Category report

Purpose

Use the Category report to review sales, cost, profit, GM and sales quantity grouped by product category, with drilldown to individual items.

Roles involved

• Category manager
• Retail analyst
• Store manager

Preconditions

• The user needs permission to read the Category report.
• Sales data, categories, vendors and producers should exist.

Navigation path

Reports → Category report

Step-by-step procedure

1. Open Reports → Category report.
2. Select the Date range.
3. Optionally filter by Locations, Product category, Vendors and Producer.
4. Click Filter.
5. Review the result table. The report shows category totals and item-level lines below each category.
6. Use the columns for cost amount, sales value including VAT, sales value excluding VAT, profit, GM and sales quantity.
7. Click Download report to export the result.

Required fields

• Date range

Validation rules

• Selected categories, vendors and producers must exist in setup.

Exceptions

• The report displays category totals first and item lines below, so totals and detail are shown together on the same page.

Common errors

• Users compare item-level data to category totals without noticing the grouped structure.
• Users forget to set the correct date range and compare wrong periods.

Troubleshooting

• If the report is too broad, narrow it by category, vendor or producer.
• If GM or profit looks wrong, compare with sales and cost data for the same period.