Customer Sales Report

Sales Reports

This section covers various types of reports that can be generated from sales data for analysis and monitoring purposes.

Report Module Guide: Customer Sales Report

Module Location

Sales > Reports > Customer Reports > Customer Sales Report

Module Objective

The Customer Sales Report module is used to generate a detailed report that displays all sales transactions, grouped by customer. This report is very useful for analyzing the purchasing patterns and total sales volume of each customer within a specific time period.

1. Report Parameters (Filter)

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

Here is an explanation for each parameter:

• Customer Active/Not Active:

  • Filter customers by their active status, whether All, Active, or Not Active.

• Customer:

  • Select the customer scope for the report: All, Category (by Category), or Selected (for a specific Customer).

• Customer Date:

  • Specify the From and To date range to define the period of sales transactions to be displayed (e.g., August 1, 2025, to August 31, 2025).

• Document Active Status:

  • Use this dropdown to filter by the active status of the sales documents.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the Customer Date range and the Customer scope.

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 Report: To preview the customer sales 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

After you click, the system will generate a detailed report like the following, which details every product purchased by each customer.

Report Explanation: This report displays a detailed list of each sales transaction, sorted or grouped by Customer.

Key Columns:

• Product Code and Product Name: Shows which products were purchased.

• Qty: The number of units purchased.

• Gross: The gross sales value.

• Net: The net sales value after discounts or other adjustments.

Tips & Important Notes

• Use this report to analyze which products are most frequently purchased by a specific customer.

• This report is very useful for the Sales team, especially Account Officers, to review the activity and sales volume on the accounts they manage.

• Filtering by a Selected Customer is very useful for preparing data before a customer visit or business meeting.