Custom Report

Report Module Guide: Custom Report

Module Location

Sales > Reports > Custom Reports

Module Objective

This module, titled Custom Report in the system, is used to generate sales reports with specific or custom formats that may not be available in other standard report modules. It is a collection of miscellaneous reports for specific analysis needs.

1. Report Parameters (Filter)

The main page of this module is a form containing several parameters to customize the report that will be generated.

Here is an explanation for each parameter:

• Type of Report:

  • Use this dropdown to select the type of custom report you want to generate (e.g., FINISHED GOOD).

• Invoice Date:

  • Specify the From and To date range to define the period of transactions for which data will be pulled (e.g., August 1, 2025, to August 31, 2025).

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the Invoice Date range and select the Type of Report you want.

Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

• Display Sales Report: To preview the report directly on your screen. 

  

• Export To MS Excel: To download the report data in an Excel file format. 

  

3. Example of the Report View

The generated report will vary depending on the Type of Report selected. One example is a summary of sales reports as shown below.

Report Explanation: This example displays a summary of sales documents within the selected period.

Key Columns:

• Date Delivery: The date of delivery.

• INVOICE: The invoice reference number.

• Net Amount: The net value in USD and IDR currency.

• PPN: The Value Added Tax (VAT) amount.

• Due Date: The due date.

Tips & Important Notes

• Use this module to access sales reports with specific formats that might not be available in other report modules.

• Explore the options in the Type of Report dropdown to see other types of custom reports that may be available for your analysis needs.