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Sales Time Series

Report Module Guide: Time Series Report

Module Location

Sales > Reports > Sales Register Reports > Time Series Sales

Module Objective

The Time Series Report module is used to generate a "register book" or a highly detailed transactional record of all sales activities, presented chronologically (by time sequence). This report provides a fundamental record of all items sold within a single 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.

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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).

  • 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. image.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 sales register report directly on your screen. image.png

  • Export To MS Excel: To download the report data in an Excel file format. 

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3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every sales transaction line chronologically.

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Report Explanation: This report displays a list of all sales transactions in detail and in chronological order.

Key Columns:

  • Category: The customer category.

  • Customer: The name of the purchasing customer.

  • Product code and Product Name: Details of the product sold.

  • Qty: The number of units sold.

  • Net: The net sales value of each transaction line.

Tips & Important Notes

  • Use this report to see a chronological record of all sales activities.

  • This report functions as a "sales diary" and is very useful for audit purposes or for tracing transactions in detail.

  • The Export to MS Excel feature allows you to process the raw data from this register for various types of analysis.