Hello I would like an easy way to categorise the sales into 5 or 6 categories. I know I can do this by filtering all of the products and services but an easier way would be to pull a sales a report by master category rather than service category? Just a suggestion for update.
Hi Luisa.
Thank you very much for your suggestion - we appreciate it!
Meanwhile, do note that you can alreardy filter by master category - you would need to add the master category custom field first. Then, you would just create a custom report. Our support team can walk you through - feel free to contact them.
Best,
Viktor