# 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.

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### **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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Fz4fx23y12MBI5lWRWWIk%2FConfiguration%20Name.png?alt=media&#x26;token=b4197326-db57-4007-a0fe-0cb2cb238ea0" alt=""><figcaption></figcaption></figure>

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### **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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FbfyVafAoNIeWxuP9HtHJ%2FReport%20Options.png?alt=media&#x26;token=41184343-283e-4bdb-93d2-23e293ab9fce" alt=""><figcaption></figcaption></figure>

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

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

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FKWZrDaDcwk2YRunSxzAd%2FTotalo%20Qty.png?alt=media&#x26;token=978c58c8-a71c-475d-afd0-048ddee5ce56" 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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FftIu9QM8yGTTSFsIGzOD%2FOther%20Options.png?alt=media&#x26;token=366e92a0-ed77-430c-8d89-512f2adab80d" alt=""><figcaption></figcaption></figure>

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### **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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FFnlbQR0d0aY76HVqR9Nx%2FCreated%20Report.png?alt=media&#x26;token=c850b603-4aaf-405b-8c1f-88ab0affc0ca" alt=""><figcaption></figcaption></figure>

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### **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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F6MISSYrmCqRE2eiCf7LT%2FSet%20Column%20Attribute.png?alt=media&#x26;token=ad457567-412d-4612-bcd9-7f4aa64dcd1f" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F3JcitdrtQrGLpOxwXGdO%2FReport%20View%202.png?alt=media&#x26;token=145899df-9c6f-483f-b423-1d0477143d0f" alt=""><figcaption></figcaption></figure>

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### **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="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FPnOIK3xP0arD5cYWTtqo%2FTxn%20Options.png?alt=media&#x26;token=2765da8b-15f9-44b5-a056-bc1cbd0061ae" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FFdA897YopHFozvZN4x59%2FReport%20View%203.png?alt=media&#x26;token=5c9b9973-eee6-4f59-b7a2-e7b30aebaccb" alt=""><figcaption></figcaption></figure>

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### **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.