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How to generate a sales report by category and product

See how simple and practical it is to generate a sales report organized by category and product in Nex.

Important

  • This feature is available using the Premium plan. Click here to learn more about our subscription plans.
  • The system calculates the commission percentage active at the exact time the sale was registered. Click here to see how to set up sales commissions.

What is the sales report by category and product?

This report allows you to view sold products grouped by the categories set up in your Nex system. You can review categories, items sold, quantities sold, total sales value, and salesperson commissions.

Let's learn how to generate the sales report by category and product?

1. Go to the Reports screen.

2. Select the sales report: by Category and Product.

3. Choose the desired period to generate the report.

You can generate the report for Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, This year, or choose a custom date range.

4. Expand the details as needed. Click on the plus icons (+) to view more details. Expanding the salesperson details shows sales grouped by category. Expanding a category reveals the list of specific products sold.

5. If you wish to export or print, click the three-dots menu icon and select your preferred option.

Done! The report has been generated successfully. You can repeat this procedure to adjust the timeframe and run a new report whenever needed.

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