Tally ODBC extracts data from Tally and designs the reports in MS Excel. The steps to be followed are:

• Enable ODBC in Tally
• Start Tally and keep it open till the Mail Merge process is completed.
• Ensure ODBC Server is displayed on Tally’s calculator pane.
• Open MS Excel.
• Click on Data > Get External Data > New Database Query from the Menu.
• Select TallyODBC from the Choose Data Source dialog box.

The screen appears as:

• Query Wizard displays fields from Tally. Select and click the “>” button to select fields required in your query.

The screen appears as:

• Use the Filter Data dialog box to limit the data to suit your requirement.
• Sort your data in ascending or descending order in the Sort Order dialog box.
• Click on Finish to complete the Query process.
• Click on OK from the Returning External Data to Microsoft Excel dialog box to display the selected columns on the Excel sheet.

The screen appears as: