How to Set Up the Units Sold Report in Graphly

The Unit’s Sold template allows you to see the number of Units Sold for each product you select over a given date range. This data is especially helpful for those of you who sell more than one quantity of a single product in a single transaction.

Search for the Units Sold Template

To begin, click the “+” icon on the Dashboard and type units into the search bar. Then click on the “Units Sold” widget box. 

Select the Unit Sold report template from the template library.

Chart Tab

There are four options for the chart type. I’ll select Line.

Select a chart type from the drop down.

Then click on the Show Total Number box to display the total number in the top right-hand corner of the chart.

Check the Show Total Number box to display the total in the top right of the report.

Options Tab

Now navigate to the Options tab and select the products you would like to see from the products field.

Select the products you want to track.
Each product can be deleted individually.

Here you can either group the selected products together, or you can choose to display them individually.

Choose whether you would like to group the selected products or display them individually.

Then select your date range.

Select the date range you would like to see 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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