--- title: How to Generate the Sale by Item Category Report description: This article explains how you can generate the sale by item category report in Pabau. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-generate-the-sale-by-item-category-report#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Analytics](https://support.pabau.com/en/pabau2/analytics?hsLang=en) 3. [General](https://support.pabau.com/en/pabau2/analytics?hsLang=en#general) # 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. #### Step 1: Navigate to Analytics Start by logging [into your Pabau account](http://app.pabau.com) 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](https://app.pabau.com/analytics).' ![image-png-May-22-2026-07-04-18-9482-PM](https://support.pabau.com/hs-fs/hubfs/image-png-May-22-2026-07-04-18-9482-PM.png?width=666&height=453&name=image-png-May-22-2026-07-04-18-9482-PM.png) #### 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.  ![](https://support.pabau.com/hs-fs/hubfs/image-png-Nov-03-2026-12-55-17-9258-PM.png?width=650&height=324&name=image-png-Nov-03-2026-12-55-17-9258-PM.png)   #### 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. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Nov-03-2026-12-56-48-2901-PM.png?width=573&height=289&name=image-png-Nov-03-2026-12-56-48-2901-PM.png)   - **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. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Nov-03-2026-12-57-38-8956-PM.png?width=537&height=479&name=image-png-Nov-03-2026-12-57-38-8956-PM.png) This example shows just a few options. The system has many filters you can mix and match to create detailed, customized reports. **NOTE:** All of the changes made to the filters will be automatically reflected in the report data in the lower section of the screen. If you wish to refresh the data, click on the "Run" button in the top right corner of the screen.  #### Step 4: Add, edit, and delete filters - **Adding a New Filter:** To introduce an additional filter, click the **plus sign (+)** located beneath your current filters. Then, specify the details for your new filter. - **Editing an Existing Filter:** Locate the filter you wish to modify. Click directly on the element you want to adjust (such as the object, field, operator, or value). A dropdown menu will appear; choose your desired new option. Your changes should save automatically, or you may need to click an "Update" or "Apply Filters" button. - **Removing a Filter:** To delete a filter, simply move your mouse cursor over it. An **"X" icon** will appear; click it to remove the filter. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Nov-03-2026-12-58-31-4377-PM.png?width=535&height=329&name=image-png-Nov-03-2026-12-58-31-4377-PM.png)   #### 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. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Nov-03-2026-12-59-37-1810-PM.png?width=626&height=426&name=image-png-Nov-03-2026-12-59-37-1810-PM.png)   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.  ![](https://support.pabau.com/hs-fs/hubfs/image-png-Nov-03-2026-01-00-54-5517-PM.png?width=618&height=407&name=image-png-Nov-03-2026-01-00-54-5517-PM.png)   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.   ![](https://support.pabau.com/hs-fs/hubfs/image-png-Nov-03-2026-01-01-39-7825-PM.png?width=670&height=262&name=image-png-Nov-03-2026-01-01-39-7825-PM.png)   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. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Nov-03-2026-01-02-23-3004-PM.png?width=444&height=540&name=image-png-Nov-03-2026-01-02-23-3004-PM.png)   #### 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.  ![](https://support.pabau.com/hs-fs/hubfs/image-png-Nov-03-2026-01-03-01-5116-PM.png?width=670&height=143&name=image-png-Nov-03-2026-01-03-01-5116-PM.png)   Once you click Export, a window will pop up, and you can choose to export the data as an Excel or CSV file. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Nov-03-2026-01-03-50-7404-PM.png?width=362&height=259&name=image-png-Nov-03-2026-01-03-50-7404-PM.png)   #### **How do I see my top-selling services by revenue?** You can use this report. Change how the donut chart is split and measured, and narrow it to services: 1. Open **Analytics → Reports** and click **Sale by item category**. 2. Add a filter on **Item Category**, set to **is** **Service**, so products, packages and gift cards are left out. 3. Above the chart, set **Segment By** to **Item Name**. 4. Set **Measure By** to **Item Gross** (before discounts and tax) or **Item Net** (after them). 5. Set the **Invoice Date** filter to the period you want, such as "this month". Each slice of the donut is now one service, sized by its revenue, so the biggest slices are your top sellers. **Where this comes from:** the figures are the service lines on invoices raised in the selected period, using each service's name as it appears on the invoice. **NOTE:** You need the **Can access sales company reports** or **Can access financial company reports** permission to open this report. By following these steps, you can easily generate the sale by item category report. --- **Was this guide helpful?** Let us know by voting below - your feedback helps us write clearer articles. For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), browse the related articles below or use the search bar at the top of the page. 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