Tally reports online with Tally Insights
See outstanding, ageing, ledger statements, trial balance, P&L, balance sheet and stock from TallyPrime in your browser, and export them to Excel or PDF.
Tally Insights shows your TallyPrime figures and reports in the browser, from any device. Every figure comes from the company open in TallyPrime when it was read; Refresh reads it again. Reports only read: nothing is posted or changed in TallyPrime.
Before you start
The Balancely connector is running on the computer where TallyPrime is installed.
TallyPrime is open on that computer with the company you want to see.
The company is connected in Balancely. With more than one, choose it in the company picker at the top of the page.
Any role can open reports, including Viewer. A team member sees only the companies the owner or an admin has given them.
Read the overview
Open Accounts and choose Tally Insights. The top of the page sums up the company:
| Card | What it shows |
|---|---|
| Sales this month | Sales Accounts for the month so far, with the change against last month. |
| Purchases this month | Purchase Accounts for the month so far, with the change against last month. |
| To receive | What customers owe you, and how much of it is over 90 days old. |
| To pay | What you owe suppliers, and how much of it is over 90 days old. |
| Stock value | Your closing stock value today. |
| Sales vs purchases | Monthly sales and purchases for the last six months. |
| Receivables by age | What customers owe in four age groups, with the total over 60 days. View report opens Ageing. |
| Needs attention | Dues over 90 days, customers owing for more than 60 days, and sales 5% or more up or down on last month. Click a line to open the report behind it. |
| Top dues and top stock items | The five customers who owe most, the five suppliers you owe most, and the five items with the highest stock value. |
The line under the page title says when the figures were read, for example Updated 2 minutes ago. The overview is kept for ten minutes. Choose Refresh to read TallyPrime again now. A report you have opened is not read again when you switch back to its tab; use its refresh button for fresh figures.
The seven reports
Below the overview is the reports area. Pick a report from the tabs along its top. Reports with a period open on the current period, from the start of the financial year to today, until you choose another.
| Report | What it shows | Filters |
|---|---|---|
| Outstanding | Every unpaid bill with party, bill number, bill date, days old and pending amount. | Under Filters: Customers or Suppliers, amount range, outstanding days (0–30, 31–60, 61–90, over 90) and bills raised up to a date. |
| Ageing | Each party’s dues split into 0–30, 31–60, 61–90 and over 90 days, with the number of bills. | Customers or Suppliers. |
| Ledger statement | Every entry on one ledger with date, voucher type, account, debit and credit, plus opening and closing balance. | Choose the ledger in Search ledgers, then the period. |
| Trial balance | Debit and credit of every group, sub-group and ledger. | Period. |
| Profit & loss | Income and expenses by group, ending with Net profit or Net loss. | Period. |
| Balance sheet | Liabilities and assets, each side with its total, as on the period’s last date. | Period. |
| Stock summary | Closing quantity, rate and value of each item under its group, with the closing stock total. | Period. |
The period list offers Current period, this or last month, this or last quarter, this or last financial year, and Custom range for dates of your own. A new period is read as soon as you choose it. The refresh button at the end of the toolbar reads the report again from TallyPrime.
Outstanding needs bill-wise details
Search, open a party and fold groups
Search
The search box looks for a party or bill number in Outstanding, a party in Ageing, an item in Stock summary, and an account in Trial balance, Profit & loss and Balance sheet. It only narrows what is already on screen. In Ledger statement the box chooses which ledger to read. In Trial balance and Stock summary the total line is hidden while you search, because it covers the whole report.
Open a party’s ledger statement
Click a party name in Outstanding or Ageing, a ledger in Trial balance, or an account in a ledger statement. Its ledger statement opens for the same company, as drilling down does in TallyPrime.
Sort, collapse and expand
In Outstanding, Ageing and Ledger statement, click a column heading to sort. Click again to reverse, a third time to clear.
In Trial balance, Profit & loss, Balance sheet and Stock summary, the arrow beside a group hides or shows the lines under it. The arrow in the first column heading folds or opens every group at once.
Full view
The full-view icon beside Export (its tooltip says Full view) opens the report large, filling the screen. Close it to return to the page.
Export to Excel, CSV or PDF
- 1
Open the report and set its filters, search and sort.
- 2
Choose Export.
- 3
Pick Excel (.xlsx), CSV or Print or save as PDF.
Excel and the printed page carry the report name, company and period on top; CSV has just the columns, rows and total line, plus any balances shown under the table. Every export has the rows as shown, and folded groups are still included. In Excel and CSV, amounts are plain numbers you can add up. For a PDF, choose Save as PDF in the print window.
Limits you may see
| Message | What it means | What to do |
|---|---|---|
| Only the first 1,000 bills were read | Outstanding reads up to 1,000 bills at a time, so the list and total are partial. | Click the party to open its ledger statement, which lists that party’s own entries. |
| The largest … parties are listed | Ageing lists up to 1,000 parties. The totals still cover all of them. | Search for the party you need. |
| Only the latest … entries are listed | A ledger statement shows up to 1,000 entries for the period. | Narrow the dates to see the rest. |
| From Date to To Date can cover up to 2 years | A period longer than two years is not read. | Choose a range of two years or less. |
When the computer or TallyPrime is off
Reports are read from TallyPrime, so they need the computer on, TallyPrime open with the company, and the connector running. If TallyPrime cannot be reached, the overview shows TallyPrime isn’t connected and each report shows TallyPrime can’t be reached. Open TallyPrime and the company, start the connector, then choose Check connection. The figures load again on their own.
If one part of the overview could not be read, the page names it and shows the rest. Choose Refresh to try again. For a connection that keeps failing, see connector troubleshooting.
What happens in TallyPrime
Nothing is written. No voucher is created and no ledger, group or stock item is changed.
Every figure comes from the company open in TallyPrime when it was read; Refresh reads it again.
Reading reports never counts towards your plan’s monthly entries. Every plan includes unlimited reads.
Common questions
How can I view Tally reports online?
Connect your TallyPrime company to Balancely and open Accounts, then Tally Insights. The seven reports are read from TallyPrime while the connector runs on your computer.
Can I access Tally data remotely?
Yes, from any browser, as long as the computer with TallyPrime is on, the company is open and the connector is running. If that computer is off, the reports cannot be read.
How do I export the trial balance from Tally to Excel?
Open Trial balance in Tally Insights, choose the period, then Export and Excel (.xlsx). The file has the report name, company and period on top, then the groups and totals.
How do I view the outstanding report for one party?
Search the party in Outstanding, or click its name to open its ledger statement with every entry and the closing balance.
Why is a party missing from the outstanding report?
Outstanding lists bills only for parties with bill-wise details turned on in TallyPrime. Check that party in its ledger statement instead.
Do reports count towards my plan?
No. Only entries saved in TallyPrime count. Reports and lookups are unlimited on every plan.
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