> For the complete documentation index, see [llms.txt](https://kb.logicerp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.logicerp.com/logic-erp-installation-configuration-and-troubleshooting-solutions/faqs/reports/generate-agent-salesman-wise-monthly-consolidated-sales-report.md).

# Generate Agent / Salesman - wise Monthly Consolidated Sales Report

**YouTube:** [How to Generate Agent / Salesman - wise Monthly Consolidated Sales Report?](https://www.youtube.com/watch?v=aZGZWSLhh9U)

## How to Generate Agent / Salesman - wise Monthly Consolidated Sales Report?

In this tutorial, we will learn how to **configure the Agent-Wise Monthly Sales Report** in **Logic ERP** to analyze each agent’s month-wise performance.

***

### **Open and Create a New Configuration**

* Navigate to the **Reports/Queries** section.
* Under **Sales Registers**, open **Sales Register - Cross Tab Report**.
* Click on **Configuration** to create a new report setup.
* Enter a **suitable configuration name** for easy identification.

<figure><img src="/files/iaNpdoe3DicdDxmg6AJT" alt=""><figcaption></figcaption></figure>

***

### **Configure Report Options**

* Go to the **Report Options** tab.
* Under **Report Consolidation**, enable the following options:
  * **Period**
  * **Agent Name**
* In the **Total** section, enable the **Grand Total** option to display overall totals.
* Adjust the **report order** by moving **Agent Name** and **Period** to the top using the arrow keys.

<figure><img src="/files/TRct8nKxdADYZzS4iEbC" alt=""><figcaption></figcaption></figure>

***

### **Set Transaction and Period Options**

* Under the **Transaction Options** tab:
  * Enable **View Transaction Details**.
  * Enable **Take Total Quantity**.

<figure><img src="/files/4lXIv2yrofTs9FFk8n5a" alt=""><figcaption></figcaption></figure>

* Now open the **Other Options** tab:
  * Set **Columns As** → *Period*.
  * Set **Period As** → *Monthly* to generate a month-wise summary.

<figure><img src="/files/QCBjo7Ztx6N3m9IY9mBc" alt=""><figcaption></figcaption></figure>

***

### **Save and Generate the Report**

* **Save** the configuration.
* From the list of available configurations, select the one you just created and click **Create** to generate the report.

<figure><img src="/files/sA2HGIEPgfjxEggfwQ8t" alt=""><figcaption></figcaption></figure>

***

### **Customize Display Columns**

* By default, all columns are displayed.
* To customize:
  * Open **Setup Column Attributes**.
  * **Unselect all columns**, then select only the required fields:
    * **Agent Name**
    * **Total Quantity**
    * **Net Amount**
  * Ensure the **Columns** checkbox is enabled.
  * Use the **Search Bar** or **Arrow Keys** to rearrange column order.

<figure><img src="/files/sVLcwXBSGQZHBy0jb0s1" alt=""><figcaption></figcaption></figure>

* Save the settings and press **F2** to refresh the report.

<figure><img src="/files/WSqFazVR2A5epLIDp9ud" alt=""><figcaption></figcaption></figure>

***

### **View Totals and Values**

* The report now displays **month-wise consolidated sales quantities** for each agent.
* To include total **sales value** as well:
  * Open **Configuration (**&#x62;y pressing F&#x35;**) → Transaction Options**.
  * Enable **Net Sale Value Type** and **Total** options.

<figure><img src="/files/R9e5jUekVEB0T1qSg5An" alt=""><figcaption></figcaption></figure>

* Save the changes and press **F2** again to refresh.

<figure><img src="/files/sM9eCPwXUJy2RZxfCQa7" alt=""><figcaption></figcaption></figure>

***

### **Final Output**

The report now displays **month-wise total quantities and net sales values** for each agent — providing a clear summary of their monthly performance and contribution to overall sales.


---

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