May 16, 2025
Tally Prime 6.0 has taken the market by storm with its enhanced features and is now a go-to choice for businesses of all sizes. However, when you connect it with a reporting automation tool, you elevate your business to the next level by generating detailed, accurate reports in a fraction of the time, boosting overall efficiency. In this blog, we will discuss the perfect report automation tool for Tally Prime 6.0, which will be beneficial for the Businesses.
What is Report Automation Tool?
A report automation tool connects with your ERP’s like Tally Prime data and helps you create reports without manually exporting or typing data. It saves your time, improves accuracy and allows you to view reports in real-time.
Why Should You Automate Tally Prime Reports from Report Automation Tool?
- Save time by scheduling reports
- Reduce manual data entry and errors
- Create customized reports easily
- Share reports with your team in Excel, PDF or email
- Get real-time data insights from Tally
Steps to Generate Automated Reports from Tally Prime 6.0 Using Reporting Tool
1. Choose a Reporting Tool That Works with Tally
First, select a reporting tool like EasyReports that connects directly with Tally Prime 6.0. which also supports custom fields defined using TDL for creating custom reports.
2. Connect the Tool with Tally Prime 6.0
Once installed, connect the reporting tool’s connector to Tally Prime 6.0 by entering the Tally server port & proceed to data synchronization.
3. Select the Reports You Want to Automate
After the data synchronization now open the reporting automation tool for to access various advance types of reports. Choose the type of reports you need:
- Banking Reports (e.g., Bank Reconciliation Statement, Cash Flow, Upcoming Payments / Receipts)
- Financial Reports (e.g., Comprehensive Financial Statements, Expense Analysis, TDS Register)
- Customer Reports (e.g., Customer Outstanding Variance, Bill wise Receipt Days, Customer Credit Utilization)
- Sales, Supplier, Production Reports (e.g., sales Detailed Analysis, Bill wise Payment Days, Production Analysis)
- Dashboards & many more (e.g., Sales Dashboard, Expenses Dashboard, AP Dashboard)
4. Customize Your Report Layout
With tools like EasyReports, you can use drag-and-drop options to select columns, filters and sorting. You can also create custom field by writing formulas in the report.
5. Schedule Report Automation
Set up a schedule daily, weekly, or monthly for each report. The tool will automatically fetch updated data from Tally and generate reports at your preferred time.
6. Export and Share the Reports
Export your reports in Excel, PDF, or CSV formats. You can also email them directly to your team or clients from the tool itself.
Benefits of Using EasyReports the Report Automation Tool with Tally Prime 6.0
- No coding required
- Works with multi-company and multi-ERP setups
- Real-time dashboards and reports
- Easy to use for finance and non-technical teams
- Trusted by Tally users across industries
Report Automation Tool for Tally Prime 6.0, helps you work smarter not harder. With a powerful reporting tool like EasyReports, you can generate accurate reports on time, every time without doing it manually. For demo book your slot or visit our website www.easyreports.in for more.
Disclaimer: This blog article is for educational purposes only. Tally is a product of Tally Solutions Pvt. Ltd. and we do not claim any affiliation.