The Consolidated Products Report offers a breakdown of product sales across all of your locations. In this report, you will see all sold products alongside key metrics such as Total, Discounted, Offered, Loss, Returned, Transaction, Margin, and Cost. Using this report, you can quickly assess your most popular products, see which are most profitable, and get a sense of when these items sell best. 

Accessing the Consolidated Product Reports

To access and generate the Consolidated Product Report:

1. Log in to the Back Office using your Lightspeed credentials.
2. Select Reports > Reports from the navigation menu.
3. Click Consolidated Products Report in the Locations Report section.
4. Use the drop-down menu and calendar icon to change the report's time period.
5. (Optional) Adjust filters to include All products (default) or Only sold products.
6. (Optional) Use the drop-down menu contained within the report to filter the report based on a particular shift, employee, or POS device.
7. (Optional) Sort the Consolidated Products Report by alphabetical order, quantity (number of items sold), or amount (value of items sold).

Exporting the Consolidated Product Reports

With Lightspeed Restaurant, you can export or print your reports as a spreadsheet or PDF for your records.

To download an editable spreadsheet of your report:

1. Use the drop-down menu and calendar icon to change the report’s time period.
2. Click Export CSV. 
3. Select either Mac, PC, or Manual Configuration based on your operating system and preferences. 
4. Click Export.

Understanding the Consolidated Product Reports views

The Consolidated Product Reports allow you to change your Display view so you can separate and highlight data according to your needs. Each view shows the total amount of items sold or offered, broken down by the number and value of items discounted, offered, removed from inventory, refunded, and sold.

Accounting view

The Accounting view displays an overview of products for a defined time period, sorted by accounting group. Accounting groups apply the same tax profile, accounting ID, statistic category, and production centers to each item in the group unless different settings are specified at the item level.

Order profiles

The Order profile view breaks down items by the order profile applied to the POS at the time of sale. Here you can determine which items are your top sellers for specific order types, such as dine-in or carry out, or during a scheduled menu change, such as happy hour. 

Categorical

The Categorical view displays items sold or offered broken down by item category. Item categories allow you to label your accounting groups and items, allowing you to see a more detailed breakdown in your reports.

Accessing the product heatmap

The product heatmap allows you to see what days and times an item is the most popular. This can help you know when to order ingredients or see if certain promotions (such as happy hour) are impacting your sales. 

The heatmap for an item displays when the item sold most, broken down by hour.

To see the product heatmap for an item:

1. Click the name of the Accounting group, Order profile, or Category to expand the list of sold products.
2. Click the graph icon beside the name of the item you want to inspect.

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