Menus - Reporting Categories

Description:
This article explains how to create, view, and edit Reporting Categories in Canopy 2.0. Reporting Categories allow you to group similar items together to track the sales of specific item groups. Follow the steps to effectively manage Reporting Categories within the platform.

How to View Existing Reporting Categories:

1. In Canopy 2.0, click the Menus drop-down on the left side of the screen.
2. Select Reporting Categories from the list.
3. All existing Reporting Categories will appear on this page, along with the number of items assigned to each category.
4. Select the desired Reporting Category.
5. The Edit Reporting Category panel will appear on the right side of the screen.
6. You can edit the Reporting Category name if needed.
7. In the Items section, click the right arrow to view items assigned to this Reporting Category.
8. You can:
   • Search for specific items to add or remove,
   • Remove or add All Items, or
   • Scroll through the global items list to remove or add individual items.
9. After making your changes, click Save to update the Reporting Category.

Steps to Create a New Reporting Category:

1. In Canopy 2.0, click the Menus drop-down on the left side of the screen.
2. Select Reporting Categories from the list.
3. Click the blue plus icon in the upper-right corner.
4. The Add Reporting Category panel will appear on the right side of the screen.
5. Enter a Name for the new Reporting Category.
6. In the Items section, click the right arrow to add items.
7. You can:
   • Search for specific items to add,
   • Add All Items, or
   • Scroll through the global items list to add individual items.
8. Once you've added the desired items, click Save to create the new Reporting Category.

Using Reporting Categories helps streamline sales tracking by organizing similar items into easily manageable groups. You can access your Reporting Categories under the Reports section of Canopy 2.0 for insights on sales performance.