# 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.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/Wz3image.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).
- #### **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.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/kXtimage.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 transaction report directly on your screen. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/Yvwimage.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-/0jUimage.png)

### **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.

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

#### **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.