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The Products Report explained

Tracking which items have been sold helps you manage stock levels and understand which products are popular (trends) — or may need to be removed from your offering. This article explains how the Product Report should be used.

 

💡Tip: Check out our related articles:

👉 'How to create new products'

👉 'The product feauture explained'


  • The Products report can be found from the main menu under Reports:

 

  • Choose the date range for which you want to view sold items:

 

  •  The overview provides you with the following details:

Item= Type of item


Revenue = the total revenue amount per selected date range


Profit = The total profit amount of the sold item in the selected date range


Sold # = The total amount sold per selected date range:

 

 

  • The overview will also show you the amount of sold items per day: 



  • By clicking on the amount under a specific day, the breakdown will be shown in a pop-up screen:
    This feature makes it easy to:
    Click on the booking the product was booked on to amend or to identify who purchased each item, monitor any price adjustments, and check if an item was booked by a specific user. 


  • The Filter allows you to refine your search:



        1. Creation/Service Toggle -  Allows you to select a date range based on view either:
          - Creation date - when the item was added to the reservation or bill. The moment the item is added, the user is asked to set a service date
          - Service date -  when the item was or is going to be actually used 
        2. Service Date - Select a date range to view the items sold based on service date
        3. Creation Date -  Select the Creation date range with in the Service date range set previously
        4. Product Name - Select the item sold
        5. Item Type - Select the category or type for the product you wish to filter
        6. User Name - Filter on which user has posted items
        7. Source - Was the product added to a Booking, or sold via the POS (Cash Register) for passer by guest with no booking?
        8. Currency - It multiple currencies are available choose the applicable one
        9. Revenue - Select "<" or ">" to filter for less or greater than the specified amount, or use "Between" to filter for revenue within a specific range

 

  • Export the product report by clicking on the export icon: