In this article we will show you how to better understand your Product sales report data once it has been exported to a CSV file.

To export the CSV file, click on the Export button above your report and a popup will appear once the download is complete.

Once downloaded, you will be able to see the information in the spreadsheet.

Note: the export will take into account the filters you’ve applied in the dashboard of the Product report.

The CSV file content will be filtered according to the following settings :

  • Training Mode Toggle

  • Period or Time Slot 

  • Stores (in base you have multiple stores)

  • View by either Product / Store / Product Type / Category / Menu / Meal / Sellers / Option / Product With Option 

Choosing a ‘view’ of your report is important for the precision of the analysis you need. 

Each row in the spreadsheet represents the sales grouping depending on the information you have selected as shown on the image below : 

  • If you select Product or Store, the sales will be grouped according to these two categories

  • If you choose Menu, the sales will be grouped by Store, Menu and Product sold within the menu

  • If you select Category, the sales will be arranged by Store, Category and Product within this category

  • If you opt for the Meal view, the sales will be arranged by Store, Meal and Products sold within the meal

  • If you select Type, the sales will be grouped by Store, Product Type and Product of this Product type

  • If you select Options, the sales will be grouped by options 

  • If you select Product with options, the sales will be grouped by Product and display options sales within this product.

CSV extract will include columns with your sales data (Currency, Unit of measure, Quantity, Purchase Price excl Tax, Discounts, Sales incl Tax, Sales excl Tax, Tax amount, Gross Margin). 

Each report includes unique columns to any export (some additional columns can vary depending on the ‘view’ selected): 

  • Product / option = Name of the Product or Option

  • SKU = SKU of the Product

  • Quantity = Quantity sold

  • Discounts = Total discounts on the product

  • Purchase Price excl Tax = cost excl Tax of the product x quantity

  • Sales incl Tax = sum of the sales of the product with Tax Amount with discounts deducted

  • Sales excl Tax = sum of the sales of the product without Tax Amount with discounts deducted

  • Tax Amount = sum of the Tax Amount of the sales of the product with discounts deducted

  • Gross Margin = Sales incl Tax - Costs excl Tax

  • Net Margin = Sales excl Tax - Costs excl Tax