Sub Categories Should Roll Up Under Parent Categories in Reporting
I would like to suggest an improvement to how Sub Categories are handled in reporting.
Right now, it appears that Sub Categories are being reported as if they are completely separate Categories, rather than being grouped under their parent Category. This makes reporting more fragmented and less useful for businesses trying to track department-level sales.
For example:
Category: Bakery
Sub Categories:
Bread
Pastries
Cakes
Currently, reports treat Bread, Pastries, and Cakes almost like separate Categories instead of rolling them up under Bakery. I believe Sub Categories should function more like organizational breakdowns within a Category, similar to how Modifiers report under their parent item structure.
Ideally, reports would show:
Bakery (total combined sales)
Bread
Pastries
Cakes
This would allow businesses to see both the overall Category performance and the detailed Sub Category breakdown without separating them into what feels like entirely different Categories.
I think this change would make reporting much more intuitive and useful for inventory tracking, department analysis, and financial reporting.
bigskydeliandbakery@gmail.com
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Alicia Gelles commented
When running a sales report, have the report show totals for Categories, not just SubCategories because the way it is right now, a merchant has to manually add together their subcategories to find the total # of the parent/main category. This takes an electronic process and makes it manual.
Currently a sales report doesn't show the main category, only the subcategories if there are any.
It also mixes the subcategories with the rest of the main categories.
Having them roll up to the main category like the items do would be a logical progression that matches the way the rest of the report runs.