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Sales by Item Report

Keep track of which items are most popular and which are the least popular by analyzing the Sales by Item report data. Here, we’ll show you how to retrieve, filter, sort, export, and print sales information for items over a specified period of time.

Table of Contents

Run the Report

From BackOffice, run the Sales by Item report for an overview of individual item sales.

  1. Click 'Analytics' and select 'Items'.
  2. To change the default view, click the date icon and choose a preset or custom range, then click 'Retrieve'.

Read the Report

Learn how to analyze the Sales by Item report to maximize its data to benefit your business.

Bar Charts

The bar charts display the top 10 items sold and the top 10 in total sales amount.

Click to Enlarge
  • Hover over or tap a bar on the graph to see more detail on that item.
  • The term Other is a combination of all items outside the top 10.
  • Table View

    The Table View provides more detailed information about sold items.

    Click to Enlarge

    Sort the table by clicking any column header with arrows.

    Totals | The total amount of each column.

    Quantity Sold | Total number of the item that was sold.

    Sales Total | Total sales amount before discounts, returns, gratuity, and tax.

    Quantity Returned | Total number of the item that was returned.

    Returns Total | Total amount refunded before tax, gratuity, and discounts.

    Costs | Cost of all sold items minus the cost of the returned items.
    Cost is calculated using the weighted average cost of each item at the time of sale.

    Discounts | Discounts on all sold items minus discounts on returns.
    Want to see more detail on discount usage? Check out the Sales by Discount report.

    Margin | Percentage of revenue left after accounting for cost and discounts.

    Gross Profit | This value is calculated by subtracting Cost from Net Sales.

    Net Sales | Sales Total, minus Returns Total, and minus Discounts.

    Modifiers and items with variants are indicated by underlined names.

    Click a row to see details on the modifiers or variants.

    Click to Enlarge

    Example of an item with modifiers:

    Click to Enlarge

    Example of an item with variants:

    Click to Enlarge

    Filter the Table View

    Use the filter tool to hide items or columns you do not want to see.

    1. Click 'Filter'.
    2. To hide an item, search for it and uncheck the box. To show the item again, recheck the box.

      Use Select All or Clear to show or hide all items at once.

    3. To hide a table column, click 'Show/Hide Columns' and uncheck a box.

      To show a column, recheck the box.

    Export the Report

    Download copies of sales by item, variants, and modifiers from the Export Center to analyze the data using spreadsheet software. The export is displayed based on the filter and sort parameters applied.

    1. Click 'Export', then select 'Sales by Item', 'Variants', or 'Modifiers'.

      Sale by Item | Sales information for every item sold over the time period. See sample report.
      Variants | Shows all items sold while displaying details for individual variants. See sample report.
      Modifiers | Displays a breakdown of modifier usage for items with modifiers. See sample report.

    2. Click 'OK' to continue working while the report is prepared.
    3. On the sidebar, select 'Export Center' under 'Analytics'.
    4. When the status of the report is 'Ready', click the icon to download the data.
      Click to Enlarge

    Use the Print feature to optimize the report to print from any printer connected to your computer.

    1. Click 'Print'.
    2. Wait for the report to open in a new tab in your browser.

      The report is displayed based on the filter and sort parameters applied.

      Click to Enlarge
    3. Select 'File' from your browser’s menu and choose 'Print'.