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.

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.

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.

• 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 details every sales transaction line chronologically.

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.