The auto-scheduling feature in EasyReports can pull data from the data base in regular intervals according to the scheduled dates, while the auto report generation feature can analyze the data, generate timely reports and mail them to the concerned person.īI tools like EasyReports is one of the most important accounting and report generating tool that is needed for any organization to understand the company goals and assess the risks, strong areas, etc.These sections do not require major updates, and hence, are constant and does not need any time bound fetching. The master info section consists of subsections like account info, payroll info and inventory info.Once you put the required credentials, you can see the reports in the EasyReports tool. For masters, you don’t need to select dates, but for fetching for the transactions section, you must need to input a particular time span. Under the main sections, there are sub-sections.While on the right hand side, you’ll see sections like transaction, masters, stock, etc. You can see the list of selected company/s and the date of last entry on the left hand side of the page.The file report feature can integrate the BI tool through XML file. The direct import feature can help you directly integrate the BI tool from the tally database. Select the ‘direct import’ option from tally application and open the tally app. Select a company or multiple companies from the tally database.Go to the tally settings and place user name and password to start the tally integration.EasyReports provides easy-to-view and self explanatory visually rich dashboard for the end user. It is important to install SQL server in your system that can store the company’s data and handle the backend work like query generation. Once you are installing EasyReports in your system, you will see the two folders on your desktop. Tally integration with a BI tool like Easy report is very easy. It is a one way input that imports the data from tally. The tally connector helps in establishing the connection between the BI tool and tally. The tally has a database of one or multiple companies, and using the BI server, one can import data from tally and go ahead with the tally integration procedure. One must have authentic tally installed software in the system, which can be integrated with the BI tool. It is quite easy to integrate tally with the BI tool. Tally ERP 9 integration is an easy process, and one can do it without any prior technical knowledge.Ī BI or Business Intelligence tool can help fetch data from tally and prepare the report accordingly. However, if you want to use tally for analyzing data and prepare reports, you need a BI tool. Tally has been helping many businesses across the globe by helping them in managing debit/credits, inventory and expenditures. On the top right of the screen in the box that say “Choose a filter”, click on the box and choose the previously saved filter that you would like to apply.Tally is one of the best accounting solutions for many big enterprises as well as many small and medium scale enterprises.Select a date range using the “Date Range” filter.You can run saved filters with the following steps:.Once you have the filters the way you want them, click on “Save this filer” and give it a name.Move on to the next filter(s) and repeat steps “a” or “b”.Once you see the option or options that you would like, click on each one (you can have more than one option per filter.You can either click on the filter box to see a dropdown of all options or you can start typing out the name of an option and the filter will show you matches.Select a date range for your search, then click “Get Orders”.With the use of the filters, you can get the data that you’re looking for. Easy Reports is designed to allow you to select the data that you are looking for.
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