Reports

To check the Aging report in Giddh, log in to your Giddh account

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac)

Press Ctrl+G/ Cmd+G and search "Aging Report"

Here you can see the overall Upcoming and Due balances 

You can also see the customer-wise aging report that means the period-wise dues of the customer  

It includes the customer-wise Upcoming and Total dues

You can edit the period as well by click on the "Day range"

To see the Balance Sheet in Giddh, log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).

Press Ctrl+G/ Cmd+G and search Balance Sheet 

You can select either a date range or a financial year depending on the data you need, and you can also choose the period for both

Now you can see the balance sheet data as per the selected period  

You can expand and collapse it as well 

If required you can also download the report in XSL format

To check the Purchase Register in Giddh, log in to your Giddh account

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).

Press Ctrl+G/ Cmd+G and search Purchase Register > reports > purchase register 

Click on the financial year and select the required one 

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Now click on the more icon and select the period to see the period-wise purchase register  

Here is the report of your selected period,

if you want to see all the transactions of a time period, then please click on it 

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This is the report for the particular month, it includes the data of Purchase, Return, Net discount, Net tax, and Net Purchase 

By double click on the account name provides several options: 

  1. Edit: Use the edit icon to modify the specific account 

  2. Go to ledger: Select "Go to ledger" to directly access the corresponding ledger account 

  3. Generate Invoice: Clicking on "Generate invoice" redirects you to the invoice module for creating a new invoice

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To export the data click on the "Export" button 

if you want to apply filter to your data click on "Filter" icon

The Profit and Loss comparison feature in Giddh allows you to compare your financial performance across different periods such as months, quarters, or financial years. Here's how you can access and use this feature:

Step 1: Search for “Profit and Loss”

To quickly find any feature, press Ctrl + G (Windows) or Cmd + G (Mac), or click the search icon at the top-right corner of the screen.

In the global search bar, type “Profit and Loss” and click on the relevant result to open the Profit and Loss report section.

OR

Please refer below URL to access the page:

https://books.giddh.com/pages/trial-balance-and-profit-loss?tab=profit-loss&tabIndex=1

Step 2: Select a Date Range or Financial Year

Once the report opens, choose the date range or the financial year for which you want to generate the report. You can either select predefined periods or custom dates based on your analysis requirements.

This helps in narrowing down the data to specific periods for accurate financial insights.

Step 3: Use the Comparison Feature

After your primary period is selected, use the “Compare With” option to choose another period for comparison.

You can compare:

Month vs. Month

Quarter vs. Quarter

Year vs. Year

Custom ranges

Giddh displays reports month/quarter/year-wise with side-by-side comparisons. It highlights changes in income, expenses, profit margins, and income before taxes using visual indicators—making it easy to track performance and identify trends.

Step 4: Analyze the Report

The comparison report includes:

• Total Income and Expense figures

• Profit or Loss amounts for each period

• Income before taxes: The profit a business earns after deducting all expenses except taxes.

• Choose Excel format to download the report.

This visual comparison helps business owners identify growth patterns, cost leakages, or revenue drops and take action accordingly.

To view GSTR-3B report in Giddh, log in to your Giddh account

To search anything in Giddh just press Ctrl+g (for Windows) or cmd+g (for Mac)

Press Ctrl+g or Cmd+g and search "GST" 

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You are on the GST Dashboard, if you have multiple GSTIN then click on the GST number to select the required GSTN for the reports 

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Click on the Period button to select the particular year and month for the reports

Select GSTR 3B 

Now you are on the GSTR 3B page, here you can view its month-wise report 

To download the reports click on the "Download" button > fill your Email Address > Click on "Email Sheet" 

You will get an Email containing the Excel file of GSTR 3B report on the provided Email id

To check the Sales Register in Giddh, log in to your Giddh account

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).

Press Ctrl+G/ Cmd+G and search "Sales Register" click on reports > sales register

Click on the financial year and select it 

 Now click on the more icon and select the period to see the period-wise sales register 

Here is the report, now click on a month to see all its transactions

This is the report for the particular month, it includes the data of Sales, Return, Net discount, Net tax, and Net Sales  

By double click on the account name provides several options: 

  1. Edit: Use the edit icon to modify the specific account 

  2. Go to ledger: Select "Go to ledger" to directly access the corresponding ledger account 

  3. Generate invoice: Clicking on "Generate invoice" redirects you to the invoice module for creating a new invoice

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To export the data click on the "Export" button

If you want to apply filter to your data click on "Filter" icon

To check the daybook in Giddh, log in to your Giddh account

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).

Press Ctrl+G/ Cmd+G and search Daybook 

Select the required period by click on the "date range" button 

Here is the daybook of your selected period 

You can expand and collapse it as well 

Filter button: to apply advance filter on the reports

Export button: to export/download the report

To check the cash flow statements in Giddh, log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).

Press Ctrl+G/ Cmd+G and search Cash flow statement 

Here is the Cash flow statement 

You can select the period by clicking on the date range button 

Click on the "Download Report" to download the Cash flow statement

To see the "Monthly Columnar Report" in Giddh, Login to your Giddh account. 

