The Sales Trends report is used to track the sales of the products in your inventory during a selected date range.
To run the Sales Trends inventory report:
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Select → → .
The report will automatically run this month's data with no filters.
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At the top of the screen, select the Date Range to report on. The report updates automatically each time you change the date range.
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To filter your report, select Filter
, change the following filters as needed, and then select Run Report.
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Brand: Filter the report for one brand.
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Product Category: Filter the report for one product category. The options available depend on the brand selected.
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Business Location (multi-location only): Run the report for another location.
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Product: Filter the report for one product. The options available depend on the brand or product selected.
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Transaction Type: Filter for products purchased In House or Online.
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Optionally, to export your report, select Action
, then choose an option:
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Print: Print your report if your device is connected to a printer.
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Export PDF or Export Excel: Save the report to a PDF or Excel file.
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To run the Sales Trends inventory report:
-
Select → .
The report will automatically run this month's data with no filters.
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Optionally, set any of the following, then select Run Report.
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Date Range: Show a specific time range.
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Brand: Filter the report for one brand.
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Product Category: Filter the report for one product category. The options available depend on the brand selected.
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Advanced Filters: Optionally, select any additional filters to further refine the report.
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Business Location (multi-location only): Run the report for another location.
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Product: Filter the report for one product. The options available depend on the brand or product selected.
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Transaction Type: Filter for products purchased In House or Online.
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Optionally, below Chart View, select the Month list to segment the report by Day, Week, Month, or Year.
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To export or print this report, select an option in the bottom-right corner:
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Print
: Get a hard copy of the report.
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Export
: Save the report to an Excel or PDF file (web version only).
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The generated report shows the following information:
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No Of Product Sold: How many products were sold.
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Cost Of Product Sold: The total business cost of all products sold.
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Sales Price of Product Sold: The total sales price of all products sold.
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Profit: The profit made for all products sold. This is calculated by the total sales price minus the total business cost.
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