Reports in LedgerX – View Business Insights Easily
Reports in LedgerX help you track cash flow, ledger balances, GST, inventory, and outstanding amounts in just a few clicks.
1
Open Reports
Go to Reports from the bottom navigation menu.
2
Choose Report Type
Select the report you want from the top menu:
- Bank / Cash Book
- All Ledgers
- Day Book
- TDS / TCS Reports
- Outstanding Reports
- Item & Inventory Reports
3
Select Period
Choose the period:
- Today
- Monthly
- Quarterly
- Half-yearly
- Yearly
- Custom Date
4
Set Date Range
LedgerX automatically applies the selected date range for the report.
5
View Report
Once selected, the report loads instantly with accurate figures.
6
Analyze or Export
Review totals, balances, and transactions.
Review totals, balances, and transactions.