Generate Agent / Salesman - wise Monthly Consolidated Sales Report

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How to Generate Agent / Salesman - wise Monthly Consolidated Sales Report?

In this tutorial, we will learn how to configure the Agent-Wise Monthly Sales Report in Logic ERP to analyze each agent’s month-wise performance.

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Open and Create a New Configuration

• Navigate to the Reports/Queries section.

• Under Sales Registers, open Sales Register - Cross Tab Report.

• Click on Configuration to create a new report setup.

• Enter a suitable configuration name for easy identification.

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Configure Report Options

• Go to the Report Options tab.

• Under Report Consolidation, enable the following options:

  • Period

  • Agent Name

• In the Total section, enable the Grand Total option to display overall totals.

• Adjust the report order by moving Agent Name and Period to the top using the arrow keys.

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Set Transaction and Period Options

• Under the Transaction Options tab:

  • Enable View Transaction Details.

  • Enable Take Total Quantity.

• Now open the Other Options tab:

  • Set Columns As → Period.

  • Set Period As → Monthly to generate a month-wise summary.

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Save and Generate the Report

• Save the configuration.

• From the list of available configurations, select the one you just created and click Create to generate the report.

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Customize Display Columns

• By default, all columns are displayed.

• To customize:

  • Open Setup Column Attributes.

  • Unselect all columns, then select only the required fields:

    • Agent Name

    • Total Quantity

    • Net Amount

  • Ensure the Columns checkbox is enabled.

  • Use the Search Bar or Arrow Keys to rearrange column order.

• Save the settings and press F2 to refresh the report.

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View Totals and Values

• The report now displays month-wise consolidated sales quantities for each agent.

• To include total sales value as well:

  • Open Configuration (by pressing F5) → Transaction Options.

  • Enable Net Sale Value Type and Total options.

• Save the changes and press F2 again to refresh.

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Final Output

The report now displays month-wise total quantities and net sales values for each agent — providing a clear summary of their monthly performance and contribution to overall sales.