Effortless Ledger Display Analysis with SwilERP Enterprise

Ledger Analysis in SwilERP Enterprise

Effortless Ledger Display Analysis with SwilERP Enterprise


SwilERP's Ledger Display provides a concise summary of transactions for any chosen timeframe, featuring starting and ending balances and transaction breakdowns by account. This pivot table-like feature helps users detect irregularities, making it easy to spot unusual balances, expense accounts with credits, or revenue accounts with debits. Customization options allow users to tailor reports to their specific needs, and we'll show you how to personalize these reports to your liking.

Start with Login in SwilERP Dashboard to Initiate the Process:

  1. Go to Analysis menu > Ledger Display.

Reference Image:
SwilERP Dashboard Window
  1. The next Ledger Display window will appear on the following slide.
  2. Specify the Date Range for the analysis.
  3. Opt for the Details choice, such as Voucher Details or General Ledger Details, etc.
  4. Click on the View tab.
  5. Now, customize the report by choosing and arranging fields (Filters, Columns, Rows, and Values).
  6. Check out the data in the Analysis Grid section.

Reference Image:
Ledger Display Window

To Customize your report:

  1. Right-click on the chosen field in the Drag Fields area (e.g., Account).
  2. Select Field Settings from the menu for customization.

Reference Image:
Field Settings Option Window
  1. Clicking opens the "Field Setting: Account" window, providing multiple customization options.
  2. Inside this window, you'll discover various ways to customize your report, including:
    1. Filters
    2. Subtotals
    3. Show As
    4. Format
    5. Display
    6. High Values
    7. Low Values
  3. For example, you want to view the count of the Account field.
  4. Click on Subtotals and select the Count option.
  5. Now click on the OK button, and the system will display the count of the Account field.
Reference Image:
Field Settings Account Window
  1. Click on the Chart option to view the report in chart format.
  2. Here you'll see the analyzed Sales details in chart format.
Reference Image:
Analyze Chart Format Window
  1. You can also view details of Raw Data, where you can find every detail:
  2. Click on the Raw Data option there you will see all the raw details.
Reference Image:
Raw Data Window

To save Customized Report:

To save your customized report, follow these steps:
  1. Enter the desired Report name.
  2. Click on the Save option.
Reference Image:
Save Option Window

Accessing a Previous Report:
  1. Choose the report from the drop-down menu and click on the Open option.
Managing Reports (Delete/Import/Export):

  1. Pick the report from the drop-down list.
  2. Open the report and select "Remove," "Import," or "Export" based on your requirements.

Reference Image:
Remove/Export/Import Window

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