January 22, 2026
How to automate daily sales & outstanding reports from Tally Prime 7.0? You can automate daily sales and outstanding reports from Tally Prime 7.0 by connecting it with a reporting automation tool. The tool automatically extracts Tally data and generates sales and customer outstanding insights.
Steps to automate daily sales & outstanding reports from Tally Prime 7.0
You can automate reports by connecting Tally Prime 7.0 with a BI reporting tool like EasyReports.
Here’s the step-by-step process.
Step 1: Connect Tally Prime 7.0 to EasyReports
EasyReports Tally Connector connects directly with your Tally Prime 7.0 data without disturbing your accounting work. Using the Tally Connector, you can easily sync the required company from Tally Prime 7.0 to EasyReports.
Step 2: Select Required Sales & Outstanding Reports
After completing the data sync process, open EasyReports and select the required sales or outstanding reports. Choose the necessary parameters and generate the reports instantly.
Step 3: Schedule Daily Report Automation
To automate these reports, configure your email in the EasyReports report scheduler. Then select the sales and outstanding reports you want to schedule for automatic generation.
Step 4: Auto-Share Reports with Management
Add your team members or external email IDs in the scheduler. Based on the selected schedule, EasyReports automatically delivers the reports on a daily or weekly basis.
What sales reports does EasyReports provide?
EasyReports offers ready-to-use sales reports such as:
- Sales Detailed Analysis (Cross Selling): helps identify customers suitable for cross-selling products using area-wise and customer-wise sales data.
- Sales Detailed Analysis (Focused Product – Company Level): categorizes products based on sales contribution to help businesses focus on high- and low-performing items.
- Sales Detailed Analysis (Focused Product – Area Level): analyzes product performance area-wise
- Active & Inactive Customer Report: helps identify customers with stuck payments, losing customers, and area-wise follow-up opportunities
- Sales Dashboard (Overview): party, item, and month-wise sales summary
- Sales Dashboard (Item Analysis): item-wise and group-wise sales breakup
- Sales Margin (Average Cost): margin visibility on every sale
Along with these, EasyReports provides many more sales reports as part of its standard reports.
How Automated Sales Reports Help Business Users?
Automated sales reports help users understand sales performance clearly.
EasyReports allows management to:
- Track daily sales movement
- Compare monthly, quarterly, or yearly sales instantly
- Identify top-selling and low-performing products
- Analyze salesperson-wise sales trends
Which outstanding reports are available on EasyReports?
EasyReports provides multiple customer outstanding reports such as:
- Customer Outstanding: party-wise pending amount
- Customer Outstanding Variation: increasing or decreasing credit days
- Customer Credit Utilization: customers exceeding credit limits
- Bill-wise Receipt Days: invoice-level payment behavior
- Customer Sales Collection Outstanding: sales vs collection comparison
Ready to Automate? Start making faster decisions with EasyReports. Get the demo now or book your free trial.
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.
Frequently Asked Questions (FAQs)
1. Can we automate daily sales reports from Tally Prime 7.0?
Yes. You can automate daily sales reports from Tally Prime 7.0 by connecting it with a BI reporting automation tool like EasyReports. The tool automatically extracts data from Tally and generates sales insights without manual effort.
2. Is it possible to automate outstanding reports from Tally Prime 7.0?
Yes. EasyReports helps you automate customer outstanding reports from Tally Prime 7.0, including party-wise, bill-wise, and credit limit based outstanding analysis.
3. Do I need to make changes in Tally Prime to automate reports?
No. EasyReports connects with Tally Prime 7.0 using a secure Tally Connector. It does not disturb your existing accounting entries or workflows.
4. Can automated reports be sent automatically by email?
Yes. EasyReports automatically sends scheduled sales and outstanding reports to management, team members, or external email IDs through email.
5. Can I analyze salesperson-wise sales performance?
Yes. EasyReports allows you to analyze salesperson-wise sales trends, helping management track performance and take improvement actions.
6. Can EasyReports help improve collection efficiency?
Yes. By using customer outstanding variation and bill-wise receipt reports, businesses can easily identify delayed payments and improve collection follow-ups.
7. Is EasyReports suitable for growing businesses?
Yes. EasyReports is ideal for small, medium, and growing businesses that want automated reporting, better visibility and faster business decisions from Tally data.