Generate Item- wise / Date- wise / Month wise Profitability Report
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How to Generate Item- wise / Date- wise / Month wise Profitability Report?
In this tutorial, we’ll learn how to configure the Day-Wise Profitability Report and customize it to view profitability on a date-wise, monthly, quarterly, or item-wise basis.
Open and Create a New Configuration
Navigate to the Reports & Queries section.
Under Sales Registers, open the Sales Register Cross Tab Report.
Click on Configuration to create a new setup.
Assign a Configuration Name for easy identification.
Enable Period and Totals Options
Navigate to Report Options → Report Consolidation.
Enable the Period option.
Go to Report Totals and enable the Grand Total option.
Adjust the Report Order by moving Period to the top using the arrow keys.
Configure Transaction Options
Open Transaction Options.
Enable Total Quantity under TXN Type and Totals.
Set Profitability Basis under Other Options
Navigate to Other Options 1.
Set Period as Date Wise from the dropdown list.
Profitability is calculated as the difference between Sale Value and Purchase Value.
Set User Defined Rate as Lot Rate and define it as the Purchase Rate.
This ensures that the user-defined amount is calculated based on the purchase rate.
Define Profit or Loss Calculation
Navigate to Other Options 3.
The Difference Amount represents Profit or Loss.
To calculate it:
Select Difference - Net Amount
Select Less - Amount (User Defined)
Set Difference in Percentage on the basis of Amount User Defined.
For the User Defined Net Amount (Purchase Value), select the fields to include in the calculation.
Save and Generate the Report
Save the configuration.
From the list of available configurations, select the one you just created.
Click Create Report to generate the output.
Customize Report Columns
Open Setup Column Attributes.
Click Unselect All Columns to start fresh.
Select only the required columns.
Rename column titles by pressing the Space Key.
Rearrange the column order using the Arrow Keys.
Review the Day-Wise Profitability Report
The generated report displays Date-Wise Consolidated Profitability, showing:
Save the changes and press F2 to refresh the report.
Profit and loss values with corresponding percentages.
Red values indicate a loss, while other values represent profit.
View Monthly or Quarterly Profitability
To change the view, press F5 to open Configuration.
Under Other Options 1, set Period to Monthly or Quarterly as required.
Save and refresh to view the updated report.
Configure Item-Wise Profitability Report
Press F5 to Re-Open the configuration window.
Under Report Consolidation, enable Item Details.
Under Item Consolidation, enable Item Name and move it to the top in the Report Order section.
Also move Item Details to the top using the Arrow Keys.
Configure whether the report should be displayed Date-Wise or Monthly.
Save the configuration.
Display Item Name in Report Columns
Open Setup Column Attributes.
Enable the Item Name column.
Save and refresh the report.
Final Output
The report now displays Item-Wise Profitability with detailed profit or loss amounts and percentage values — viewable by date, month, or quarter, as per your configuration.
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