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Pickleball Facility Setup
Module 5: Pro Shop Setup
Create a Category Sales Report
Create a Category Sales Report

Module 5 (12/15)

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Create a table that shows item category sales for a period.

  • Use Cases: System users can use filters to identify sales at the category level. Generate data for just about any time period, from daily to annual sales.

Module 5 is an fifteen-part quick-start guide highlighting the key steps admins should complete when setting up their Point of Sale. This article is Part 12.

  1. Part 1: Set Up Pickleball POS

  2. Part 2: Create Pickleball Item Categories

  3. Part 3: Create Revenue Categories

  4. Part 4: Create Pickleball Manufacturers

  5. Part 5: Create Pickleball Items

  6. Part 6: Create Item Variants

  7. Part 7: Create Pickleball Taxes

  8. Part 8: Launch the POS

  9. Part 9: Discount Items in the Shopping Cart

  10. Part 10: Manage POS Permissions

  11. Part 11: Create an Item Sales Report

  12. Part 12: Create a Category Sales Report

  13. Part 13: Create an Inventory Valuation Report

  14. Part 14: Create a Reorder Stock Report

  15. Part 15: Create a Sales Report

SETUP REQUIREMENTS

Go to the side menu and click POINT OF SALE > REPORTS > CATEGORY SALES. On the next page, set the report filters.

  1. Manually set the start and end dates or click the field to select a pre-built period (e.g. Current Month).

  2. Use the default ALL setting for Item Categories or click the field and select one or more specific categories for this report (e.g. Pickleball Gear).

CourtReserve auto-generates the table, which shows the number of items sold by category plus gross sales and profit for the period. Click the Export button to download the table data in an .xlsx file.

VIDEO TRAINING & RELATED WEBINARS

CLICK HERE to watch the section of Module 5's video that covers the information in this article.

Watch the entire Module 5 video to learn about Pro Shop and Point of Sale management.

What's next?

  1. Read Module 5, Part 13: Create an Inventory Valuation Report

  2. Read Module 5, Part 14: Create a Reorder Stock Report

  3. Read Module 5, Part 15: Create a Sales Report

  4. Read Module 5, Part 1: Set Up Pickleball POS

  5. Read Module 5, Part 2: Create Pickleball Item Categories

  6. Read Module 5, Part 3: Create Revenue Categories

  7. Read Module 5, Part 4: Create Pickleball Manufacturers

  8. Read Module 5, Part 5: Create Pickleball Items

  9. Read Module 5, Part 6: Create Item Variants

  10. Read Module 5, Part 7: Create Pickleball Taxes

  11. Read Module 5, Part 8: Launch the POS

  12. Read Module 5, Part 9: Discount Items in the Shopping Cart

  13. Read Module 5, Part 10: Manage POS Permissions

  14. Read Module 5, Part 11: Create an Item Sales Report

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