# Generate Item- wise / Date- wise / Month wise Profitability Report
**YouTube:** [How to Generate Item-wise/Date-wise/Month-wise Profitability Report?](https://youtu.be/o35DkNkUrEw)
## 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.
