Reports: Sales by Product

This report will show product sales data based off of product information such as Product Name and other filters.

The Basics

The Sales by Product report is a grouping of product sales data based on Product Names for a given date period and any number of applied filters. The report can be exported as a .csv file to Excel for further manipulation. This article will cover the specifics of how to understand all of the data provided on this report.

To open the Sales by Product report, go to:  Reports > Sales and Marketing > Sales by Product. 

If you are a business using the TrueConnect feature to connect to other Suppliers or Resellers, read more about the reporting differences in Sales by Product: TrueConnect.

Filtering the Report

Clicking the funnel/filter icon to the right of the date range will allow the user to begin selecting filters for the information display.

 Order Details

Date Range Options:

• Use Transaction Date* (Default)
• • Organizes results based on accounting line item transactions (such as adding or removing guests/products on an order, adding/removing fees, taxes, or discounts, etc.) during the date range indicated.   
  • Example: I applied a discount to a product on June 1 and made no other changes. When running for date range June 1 to June 1 only the discount transaction line is calculated in the product totals.

• Use Product Start Date*
• • Organizes results where a product starts within this date range. 
  • Example: Show me all transactions (regardless of transaction date) for products that start on July 1 - 5 broken down per day.

• Use Transaction Date and Start Date*
• • Organizes results for transaction line items that occurred within the Transaction Date range (totaled) where the product Start Date occurs in the product start date range.
  • Example: Show me all transactions that occurred July 1 - 5 broken down per day for products starting in 2020.

• Use Order Created Date*
• • Organizes results where an order was created within this date range. 
  • Example: Show me all transactions (regardless of transaction date) for orders created on July 1 - 5 broken down per day.

• Use Order Created Date and Start Date*
• • Organizes results where an order was created within Order Created Date range and where the Start Date falls within the product start date range. 
  • Example: Show all transaction line items (regardless of transaction date) for orders created July 1 - 5 broken down per day for products leaving in 2020.

Order Number - optional text field. Use to search for a specific order.

*It’s helpful to understand that a Transaction Date is the date of an accounting modification to an order and will be totaled and grouped for a specific date. A Transaction Date can be the same as the Order Created Date, but if any changes (cancellations, additions, date changes, discounts, etc.) are made at the order level, an additional Transaction Date for the order number will be added. For a more detailed breakdown view of transactions, you can check out the Detail by Transaction report (link to report coming soon); when used with the same dates and parameters, results for this report and transactions as displayed one by one.

 Product

PRODUCT FIELDS

• Product Name - dropdown selection
• Product Class - dropdown selection
• Product Type - dropdown selection
• Product City - dropdown selection
• Product State - dropdown selection
• Product Country - dropdown selection
• Product Supplier - dropdown selection

CUSTOMER - (Information is shared between suppliers and resellers when using TrueConnect)

• Customer City - dropdown selection
• Customer State - dropdown selection
• Customer Country - dropdown selection
• Customer Postal Code  - text field

CREATED BY YOUR BUSINESS

• Transaction Created By - dropdown selection
• Order Created By - dropdown selection

RESELLER

• Reseller Name - dropdown selection
• Transaction Created By Agent - dropdown selection
• Order Created By Agent - dropdown selection

OTHER

• Pickup Location - dropdown selection
• Sales Channel - dropdown selection

Reading the Report

Report results will display as rows and columns, with several columns available for displaying the information, some of which are displayed by default.

Additional columns can be selected (or the defaults can be deselected) within the Settings feature in the upper right-hand corner of the report. This allows the user to specify which columns of information output they wish to see in the report. It is a per user, per report feature, so if you preset columns for the Sales by Day report, any other reports you view will appear with different columns.

Product Labels

• Product Name - Product name as seen in Product > Details for business viewing report (cannot be unchecked). 
• Product Class - Product class as seen in Product > Details for business viewing report. 
• Product Type - Product type of the first type listed as seen in Product > Details for business viewing report. 
• Product City - The city of the first product location associated with a product name as seen in Product > Details for business viewing report. 
• Product State - The state of the first product location associated with a product name as seen in Product > Details for business viewing report. 
• Product Country - The country of the first product location associated with a product name as seen in Product > Details for business viewing report. 
• Product Supplier

Amount Figures

Business viewing the report for an order made for their own product:

• Quantity: Total number of participants or units added or deducted for the transaction listed. 
• Base Price: The total addition or deduction of the base participant or unit prices for the transaction listed. 
• Fees: The total addition or deduction of all fees associated with any participants or units for the transaction listed. 
• Cancellation Fees: The total addition or deduction of all cancellation fees associated with any participants or units for the transaction listed. 
• Pickups and Add-ons: The total addition or deduction of all pickups and options associated with any participants or units for the transaction listed. 
• Discounts: The total addition or deduction of all discounts associated with any participants or units for the transaction listed. 
• Taxes: The total addition or deduction of all taxes associated with any participants or units for the transaction listed. 
• Processing: Participant total x processing percent (or min) x number of participants 
• Product Total: The total addition or deduction of base price + fees + cancellation fees + pickups and options + discounts + taxes + processing for the transaction listed. 
• Commission Payable: $0 (no amount reported for non-connected businesses) 
• Commission Receivable: $0 (no amount reported for non-connected businesses) 
• Net Rate Payable: $0 (no amount reported for non-connected businesses) 
• Supplier Options Payable: $0 (no amount reported for non-connected businesses) 
• Supplier Fee Payable: $0 (no amount reported for non-connected businesses) 
• Supplier Tax Payable: $0 (no amount reported for non-connected businesses) 
• Supplier Processing Payable: $0 (no amount reported for non-connected businesses) 
• Gross Profit: Product Total 
• Processing Payable: The amount owed to Resmark. Should match Processing. 
• Percentage: The amount of sales by Product Name contributing to 100%

Note: bold indicates fields that are selected/displayed by default

Drill Down

Clicking into a specific Product Name will break out/drill down into the separate orders that have been grouped together for that specified date range.

• Drill down filter is preset to column filters as defaults explained above; filters can be reset in drill down.
• Within these more detailed Product Name results, any Order Number can be clicked through and take the user to that specific Order 
• DONE button will take you back to the main report results

Updated on: 03/20/2024