Category report

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Overview

• View category sales performance
• Filter by date range
• Compare category revenue
• See category trends
• Export to PDF or Excel

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Prerequisites

• Item categories must exist.
• The Report module must be enabled.
• You need permission to view reports.

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Step-by-Step Actions

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1. Open Category Report

1. In the left sidebar, expand Reports.
2. Click Category Report.
3. The Category Report page opens.

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2. Set the date range

1. Choose start and end dates.
2. Click Generate or Apply.
3. The report updates.

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3. View category performance

1. The report lists categories with:
   • Total sales or quantity
   • Revenue
   • Percentage of total
2. Use this to see which categories drive revenue.

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4. Compare categories

1. View the breakdown to compare categories.
2. Identify strong and weak categories.
3. Use for menu planning and promotions.

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5. View trends (if available)

1. If a chart or trend view exists, use it to see changes over time.
2. Spot seasonal or weekly patterns.

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6. Export the report

1. Click Export PDF or Export Excel.
2. Save for planning and analysis.

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Common Mistakes and How to Avoid Them

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End Result

• You understand category performance.
• You can optimize the menu and focus promotions.