# 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.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/92Qimage.png)

#### 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.   
![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/vTFimage.png)  
  
![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/8TGimage.png)

#### **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. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/cVJimage.png)
- #### **Export To MS Excel**: To download the report data in an Excel file format. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/9oBimage.png)

### **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.   
![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/strimage.png)

#### **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.