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Discover the insights hidden in your sales data with the Sales Analysis by Group Report. This powerful tool lets you analyze information from your item, customer, sales, and user tables—all in one place. Group records by the field of your choice and apply filters to focus on the details that matter most. Whether you want to identify your top-selling categories, drill down to see which items drive performance, compare sales over a specific period, or find your most valuable customers, this report delivers the answers. The Sales Analysis by Group Report gives you the flexibility and insight to make confident, data-driven decisions.


EXAMPLE 1- The Sales Analysis by Category ReportThis report gives you a clear, layered view of your sales performance—starting broad and letting you drill deep. Begin by viewing total sales by category to see which areas are driving your business. Then, drill down into your top-performing category to explore its sub-categories and the individual items within your best sellers. This powerful, interactive approach helps you quickly identify what’s working, uncover new sales opportunities, and make smarter inventory and merchandising decisions—all from one dynamic report.


  1. Top Item Categories


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  1. 94% of our sales are in category ‘Golf’. Let’s see which Sub-Categories make up ‘Golf’. Group by ticket History Line – Sub-category. Filter the Ticket History Line to category ‘Golf’.

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  1. We see that most of our sales are in sub-category ‘Clubs’. What are our best selling items in this sub-category? Group by ticket History Line – Item Number, Order by Quantity sold. Filter the Ticket History Line to sub-category ‘Clubs’.

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Item ADM-SCD is our best seller based on quantity sold and has the highest profit %
Item ADM-SCD is our best seller based on quantity sold and has the highest profit %

EXAMPLE 2- Sales Analysis by Month/Day - Want to know which day of the month brings in the most sales? The Sales Analysis by Group – Month/ Day report helps you identify your busiest days so you can plan ahead with confidence. Run an analysis by Day of the Week to uncover shopping patterns and make smarter scheduling decisions for the week ahead.


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EXAMPLE 3- Sales Analysis by Hour Thinking about extending your hours for the holidays? The Sales Analysis by Group – Sales by Hour report can help you decide. See exactly when your sales peak throughout the day — and when things slow down. Find out if those last-hour shoppers make it worth staying open later, or if it’s time to add extra staff during your busiest hours.


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EXAMPLE 4- Sales Analysis by CustomerWant to reward your best customers or re-engage the quiet ones? The Sales Analysis by Group – Sales by Customer report makes it easy to see who’s driving your sales. Identify your top five customers by sales dollars and surprise them with a $25 gift card to say thanks. You can also spot customers with lower purchase activity and send them a special coupon to bring them back in. It’s a simple way to strengthen relationships and boost repeat business.


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With the Sales Analysis by Group report, your data becomes a powerful decision-making tool. Start exploring today and see how data-driven insights can help your business grow.


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