displaying reports

Basic features of displaying reports
Tally prepares the books of account and financial statements based on the vouchers you have entered to date. You can then vary the appearance of reports according to your needs, for example, to make comparisons between different companies, periods of the financial year, groups and ledgers.
In each case, when you display a report, you can step-down to the next level of detail by highlighting the item and pressing Enter, and you can keep going until you reach an individual voucher. Similarly, you can step back to higher levels by pressing [Esc]. The special features available for the currently displayed report are indicated on the button bar, and can be selected with a single click of the mouse.
Accessing reports
The Gateway of Tally menus provide access to all the financial reports, as in the diagram opposite. For example, if you want to view the Sales Register then, in the Gateway of Tally menu select Display, Account Books and Sales Register in turn, and Tally will display the report for the currently selected period.

Modifying reports
Once you have selected a report and its screen appears, you can modify the display to suit your requirements using the appropriate buttons on the button bar. You will get to know the functions of the various buttons as you become more familiar with Tally but some buttons perform similar functions in all reports, providing they are appropriate to the screen you are viewing.
If you select the buttons using the keyboard, the conventions are:
Fn: - just press the Fn key.
Fn: - press [Alt]+Fn.
Fn: - press [Ctrl]+Fn.
F1: Detailed/Condensed
Adds a further level of detail to the report, or condenses the report to a higher level of detail.
F2: Period
Enables you to change the period of the report by specifying new from/to dates.
F3: Company
If you have more than one company selected, this button enables you to change companies 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 selecting options that affect voucher entry. The screen it displays must not be changed during training.
F12: Configure
This button is very relevant to displaying reports and enables you to define the report-specific options you wish to use. For example, depending on the report you are in, 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.
If you select F12: Configure while in the Gateway of Tally screen, this takes you to a Configuration menu. If you select General, it brings up an option screen which, amongst other things, enables you to specify that you wish to see graphs with monthly reports.
F12: Range
This button enables you to filter the information you see displayed based on monetary value. For example, you can specify you only want closing balances greater than £5,000.
F12: Value
This button enables you to filter which vouchers you wish to be used in the calculations. For example, you can specify you only want vouchers having a narration containing the expression 'XYZ Project'.
New Column
This button enables you to add another column to the report to display comparable information for another company, or for a different period for the same company, all on the same screen.
Alter Column
This button enables you to alter the details of a new column you have previously created, for example, the date range. You select the column to alter by positioning the cursor in it prior to selecting the button.
Del Column
You use this button to delete columns you no longer wish to see in the report.
Auto Column
You use this button to add multiple columns to a report, for example, columns for each month, or to accommodate several companies. You can also have a total column for the total of each item across all columns.
Report specific options
If there are report specific options available for the report, they are displayed in the bottom half of the screen and can be amended according to your requirements.


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Accounting Education: displaying reports
displaying reports
Accounting Education
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