Export all the Ledger in Excel or PDF format

Export all the Ledger in Excel or PDF format

How to export all the Ledger in Excel or PDF format in SwilERP (RetailGraph)


With the help of SwilERP software, you can easily export the list of ledgers along with the address, phone number, state, and all the necessary details of the ledger.

This option helps the user export all the ledgers created in the software at once so that the user can easily make the changes and import them into the software. To export all the Ledger in Excel Or PDF format, the user needs to follow the given steps:


Start with Login in the SwilERP dashboard to initiate the process:

  1. Go to the Reports menu
  2. Select Account Reports > Ledger Display.

Reference Image:
SwilERP Dashboard Window
  1. A 'Ledger Display' window will appear.
  2. Select the Date Range 'From to To,' and data will display accordingly.
  3. Select the Account from the drop-down list to view the particular ledger account's report if required.
  4. Filter the account from the given option of Select Account.
  5. Tick-mark on the options, if required:
  1. Include Nil Transaction A/c
  2. Show 0 Balance Accounts
  1. Click on the View tab.
  2. If the user wants to view Report details in Chart format, click on it.
Reference Image:
All Ledger Details

How to Export the Ledgers in Excel or PDF Format:

  1. Go to the Display section.
  2. Click on the ''T'' button, and here, you'll see the export options.
  3. Suppose select Excel(.xls) option.
Reference Image:
Export Ledger Details
  1. While clicking on Excel(.xls), a  new window for selecting a path will appear.
  2. Select the File Path and enter the file name to save it.
  3. Click on  'Save' button.
Reference Image:
Save Ledger Report
  1. After following the above steps, the ledger list will get exported in the excel.
Reference Image:
Ledger in Excel Format