Sales by category reports
Revenue broken down by product category and revenue category, with a glossary of the Gross, Refunds, Total and Net columns.
Arketa provides three category-level sales reports for understanding revenue by grouping rather than by individual product.
Sales by Category
All revenue broken down by product category (classes, memberships, retail, intro offers, etc.).
Columns: Category, Total Sales, Net Sales, Application Fees, Tax Amount, Number of Sales, % of Total Sales, % of Total Number of Sales, Location.
Use this for a high-level overview of which parts of your business generate the most revenue.
Sales by Revenue Category
One row per revenue category, totalled for the date range you choose. This is the report to use for a daily closeout, a month-end summary, or a royalty or commission calculation.
Filters: Creation date, revenue category, location.
Every money column takes one side of a sale/refund split and stays on it, so the columns always reconcile with each other:
| Column | What it means |
|---|---|
| Gross Amount | Everything sold in the period, before refunds, processing fees and tax. A sale that was later refunded is still counted here. |
| Refunds | Refunds issued in the period, shown as a positive amount. A refund is dated the day it was issued, not the day of the original sale. |
| Total | Gross Amount minus Refunds. The amount actually taken. |
| Account Credit Applied | Account credit clients spent on these sales. Not money collected, so it is not part of Gross Amount. |
| Net Amount | Gross Amount minus processing fees and tax, before refunds. |
| Net After Refunds | Net Amount minus Refunds. What you kept after refunds, fees and tax. |
| Quantity | Units sold, excluding refunded transactions. |
| Refunded Quantity | Units on refunded transactions. A partial refund counts the full quantity. |
| Tax Amount | Tax collected, net of tax reversed by refunds. Hidden by default; add it from the column picker. |
| Fee Amount | Processing fees deducted. Hidden by default; add it from the column picker. |
If you pay royalties, commissions or rent as a share of sales, use Net After Refunds. It is the only column that is after refunds and after fees. Total is after refunds but still includes fees; Net Amount is after fees but still includes refunded sales.
Frequently asked questions
Revenue Category Sales
The same money at the payment level: one row per balance transaction, including each refund as its own row.
Columns: Creation date, available-on date, payment ID, balance transaction ID, client, revenue category, Arketa category, reporting category (charge, refund, cash), description, location, gross amount, net amount, tax, fees, gift card applied, account credit applied.
Use this for accounting reconciliation, for understanding how a payout is composed, and to find exactly which transactions make up a total on Sales by Revenue Category.
Export
On any of these reports, click Export → choose CSV, XLSX or PDF → Download.