# 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.

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

#### 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.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/CTMimage.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 customer sales report directly on your screen. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/JI9image.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-/AvEimage.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.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/Nr0image.png)

#### **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.