The Product Sales Report provides a detailed view of revenue generated by individual products and services within a selected date range.
The Product Sales report can only be run for a single property at a time.
The Product Sales Report does not include Package Rate Plan sales. The focus of the report is on individual incidental sales.
What I can use the Product Sales report for
Use the Product Sales report to:
- Track sales performance
- Identify top-sellers
- Analyze customer purchasing behavior
How to Configure the Report
Step 1: Select a Transaction Date Range
Choose a start date and end date to define the range of incidental product sales included in the report.
Step 2: Select Inputs
Choose additional filters to help narrow or broaden the report output:
- Exclude Products with Zero Sales
- Enabled → Only products with revenue in the selected range are included.
- Disabled → All products appear, even if sales are zero.
- Include Bundles
- Enabled: Product Bundles are included in the resutls.
- Disabled: Product Bundles are excluded from the resutls.
Step 2: Customize Detailed View
The Detailed view will include a list of all incidental sales in the selected transaction date range, based on selected inputs.
You can sort the report by:
- Transaction Date
- Product Name
After configuring the report, click Run Report in the top-right corner to see the results.
What the report output looks like
Summary Section
The summary section displays a row for each product or bundle with the total quantity sold and revenue earned during the selected time frame.
The Detailed View displays a row for each product purchase and the associated reservation.
Here is a breakdown of the included columns in the Detailed view:
Transaction Date | The Product's purchase date, in other words, the date the item was added to the Folio. |
Category | The Product's Ledger account. “Multiple” is displayed for bundles. |
Product | Product Name. |
Quantity | Quantity purchased. |
Amount | Total revenue for the purchase. |
Reservation # | The reservation number for which the product was purchased. |
Room # | Room # of the reservation. |
Ad/Ch | Number of adults and children in the room. |
Guest Name | Name of the guest in the room. |
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