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Practical guides for your shop, WebShop and till.

Run product and category sales reports

Product Sales and Product Sales by Category offer related reporting scopes. Choose the product view for a general product investigation and the category view when your question concerns selected departments.

Product Sales

  1. Open Reports → Product Sales.
  2. Check Report type and enter the intended Date range.
  3. Review Activity columns and choose the intended Object, such as the relevant outlet or WebShop.
  4. Select Run report and check the output’s scope before comparing products.

Product Sales by Category

  1. Open Reports → Product Sales by Category.
  2. Set Date range, then use Choose categories to select the intended scope.
  3. Review Selection mode. The current help text says to leave it off to report only the categories selected above.
  4. Review Activity columns and Object, then select Run report.

Example: a department comparison

Choose the same period and Object for two department reports. Record the selected categories and Selection mode so another person can reproduce the comparison. A product assigned to more than one category deserves particular attention when comparing totals.

If results differ from the Dashboard

Compare time boundaries, channel/location and the actual report definitions. A Dashboard leading-seller signal and a detailed sales report may have different limits or qualifying rules. Check the report’s output rather than assuming its ranking matches a headline card.

Export supporting order lines · Interpret Insights signals

Include category descendants deliberately

Selection mode offers Also include every descendant of checked categories. Leave it off for only the categories selected. For Bags → Backpacks → Small backpacks, selecting Bags alone and including every descendant is a different scope from selecting Bags alone without that choice.

Review returns and exchanges

Activity columns offers Include returns and exchanges. Keep that choice with your comparison. A sale in one period and a later return or exchange can affect different activity periods; compare the original order and the return/exchange record when investigating a difference. Product activity is separate from evidence that a provider refund settled.

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