Generate Agent / Salesman - wise Monthly Consolidated Sales Report
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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.
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.
Set Transaction and Period Options
Under the Transaction Options tab:
Enable View Transaction Details.
Enable Take Total Quantity.
Now open the Other Options tab:
Set Columns As → Period.
Set Period As → Monthly to generate a month-wise summary.
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.
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.
Save the settings and press F2 to refresh the report.
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 (by pressing F5) → Transaction Options.
Enable Net Sale Value Type and Total options.
Save the changes and press F2 again to refresh.
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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