Sales report
Table of Contents
View and manage Sales by Sales Category report
Learn how to generate a Sales by Sales Category report on the Merchant Portal.
The Sales by Sales Category report, or the General Ledger Report, provides a summary of item sales allocated to different sales categories over a selected period. It includes an overview of the number of items sold and the total sales amount per category.
Note: An "Undefined" tag means that a sales category hasn’t been created, and item sales have not been allocated to a sales category. To create a sales category, refer to Create and manage Sales Categories.
In this article, you’ll learn how to generate, print, and export a Sales by Sales Category report.
View Sales by Sales Category report
To view your Sales by Sales Category report, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting.
- Under "Sales," click on General Ledger Report.
- Select the date range that you wish to include in the report.
- Click on Submit to retrieve the records.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting.
- Click on Sales. Then, select Sales by Sales Category.
- Select the date range that you wish to include in the report.
- Click on Submit to retrieve the records.
Print Sales by Sales Category report
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
To print a Sales by Sales Category report, click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
To print a Sales by Sales Category report, click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.
Export Sales by Sales Category report
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
To export a Sales by Sales Category report, click on Export. An Excel file of the report gets downloaded to your computer. Open the file to view your exported report.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
To export a Sales by Sales Category report, click on Export. An Excel file of the report gets downloaded to your computer. Open the file to view your exported report.
