You can access the All Sales Report by clicking the App Drawer button then clicking View All > Reports > Sales > All Sales.

The All Sales Report is a sales report that displays all sales transactions made or items sold at your business during the selected date range. This report provides an all-in-one solution for business owners to view and manage transactions, along with a set of filters for advanced report tracking.

You can use the search bar in this report to filter the data by client, purchase ID, transaction ID, item name, gift card, or gift card ID. For example, if you only want to view transactions for a specific product, you can enter the product’s name in the search bar.

View options in the All Sales Report

Option	Description
View mode	Determines how each line item in the report is organized. The options are: Item view – Filters items that were purchased within one transaction and displays them as separate rows. Transaction view – Groups items that were purchased within one transaction together and shows them as a single row. Additionally, when this filter is selected, a Payment Status column will be displayed in the report. Note: If you filter this report using Transaction view, purchases that are free of charge ($0.00) won’t be displayed in the report. This is because there was no payment received by the business. To display the transactions that include free purchases, filter the report using Item view.
Accounting method	Determines which sales to include based on accounting method. For more information about accrual and cash accounting methods, see FAQ: Reports. Notes: If an account tab session pass, account tab membership, or dollar value gift card was sold along with other items or as part of a package, they won’t be displayed when Accrual is selected, because no revenue was actually recognized. If you select the Accrual & Cash option for this filter, transactions may appear more than once on this page, which will cause an inaccurate value to be displayed in the Total Net Sales summary card.

Summary cards in the All Sales Report

Summary card	Description
Total Net Sales	The total net sales during the selected date range, including discounts and surcharges. Taxes and tips aren’t included. Additionally, voids and refunds are deducted from this value, and failed transactions aren't included. Note: When exporting the All Sales Report, failed transactions will be automatically included in the sum of the Total Net Sales column in the exported file. To exclude failed transactions from the exported file, apply a filter in the software you’re using.
Total Payments	The total number of transactions completed by clients during the selected date range. Transactions that were refunded or voided aren’t included in the total. This card only appears if Transaction view is selected.
Total Items	The total number of items purchased during the selected date range. Transactions that were failed, voided, and refunded aren’t included in this value. This card only appears if Item view is selected in the advanced filters for this report.
Tips	The total amount of tips earned on purchases and services during the selected date range. Click the summary card to filter the report by transactions and tips.
Failed Payments	The total number of failed payments during the selected date range. Click the summary card to filter the report to only show failed transactions. This card only appears if Transaction view is selected.
Total Amount Failed	The total value of all the failed transactions that occurred during the selected date range. This card only appears if Transaction view is selected.
Account Credit	The total value credited to clients’ account balances during the selected date range.
Custom Tax/Total Taxes	The total value of taxes applied to the items sold during the selected date range. If there is only one type of tax set up in your store settings, this summary card will be named after the tax you have created. If you have two or more taxes set up in your store settings, this summary card will appear as Total Taxes. Taxes from failed, voided, and refunded transactions aren’t included in this value.

