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.

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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.

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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.

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Configure Transaction Options

• Open Transaction Options.

• Enable Total Quantity under TXN Type and Totals.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Display Item Name in Report Columns

• Open Setup Column Attributes.

• Enable the Item Name column.

• Save and refresh the report.

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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.