Customer Transaction Report

Report Module Guide: Customer Transaction Report

Module Location

Sales > Reports > Customer Reports > Customer Transaction Report

Module Objective

The Customer Transaction Report module is used to generate a combined report that displays the history of various types of sales transaction documents for a specific customer. This report consolidates data from multiple document types (such as Proforma Invoice and Sales Order) into a single view to facilitate tracing and analysis.

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:

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

• Document Date:

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

• Document Type:

  • Use this dropdown to select the specific document type you wish to see (for example, only Sales Orders), or select 'All' to display all transaction types.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the Document 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 transaction 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 groups transactions by their document type.

Report Explanation: This report displays a list of transactions grouped by their type, such as a section for Proforma Invoices and a section for Sales Orders.

Key Columns: Each section will detail the transactions with relevant columns such as PI Number or Sales Order Number, Item Code, Item Name, Qty, and Amount.

Tips & Important Notes

• Use this report to get a complete overview of the entire sales document flow for a customer in a single view.

• The Document Type filter is very useful if you only want to focus on one type of transaction, for example, reviewing all Sales Orders from a specific customer in a month.

• This report is very helpful for the Sales and Customer Service teams to track the complete transaction history of a customer.