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Utilizing Reports: Category Spending
Utilizing Reports: Category Spending

The tips and tricks and ins & outs of reporting features for category spending.

Mark Epchteine avatar
Written by Mark Epchteine
Updated over a week ago

No matter what kind of business you're running - it's important to understand how much of your expenses apply to each kind of category. This is especially true in our world of F&B where certain categories eat at margin, create headaches, or on the other side of it - are our biggest drivers.

With FoodRazor's category spending reports, you can take a deep dive into your data and understand how much your organization, or specific location, is spending on your pre-determined categories.

Lets dive in!

1. Head over to the Reports tab followed by Category Spending

2. From here we can generate our category spending report.

First, select the date range for which you would like to generate the report for.

Then you have the option of choosing a specific location within the organization, or you can generate the report for all locations.

You also have the option of choosing a specific supplier, or multiple suppliers, for the report. If you click on the "All Suppliers" tab, you can checkbox select particular suppliers.

Click Update - and the report will be generated!

3. Export The Report

Now that we've generated the report - it's time to export it. Click on the Excel/Sheet icon at the top right.

In a new tab, Google Sheets will open with all of the data from the category spending report.

From here, if you would like to open the report in Microsoft Excel, head over to File > Download and click on Microsoft Excel.

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