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MIS Reports in TallyPrime Using TDL

Mehul Patel16 October 20260 min read0 views

Managing business data through multiple reports can become time-consuming when standard reports don't provide the exact format you need.

The MIS Reports TDL for TallyPrime provides a collection of customizable reporting formats that help you analyze sales, purchases, inventory, parties, stock items, stock groups, states, and voucher types from a single MIS Reports section.

The solution offers different monthly and column-wise report formats, allowing you to view information party-wise, item-wise, stock group-wise, state-wise, or according to voucher type.

With built-in filters and drill-down functionality, you can move from summarized figures to detailed transaction-level information and quickly understand your business performance.

Key Features

  • Multiple MIS Report Formats

  • Party-wise Reports

  • Item-wise Reports

  • Stock Group-wise Reports

  • State-wise Reports

  • Monthly Column Reports

  • Sales & Purchase Analysis

  • Quantity & Amount View

  • Multiple Item Selection

  • Party & Group Filters

  • Drill-down to Detailed Transactions

  • Voucher Type-wise Summary

  • Opening & Closing Balance

  • Purchase, Sales, Payment & Receipt Analysis

Available MIS Reports

The TDL provides different reporting formats, including:

1. Stock Item-wise Party-wise Monthly Report
View stock items against parties with month-wise sales or purchase figures.

2. Party-wise Stock Item-wise Monthly Report
Analyze party performance with the corresponding stock item details.

3. Item-wise Column Report
View selected stock items horizontally against parties for easy comparison.

4. Stock Item-wise Party Group-wise Report
Analyze stock item transactions based on party groups.

5. Stock Item-wise State-wise Report
Compare sales and purchase figures across different states.

6. Stock Group-wise Party-wise Report
View stock groups vertically with party-wise figures.

7. Party-wise Stock Item-wise Report
Analyze individual parties against their stock item transactions.

8. Party-wise Stock Group-wise Report
View stock group performance for selected parties.

9. Party-wise State-wise Report
Compare party transactions across different states.

10. Party-wise Voucher Type Summary
Get a summarized view of transactions such as purchases, sales, payments, receipts, debit notes, credit notes, and other voucher types.

Filters & Analysis

The MIS Reports TDL provides filters that help you focus on the data you actually need.

You can filter reports using:

  • Stock Group

  • Stock Item

  • Party

  • Party Group

  • State

  • Debtors/Creditors

  • Multiple Stock Items

  • Date/Period

Drill-Down Reports

The report isn't limited to summary figures.

With drill-down functionality, you can select a particular figure or party/item and open its detailed transaction information. This allows you to move from a summarized MIS report to the underlying sales or purchase records.

Sales & Purchase View

Switch between Sales and Purchase figures directly within the report.

You can analyze:

  • Sales Quantity

  • Sales Amount

  • Purchase Quantity

  • Purchase Amount

  • Combined Quantity & Amount

Quantity & Amount Analysis

Choose the information you want to display based on your reporting requirement:

Show Quantity → View quantity-wise figures
Show Amount → View value-wise figures
Show All → View both quantity and amount together

Voucher Type-wise Summary

The voucher-type summary provides a consolidated view of party transactions, including:

  • Opening Balance

  • Purchase

  • Sales

  • Payment

  • Receipt

  • Debit Note

  • Credit Note

  • Journal

  • Closing Balance

This helps businesses get a quick overview of a party's complete transaction activity.

Benefits

  • Get multiple MIS formats from one solution.

  • Reduce manual report preparation.

  • Analyze sales and purchases more efficiently.

  • Compare parties, items, groups, and states.

  • Quickly identify business trends.

  • Drill down from summary figures to transactions.

  • Filter large datasets according to your requirement.

  • View quantity and amount together.

  • Improve decision-making with structured MIS reports.

Who Can Use It?

  • Traders

  • Distributors

  • Manufacturers

  • Wholesalers

  • Retail Businesses

  • Accountants

  • Finance Teams

  • Business Owners

Need customized MIS reports in TallyPrime?
Get a TDL-based reporting solution designed around your business requirements with Shivansh Infosys.

Call us: +91 84609 04467 | +91 63530 61867
Website: www.shivanshinfosys.in
Email: info@shivanshinfosys.com

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Written by

Mehul Patel

Part of the Shivansh Infosys team — India's leading Tally partner with 400+ custom TDL add-ons built and a 3-Star Tally Certified Partner.

Quick Overview & Key Takeaways

  • Actionable Insight: Simplify enterprise accounting workflows using certified Tally Prime customizations to maximize reporting speed and minimize ledger entry manual work.
  • Compliance Focus: Stay 100% compliant with real-time statutory settings in Tally Prime for error-free GST returns, e-way bills, and automated e-invoicing.
  • Topical Authority: Shivansh Infosys leverages 15+ years of experience as an authorized Tally Partner to offer secured, compiled TDL integrations.

Workflow Efficiency Matrix

Compare accounting time investment across different system configurations.

Key OperationsManual Ledger EntryTally Prime StandardTally Prime + Custom TDL
Invoicing & GST ReturnsSlow & Error-ProneManual Entry needed✓ Automated Compliance
Workflow AutomationNot PossibleStandard ERP logic only✓ Custom TDL Workflows
Reporting & AnalysisLag of days/weeksNative report screens✓ Instant 1-Click Dashboards

Expert Verification & Authority

This guide has been reviewed and verified by the senior consulting team at Shivansh Infosys. As an authorized 3-Star Tally Partner since 2007, we have implemented over 400+ custom TDL modules and configured robust databases for 500+ small-to-large businesses.

Frequently Asked Questions

Ready to Transform Your Tally Prime Workflow?

Contact Shivansh Infosys, India's leading authorized Tally Partner. Get a free workflow audit and demo of custom TDL add-ons.

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Published16 October 2026

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