Article Topics


  • How to Access Your Categories Report
  • Column Header Overview: Categories Report
  • Filtering Options Overview: Categories Report
  • How to Export Yours Categories Report
  • How to Print Your Categories Report

Before Getting Started: Navigate to Your Categories Report

 

1. First, on the “Welcome Home” screen, select the “ECOMMERCE” module located to the left-hand side of your screen in the sidebar menu. 

 

2. Next, in the drop-down list select the “Reports” option, followed by the "Categories" option.

 

3. You will now be prompted with the "Categories" window.

Column Header Overview: Categories Report


  • Family ID: This column will generate a number based on the order a category was assigned on your list.  
  • Category: This column will display the name of a category assigned.
  • Sales: This column will display the number sales based on that particular category.
  • Sales Amount: This column will display the number of sales earned through that particular category.

Filtering Options Overview: Categories Report


  • Date Start: Search for categories based on the date in which they were assigned.
  • Duration:  Search for categories based on the longevity of being ordered to being shipped.
  • Date End: Search for categories based on the date in which they were removed from an item.
  • Order Status: Search for categories based on their current state.

How to Export: Categories Report


Before following the steps below, be sure you are on the Categories Report screen. If in need of assistance for navigating to the proper page, Refer to article "Before Getting Started: Navigate to Categories Report".


1. When on your Categories screen, select the blue "Export" button located towards the top right-hand side of your screen next to the print button.


2. Next, from the dropdown menu, select which format type you wish to export as.


Note: The following Format types are permissible for exportation: Excel, CVS, PDF

How to Print: Categories Report


Before following the steps below, be sure you are on the Categories Report screen. If in need of assistance for navigating to the proper page, Refer to article "Before Getting Started: Navigate to Categories Report".


1. When on your Categories screen, select the blue "Print" button located towards the top right-hand side of your screen next to the export button.