Product Sale Summary Report in O2VEND | Product-wise Sales Analysis & Scheduled Reports
The Product Sale Summary Report in O2VEND provides a detailed breakdown of sales performance for each product — organized by brand and category. It displays product sold quantity, total quantity, and total sales amount, helping businesses identify top-performing products and make data-driven decisions.
How to Access the Product Sale Summary Report
- Open Back Office
- Click Report Section.
- Click Product Sale Summary to view the report.
- The Product Sale Summary Report will be displayed for the current date.
- Change Start Date and End Date.
- The report will be automatically refreshed with the values for new dates selected.
- Use the fillers based on the branches, category, and brand names.
Tip
Use Export All and Export Current Page options to export the report details into a comma-separated CSV file for offline analysis or financial documentation.
Schedule Report
Set up a multiple schedule report to run daily, weekly or monthly and automatically send the results to the users who need them. Click on the Schedule Report button on the top right corner of the sales item summary Reports. It will open the Schedule report page.
To schedule a report:
Enter the scheduling criteria:
Entered the all necessary details for the schedule, click Save to complete creating the schedule report.
Frequently Asked Questions
What is the Product Sale Summary Report in O2VEND? The Product Sale Summary Report shows sales data for each product organized by brand and category — including sold quantity, total quantity, and total sales amount.
How do I access the Product Sale Summary Report? Go to Back Office → Reports → Product Sale Summary. The report loads current date data by default. Adjust the date range and filters as needed.
Can I filter the report by brand or category? Yes. Use the branch, category, and brand name filters to narrow down the product sales data for specific segments.
How do I schedule the Product Sale Summary Report? Click the Schedule Report button on the top right corner of the report page. Set the frequency (Daily, Weekly, Monthly, or Yearly), add recipient email, and save the schedule.
Can I export the Product Sale Summary Report? Yes. Use Export All to download the full report or Export Current Page for the visible data — both in CSV format.
What is the Schedule Report feature in O2VEND? The Schedule Report feature automatically runs and emails the Product Sale Summary Report to selected users at set intervals — daily, weekly, monthly, or yearly.
| Option | Description |
|---|---|
| Schedule | Choose which frequent you need to receive the report. The frequency can be 'Daily', 'Weekly', 'Monthly', or 'Yearly'. |
| Scheduled Frequency | When selecting the frequency, available fields are enabled others are disabled. Daily: Run a report daily for the selected schedule time. Weekly Run a report weekly for the selected weekdays and schedule time. Monthly: Run a report monthly for the selected date and scheduled time. Yearly: Run a report yearly for the selected month, date, and scheduled time. |
| To Email Id | Enter the email address to which the report should be sent. |
| Email Subject | Enter the subject of the emailed reports. |
| Email Body | Enter the body text of the emailed reports. |
| Send reports for: Branch | Select the branch name of which branch reports data sent to email. |
| Previous | Select the previous period in this field. If you want the last 5 days report, enter 5 then choose the days in the drop-down of the next fields. |
| Days/month/year | Select the days/month/year for the previous period. |
Profile
The report will run on the scheduled day and time. After the report is scheduled, it appears on the profile sections in the O2VEND Back office.
Go to the profile page, and see a list of scheduled reports. If needed to make any changes in a scheduled report, click the edit icon. To delete a scheduled report, click the delete icon.