Sales Trends Inventory Report

The Sales Trends report is used to track the sales of the products in your inventory during a selected date range.

On a Phone

To run the Sales Trends inventory report:

Go to More → Reports → Inventory → Inventory Summary. The report will automatically run this month's data with no filters.
At the top of the screen, select the Date Range to report on. The data is automatically updated each time you select a different date range.
Optionally, select the Filter button to set your report's filters, then select Run Report.
- Brand: Filter the report for one brand.
- Product Category: Filter the report for one product category. The options available depend on the brand selected.
- Business Location (multi-location only): Run the report for another location.
- Product: Filter the report for one product. The options available depend on the brand or product selected.
- Transaction Type: Filter for products purchased In House or Online.
Optionally, at any time after running the report, select the Action menu to perform the following additional tasks:
- Print: Print your report if your device is connected to a printer.
- Export PDF or Export Excel: Save the report to a PDF or Excel file.

To run the Sales Trends inventory report:

Open Sales Trends report screen.
- Web Version: At the top of the screen, select Reports, then in the side menu under the Inventory heading, select Sales Trends.
- Tablet or Pay Desk: At the bottom of the screen, select Reports, then under the Inventory heading, select Sales Trends.
Optionally, at the top of the screen, set the filters for your report, then select Run Report.
- Date Range: Select the start and end dates of the report, then select Submit.
- Brand: Filter the report for one brand.
- Product Category: Filter the report for one product category. The options available depend on the brand selected.
- Advanced Filters: Optionally, select any additional filters to further refine the report.
  - Business Location (multi-location only): Run the report for another location.
  - Product: Filter the report for one product. The options available depend on the brand or product selected.
  - Transaction Type: Filter for products purchased In House or Online.
Optionally, below Chart View, select the Month list to segment the report by Day, Week, Month, or Year.
At the bottom of the screen, you can select:
- Print : Get a hard copy of the report.
- Export : Save the report to an Excel or PDF file (web version only).

The generated report shows the following information:

No Of Product Sold: How many products were sold.
Cost Of Product Sold: The total business cost of all products sold.
Sales Price of Product Sold: The total sales price of all products sold.
Profit: The profit made for all products sold. This is calculated by the total sales price minus the total business cost.