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Reports & Analytics

Exporting and printing the Sales by Item Breakdown report

Save the item-level sales data to Excel or PDF, or print it directly for analysis and sharing.

Jul 11, 2026
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After running the Sales by Item Breakdown report, you can export it to Excel or PDF for deeper analysis, comparison, or sharing with management. Excel is especially useful because you can sort items by profitability, calculate totals, or merge with other data.

Before you start

  • Run the Sales by Item Breakdown report and have it displayed on screen.
  • Decide whether you want to export (for further analysis) or print (for immediate output).

Steps to export

  1. On the report page, look for an Export or Download button (usually near the top right).

  2. Select the file format:

    • Excel (.xlsx): best for sorting, filtering, adding calculations, or comparing profitability across items.
    • PDF: best for printing or sharing as a final read-only document.

  3. Click the format you want. The file will download to your computer.

  4. (Optional) In Excel, you can:

    • Sort by "Quantity sold" to see your best-selling items.
    • Sort by "Gross profit margin" to identify your most profitable items.
    • Add a sum formula to verify totals.
    • Create a pivot table to analyze sales by category or warehouse.

Steps to print

  1. On the report page, look for a Print button (usually near the top right, or in a menu).

  2. Your browser's print dialog will open.

  3. Choose your printer and any print settings (orientation, margins, pages to print, etc.).

  4. If the report has many items and columns, consider printing to PDF instead, so you can save it for records.

  5. Click Print.

Tips

  • Print orientation: Sales by Item Breakdown reports often fit better in landscape (sideways) orientation because they have many columns. Change this in the print dialog.
  • Excel for analysis: if you export to Excel, you can rank items by revenue or profit margin to identify which products drive the most value.
  • Segment by warehouse: if you have multiple warehouses, export the report for each separately, then compare warehouse performance in Excel.
  • Save before sharing: export to PDF if you want to send the report by email, rather than sharing a link (which requires login).
  • Naming convention: include the date range in the filename (e.g., Sales_by_Item_Jan-Jun-2026.xlsx) so you can track when the report was run.

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