Build a Category Sales report in the Business Intelligence (BI) tool in Dutchie POS

Things to know

• Business Intelligence (BI) is an add-on service and not included in the standard Dutchie POS reporting package. If you are interested in adding BI tools, please reach out to Dutchie Support.
• Business Intelligence (BI) tools are built on a platform called Looker, which has its own set of documentation and best practices. The steps outlined here may vary slightly.

Build a Category Sales report in the BI Tool

In the Dutchie Backoffice, go to Reports > BI Tools.

1. Click Explore.
2. Click Find a Field.
3. Search for the word "Type."
4. In the transaction section, select the filter by field icon next to the word "Type."
5. Click the filter box.
6. Click Retail to filter your transaction only by this category.
7. Click Find a Field
8. Type the words "Is Void."
9. Click the filter by field next to the word "Is Void."
10. Change the filter type to the word "No." This will remove any voided transactions from your reports.
11. Click Transaction Date to expand the Transaction Date fields.
12. Hover over the word "Date” and click the Filter by Field icon.
13. Enter a relevant time period in this section.
14. Open the time range selector.
15. Select a relevant time period to match the number you entered. 
16. Click Transaction Items to expand the Transaction Items table.
17. Click Category.
18. Scroll down and click Net Price.
19. Click Run.