# Generate Item Group - wise Monthly Consolidated Sale Report

**YouTube:** [How to generate Item Group - wise Monthly Consolidated Sale Report?](https://www.youtube.com/watch?v=IaWG_Ok0A98)

## How to generate Item Group - wise Monthly Consolidated Sale Report?

In this tutorial, we’ll guide you through the process of configuring an **Item Group-wise Monthly Sales Report** based on **Quantity** and **Net Value** in Logic ERP.

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### **Access the Sales Register Report**

* Navigate to the **Reports/Queries** section.
* Under **Sales Registers**, select **Sales Register - Cross Tab Report**.
* Click on **Configuration** and define a **suitable configuration name** for the report.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FQLsCyikIE5zE7Jj9sfFT%2FReport%20Configuration%20Name.png?alt=media&#x26;token=9d480677-f611-4bce-b492-2e0151db8541" alt=""><figcaption></figcaption></figure>

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### **Configure Report Option**

* Under **Report Options**, go to **Report Consolidation**.
* From **Item Consolidation Options**, enable **Period** and **Item Column**.
* Enable **Group and** move it to the top using the **arrow keys**.
* In the **Report Total** section, enable **Grand Total** to display overall totals.
* Adjust the report order using the **arrow keys**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FlIT0dmLIMc1YKIarn1Xz%2FReport%20Options.png?alt=media&#x26;token=744c2161-9cee-4d76-af7d-8fecd80adbdc" alt=""><figcaption></figcaption></figure>

**Note:** To display monthly totals, enable **Item and Period-wise Total** options.

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### **Configure Transaction Details**

* Go to the **Transaction Options** tab.
* Enable the setting **View Transaction Details**.
* Select **Display by Quantity** to view quantity-based data in the report.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FfjjWtZWvlsmCs2zsVbJU%2FTsn%20options.png?alt=media&#x26;token=768d0dc9-523a-4d66-a58b-cb640461f232" alt=""><figcaption></figcaption></figure>

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### **Define Column and Group Options**

* Go to the **Other Options** section.
* Set the **Column As** to "**Period"** and **Period As** to "**Monthly"**.
* Move to **Period Options**, open the **Extra Item Group** tab, and tick the categories where item groups are defined.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FmDpLS4kOovEXgIgt6akZ%2FOther%20Options.png?alt=media&#x26;token=0821e5fe-766f-45a8-8569-7ef6d852f203" alt=""><figcaption></figcaption></figure>

* Move to **Group Options**, open the **Extra Item Group** tab, and tick the categories where item groups are defined.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FCN332PObLUY0wpLfQlee%2FExtra%20Item%20Group.png?alt=media&#x26;token=8f2ef985-3749-4721-8ba7-83dedc1f6c29" alt=""><figcaption></figcaption></figure>

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### **Save Configuration and Customize Columns**

* Save the configuration and select it from the **Available Configurations** list.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Fld0rFy86GkaMrwGP9C73%2FCreated%20Report.png?alt=media&#x26;token=91bb18c4-3c4f-43de-bd8d-ed7a10859f27" alt=""><figcaption></figcaption></figure>

* Click **Create** to generate the report.
* To customize the layout, open **Setup Column Attributes**.
  * Unselect all columns first.
  * Then select only the required ones such as **Extra Item Group**, **Total Quantity**, and **Net Amount**.
  * Enable these columns and arrange their order using arrow keys.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FIviXdr2w7FrEfQOESfSi%2FSet%20Col%20Att.png?alt=media&#x26;token=371fbe29-84b4-4259-8a5c-e2d3708c38d7" alt=""><figcaption></figcaption></figure>

* Save the settings and press **F2** to refresh the report.
* The system now displays **Month-wise Sales** for each **Item Group**, showing how much quantity was sold every month.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FjL2c6jePP2H6BI9yBz9o%2FReport%20View.png?alt=media&#x26;token=9c30b24f-51d5-464d-b5b1-3b2ad19b5411" alt=""><figcaption></figcaption></figure>

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### **Switch to Net Value View**

* To view the report based on **Net Sales Value** instead of quantity:
  * Open **Configuration by pressing F5**, go to **Transaction Type Settings**.
  * Uncheck **Total Quantity** and enable **Net Sale Value**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FwdZFJ6jlmaKAT69g7u2N%2FNet%20Sale%20Value.png?alt=media&#x26;token=2e941474-67fd-4c15-9e29-ec6c7b1e60fa" alt=""><figcaption></figcaption></figure>

* Save the configuration and refresh the report.
* The report now displays **Month-wise Net Sales Value** for each item group.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FFk2vcRzn80FJDjMM70Fe%2FNet%20Sale%20Value%20View.png?alt=media&#x26;token=4c84f9d3-de30-4081-9f13-51ad0c463543" alt=""><figcaption></figcaption></figure>

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**You’ve successfully configured the Item Group-wise Monthly Sales Report in Logic ERP.**