> 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-item-group-wise-monthly-consolidated-sale-report.md).

# 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.

***

### **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="/files/PqROOSRIE1DqWqNIjYtN" alt=""><figcaption></figcaption></figure>

***

### **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="/files/4NYUZEcmEJ3j7UeC65oO" alt=""><figcaption></figcaption></figure>

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

***

### **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="/files/GxE7SZAfRqbM1uK7Hb3s" alt=""><figcaption></figcaption></figure>

***

### **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="/files/zMKAFsOHri7JL5Ki4tou" 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="/files/dn5EozUdLK3hyjGC8KB1" alt=""><figcaption></figcaption></figure>

***

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

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

<figure><img src="/files/hx9wx6wl9F9lreDyrE1v" 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="/files/KISqBfRwAKhJ9RwPYJHE" 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="/files/3DgyQV1qQ8sOfIYkpaeg" alt=""><figcaption></figcaption></figure>

***

### **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="/files/zdRlsB8XujzUXjy7em29" 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="/files/wZd3re5clKH78scqg92Q" alt=""><figcaption></figcaption></figure>

***

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


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://kb.logicerp.com/logic-erp-installation-configuration-and-troubleshooting-solutions/faqs/reports/generate-item-group-wise-monthly-consolidated-sale-report.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.