Jump to content
Salesforce and other SMB Solutions are coming soon. ×

Report sales by category


Recommended Posts

Edit: Figured it out. This was way easier than I had anticipated. Sorry to clutter the forums!



I want to see if someone else knows a quick answer to this while I continue to work on it:


I'd like to generate a sales report by category for CC processing batches. Basically, all the orders within a month get a batch number, and I need to have a report to compare with our bank statement so that we can make sure that all the money we get is going out to the right places. I'm pretty sure that I can get just the batch that I want to report by drilling down through the orders to my line items. Line items reference the inventory, and it's the inventory table that keeps track of the category for each product.


So, what is the best way to report sales in a given month based on the category?

Link to comment
Share on other sites

Well, well, reporting can get pretty complex but here's a start.


1. Create a new layout that shows your sales

2. On this layout, create a subsummary part that and place the "Sales Category" field on it.

3. Modify the sub-summary part to summarize records when sorted by category.

4. Create a new script and it should look something like this....


Go to layout (Sales Report Layout)

Enter Find Mode

Set Field: SalesDateField (DesiredDate1...DesiredDate2)

Perform Find

Sort Records (by category)

Enter Preview Mode


I assume you know what to do next

Link to comment
Share on other sites

This thread is quite old. Please start a new thread rather than reviving this one.

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.


  • Create New...

Important Information

Terms of Use