Headings in the All Sales Report

Heading	Description
Purchase ID	The Purchase ID for the sale. The Purchase ID can also be found next to the Purchase Number on the receipt.
Transaction ID	The Transaction ID for the sale. The Transaction ID can also be found on the Transaction details page. For more information see, Viewing a client’s Transaction page. This column only appears if Transaction view is selected.
Client Name	The name of the client who made the transaction. You can click the client’s name to open their client profile. If a guest completed the transaction, Guest appears in this column. You can click Guest to open their guest profile.
Transaction time	The date and time at which the transaction occurred.
Location	The location at which the transaction was made. This column will only be displayed if your business has more than one location.
Revenue Category	Any revenue categories selected for the item. If no revenue category was selected, this column will appear empty. When the item listed represents a payment toward another item, such as a payment plan or deposit, the revenue category associated with the originally purchased item is listed.
Quantity	The number of items sold to the client as part of the transaction.
Item	The name of the item that was sold. When a payment is made toward an item or account balance, such as a payment plan, deposit, or account payment, the type of payment made is listed in this column.
Price	Displays the price of an item, excluding discounts, surcharges, taxes, and tips. Only available in Item View.
Subtotal	When Item view is selected, this column displays the price of an item multiplied by the quantity of that item included in a transaction. When Transaction view is selected, this column displays the amount spent for every item in a transaction, excluding discounts, surcharges, taxes, and tips.
Account Debit	The amount charged when a client used their account as a payment method, or the amount manually charged to a client’s account balance by a staff member. Because these are charges to the client’s account, the entries in this column appear as negative amounts.
Account Credit	This column will be populated with different information depending on the related Item: The amount manually added to a client’s account balance by a staff member. The amount the client paid toward their account balance. This information only appears when Cash or Accrual & Cash are selected for the Accounting Method The amount paid to Collections. This information only appears when Cash or Accrual & Cash are selected for the Accounting Method The amount added to the client’s account balance by an account-based membership or session pass. The amount refunded to the client’s account balance. If notes were added with the payment, a notes icon will appear next to the payment method. Hover over the icon to view the content of the note.
Discount Code	The discount code that was used for the purchase, if any.
Discount Amount	The amount of the discount applied to the transaction, if any.
Total Net Sales	The total value of the transaction, including discounts and surcharges, but excluding taxes and tips.
Custom Tax/Total Taxes	The total amount of taxes applied to the item sold. If there is only one type of tax set up in your store settings, this column will be named after the tax you have created. If you have two or more taxes set up in your store settings, this column will appear as Total Taxes.
Tips	The total value of tips associated with the transaction.
Surcharge	The surcharge charged to the client. This column is only displayed if you set the Surcharge setting to ON in your store settings.
Total Amount	The total value of the transaction after discounts, surcharges, taxes, and tips.
Total Paid	The total amount the client paid with the payment method specified in the Payment Methods column. This column only appears if Transaction view is selected.
Payment Method	The payment method used by the client to make the transaction. If the client used multiple payment methods to make the transaction, each payment method will be listed in this column. If any notes are attached to the transaction, a Note icon will appear in this column. You can hover over the icon to display the note. If the payment method used was a check or a gift card, the associated number will be included in this column. Note: The initial payment method used to make a purchase will be displayed as the payment method for all recurring automatic payments on the purchased item. For example, if a card reader was used as the initial payment method, Card Reader will be displayed for any recurring payments.
Payment Status	The status of the payment involved in the transaction. This column only appears when Transaction view is selected. Some statuses may appear with the Note icon beside them. You can hover over this icon to view the note attached to the payment status. Possible statuses include: Account Credited – An amount was successfully added to the client’s account balance. Account Debited – An amount was successfully charged to the client’s account balance. Authorization Error – The credit card authorization was unsuccessful. Authorized Successfully – The credit card authorization was successfully processed. Error During Refund – The refund was unsuccessful. Failed – The transaction was unsuccessful. When hovering over the tooltip next to this status, you can view the reason the transaction failed. For more information, see Processor error codes and their definitions. Full Refund – This transaction is a full refund of a prior transaction. The Purchase ID and Transaction ID should match the prior transaction. Fully Refunded – The transaction was successful but has been fully refunded. Partial Refund – The transaction is a partial refund of a prior transaction. The Purchase ID and Transaction ID should match the prior transaction. Partially Refunded – The transaction was successful but has been partially refunded. Processing – The transaction is being processed by the gateway. Purchase Error – The transaction was successful, but the purchased item, such as a Purchase Option, failed to appear in the client’s profile. This can occur when a temporary server issue interrupts the purchase. If the purchase was made using a credit card, the transaction will be voided after 30 minutes, and the Purchase Error payment status will be changed to Voided. If the purchase was made using ACH, cash, check, gift card, or the client’s account balance, then the transaction must be refunded. Refund – The transaction is a refund for a prior successful transaction. Successful – The transaction was successfully processed. Void – The amount owed for a voided transaction was returned to the client. Voided – The transaction was successfully canceled before the batch closed. For more information, see Transaction batches and refunds. Waiting for Settlement – The ACH transaction is being processed and will take up to 14 business days to settle.
Point of Sale	The platform through which the sale was made.
Frequency	The frequency at which the transaction occurs, either Recurring or One-time.
User	The name of the user who completed the transaction. If the transaction was an automatic payment, this column will display Automatic payment.
Batch Number	The batch number associated with the transaction. You can choose whether your transaction batches are numbered sequentially (00001, 00002, and so on), or use the ID numbers generated by your merchant processor. For more information, see Store settings.
Action	An expandable menu that allows you to view transaction details, issue a refund, void the transaction, view the invoice, or view, print, or email a receipt. Notes: Staff members must have the required permissions to perform these actions. For more information, see Staff role permissions. You can only void a transaction from this menu if it was completed with a credit card in the last 24 hours.

