Product summary by agent
Products summary by agent
This "Product summary by agent" report shows detailed sales information for each product, like "SVL Gold BPT Rice 25KG" or "Chana Dal," on a specific "Invoice Date." You can see the "Quantity" sold, any "Total Discount" applied, and the "Total Amount" for each. This report helps you understand which products are being sold by agents and their value.
(Figure 1 - Product summary by agent Report)
In this report users can see all products sold and the total amount of sales made by the agent.
Customize layout: You can customize the layout by expanding column sizes and moving columns to your preferred order and right click on the column to get personalized options.(See figure below)
(Figure 2 -Customize layout)
Filter: To refine the report view, click on the Filter option located in the top-right corner of the screen. You can then select a particular date range to narrow down the displayed data. This functionality allows you to focus on a specific period, making it easier to analyze and find the transactions you need.
(Figure 3 - Filter report data)
Print: Click on the Print option to create a physical copy of this detailed report.
(Figure 4 - Print Report)
Export: To save the report, click the Export option. You can then choose to export the data to an Excel file or as a PDF document for easy sharing.
(Figure 5 - Export Report)