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What reporting categories do

Reporting categories let you group products (e.g. “food”, “drinks”, “alcohol”) so that:
  • Sales reports break down revenue by category instead of listing every product individually.
  • Your team can quickly filter products by category and sub-categories on the Products page.
Each product can have one reporting category. Categories are shared across all your outlets.

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When to use this

  • You want to see sales broken down by different groups such as “food” vs. “drinks” in your reports.
  • You want to sort, organise and filter products by category on the Products page.

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Managing reporting categories

Open the sidebar and tap Menu builder > Reporting categories, or go directly to Reporting categories.
Reporting categories page with a table listing categories like food, drinks, and baked, each showing an item count badge on the right

Reporting categories page showing all categories with item counts

The page shows:
  • Name — the category name (always lowercase).
  • Item count — how many products are assigned to this category. Tap the count to jump to the Products page filtered by that category.
  • Drag handles — the dots on the left of each row let you drag categories to reorder them.
  • Three-dot menu — tap for Edit, Remove, and Create subcategory options.

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Create a new category

1

On the Reporting categories page, tap "Add category" in the top-right corner.

Create category modal showing a Name text field and a Parent category dropdown set to No parent (top-level category), with Cancel and Save buttons

Create category modal with name and parent category fields

2

Enter a category name.

Names are automatically converted to lowercase. Keep them short and descriptive (e.g. “food”, “drinks”, “alcohol”, “desserts”).
3

Choose a parent category (optional).

Leave as No parent (top-level category) to create a standalone category. Select an existing category to create a subcategory under it.
4

Tap "Save".

The new category appears in the list. You can now assign products to it.

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Edit a category

Renaming a category updates it everywhere — in products, reports, and pricing rules. You do not need to reassign products after renaming.
1

Tap the three-dot menu next to the category.

Find the three-dot icon on the right side of the category row.
Three-dot dropdown menu showing Edit, Remove, and Create subcategory options for a reporting category

Category options menu with Edit, Remove, and Create subcategory

2

Tap "Edit".

Edit category modal showing the current category name in the Name field and a Parent category dropdown, with Cancel and Save buttons

Edit category modal with name and parent category fields

3

Update the name or parent category, then tap "Save".

Atlas automatically updates all products assigned to this category.

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Remove a category

Removing a category does not delete any products. It only removes the category label from those products. They will appear as “uncategorised” in reports.
1

Tap the three-dot menu next to the category.

Find the three-dot icon on the right side of the category row.
2

Tap "Remove".

The category is removed from all assigned products.

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Create subcategories

You can nest categories by creating subcategories under a parent.
1

Tap the three-dot menu next to an existing category.

Find the three-dot icon on the right side of the category row.
2

Tap "Create subcategory".

The Create category modal opens with the parent already selected.
3

Enter the subcategory name and tap "Save".

The subcategory appears nested under its parent in the list.
You can also set a parent category using the Parent category dropdown when creating or editing any category.

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Assign a reporting category to a product

You can assign a reporting category when creating or editing a product.
1

Open a product for editing.

Go to Menu builder > Products, then tap the edit icon next to any product.
2

Scroll down to the "Reporting category" field.

Product edit form showing a Reporting category dropdown set to food, and a Reporting subcategory dropdown next to it, below the Product tags field

Product form showing Reporting category and Reporting subcategory dropdowns

3

Select a category from the dropdown.

The dropdown lists all existing categories. Select No category to remove the current assignment.
Reporting category dropdown expanded showing available category options including No category, food, drinks, and others

Reporting category dropdown showing available categories

4

(Optional) Select a reporting subcategory.

If the selected category has subcategories, choose one from the Reporting subcategory dropdown.
5

Tap "Save" at the top of the page.

The product now belongs to the selected reporting category.
You can also assign reporting categories when importing products via CSV. The “Reporting category” column is included in the CSV export and import templates.

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View products by category

There are two ways to see which products belong to a category: From the Reporting categories page: Tap the item count badge (e.g. “27 items”) next to any category. This opens the Products page filtered to show only products in that category.
Products page filtered by reporting category, showing the Filters button highlighted with 1 active filter, and all listed products displaying the same category tag in the Category column

Products page filtered by a reporting category

From the Products page: The Category column in the products table shows each product’s reporting category. Tap the category name to filter the table by that category.
Products table with Category column showing reporting category tags like food and baked next to a bar chart icon

Products table showing reporting category tags in the Category column

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How categories appear in reports

Reporting categories are used in several reports:
  • Sales summary report — breaks down sales by reporting category so you can see revenue for “food” vs. “drinks” at a glance.
  • Product mix report — colour-codes products by reporting category in the quantity vs. sales chart, and includes a Product mix by reporting category table where you can expand each category to see individual products, quantities, and sales breakdowns.
  • Daily outlet report (Z-report) — groups products by category in the products sold section. Products without a category appear under “uncategorised”.
Make sure all products have a reporting category assigned. This gives you meaningful breakdowns in reports.

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What should happen

  • New categories appear immediately in the categories list and in product dropdowns.
  • Assigning a category to a product updates the Category column on the Products page.
  • Reports generated after assignment reflect the new category groupings.
  • Renaming a category updates all references automatically.

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If it doesn’t work

  • Refresh the page and try again — newly created categories may take a moment to appear.
  • Check that you created the category on the Reporting categories page, not just as a product tag.
  • Verify products have a reporting category assigned (check the Category column on the Products page).
  • Reports only reflect categories at the time orders were placed. Assigning a category now will not retroactively change past reports.
  • The product does not have a reporting category assigned. Edit the product and select one from the Reporting category dropdown.
If the issue persists, contact support at hello@atlas.kitchen.

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Next steps