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  3. Categories Report

Categories Report

The Categories Report provides insight into the product categories of your store.

By default, the Categories report is sorted by the number of Items Sold by category descending.

Category Filter

Report Totals

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The total of the rows in the report may not equal the totals at the bottom of the report for two reasons:

  • Products can be assigned more than one category. The sales amounts for a product is included in the totals of all assigned categories.
  • The sales amounts for children/descendant categories are both shown in the report for that category and included in the totals of the parent category(ies).

Categories Filters

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When the Category report loads it includes all categories for the selected date range. The Category filter dropdown has two filter options:

Category Filter

For either filter, begin typing the name of the category. While you are typing the name of the category the filter will lookup category names that contain the string you have entered.

Single Category

This filter loads the report Categories report listing the products sold within that category.

Category Filter

Comparison

This filter loads the report for two or more categories that you have selected.

Category Filter

A second way you can compare categories is using the checkboxes in the table and the Compare button at the top of the table.

Category Filter
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At the top of the report table is the search box. This allows you to filter the report by one or more categories.

Category Search

Report Sorting

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The report table allows sorting by all columns:

  • Category
  • Items Sold
  • Net Sales
  • Products (# of unique products sold)
  • Orders (# of orders containing a product in that category)
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Two of the Categories report columns contain clickable entries:

  • Category
  • Products

Both links open the Single Category report listing the products sold within that category.

Three of the Single Category report columns contain clickable entries:

  • Product link opens the Products report for that product
  • Orders link opens the Orders report for that product
  • Category link opens the Single Category report for that category