> For the complete documentation index, see [llms.txt](https://help.rbsgo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rbsgo.com/general-ledger/general-ledger-module/gl-analysis/gl-analysis-ledger-analysis-report.md).

# Analysis Ledger Summary

The **Ledger Summary Report** under Analysis is used to view ledger-wise financial data based on **Analysis Levels**. These analysis levels are created to bifurcate ledger amounts across different **Cost Centers**, enabling structured financial tracking.

This report provides a summarized view of transactions by cost center and ledger, making it useful for detailed financial analysis and reporting.

## Steps to Access the Anaalysis Ledger Summary Report

Step 1: Go to the **General Ledger** module.

1. Click **Analysis** from the menu.
2. Select **Ledger Summary**.

* The **Ledger Summary Report** screen will be displayed.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-2c365c2ca93e18ddbe459ecc6c59893e62239556%2FScreenshot%20From%202026-06-10%2011-04-54.png?alt=media" alt=""><figcaption></figcaption></figure>

Step 2: Click on the **Group** option.

1. Choose the required ledger group from the available list.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-2b71851d1a906dfa1820062d7825c536a9bfe2d1%2FScreenshot%20From%202026-06-10%2011-05-45.png?alt=media" alt=""><figcaption></figcaption></figure>

Step 3: Click on the **Ledger** option.

1. Select the required ledger name from the list.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-b8f55c6c43047640803abf3467bc02c9df6ad67c%2FScreenshot%20From%202026-06-10%2011-06-31.png?alt=media" alt=""><figcaption></figcaption></figure>

Step 4: Click on the **Advanced Search Filter** option.![](https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-d4310918322834a0fae432be37771037cc3d776e%2FScreenshot%20From%202026-06-10%2009-55-53.png?alt=media)

1. Choose the required filter criteria.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-899789b0746bfe88eaa9da8fef0aa471ca8cbf3f%2FScreenshot%20From%202026-06-10%2011-07-42.png?alt=media" alt=""><figcaption></figcaption></figure>

Step 5: Click on the **Three-Dot menu**.![](https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-aa5724e8dbb6481e5381107782a2d26ff22e92c7%2FScreenshot%20From%202026-06-10%2010-50-43.png?alt=media)

1. Select the available options as per your requirement.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-f2426e46770b7b4de046df7e2d763d7af70b003e%2FScreenshot%20From%202026-06-10%2011-09-00.png?alt=media" alt=""><figcaption></figcaption></figure>

Step 6: After selecting the required group, ledger, or filters, click **Display**.

1. If no specific ledger is selected, the report will display data for **all cost centers** by default.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-0403a09b432fdab8adc65ebd7d9dfc8a6e200aeb%2FScreenshot%20From%202026-06-10%2011-10-06.png?alt=media" alt=""><figcaption></figcaption></figure>

Step 7: After generating the report :

* Click the **Print** button ![](https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-69930d215875aa0133b8099b6ae90b386079bb07%2Fimage%20\(1382\).png?alt=media)to generate the report in a printable document format.
* Click the **Excel** button ![](https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-0e6b1dcdea401f63a7c8362c545285a8a87f475a%2Fimage%20\(1383\).png?alt=media) to export the report to Microsoft Excel format for further analysis and reporting.


---

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