Category Sales Report

The Category Sales Report provides a complete overview of sales performance across parent categories and sub-categories. It includes charts, summary tables, and an interactive AgGrid table for detailed analysis.

Navigation Steps: Go to Menu > Reports > Sales by Category

1. Report Filters

Use the filter panel at the top to define your reporting range:

Filters Available

• Begin Date / End Date

  Select a custom date range.

• Branch (required)

  Select the branch whose data you want to view, default is current Branch

• Type

  Choose All, Cannabis, Non-Cannabis.

• Group By

  Daily

  Weekly

  Monthly

  Yearly

• Include Product Summary in CSV

  Check this option if you want the exported CSV to also include individual product-level details.

Actions

• VIEW REPORT - Generates the on-screen chart and summary tables.

• DOWNLOAD REPORT – Exports the results in CSV format, respecting your filters.

Note: Only completed and partially-refunded orders' net sales are included.

2. Net Sales Over Time (Chart)

After clicking View Report, a stacked bar chart appears showing:

• Net sales per day (or per week/month depending on Group By)
• A breakdown of sales by category, color-coded
• Total net sales trend across the selected period

This helps you quickly identify peak sales dates and category contributions.

3. Parent Category Summary

This table summarizes sales by top-level categories (e.g., Cannabis vs. Non-Cannabis).

Columns

• Category
• Quantity
• Gross Sales
• Refunds
• Discounts
• Net Sales
• Total Net Sales %
• Cost
• Profit
• Margin

This summary gives a high-level breakdown of total performance before drilling deeper.

4. Sub-category Summary (AgGrid Table)

This interactive table provides detailed results for each sub-category.

You can sort, filter, and inspect performance directly within the grid.

Columns Include

• Category
• Quantity
• Gross Sales
• Refunds
• Discounts
• Net Sales
• Total Net Sales %
• Cost
• Profit
• Margin
• Product (link to product list)

5. Data Grid (Sorting, Filtering, Search)

a. Sorting

Click any column header to:

• Sort ascending
• Sort descending
• Clear sorting (click a third time)

b. Column Filters

A filter row appears directly under each column header:

• Type keywords to filter text columns (e.g., typing “Vapes” shows only Vapes rows)
• Use the filter button to open advanced filters (e.g., “Net Sales > 100”, “Margin ≥ 20%”)
• Clear sorting (click a third time)

c. Search Example

• In Category, type: pre

  → Filters results to Pre-Roll, Pre-Rolls, etc.

d. Resize or Reorder Columns

• Drag the edge of a column to resize.
• Drag the entire column header left/right to reorder.

6. Viewing Products Within a Sub-category

In the far-right column:

• Click View to open the product-level report for that specific sub-category.

This provides detailed SKU-level breakdowns for that category.

7. Exporting Data

Click Download Report to export a CSV file containing:

• Parent Category Summary
• Sub-category Summary
• (Optional) Product Summary if the checkbox is selected

Data in the file reflects your chosen:

• Date range
• Branch
• Group By
• Filters (only when applied before export)

9. Tips for Best Use

• Start with Group By: Daily to diagnose specific sales spikes.
• Use filters in the Sub-category grid to quickly isolate:
  • High margin categories
  • High refund categories
  • Categories with unexpected profit dips
• If the report appears empty, confirm:
  • Branch was selected
  • Date range contains completed orders
  • Filters in Data Grid are cleared