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How to view Gross Profit Report in Marg Books ?

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Ans.1
  • Firstly click on 'Report' tab.

  • A 'Combined Report' window will appear.
  • The user will click on 'Management Report'.

  • The user will click on 'Gross Profit'.

A 'Gross Profit/Loss' window will appear.

a. Select Date Range: The user can select the basis for date as per the requirement.

Suppose select '31-3-2022 to 31-3-2022'.

b. Calculation: The user can select whether to view Gross Profit or Gross Loss.

Suppose select 'Gross Profit'.

c. Report Type: The user can select the report type whether to be generate report in Summary/Detail as per the requirement.

Suppose select 'Detail'.

d. Party: The user can select the party whose report needs to be generated by placing check mark against it and click on 'Ok'.

e. Company : The user can select the company whose report needs to be generated by placing check mark against it and click on 'Ok'.

f. Item: The user can select the items whose report needs to be generated by placing check mark against it and click on 'Ok'.

g. Area: The user can select the Area whose report needs to be generated by placing check mark against it and click on 'Ok'.

h. Route: The user can select the Route whose report needs to be generated by placing check mark against it and click on 'Ok'.

i. More Options: The user will place the check mark against it and select the filters as per the requirement.

1. Operator: The user can select the operator as per the requirement to filter the report on the basis of the operator.

Suppose select 'User A'.

2. Include Challan: The user can select 'Yes' to include Challan in report otherwise select 'No' to not include challan in Report.

Suppose select 'Yes'.

Click on 'Ok'.

  • A 'Gross Profit' window will appear.
  • The user will click on 'Export' icon to export the report in the selected format.

  • An 'Export' window will appear.
  • In 'File Name', the user will mention the name of the report.
  • In 'File Type', the user will select the format in which the report needs to be exported.
  • Suppose select 'Excel'.

  • The user will click on 'Save'.

After following the above steps, the user can view that the Gross Profit report will get exported in the excel format.


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