Generate the Sales Report by Category

To generate this report, in the GEM-WORK main menu, go to Sales > Reports > Summary.

In the next window, enter the following data (according to your needs):

• Start date
• End date
• Sales type
• Group by
• Filter by price type
• Filter by currency
• Filter by client
• Filter by sale creator
• Filter by seller
• Filter by account owner
• Filter by reference
• Filter by products or services
• Filter by categories
• Filter by supplier
• Filter by client mode
• Filter by country
• Filter by price lists
• Filter by line code
• Filter by tax rules
• Filter by bill to

In our example, we have chosen to Filter by category. When you select this option, the categories appear: you can choose one or more.

Click Send.

The report contains the following information:

• Product
• Quantity
• Sale
• Quantity
• Return
• Cost
• Commission
• Expenses
• Profit $
• Profit %

You can print and convert the report to PDF by clicking on one of the yellow buttons at the bottom left, next to the Close button.