How to Generate the Sale by Item Category Report

This article explains how you can generate the sale by item category report in Pabau.

The Sale by Item Category Report in Pabau provides a detailed analysis of sales based on different categories of products or services offered by your practice. This report allows you to see how each category is performing in terms of revenue.

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Step 1: Navigate to Analytics

Start by logging into your Pabau account using your login credentials. Then, navigate to the left sidebar menu, where you can find the Analytics tab. Click to expand it, and it will reveal 'Reports.'

 

Step 2: Generate the Sale by Item Category Report

Under the 'Sales' section, you will find the Sale by Item Category pre-created report. Click on the report name to continue. 

Step 3: Adjust the Filters

If you want to narrow down your report, you can add and adjust filters to focus on exactly what you need.
Each filter has four elements - object, field, operator, and value.

In the screenshot below, you can see an example of the four elements in the "Sale by Item Category" report.

• Object: This is what you're focusing on ("Invoice").
• Field: This is the specific detail you're interested in ("Invoice Date").
• Operator: This shows how the field relates to the value ("is").
• Value: This is the specific data you’re looking at ("this month").

Each of these elements can be customized by clicking on them and choosing a different option.

For example, if you want to view all invoices raised this year, change the value to "this year" to include them.

This example shows just a few options. The system has many filters you can mix and match to create detailed, customized reports.

Step 4: Add, edit, and delete filters 

To add a filter, click the plus sign below the existing filter, and fill in the new filter details.

To edit a filter, find the filter you want to edit, click on the element you wish to change, select a different option from the dropdown menu, and then save the modifications.

To delete a filter, hover over the filter to delete and click the "X" sign.

Step 5: Review the Data

Once you've adjusted the filters, you can view the data in a donut or a list view. In the donut view, you can filter the data to display the chart by service/product category, clients who have raised invoices for a service or product category, employees who have raised invoices for a service or product category, and more.

Also, in the measure by field, you can choose to display the number of item categories with raised invoices, the item gross, the item net, and commissions. 

If you scroll down, all the data will be displayed in a list view. You can add additional columns for more specific details to be shown.  

Some of the columns include:

Invoice Date: it allows you to view the date when the invoice was raised

Item Category: indicates the category to which the product or service on the raised invoice belongs

Item Name: displays the specific product or service for which the invoice was raised

Item Client: shows which client has a raised invoice for a product or service

Quantity: displays the amount of services or products included in the invoice

Item Gross: The total price of all items listed on the invoice before any discounts, taxes, or additional charges are applied

After selecting any additional columns, click "Save" to make them appear on the list. You can also deselect options that are currently included in the columns.

Step 6: Export the Data

To export the data from this report, simply click on the three dots on the top right side of the screen to reveal the 'Export' button. 

Once you click Export, a window will pop up, and you can choose to export the data as an Excel or CSV file.

By following these steps, you can easily generate the sale by item category report.

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