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How to view Party Summary Report of MR Panel in Marg Ecod Secure ?

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Ans.1
  • Go to Reports > Party Summary Report.

  • A 'Report Filters' window will appear.
  • In 'Distributor' field, the user will select the distributor whose report needs to be viewed.
  • Suppose select 'Lot Scheme Test Ankit'.

  • In 'Period' field, the user will select the period for which the report needs to be viewed.
  • Suppose select 'Last Month'.

Note: To view a report based on the selected date, select the 'Custom Date' option.

  • Now the user will click on 'Apply' button.

  • The user can view the report will get displayed.

  • Click on 'Columns Selected' dropdown to Filter the column as per the requirement.

  • Suppose the user needs to remove 'Dist. code' column.

  • Uncheck the 'Dist. code' option.

  • The user can view 'Dis. Code' column will be removed.

  • Click on 'Export to Excel' button to Export the report in Excel Format.

  • A Confirm pop-up will appear, click on 'Yes' button.

After following the above steps, the user can view Party Summary Report of MR Panel will get Export to Excel in Marg Ecod Secure.


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