Reports: Sales by Product

The Sales by Product report groups product sales data by product name for a given date range. You can apply filters, customize which columns are displayed, and export the results as a CSV file.

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

Filtering the Report

Click the filter icon to the right of the date range to apply filters to the report.

Date Range Options

• Use Transaction Date (default): Results are organized by accounting line item transactions (adding or removing guests, products, fees, taxes, discounts, etc.) that occurred within the date range. For example, if you applied a discount on June 1 and ran the report for June 1 to June 1, only the discount transaction would appear.
• Use Product Start Date: Results are organized by products that start within the date range, regardless of when transactions occurred.
• Use Transaction Date and Start Date: Results show transactions that occurred within the transaction date range for products with a start date in the product start date range.
• Use Order Created Date: Results are organized by orders created within the date range, regardless of when transactions occurred.
• Use Order Created Date and Start Date: Results show orders created within the order date range where the product start date falls within the start date range.

You can also search for a specific order using the Order Number text field.

Filter Fields

Product: Product Name, Product Class, Product Type, Product City, Product State, Product Country, Product Supplier

Customer: Customer City, Customer State, Customer Country, Customer Postal Code

Created By Your Business: Transaction Created By, Order Created By

Reseller: Reseller Name, Transaction Created By Agent, Order Created By Agent

Other: Pickup Location, Sales Channel

Customizing Columns

You can choose which columns appear in your report results using the Settings icon in the upper right corner. Column selections are saved per user and per report.

Column Reference

Product Labels

• Product Name: Cannot be unchecked. Displays as shown in Product > Details.
• Product Class, Product Type, Product City, Product State, Product Country: As configured in Product > Details.
• Product Supplier

Amount Figures (bold items are displayed by default)

• Quantity: Total participants or units added or deducted for the transaction.
• Base Price: Total addition or deduction of base participant or unit prices.
• Fees: Total addition or deduction of all fees associated with participants or units.
• Cancellation Fees: Total addition or deduction of all cancellation fees.
• Pickups and Add-ons: Total addition or deduction of all pickups and options.
• Discounts: Total addition or deduction of all discounts.
• Taxes: Total addition or deduction of all taxes.
• Processing: Participant total multiplied by processing percent (or minimum) multiplied by number of participants.
• Product Total: Sum of base price, fees, cancellation fees, pickups and options, discounts, taxes, and processing.
• Commission Payable, Commission Receivable, Net Rate Payable, Supplier Options Payable, Supplier Fee Payable, Supplier Tax Payable, Supplier Processing Payable: These fields display $0 for non-connected businesses. They are used when reporting on TrueConnect orders.
• Gross Profit: Equal to Product Total for non-connected businesses.
• Processing Payable: The amount owed to Resmark. Should match Processing.
• Percentage: The share of total sales contributed by each product name.

Drill Down

Clicking a product name in the report will break out the individual orders that have been grouped together for that date range. From the drill-down view, you can click any order number to go directly to that order. Click Done to return to the main report results.

Updated on: 06/20/2026