To access the Sales Details by Revenue Category Report, click the App Drawer button then click View All > Reports > Sales > Sales Details by Revenue Category.

The Sales Details by Revenue Category Report is a sales report that displays the sales made at your business during the selected date range, sorted by client and revenue category.

View options in the Sales Details by Revenue Category Report

Option	Description
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 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. If you used a gift card or your account balance as part of a split payment, the payment will only appear when the Accrual or Accrual & Cash filter options are selected. 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.
Revenue Attribution Method	Determines how items are counted based on their revenue category in the report. Select Primary Category Only to attribute revenue to the items' primary revenue categories to prevent double-counting. Select All Associated Categories to attribute revenue to all the revenue categories associated with the items, which may cause items to be double-counted.

Summary cards in the Sales Details by Revenue Category Report

Summary cards	Description
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.
Total Net Sales	The total net sales during the selected date range, after the deduction of refunds and voids, and 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 comparing this summary card in this report with the amount reported in the Total Net Sales column in the Sales Summary by Revenue Category report, there may be a difference due to surcharges.
Custom Tax/Total Taxes	The total value of taxes applied to the items sold during the selected date range. If there’s only one type of tax set up in your store settings, this summary card will be named after the tax you 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.
Total Paid	The sum of all values in the Total Paid column.

Headings in the Sales Details by Revenue Category

Heading	Description
Date	The date and time that the sale was made is listed in this column.
Client	The name, email, phone number, and profile image of the client to whom the sale was made are listed in this column. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more. If the sale was made to a guest, Guest appears in this column. You can click Guest to open their guest profile.
Location	The location where the sale was made. This heading is only available if your business has multiple locations.
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 on the date is listed in this column.
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	The value of the item before any discounts or taxes is listed in this column.
Subtotal	The total value of all the items sold, not including discounts, taxes, tips, or surcharges.
Discount Code	The discount code that was applied to the sale of this item.
Discount Amount	The amount of the discount applied to the transaction, if any.
Surcharge	The total surcharge value applied to the items sold. This column is only displayed if you set the Surcharge setting to ON in your store settings.
Custom Tax/Total Taxes	The total value 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 any tips applied to the sale of this item.
Total Paid	The total amount paid with the payment methods specified under the Payment Methods column.
Payment Method	The payment method used by the client to complete the transaction. If the client used multiple payment methods to complete the transaction, each payment method will be listed in this column. If the payment method used was a check or a gift card, the associated number will be included in this column.
Total Net Sales	The total value of sales for this revenue category after discounts and surcharges. Taxes and tips are excluded.
User	The staff member whose account was used to perform the action is listed in this column. Actions that weren’t performed directly by a staff member, such as automated billing, are listed as automatic payments. Hover over this name to view the IP address from which this action originated.
Frequency	The frequency at which the sale occurs, either Recurring or One-time.

Advanced filters in the Sales Details by Revenue Category

Filter	Description
Bookable Assets	Use this filter to determine which Book-a-Spot assets to include in the report.
Locations	Use this filter to determine which locations to include in the report. You can also use this filter to view purchases clients are making online.
Discount Codes	Use this filter to determine which sales to include in the report based on which discount codes were applied to the sale.
Payment Method	Use this filter to determine which sales to include in the report based on the payment methods used.
Payment Status	Use this filter to determine which sales to include based on the status of the payment. This filter will only appear if Payment View is selected.
Deposit	Use this filter to determine which sales to include in the report based on whether they were made with or without a deposit.
Products	Use this filter to determine which product(s) to include in the report.
Packages	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.
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.
Appointments	Use this filter to determine which appointment types to include in the report.
Appointments 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.
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.
Revenue Categories	Use this filter to determine which sales to include in the report based on the revenue categories they are classified under.
Others	Use this filter to determine whether to include other purchases in the report.
Purchase or Money Owner	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.
Display sales with discounts	Use this filter to determine whether to include discounted sales 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.
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.
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.
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.
Payment Frequency	Use this filter to determine which transactions to include based on their frequency, either One-time, Recurring, or Select All.