# Customer Sales Report Detail

### **Report Module Guide: Customer Sales Detail Report**

#### **Module Location**

#### Sales > Reports > Customer Reports > Customer Sales Detail Report

#### **Module Objective**

#### The **Customer Sales Detail** report module is used to generate a highly detailed report of all sales transactions. This report displays sales data down to the item line level per invoice or shipment, making it suitable for in-depth analysis and data tracing.

### **1. Report Parameters (Filter)**

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

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

#### Here is an explanation for each parameter:

- #### **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).

### **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.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/lMaimage.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 Report**: To preview the detail report directly on your screen. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/Vlhimage.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-/Goyimage.png)

### **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 in every transaction.

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

#### **Report Explanation**: This report displays a very detailed list of each sales transaction line, not a summary.

#### **Key Columns**:

- #### **Customer, Address**: Customer details.
- #### **Product code, Product name**: Details of the product sold.
- #### **Unit price, Quantity, Amount**: Transaction value details per line.
- #### **Shipment Number, Invoice Number**: Reference document numbers for tracing.

### **Tips & Important Notes**

- #### Use this report when you need the most detailed and **un-aggregated** (non-summary) sales data.
- #### The **Export to MS Excel** feature is very useful for this report, as it allows you to process the raw data into summaries, charts, or Pivot Tables according to your analysis needs.
- #### This report is very suitable for **audit** purposes or for very **in-depth sales data reconciliation**.