This guide provides a straightforward method for generating a “Sales by Category Report,” essential for analyzing sales performance across different categories. By following the simple steps outlined, users can efficiently filter and customize their reports based on various criteria, ensuring they obtain relevant insights. Additionally, the option to download reports in multiple formats enhances accessibility and usability for further analysis. Viewing this guide will empower users to make informed business decisions based on their sales data.
1. Click “Reports” on the sidebar
2. Click “Sales Reports”
3. Select “Sales by Category”
Filter with Location, Employee, Period Type, Start/End Date if it applies
4. Click “Get report”
5. To download the report
Click CSV, Excel, PDF or “COPY” to clipboard
