Sales report
Table of Contents
View and manage Sales by Item report
Learn how to generate a Sales by Item report on the Merchant Portal.
The Sales By Item report provides a summary of all sales categorized by individual item, over a selected period. You can generate this report for a specific time frame or compare item sales for the same period across different days.
In this article, you’ll learn how to generate, print, and export a Sales by Item report.
View Sales by Item report
To view your Sales by Item 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 Sales By Item.
- Select the date range that you wish to include in the report.
- To get a comparison of item sales for different periods, click on the checkbox next to "Compare Time Range." Then, select the date range that you want to compare.
- You can filter your search further by clicking on Advanced Filtering. Then, enter the information in the following filter options:
- Time Period
- Service Type
- Patron Size
- Filter By Custom Menu
- Category
- 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 Item.
- Select the date range that you wish to include in the report.
- To get a comparison of item sales for different periods, next to "Date Range," click on Compare With. Then, select the date range that you want to compare.
- You can filter your search further by entering the information in the following filter options:
- Specific Period
- Time Period
- Dining Type
- Party Size
- Filter By Custom Menu
- Category
- Click on Submit to retrieve the records.
Print Sales by Item 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 Item 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 Item report, click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.
Export Sales by Item 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 Item report, click on Export. An Excel file of the report gets downloaded to your computer. Open the file to view your exported report.
