How to Set Up the Product Category Revenue Report

To begin, click the “+” icon on the Dashboard then type product category into the search bar. Then select the Product Category Revenue template.

Search for the Product Category Revenue Template

search for the product category revenue report from the template library

Chart Tab

Display Type, Miscellaneous

There are four display types to choose from.

You can also choose to stack the data by checking the Stacked box.

Check the Show Total Number box to show the total number in the top right-hand corner of the chart.

select the display chart, and check the box under miscellaneous

Chart Tab

Product Category Options

Select the product categories you wish to gather data from. To compare different product lines, choose more than one product category.

If you want to subtract order discounts from product revenue, check the Subtract Order Discounts From Product Revenue box. You can also include refunded invoices by checking the Include Refunded Invoices box.

select the product categories you wish to track and any of the options below

Date Range

Select the date range you wish the report to display.

select the date range you wish to display in the report

Criteria Builder Tab

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

use the criteria builder to filter the report further

Once you have your everything set, click Save Preferences on This Widget.

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