What is the Reporting Category?
The Reporting Category helps you group products so your sales reports become easier to read and analyse.
It does not affect how items appear on the sales screen or how they are sold, it’s only used for reporting.
How to set it up
In the Back Office:
Go to Products and open the product you want to edit.
Scroll to Reporting Category.
Choose an existing category or create a new one.
If you select Auto-assign, Tebi will let AI suggest the category for you.Save your changes.
In the App
Open the Menu (≡) and go to Products.
Select the product you want to edit.
Scroll down to Reporting Category (under organization).
Choose an existing category or create a new one.
Save your changes.
Where you can see the Reporting Category
You’ll find the Reporting Category reflected in Revenue Insights, Day Overview, and in the following reports: Product Report (with modifiers or by profit center), Revenue by Product Category, Product Orders Report, and the Bookkeeping Export (also when using a bookkeeping integration).
It’s also shown in the DashBar Product Report (if applicable).
Products without a Reporting Category
If a product isn’t linked to a reporting category, it will be booked under “Others” in your reports.
To find out which products haven’t been assigned a reporting category yet.
In the Back Office:
Go to Products
Click Columns and select Reporting categories to add it as a visible column.
Click the Reporting category column header to sort them.
Products without an assigned category will appear first in the list
