet ka kaam hai. Jab synced books foot nahi karti, Balance Sheet par Difference row aati hai. Trial Balance phone par yahi list hai.
MIS Reports 12-month grid hai, total column ke saath. Cell se voucher ya ledger mein drill nahi. MIS Reports+ ka hissa hai. Reports+ Copilot plan mein bundled paid add-on hai. Uske bina bhi Trial Balance, P&L, Balance Sheet khulte hain.
Action Reports: Collections, Bills Receivable, Bills Payable, Sales Analytics, Customer Analytics, Cross-sell Gaps, Inventory, Purchase Analytics, Daybook. Collections ke do tabs: Outstanding aur Payment behaviour. Payment behaviour, Sales Analytics, Cross-sell Gaps, Purchase Analytics aur Inventory ka Velocity tab Reports+ se khulte hain.
Daybook mein Today, Yesterday, Last 7 days, Last 30 days, Custom, aur voucher-type chip. Baaki action reports mein zyadatar date filter nahi. Ageing aaj ke hisaab se hai. Ledger statement aur godown reports mein This FY, This Quarter, This Month, Last Month, Last FY, Custom.
Godown ka stock alag screen hai, Reports list ka filter nahi. Location wise quantity godown ka stock mobile se mein hai. Salesman filter kisi report par nahi hai.
Subah, dopahar, mahine ke end par kaun si report
Subah 8:30, chai ke saath, Collections Outstanding. Sharma ₹1,85,000, 47 din. Call van nikalne se pehle. Upar This Financial Year band: das register totals, Sales Invoice, Sales Order, Purchase Invoice, Purchase Order, Receipts, Payments, Credit Note, Debit Note, Journal, Contra. Har total tap se usi register mein jaata hai.
Dopahar 12:10, salesman ne likha "12 bill ho gaye." Daybook, Today, chip Sales. Saat voucher dikhe, barah nahi. Baaki notebook mein hain. Phir Bills Receivable, ageing aaj ki. Slabs phone par edit ho sakte hain, company ke hisaab se us device par yaad rehte hain.
Shaam, godown band, Sales Analytics agar Reports+ on hai: kaun sa item hila, kaun si party ne uthaya. Customer Analytics: kaun kitni baar, kitne ka. Customer Analytics sirf PDF. Cross-sell Gaps woh items jo party ko uthane chahiye aur nahi utha rahi.
Mahine ki doosri tarikh, CA ne Trial Balance maanga. Fancy Bazaar ki pavement par list khol do. P&L aur Balance Sheet usi sitting mein. MIS grid August versus July ke liye, Reports+ ho toh. Pura phone pe Tally chalane ka raasta Tally mobile par kaise chalaye mein alag hai. Yeh sirf report dekhna hai.
Report WhatsApp par kaise share karein
Har exported PDF ya Excel phone ki share sheet se jaati hai. Wahan WhatsApp, email, Drive. Yeh honest path hai report ko chat mein daalne ka. Alag se har report par koi magic WhatsApp button nahi.
9:40 par Sharma bole "bhai, statement bhej do" toh woh report PDF nahi. Party page, bills page ya ageing report se ledger statement ya pending-bills statement. Send from my WhatsApp aapka khud ka WhatsApp kholta hai, message pehle se typed, PDF share sheet se. Takkada business number par app queued dikhata hai. Detail report PDF WhatsApp par aur pending bills versus full ledger mein hai.
Web app par manual WhatsApp send sirf message text hai, clipboard par copy bhi. PDF attachment phone-only hai. Chrome se file chat mein nahi baithti. Phone se export karo.
Stock aur godown par export nahi. Jorhat mein 30 carton hain ya nahi, yeh godown view hai, WhatsApp PDF nahi.
Excel, PDF, CSV: kaun si file kis report ki
PDF aur Excel chooser in reports par hai: Trial Balance, Profit and Loss, Balance Sheet, Bills Receivable ageing, Bills Payable ageing, MIS, Payments, Purchase Analytics, Sales Analytics, Cross-sell Gaps, Inventory Velocity. Poori list Excel export mobile se mein hai.
Receivables Ageing aur Customer Analytics sirf PDF, Excel nahi. Daybook PDF ya CSV. CSV ko Excel mat kaho. Tally-format export, jo Tally khud print karti hai, paanch statutory reports par: Trial Balance, Balance Sheet, P&L, Bills Payable, Bills Receivable. P&L aur Balance Sheet is format mein sirf current period ke liye.
