https://community.toasttab.com/t5/back-office-team/guide-me-please/m-p/18463#M3357 <P>I have recently been requested to lead our team selling Bottles, Cocktails &amp; Merchandise.&nbsp; I am trying to institute some feedback to those working to be focused on the goal going forward.&nbsp; I am having a difficult time pulling a report that is successful in demonstrating areas to focus for growth.&nbsp; I do have pretty good skils with figuring out&nbsp; systems but I need a bit of a boost please.</P><P>The data within Toast I believe contains what I need, I just do not know how to achieve my desired outcome.</P><P>I need to understand how in the reports I can get a summary of three different categories of items sold but have those categories subtotaled and well as a grand total.&nbsp; Is there a stock report or do I need to do that in excel?</P><P>Being new, I decided to reach out to the suport team as I want to break out from the previous practices from people who may have a personal agenda internally.</P> Fri, 03 Apr 2026 15:16:54 GMT paul-SDC 2026-04-03T15:16:54Z https://community.toasttab.com/t5/back-office-team/guide-me-please/m-p/18463#M3357 <P>I have recently been requested to lead our team selling Bottles, Cocktails &amp; Merchandise.&nbsp; I am trying to institute some feedback to those working to be focused on the goal going forward.&nbsp; I am having a difficult time pulling a report that is successful in demonstrating areas to focus for growth.&nbsp; I do have pretty good skils with figuring out&nbsp; systems but I need a bit of a boost please.</P><P>The data within Toast I believe contains what I need, I just do not know how to achieve my desired outcome.</P><P>I need to understand how in the reports I can get a summary of three different categories of items sold but have those categories subtotaled and well as a grand total.&nbsp; Is there a stock report or do I need to do that in excel?</P><P>Being new, I decided to reach out to the suport team as I want to break out from the previous practices from people who may have a personal agenda internally.</P> Fri, 03 Apr 2026 15:16:54 GMT https://community.toasttab.com/t5/back-office-team/guide-me-please/m-p/18463#M3357 paul-SDC 2026-04-03T15:16:54Z https://community.toasttab.com/t5/back-office-team/guide-me-please/m-p/18465#M3358 <P>You could do it with the product mix by filtering the categories you want, then download excel file, and calculate sums in excel. But I would just use Toast IQ to do this for you, will be a lot easier and faster.</P> Fri, 03 Apr 2026 19:36:51 GMT https://community.toasttab.com/t5/back-office-team/guide-me-please/m-p/18465#M3358 rcmck 2026-04-03T19:36:51Z