The Category Sales Report shows all products sold in a given date range, organized by category. It includes costs and profitability to give you a complete picture of performance across your catalog.
📋 This article covers the updated Category Sales Report. If you have questions about the transition, see New Reports Experience — What's Changed.
Running the Report
Select a date range to run the report. You can apply filters before or after selecting your dates.
Preset date ranges available: Today, Yesterday, Last 7 Days, Month to Date, Last Month, Year to Date, Last Year
Use the Filters button to narrow results by:
Locations
Sales Channels
Categories
Vendors
Use the Search bar to further refine your results.
Charts
Two bar charts appear at the top of the report, giving a visual summary of your top-performing categories for the selected date range:
Top Categories by Quantity Sold — Ranks categories by total units sold.
Top Categories by Revenue — Ranks categories by gross sales revenue.
Summary Tiles
The tiles at the top of the report provide a quick snapshot of your results for the selected date range.
Quantity Sold — Total units sold.
Refunded — Total units returned.
Net Product Sales ($) — Gross product sales minus refunds. Excludes tax, shipping, and transaction fees.
Gross Profit Margin (%) — (Gross Profit ÷ Gross Sales) × 100. Example: $600 gross profit on $1,000 gross sales = 60% margin.
Net COGS ($) — Gross COGS minus Refunded COGS.
Net Profit ($) — Net Product Sales minus Net COGS. Includes adjustments to individual line items; excludes order-level fees.
Columns
The report is organized at the category level, with each category expandable to show its products and variants. Use the Manage Column button to show or hide your columns.
Column | Definition |
Category | Category name |
Product | Product name |
Variant | Variant name, if applicable |
Sold | Total units sold before refunds |
Refunded | Units returned |
Net Sold | Sold minus Refunded |
Gross Sales | Total sales including modifiers and discounts; excludes tax and refunds |
Refunds | Total value of line-item refunds |
Net Product Sales | Gross Sales minus Refunds |
Restocked | Units returned to inventory after refund |
Discounts | Total line-item discounts; excludes transaction-level discounts |
Modifiers | Total collected for item modifiers |
SKU | Product SKU |
Barcode | Product barcode |
Vendors | Assigned vendors |
Gross COGS | Total cost of goods sold including modifiers, before refunds |
Gross Profit | Gross Sales minus Gross COGS |
Gross Margin | Gross Profit ÷ Gross Sales |
Net COGS | Gross COGS minus Refunded COGS |
Net Profit | Gross Profit minus Refunded Profit |
Net Margin | Net Profit ÷ Net Product Sales |
Refunded COGS | Cost of goods for refunded units |
Refunded Profit | Total profit lost to refunds |
Exporting & Scheduling
Click the Download button to export the report. Available options:
PDF — Full report as a PDF
CSV — Full report as a CSV
Summary PDF — Column totals only
Summary CSV — Column totals only
To schedule reports, click Actions > Schedule Report.
Things to Note
If a product has multiple categories assigned, it will appear under each category and contribute to each category's totals. A notice is displayed at the top of the report as a reminder.
Category results do not include subcategories — only products assigned directly to that category. For example, "Apparel" sales will not include sales under "Shirts" or "Pants."
Click any column header to re-sort the report.
COGS pulls from lot costs. If a margin looks off, check your lot costs.
Reports spanning more than a month cannot be scheduled.