# Configure Party / Customer -wise consolidated and detailed Sale Report

**YouTube:** [How to configure Party/Customer-wise consolidated and detailed Sale Report?](https://youtu.be/Gf8b2YleHAk)

## How to configure Party / Customer -wise consolidated and detailed Sale Report?

In this tutorial, we’ll learn how to configure and generate **customer-wise consolidated** and **detailed sale reports** using the *Sale Register Cross Tab Report* in **Logic ERP**.

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### **Access the Sale Register Cross Tab Report**

* Navigate to the **Reports/Queries** section.
* Select **Sale Registers**.
* Open the **Sale Register Cross Tab** report.
* Click on **Configuration** to open the setup window.
* Define a new **report configuration**.

<figure><img src="/files/DE8UVXdcCKO6eTBnGO34" alt=""><figcaption></figcaption></figure>

***

### **Configure Report Options**

* Under **Report Consolidation**, enable the **Party-Wise** option.
* In the **Report Totals** section, enable the **Grand Total** option to display both **overall** and **party-wise totals**.
* Since the report is customer-based, set the **Report Order** to **Party-Wise** by moving it to the **top** using the arrow keys.

<figure><img src="/files/RrdlAdwOmlZPDPZMmuqb" alt=""><figcaption></figcaption></figure>

***

### **Configure Transaction Options**

* Go to the **Transaction Options** section.
* Enable the setting to **Display Transaction Details**.
* Choose whether to display the transactions **by Value** or **by Quantity**.

<figure><img src="/files/tEMSdosXcIVPndKfEgFL" alt=""><figcaption></figcaption></figure>

* Once done, click **Save** to apply the settings.

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### **Create and Customize the Report Layout**

* From the list of available report configurations, select the newly created one and click **Create**.

<figure><img src="/files/c8YgjWSB6GxfXKktsFL2" alt=""><figcaption></figcaption></figure>

* By default, all columns will be visible.
* To customize:
  * Click on **Setup Column Attributes**.
  * Deselect all columns first.
  * Then select only the required columns such as **Party Name** and other relevant fields.
  * Rearrange the column order using the arrow keys.

<figure><img src="/files/hrr0vfTax6vJyzt022po" alt=""><figcaption></figcaption></figure>

* Save your settings and refresh the report by pressing **F2**.
* The report now displays **customer-wise consolidated sales** for the defined date range.
* You can further configure or adjust the visible columns as needed.

<figure><img src="/files/3qeQZrtk62mcfMZMuQa6" alt=""><figcaption></figcaption></figure>

***

### **Generate a Detailed Customer-Wise Report**

* To generate a **detailed report**, open the **Configuration** window again.
* Under **Report Options → Report Consolidation**, enable the **Bill Number** option and any other fields you want to include.

<figure><img src="/files/dF1OwVz3WPMEMjys18N6" alt=""><figcaption></figcaption></figure>

* Since this is a detailed report:
  * Enable **Item Details**.
  * Select all relevant **Item-Wise** options you want to display.
* After reviewing the settings, click **Save**.

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### **Customize Detailed Report Columns**

* Open **Setup Column Attributes** again.
* Select the specific columns you want to include — such as:
  * **Item Name**
  * **Item Details**
  * **Item Rate**
  * And any additional columns as required.

<figure><img src="/files/P8ZBsUIUSoqzTV3WSI6q" alt=""><figcaption></figcaption></figure>

* Save your settings and refresh the report by pressing **F2**.

<figure><img src="/files/slK2kX3U7vVlXTU5R8Eb" alt=""><figcaption></figcaption></figure>

***

### **Apply Party Filter**

* To view the sales report for a specific customer, use the **Party Filter**.

<figure><img src="/files/exuKxMiFkUNszAe6kWBj" alt=""><figcaption></figcaption></figure>

* The system will display the **bill-wise details** for that particular customer within the selected date range.

<figure><img src="/files/V4g39NowOEoi2KZwGjVh" alt=""><figcaption></figcaption></figure>

***

**You have successfully configured both consolidated and detailed customer-wise sales reports in Logic ERP.**


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