The Category Sales Report will show you all the products that have sold in a given date range, separated by Category. The report shows total costs and profitability to give you a complete picture of your business.
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The columns in this report include:
Total Revenue (this number may appear higher than net sales, transaction level discounts not included)
Costs of goods sold (COGS)
Total Profit (including a profit margin %)
Profit Margin (%) will be it's own column when downloaded as a CSV
The Summary Boxes are the multi-colored boxes at the top of the report that provide a synopsis of certain aspects of the report. Included in this report are:
Net Sales = Total Net Profit for products sold, minus refunds. This figure does not include adjustments that apply to the sale but not individual line items, such as transaction fees.
Gross Profit = Gross Sales - Gross COGS
Transactions = Total number of transactions.
Products = Sum of products sold during range (minus any refunded products).
Things to Note:
If a product has multiple categories assigned to it at the time of sale, the sold product will show up under each in the Category Sales Report.
Category results do not include subcategories, only the specific category named. For example, "Apparel" sales will not include sales for "Shirts" or "Pants".
To view Product History and Cost History, you must have only one location selected if you have more than one location.
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