To access the Sales Summary by Client Report, click the App Drawer button then click View All > Reports > Sales > Sales Summary by Client.
The Sales Summary by Client Report is a sales report that displays a summary of sales made to each client during the selected date range.
Summary cards in the Sales Summary by Client 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. |
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. |
Headings in the Sales Summary by Client Report
Heading | Description |
Client | The name, email, member ID, and profile image of the client is 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.
Walk-ins are grouped together under the client name Walk-In. |
Quantity | The number of sales that were made to this client during the selected date range is listed in this column. Click the quantity to open the All Sales Report.
Note: Voided items aren't included in your Total Items summary card, but are currently included in your Quantity column. |
Subtotal | The total value of all the items sold, not including discounts, taxes, tips, or surcharges. |
Discount Amount | The total value of any discounts applied to the items sold. |
Total Net Sales | The total value of the items sold, including discounts and surcharges, but excluding taxes and tips. |
Total Sales | The total value of the items sold after discounts and including taxes, surcharges, and tips. |
Custom Tax/Total Taxes | The total value of taxes applied to the items 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. |
Advanced filters in the Sales Summary by Client Report
Filter | Description |
Bookable Assets | Use this filter to determine which Book-a-Spot assets to include in the report. |
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. You can also use this filter to view purchases clients are making online. |
Deposit | Use this filter to determine which sales to include in the report based on whether they were made with or without a deposit. |
Display sales with discounts | Use this filter to determine whether to include discounted sales in the report. |
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 Method | Use this filter to determine which sales to include in the report based on the payment methods used. |
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. |
Accounting Method | Use this filter to determine which sales to include based on whether accrual or cash accounting methods were used.
For more information about accrual and cash accounting methods, see FAQ: Reports. |