To search anything in Giddh just press Ctrl+g (for windows) or Cmd+g (for Mac). 

Press Ctrl+g/Cmd+g and search Columnar Report click on reports > monthly columnar report 

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Select the required Financial year, Month, and Group for the report 

and you can also select the other options like Opening/Closing balance and Cr/Dr 

Now you can access three options:

  1. Export: To download the columnar report in excel 

  2. Show: To view the report

  3. Reset: To reset the filled data

Here is the columnar report 

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To see the reverse charge report in Giddh, log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).

Press Ctrl+G/ Cmd+G and search reverse charge click on Reports > Reverse charge 

You can select the date range too

Here you can see the Total taxable value and the Total tax amount 

Here you can see all the reverse charge entries of the selected period 

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You can also search the supplier's name, invoice no., and supplier's country by click on the search icon 

You can also select the Voucher Type as Journal, Purchase, and Debit Note

To see the Trial Balance in Giddh log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).

Press Ctrl+G/ Cmd+G and search Trial Balance

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You can select either a date range or a financial year depending on the data you need

Now you can see the Trial balance as per the selected period  

You can expand and collapse it as well 

You can download the report into XSL and CSV format 

Click on one format type and select report type to download the trial balance as per your requirement

To get a stock-wise report in Giddh, log in to your Giddh account.

To search anything in Giddh just press Ctrl+G (for Windows) or Cmd+G (for Mac).

Press Ctrl+G/ Cmd+G and type inventory

At helf hand side you will see three dots near to search field click on it 

Now you can download all your reports group wise, stock wise, and account wise into excel or CSV. 

To view and download GSTR-2 report in Giddh, log in to your Giddh account

To search anything in Giddh just press Ctrl+g (for Windows) or cmd+g (for Mac)

Press Ctrl+g or Cmd+g and search "GST" 

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You are on the GST Dashboard, if you have multiple GSTIN then click on the GST number to select the required GSTN for the reports   

Click on the Period button to select the particular year and month for the reports 

Select GSTR-2

Now you are on the GSTR-2 page, here you can view its month-wise report  

You can also see the list of transactions that come under a particular section by just clicking on it

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Here you can see the detailed view of all the B2B invoices of the selected period

You can apply the filter of the Transaction type and the Invoice type as per your requirement too 

To reconcile the GST-2R report with the GST portal, click on "Reconciliation"

Note: You can only file your return when you are on Consolidated mode 

Click on "Authenticate" button

 Fill the GST username, and click on "Get OTP" button   

An OTP will be sent to your registered mobile number, 

Fill the OTP > Click on "Verify OTP" button

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Now your GST portal is Authenticated with Giddh, 

Click on the "Pull from GSTN" button to pull the data from GST portal 

Now your data is pulled from the GST portal, and you will be able to see the following information: 

Missing in GSTN: This refers to data that is present in _GIDDH but missing in the GSTN portal.
Missing in Giddh: This indicates data that is present in the GSTN portal but missing in Giddh.
Partially matched in Giddh with GSTN: This shows data that is partially matched between Giddh and the GSTN portal.
Matched in both GSTN and Giddh: This represents data that is successfully matched between Giddh and the GSTN portal.

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Click on the "Download" button to download the reports

Download Sheet: To download the report 

Download error sheet: to download the error sheet

To view, file, and download GSTR-1 report in Giddh, log in to your Giddh account

To search anything in Giddh just press Ctrl+g (for Windows) or cmd+g (for Mac)

Press Ctrl+g or Cmd+g and search "GST" 

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You are on the GST Dashboard, if you have multiple GSTIN then click on the GST number to select the required GSTN for the reports  

Click on the Period button to select the particular year and month for the reports 

Select GSTR-1

Now you are on the GSTR-1 page, here you can view its month-wise report  

You can also see the list of transactions that come under a particular section by just clicking on it

Here you can see the detailed view of all the B2B invoices of the selected period 

Click on the Invoice no. to view the invoice 

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As well as you can Edit, Send mail, Download, and Print the invoice 

Edit- Click on the "Edit" button to edit the invoice 

More- Click on the "More" button to Send or Download the invoice

Click on Print icon to print the invoice 

You can apply the filter of the Transaction type and the Invoice type as per your requirement too

 To file the return directly from Giddh, Click on "File your Return"

Note: You can only file your return when you are on Consolidated mode

 Fill the GST username, and click on "Get OTP" button  

An OTP will be sent to your registered mobile number, 

Fill the OTP > Click on "Verify OTP" button

Check the checkbox > Click on the "Next" button 

Type "SUBMIT" in the text box > Check the checkbox > Proceed 

Now your GST portal is Authenticated with Giddh, and the GST Return for the selected period is filed

Click on "Push to Portal" to download the report 

You can download the sheet into two format:

Download Excel: for download the Excel format

Download JSON: to download the JSON format  

You can access the GST Offline Utility page by clicking on "GST offline utility"

Click on the "Errors" button to download the error sheet