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Filtering sales by category

You can filter the results of the Lines report to see sales figures by item category. For this report to work, you need to have created and assigned categories to your product. Read Creating categories and Adding items to categories for more information.

  1. Login to your Retail account and click Reports.
    Shows an arrow hovering over the Reports button in the main menu.
  2. Click Lines.
    Shows an arrow hovering over the Lines report link, 2nd option from the top of the list of reports.
  3. Set the date range.
    Shows an arrow hovering over the date range box, first field at the top of all reports.
  4. Click +ALL below Category.
    Shows an arrow hovering over a button labeled 'Category: +All'.
  5. Click Choose and select a category.
    Shows an arrow hovering over the choose button, on the left-hand side of a category name.
  6. Click Search. Your results are filtered by the selected category.
    Shows an arrow hovering over the search button.

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