How to Set Up the Product Category Payments Report

The Product Category Payments report displays the revenue collected from product categories during a date range you define. The difference between this report and the Product Payments Report is that if you have all of your products properly categorized, this report will save you time by being able to select just the categories.

Search for the Product Category Payments Template

To begin, click the “+” icon on your dashboard and type the word “category” into the search bar. Then click the “Product Category Payments” Template.

The template highlighted in the template library.

Chart Tab

There are multiple chart types: Line, Area, Column, Bar, Spline and Area Spline. Select which one you prefer.

The Chart type selected.

Options Tab

First, you need to select the categories you want to track.

Categories selected.

Next, select the payment types you would like to include.

List of available payment types.

Finally, select the date range you would like to show.

Date range options.
Display interval of Months selected.

Criteria Builder Tab

For ultimate customization, use the Criteria Builder to include additional rules and requirements to the report.

Criteria builder options shown.

Once that’s all done, click the blue button at the bottom to save your preferences for this widget!

Blue save button.

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