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PS Monitoring

Sales Reports

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

Report Module Guide: PS Monitoring

Module Location

Sales > Reports > Customer Reports > PS Monitoring

Module Objective

The PS Monitoring report module is used to generate a very comprehensive sales monitoring report. This report is designed to track sales performance in detail, linking customer information, product details by category, all the way to logistics documents like Shipment Notes and Invoices.

1. Report Parameters (Filter)

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

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Here is an explanation for each parameter:

  • Customer:

    • Select the customer scope for the report: All, Category (by Category), sales (by Salesman), 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.

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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 monitoring report directly on your screen. 

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  • 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 provides a comprehensive view of sales activity.

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Report Explanation: This report presents data in a highly detailed table format for monitoring from various perspectives.

Key Columns:

  • Customer Detail: Displays complete customer information, from Distributor, City, to Address.

  • Product: Details sales by product category or brand such as Kukis, Majestic, and others.

  • Shipment Notes & Invoice No: Links the sales data with the relevant logistics and billing documents.

Tips & Important Notes

  • Use this report to get a 360-degree view of sales activity within a single period.

  • Filtering by the sales option is very useful for evaluating the sales performance per individual salesperson.

  • This report is very suitable for in-depth sales analysis by the Sales Analyst and Sales Management teams.

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