Advanced filters in the All Sales Report

Filter	Description
Locations	Use this filter to determine which locations to include in the report.
Client Groups	Use this filter to determine which clients to include in the report based on their client group. Note: This filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.
Payment Status	Use this filter to determine which sales to include based on the status of the payment. This filter will only appear if Transaction view is selected.
Payment Method	Use this filter to determine which sales to include in the report based on the payment methods used.
Credit Card Type	Use this filter to determine which sales to include based on the credit card provider used to complete the purchase. (VISA, Mastercard, etc.)
Payment Frequency	Use this filter to determine which transactions should occur based on their frequency, either One-time, Recurring, or Both.
Revenue Categories	Use this filter to determine which sales to include in the report based on the revenue categories they are classified under.
Point of Sale	The platform through which the sale was made.
Taxes	Use this filter to determine which sales to include in the report based on which tax types were applied to them. The options available in this filter are dependent on the taxes you have set up in your store. Selecting a tax filter will display all sales to which that tax was applied. Selecting the No taxes filter will filter for sales that do not have taxes applied to them. Note: If the tax amount of a sale is manually changed to zero when the sale is made, the sale will still be considered taxed and can be filtered for using the appropriate tax filter.
Charged Taxes	Use this filter to determine which sales to include in the report based on whether the client was or was not charged taxes.
Display sales with discounts	Use this filter to determine whether to include discounted sales in the report.
Discount Codes	Use this filter to determine which sales to include in the report based on which discount codes were applied to the sale.
Appointment Purchase Options	Use this filter to determine which appointment Purchase Options to include in the report. Appointment Purchase Options are Purchase Options with Appointment selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
Asset Purchase Options	Use this filter to determine which asset Purchase Options to include in the report.
Account Purchase Options	Use this filter to determine which account Purchase Options to include in the report. Account Purchase Options are Purchase Options with Account Tab selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
Class & Events Purchase Options	Use this filter to determine which class/event Purchase Options to include in the report. Class/event Purchase Options are Purchase Options with Class/Events selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
Gym Purchase Options	Use this filter to determine which gym Purchase Options to include in the report. Gym Purchase Options are Purchase Options with Gym Visits Options selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
Auto-Renew	Use this filter to determine which Purchase Options to include based on whether auto-renew is on or off.
Deposit	Use this filter to determine which sales to include in the report based on whether they were made with or without a deposit.
Others	Use this filter to determine whether miscellaneous fees or payments should be included in the report. Miscellaneous fees or payments include: Fees billed automatically for late cancellations and no-shows. For more information, see Business policy settings. Tips paid to staff members. Manual debits or credits made by a staff member to a client’s account balance. For more information, see Clearing or adjusting a client’s account balance. Any sales records that were migrated during a business’s onboarding to WellnessLiving.
Introductory Offer	Use this filter to determine whether to include introductory offers in the report.
Guest Purchases	Use this filter to determine whether to include transactions completed by clients, guests or both in the report.
Gift Cards	Use this filter to determine which gift cards to include in the report.
Relationship Payment	Use this filter to determine which items to include in the report based on who made the purchase; the client who received the item or the client who paid for the item. By default, this report displays transactions based on the client who received the item. When Payer is selected, this report will display transactions with the client who paid for the items under the Client Name column. When Recipient is selected, this report will display transactions with the client who received the items under the Client Name column. Note: If you select both Payer and Recipient, any auto-payments will be displayed with the name of the client who paid for the auto-payments under the Client column.
Classes	Use this filter to determine which classes to include in the report.
Events	Use this filter to determine which events to include in the report.
Package Purchase Options	Use this filter to determine which package(s) to include in the report. To learn how to create a package, see Creating or modifying a package.
Bookable Assets	Use this filter to determine which Book-a-Spot assets to include in the report.
Appointments	Use this filter to determine which appointment types to include in the report.
Products	Use this filter to determine which product(s) to include in the report.