Products & expenses report

This article will walk you through the process of running the Products & Expenses report.

This report will show both summary information for the selected period:

• Total Sales
• Total Items

Plus detailed information on:

• Sales by Date
• Sales by Category
• Sales

Generate reports

1. From the left-hand panel click Reports > Classic Reports, and select Products & Expenses Report.

The Report page displays

2. Select Parameters and click Generate. 

The report displays

Export products & expenses report

Click the Export dropdown, in the upper-right corner of the report, and select Excel or PDF.

Schedule a products & expenses report

To schedule the report, check out our article Schedule a Report.