How to Generate Itemized Sales Reports using Specific Item Filter

Learn how to generate detailed itemized sales reports using specific item filters in your account

1. Introduction

This guide walks you through customizing and refreshing reports to analyze purchases by workout plans efficiently.

2. Click “Account”

Access your account settings to begin the process.

3. Click “Reports”

Navigate to the Reports section to explore available report options.

4. Click “Financial Reports”

Select Financial Reports to focus on monetary data.

5. Click “An itemized list of all items purchased. If you filter by an Item Type, the report will break down charges by item.”

Choose the detailed itemized purchase report for comprehensive insights.

6. Click here

Click on the “Item” filter.

7. 6. Select Items

Select specific items from the drop down. You can select from groups, plans, packages and products.

8. Click “Refresh Report”

Refresh the report to generate the latest data based on your filters.

9. View results.

View the results.

This guide walked you through generating an itemized sales report filtered by specific item types, focusing on multiple workouts. You learned how to customize, refresh, and analyze detailed financial data within your account reports.