Export guides for a margin check

Stock Summary (item-wise, with profit)

1. Press Alt+G (Go To), type Stock Summary and press Enter.
2. Press F5 (Stock Item-wise) so every item is listed on its own line.
3. Press F7 (Show Profit) so the Gross Profit columns appear.
4. Press F2 (Period) and enter your latest 3 months. (check on your screen)
5. Press Alt+E (Export), choose Excel (Spreadsheet) as the file format, then press E (Send).
6. Upload the exported file here.

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Sales Register (for pivot table)

1. Press Alt+G (Go To), type Sales Register and press Enter.
2. Select a month and press Enter to open the list of sales vouchers. (check on your screen)
3. Press Alt+E (Export), then press Enter on Current.
4. Press C (Configure). Set File Format to Excel (Spreadsheet), Export for Pivot Table to Yes, and Show Stock Item properties to Yes.
5. Press Ctrl+A to save the settings, then press E (Send).
6. Upload the exported file here. Only vouchers with stock items are exported, which is what a margin check needs.

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Day Book

1. A Day Book lists vouchers without item lines, so it cannot show margin per item.
2. Use the Sales Register steps above, with Export for Pivot Table set to Yes, together with the Stock Summary.

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Stock Summary (item-wise, with profit)

1. From the Gateway of Tally open Display, then Inventory Books, then Stock Summary. (check on your screen)
2. Press F5 (Stock Item-wise). (check on your screen)
3. Press F12 (Configure) and switch on the gross profit columns. (check on your screen)
4. Set the period to your latest 3 months. (check on your screen)
5. Press Ctrl+E (Export), choose Excel (Spreadsheet) as the file format, and press Enter to save. (check on your screen)
6. Upload the exported file here.

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Sales Register (item lines)

1. From the Gateway of Tally open Display, then Account Books, then Sales Register. (check on your screen)
2. Open the month and switch on stock item details in the register's configuration. (check on your screen)
3. Press Ctrl+E (Export) and choose Excel (Spreadsheet). (check on your screen)
4. If your version has no item lines in this export, use TallyPrime or export the item-wise Stock Summary instead.
5. Upload the exported file here.

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Sales register or sales analysis

1. In BUSY open the Display menu and choose the sales register or sales analysis report you use. (check on your screen)
2. Choose the period (your latest 3 months) and the filters, then run the report.
3. In the report press Ctrl+E (or Alt+E), or use the Export button.
4. Choose Excel as the format, pick where to save the file and confirm.
5. Upload the saved file here. Make sure it shows item names, quantity and amount. (check on your screen)

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Item-wise sale with bill details

1. Go to Daily Reports, then Business Analysis.
2. In the Sale Purchase Analysis window, choose Bill under Analysis, and Item beside V/S.
3. Choose the report type Sale Analysis and Detail.
4. Enter your latest 3 months as the date range and click Show.
5. Click Excel. When Marg asks whether to print Grid view in Excel, choose Yes, then OK.
6. Upload the Excel file here.

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Your own spreadsheet

1. Download the sample Stock Summary and Sales Register files below.
2. Keep the column headings exactly as they are and replace the sample rows with your own.
3. Write dates like 15-Apr-2026, and amounts and quantities as plain numbers.
4. Save each file as Excel (.xlsx) or CSV and upload both here.