Steps
- Open the report. In the sidebar, open Reports and click Trending Products. You need the trending product report permission.
- Choose what to compare. Pick a Business Location and optionally a Category, Sub category, Brand or Unit.
- Set the dates. Click Date Range and pick a preset (Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month, This month last year, This Year, Last Year, Current financial year, Last financial year) or Custom Range.
- Choose how many. Enter Number of products, the number of top products to compare in the chart, for example 10.
- Pick a product type. Use Product Type to limit the chart to Single, Variable or Combo products.
- Apply and read. Click Apply Filters. The bars show the top sellers by quantity sold, largest first. Click Print to print the chart.
Reading the chart
The chart ranks by units sold, not revenue, so cheap fast movers can outrank expensive items. For revenue by product, use the Product Sell Report's Grouped view; for profit by product, use the Profit by products tab on the Profit / Loss Report.
Filter by category to compare like with like, such as your top coffees or top pizzas, rather than the whole menu.
Frequently asked questions
How many products can the chart show?
As many as you enter in Number of products. Ten or twenty keeps the chart readable. For a full ranked list, use the Product Sell Report's Grouped view and sort by units sold.
Can I export the trending products?
The page has a Print button for the chart. For a spreadsheet of sales by product, export the Product Sell Report's Grouped view to CSV or Excel.