How to Generate a Category Report of Your Sales Using Your Line Sales Export

How to Generate a Category Report of Your Sales Using Your Line Sales Export.

By using the next and previous buttons at the top left and right of the calendar view you can select the month that you wish to look at.

From there, export your individual line sales for the month.

When you open this in a spreadsheet you can sort the category column alphabetically which will group all your transactions for the month together by category. In the example below the category ‘Funko Pop, Movie’ was chosen and the sale amounts were all selected. Excel and most spreadsheets will display the total amount selected at the bottom right of the screen as shown in our example below.