You can access the Sales Summary by Purchase Option Report by clicking the App Drawer button 
then clicking View All > Reports > Sales > Sales Summary by Purchase Option.
The Sales Summary by Purchase Option Report is a sales report that displays a summary of sales made at your business during the selected date range, sorted by Purchase Option. This report can be used to analyze your earnings per Purchase Option.
Summary cards in the Sales Summary by Purchase Option Report
Summary cards | Description |
Total PO 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 PO 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. |
Custom Tax/Total PO 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 PO Taxes. Taxes from failed, voided, and refunded transactions aren’t included in this value. |
Headings in the Sales Summary by Purchase Option Report
Heading | Description |
Purchase Option | The name of the Purchase Option is listed in this column.
Clicking the name of a Purchase Option will open the All Sales Report page with filters automatically applied for that Purchase Option. |
Category | The online store category associated with the Purchase Option is listed in this column. |
Quantity | The total number of sales of the Purchase Option during the selected date range is listed in this column. |
Subtotal | The total value of the Purchase Option, not including discounts, taxes, tips, or surcharges. |
Discount Amount | The total value of any discounts applied to the Purchase Option. |
Total Net Sales | The total value of the transaction, including discounts and surcharges, but excluding taxes and tips. |
Custom Tax/Total Taxes | The total value of taxes applied to the Purchase Option.
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. |
Total Sales | The total sales amount for this Purchase Option, including taxes. |
Advanced filters in the Sales Summary by Purchase Option Report
Filter | Description |
Payment Method | Use this filter to determine which sales to include in the report based on the payment methods used. |
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. |
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. |
Auto-Renew | Use this filter to determine which Purchase Options to include based on whether auto-renew is on or off. |
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. |
Locations | Use this filter to determine which locations to include in the report. |