CA ne "TB Excel mein bhej do" likha toh Trial Balance, chooser, Excel, share sheet. "Tally ka print" maanga toh Tally-format. Sharma ke statement ke liye Excel nahi, party document.
Payments report par Bill-wise ya FIFO toggle hai. Jo basis screen par khula hai, wahi Excel mein jaata hai. Bills Receivable ageing ki slabs phone par set ki hain toh sheet unhi buckets ko follow karti hai. File mein extra column nahi aata jo screen par nahi tha. Salesman-wise cut Excel se nahi niklega kyunki salesman filter report par hai hi nahi.
Team mein reports kaun dekh sakta hai
Reports tab ki access team member par permission se lagti hai. Jis member ke paas permission nahi, usko reports dikhti hi nahi. Salesman party khol sakta hai, statement bhej sakta hai, lekin Trial Balance uske phone par tab tak nahi jab tak Reports permission na ho. Kaun kaun si reports dekh sakta hai yahi all-or-nothing rule hai.
Owner Fancy Bazaar par khud kholta hai kyunki accountant office mein nahi, aur CA wait nahi karega. Permission salesman ko tab do jab usko reports dekhni hain. Default yeh mat samjho ki party access ke saath Reports bhi aa gayi.
Ek typical Tuesday ka phone use aise dikhta hai. 8:30 Outstanding, Sharma ₹1,85,000. 12:10 Daybook Today, saat sales voucher. 9:10 agle mahine CA ke liye Trial Balance Excel, share sheet, WhatsApp. 9:40 Sharma ke liye Pending Bills, party page se. Chaar alag files, chaar alag sawaal. Reports screen un sabko ek jagah rakhti hai. Har file phir bhi usi report se nikalni padti hai jiska sawaal poocha gaya.
Barpeta wale bhai ko MIS grid bhejna ho, Reports+ on ho, 12-month column August mein patla dikhe, toh grid ke cell se invoice nahi khulega. Daybook ya Sales Analytics alag se kholna padega. Jo log cell se bill expect karte hain unko pehle bol do, warna 4 baje extra WhatsApp aayega, "is number ka bill kahan hai".
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: Tally ki report mobile par kaise dekhe?
A: Phone par Reports screen kholiye. Financial Statements mein Trial Balance, Profit and Loss, Balance Sheet aur MIS Reports hain. Action Reports mein Collections, Bills Receivable, Bills Payable, Sales Analytics, Customer Analytics, Cross-sell Gaps, Inventory, Purchase Analytics aur Daybook hain. Numbers synced Tally books se aate hain. Party search ek search box hai, naam type karte ho.
Q: Kya har Tally report Excel mein nikal sakte hain phone se?
A: Nahi. Gyarah reports par PDF aur Excel chooser hai: Trial Balance, Profit and Loss, Balance Sheet, Bills Receivable ageing, Bills Payable ageing, MIS, Payments, Purchase Analytics, Sales Analytics, Cross-sell Gaps aur Inventory Velocity. Receivables Ageing aur Customer Analytics sirf PDF hain. Daybook PDF ya CSV hai.
Q: Tally ki report WhatsApp par kaise bheje?
A: Report export karke phone ki share sheet se WhatsApp choose kijiye. Web app par WhatsApp send sirf text hai, PDF phone-only hai. Party ka ledger ya pending-bills statement party page, bills page ya ageing se jaata hai. Send from my WhatsApp aapka WhatsApp kholta hai. Business number par app queued dikhata hai.
Q: Trial Balance mobile par ledger tak drill karti hai kya?
A: Nahi. Trial Balance flat list hai. Group se sub-group se ledger Balance Sheet karti hai. MIS Reports 12-month grid hai, cell se drill nahi. Jab books foot nahi karti, Balance Sheet par Difference row aati hai.
Q: Reports+ ke bina kaun si Tally reports phone par khulti hain?
A: Collections Outstanding, Daybook, Bills Receivable, Bills Payable, Trial Balance, Profit and Loss aur Balance Sheet khulti hain. Reports+ Copilot mein bundled paid add-on hai. Woh MIS Reports, Sales Analytics, Cross-sell Gaps, Purchase Analytics, Collections ka Payment behaviour tab aur Inventory ka Velocity tab kholta hai.
Q: Kya salesman har Tally report dekh sakta hai?
A: Tabhi jab us member ko Reports tab ki permission ho. Bina permission ke reports dikhti hi nahi. Party search har report par naam type karne ka box hai. Godown Reports ka filter nahi, alag screen hai. Salesman filter kisi report par nahi.
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.