Share Reports

There are two types of reports in ERPNext for shares. Share Balance and Share ledger.

1. Share Balance

This is a report view which gives the list of all the shares held by a given Shareholder and its value.

To access the Share Balance report, go to:

Home > Accounts > Share Management > Share Balance

Create Shareholder

2. Share Ledger

This is a report view which gives the list of all the transactions made by a given Shareholder.

To access the Share Ledger report, go to:

Home > Accounts > Share Management > Share Ledger

Create Shareholder

  1. Shareholder
  2. Share Transfer