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How to Generate Itemized Sales Reports using Specific Item Filter

How to Generate Itemized Sales Reports using Specific Item Filter

Posted by Support Team on December 23, 2024 — Updated on December 23, 2024

Within our Workout Software, you have the ability to filter itemized sales reports by specific items.

This guide will walk you through generating itemized sales reports using the specific item filter.

1. Account

Navigate to Account.

Account

2. Reports

Access the “Reports” section.

Reports

3. Revenue

Select the “Revenue” tab.

Revenue

4. Itemized Sales

Select the Itemized Sales Report.

Itemized Sales

5. Time Frame

Select a time frame or customize the date range by clicking on the calendar icon.

Time Frame

6. Set Filters

Select the specific group, plan, product or package from the “Item” drop down list. Customize the other filters if applicable for your report.

Set Filters

7. Refresh Report

Generate or refresh the report.

Refresh Report

8. View Report

View the generated report.

View Report

This guide covered generating itemized sales reports using the specific item filter.
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