Sales by Category Drilldown Report
This report is used to give a comparison between two selected date ranges; it has the ability to drill down through grouping levels of location (Front/Dispensary) Category or Item. If a quick overview is required this report is ideal.
1. In System Menu, Reports > Report Generator
2. Sales Reports
3. Select Sales by Category Drilldown
4. Select Open Report
5. Location Pre-Selected
6. Select the Transaction Date
7. Select the Previous Date for comparison
8. Tick on “Drilldown All Categories or Drilldown All Locations(If required)
9. Process Now (for all items) or Select Items (Select Items, the search screen in Item maintenance will open, Select category e.g. Front/Dispensary or can drill down through selected sub-categories)
10. Click find and then select tagged
11. Select Process Now or Add to Schedule (See Scheduled Reports - How to setup)
12. When the report appears on the screen, select Show Preview and then print this page (PDF) or Export to Excel
