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Sales Item Report (New Reporting)

foreUP Education
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Overview

The Sales Item Report in foreUP provides detailed, item-level sales data to help you understand what is selling, how much revenue items generate, and which employees are selling them. This report is ideal for inventory management, staff performance reviews, and pricing or merchandising decisions.

 

Preconditions

Before running the Sales Item Report, confirm the following:

  • You have access to the Reports module in foreUP.
  • Your user role has permission to view Sales and New Reporting.
  • Departments, categories, and subcategories are set up consistently.
  • Sales data exists for the date range you plan to review.

⚙️ Note: Clean and consistent category data is critical for accurate reporting.

 

Steps

Access the Report

  1. Open the Module dropdown.
  2. Select Reports.
  3. In the left-hand menu, select New Reporting.
  4. Click Sales.
  5. Select Sales Items.

Set the Date Range

Choose a date range that fits your analysis:

  • Custom date range
  • Preset ranges such as:
    • Last 7 days
    • Last month

Customize Columns

You can show or hide columns based on the data you want to review.

Common columns include:

  • Item name
  • Quantity sold
  • Total revenue
  • Discounts
  • Taxes
  • Employee first and last name
  • Terminal
  • Sale ID
  • Customer information

To add or remove columns:

  1. Click the link that says Showing # of # columns.
  2. Choose wich data points you want to display.
  3. Click anywhere outside of the dropdown to close the Column Chooser and the report will automatically update.

Apply Filters

Filters help you narrow the report to specific data.

Example: View sales for a specific employee

  1. Click Add Filter.
  2. Choose Employee Last Name or use the search bar to search for a parameter.
  3. Click into the box displaying Employee Last Name.
  4. In the Type a value field, enter the employee’s last name.
  5. The report will automatically update and only items sold by that employee.

Other common filters:

  • Department
  • Category
  • Terminal
  • Item name
  • Customer
  • Sale ID

Export or Save the Report

  • Sales Item Reports can be exported for use in Excel or accounting workflows.
  • Reports can be saved to reuse the same columns and filters in the future.

💡 Tip: Saving reports reduces setup time for recurring analysis.

 

Best Practices

  • Keep departments, categories, and subcategories consistent.
  • Avoid duplicate or near-duplicate category names.
  • Use filters instead of exporting large datasets when possible.
  • Review reports regularly, not just at the end of the season.

 

FAQs

Who should use the Sales Item Report?
Managers, administrators, and staff responsible for inventory, sales analysis, or staff performance.

What’s the difference between the Departments Report and the Sales Item Report?
The Departments Report provides a high-level summary, while the Sales Item Report offers detailed, item-level data with advanced filtering.

Can I save my report settings?
Yes. You can save reports with the same columns, filters, and date ranges for future use.

 

Troubleshooting Tips

The report data looks incorrect.

  • Verify your date range.
  • Check for duplicate or inconsistent categories.
  • Confirm that sales data exists for the selected period.

I don’t see expected filters or columns.

  • Open the Column Chooser and confirm the columns are selected.
  • Make sure your user role has reporting permissions.

⚙️ Note: Clean category and department setup improves accuracy across all reports.

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