How do I run a report on a specific category?

How do I run a report on a specific category. It would be ideal if the report would include Gross Sales, returns, discounts and comps, net sales, taxes and square fees all associated with the particular category.

2,312 Views
Message 1 of 6
Report
5 REPLIES 5
Alumni

Hi @Polishedpeacock

 

Thank you for posting and welcome to the community. We might have something that could help.

 

After logging into your dashboard online, please go to Reports > Category Sales. After getting to the page where your sales are showing underneath the colored line graph, scroll to the right and click on the grey "+" icon to bring up an options menu. From here, select the different statistics you would like to appear in this report, and export it to a CSV/Excel sheet. 

 

Hope this helps, and let me know if you have any questions in this thread. Have a great one.

Alex_
Community Moderator, Square // Moderador de la Comunidad, Square
Sign in and click Mark as Best Answer if my reply answers your question.
Inicie seción y haga clic en Marcar como "Mejor Respuesta" si mi respuesta contesta su pregunta.
2,260 Views
Message 2 of 6
Report

Thanks for taking the time to help. I tried what you posted. It does not give me the option to select the particular category I want to run the report on. 

2,221 Views
Message 3 of 6
Report
Alumni

Hey @Polishedpeacock,

 

Thank you for reaching back out. I do see what you mean now. It will definitely show you each category, but we don't have a way of filtering out the other categories also present. Our product teams are constantly looking through our seller's feedback to make necessary improvements. We appreciate it and if there is ever an update addressing this, we will be the first to let you know. 

Alex_
Community Moderator, Square // Moderador de la Comunidad, Square
Sign in and click Mark as Best Answer if my reply answers your question.
Inicie seción y haga clic en Marcar como "Mejor Respuesta" si mi respuesta contesta su pregunta.
2,218 Views
Message 4 of 6
Report

If I have multiple item categories, how can I run a report for just that specific category?

1,824 Views
Message 5 of 6
Report
Square

Hi @jennkenn, thanks for your post and welcome to the Community 🙂 

 

In order to achieve a report with an individual category you would need to download the full category report > Reporting > Reports > Category Sales > Filter > Export, and then delete the categories you don't need. 

 

I hope this helps! 

Breffni
Community Moderator, Ireland, Square
Sign in and click Mark as Best Answer if my reply answers your question

After a wonderful three years supporting the Seller Community, I've moved teams!
Check out article "A Contact Guide to the Seller Community" to reach out to current Seller Community Moderators.
Thank you for all the memories and connections—here’s to new adventures! 
1,783 Views
Message 6 of 6
Report