# Sales Return Report

### **Sales Return Reports**

#### This section covers reports related to the process of returns or the sending back of goods from customers.

### **Report Module Guide: Sales Return Report**

#### **Module Location**

#### Sales > Reports > Return Reports > Sales Return Report

#### **Module Objective**

#### The **Sales Return Report** module is used to generate a detailed list of all return transactions or goods returns made by customers within a specific period. This report is used to monitor, summarize, and analyze sales return activities.

### **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-/qhPimage.png)

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

- #### **Filter**:
    
    
    - #### Use this dropdown to filter the report by the category of the returned product (e.g., RAW MATERIAL).
- #### **Customer**:
    
    
    - #### Select the customer scope for the report: **All** or **Selected** (Specific Customer).
- #### **Sales Return Date**:
    
    
    - #### Specify the **From** and **To** date range to define the period of returns to be displayed (e.g., August 1, 2025, to August 31, 2025).
- #### **Show Details**:
    
    
    - #### Check this box if you want to get a report with more complete details.

### **2. Steps to Generate the Report**

#### **Step 1: Set Report Parameters**

#### Select all the parameters you need, especially defining the **Sales Return Date** range. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/nBLimage.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 return report directly on your screen. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/9gximage.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-/IeOimage.png)

### **3. Example of the Report View**

#### After you click, the system will generate a detailed report like the following, which details every return transaction.

#### **Report Explanation**: This report will display a list of all sales return documents.

#### **Key Columns**:

- #### **Sales Return Number**: The reference number of the return document.
- #### **Sales Return Date**: The date the return occurred.
- #### **Customer**: The name of the customer who made the return.
- #### **Shipment Note** and **Sales Order**: Reference document numbers from the original sales transaction.

### **Tips & Important Notes**

- #### Use this report to **analyze return trends**, for example, to find out which products or customers have the most frequent returns.
- #### This report is a recapitulation of the data input in the **Sales Return** module. Ensure all return data has been recorded correctly.
- #### This report is useful for the **Quality Assurance, Sales, and Warehouse teams** for further investigation into the causes of returns and for process improvement.