This guide provides a straightforward method for generating a Profit by Category report, essential for analyzing sales performance across different categories. By following the steps, users can easily filter data by location, employee, or time period, allowing for tailored insights. Additionally, the option to download reports in various formats enhances accessibility and usability, making it a valuable resource for informed decision-making in sales strategy.
1. Click “Reports” on the sidebar
2. Click “Sales Reports”
3. Choose “Profit by Category”
Filter with Location, Employee, or Period Type and choose a time range if it applies.
4. “Period Type” List
5. Download the report in CSV, EXCEL, PDF or “COPY” to clipboard
