Overview

This article describes how to use the Sales by Category report in Platter Back Office to review category-level sales performance, including overall sales figures, top-selling categories, and detailed item-level insights.
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Prerequisites

• Access to Platter Back Office

• Categories and menu items must already be set up in the system

Steps

1. Log in to Platter Back Office

   

2. Go to Reports > Sales by Category​

3. Select the Start Date and End Date to view sales for a specific day or a custom date range

   

4. Review the summary metrics shown at the top of the report:
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   • Total Net Sales

   • Revenue per Invoice

   • Revenue per person

   • Number of Invoices

   • Number of Customers
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5. View the bar chart displaying the top 10 categories with the highest sales​

   

6. Scroll down to the category table, which lists all categories created in the Category section

   

7. Review category-level information, including:

   • Total number of items sold per category

   • Total revenue generated per category

     

8. Click the “+” icon next to a category (located on the left side of the serial number) to expand item-level details

   

9. Review individual item performance, including:​

   • Quantity sold for each item

   • Revenue generated by each item

     

10. Click the Export button to download the report for offline use

    

Troubleshooting

• If no data appears, verify that sales exist for the selected date range

• Confirm that menu items are correctly assigned to categories in the Menu setup

• If item details do not expand, ensure the category contains active items

• If the numbers appear incorrect, double-check the selected date filters before exporting