Total Sales by Category Report

The Total Sales by Category report lists total sales, quantity sold and gross margin for the specified time period, broken out by product category and sub-category. Report results mirror your category hierarchy tree. See below to run the report and view report results. You can also export the report and print it.

NOTE: Report results include sales from invoices and layaways that are paid in full (i.e., do NOT include sales from pending invoices and layaways).

Running the Total Sales by Category Report

To run the Total Sales by Category report:

1. On the PAYD Administration main screen, click Reports.

2. On the Reports menu, click Inventory, then click Total Sales by Category.

The Total Sales by Category Report screen appears.

3. Specify a time period by entering a Month, Day and Year in the Starting date and Ending date textboxes.

NOTE: The default time period is Today.

4. Click the View button.

Results appear below.

To narrow results by store (multi-store environment only):

1. Click the Stores button.

2. On the Select Store(s) popup, select the checkboxes for the stores you want to include in the report and then click OK (all your stores are selected by default).

3. Click the View button.

To narrow results to a time of day:

1. Click the Start of day drop-down menu and select a starting time for the report results.

2. Click the End of day drop-down menu and select an end time for the report results.

3. Click the View button.

NOTE: The default setting for this report is the entire day (within the date range selected). To run the report for the entire day, leave the defaults set to Start of day and End of day. It is also possible to see results for specific times of the day. For example, if you wanted to see results between 9am and noon, you would enter a start time of 09:00 and an end time of 12:00. Then if you wanted to see results from 2pm to 5pm you would repeat steps 1-3 selecting a start time of 14:00 and an end time of 17:00. The time frame works on a 24-hour clock.  

To change the time period of the report:

• Click the Period drop-down menu and select the appropriate time period from the list e.g. Last Month.

To narrow results by category:

1. Click the Show Options button on the top of the screen.

2. In the Select Category section, click the Categories button.

3. On the popup, select the category you want to include in the report. Click the triangular buttons to expand and collapse the tree.

The selected category appears at the top of the popup.

TIP: To deselect the category, click the button next to the selected category.

3. Click the View button.

To display refund details on the report:

1. Click the Show Options button on the top of the screen.

2. Place a checkmark in the Show Refund Details checkbox.
   NOTE: This option enables you to track each department's revenue and expenses more accurately.

To select the channels that resulted in the sale:

1. Click the Show Options button on the top of the screen.

2. Click the radio button beside Selected channel(s) to choose the sales channel type that you wish to see on the report. All prints both eCommerce and POS channels.

NOTE:  In this case, Channels refer to the method by which the sale was conducted. eCommerce indicates an online sale through your eCommerce website. POS indicates a sale made via checking a customer out through the POS view.

NOTE: If you do not have the eCommerce module, you will not see this option on the report.

To include payment method details on the report:

1. Click the Show Options button on the top of the screen.

2. Place a checkmark in the Include Payment Method Details checkbox.

The report will display the results broken out by payment method, including any user-defined payment types used to pay for items at the POS.

To print report results:

• Click the Print button above the results.

• Refer to Printing Reports for more information.

To export the report:

• Refer to Exporting Reports for more information.

Viewing Total Sales by Category Report Results

The report results list matching total sales and quantity sold as follows:

• Category - Name of the category or sub-category of the products for which total sales and quantity sold are shown.

• Total Sales - Total sales amount for Category.

NOTE: Total sales are rolled up to show totals by sub-category and category, and for all products.

• Qty Sold - Total quantity sold for Category.

NOTE: Quantity sold amounts are rolled up to show totals by sub-category and category, and for all products.

• Gross Margin - Gross margin amount of Category (Total Sales - Cost Price x Qty Sold).

Under each payment method (if selected by checking the Include Payment Method Details checkbox), you can see the following details.

• Number of Transactions - Total quantities for Sales, Refunds and Total (Sales + Refund totals combined).

• Amount - Total dollar amounts for Sales, Refunds and Total (Sales + Refund totals combined).

To page through report results:

• Use the navigation bar below the report results. The current page is highlighted.

Related Topics:

The Reports Menu

Running Reports

The Categories Screen