Category Sales Report

Run a category-specific sales report to see each location's sales broken down by category and sub-category in WorkstandIQ.

In WorkstandIQ, go to Sales > Category Sales > New Report.
Select the appropriate criteria followed by pressing the "Create" button for a new report to be built.
To view sales for particular brands, use the Filter Brands checkbox before pressing the Create button.
Within the report, the criteria used for the report can be adjusted by making the appropriate selections at the top of the report followed by pressing the "Update" button.
Individual columns can be toggled on or off by checking/unchecking the appropriate boxes, the report will automatically update.
The Actions drop-down can be used to download, save, or delete (if viewing a previously saved report) the report.
Numbers displayed within the report are all clickable, click on them to get a pop-up window that shows a breakdown of the individual items.
Categories populate as they are set up within your Point of Sale (POS), if the categories were recently updated in your POS then they may need to be re-imported.
COGS = Cost of Goods Sold
QOH = Quantity on Hand

In WorkstandIQ, go to Sales > Category Sales > Saved Reports.
If a previously built report was saved using the Actions drop-down within the report then this section can be utilized to re-visit any saved report at any time.
Click on the "Show" button on the far right-hand side to open the respective report.