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Sales Summary by Client Report
Sales Summary by Client Report
Updated over 2 weeks ago

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.

View options in the Sales Summary by Client Report

View option

Description

Accounting method

Use this option 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.

Note: 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.

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, minus refunds and voids, and including discounts and surcharges. Taxes, tips, and failed transactions are not included.

Custom Tax/Total Taxes

The total tax amount applied to sold items during the selected date range.

If you have one tax set up, the card will display its name. If you have multiple taxes, it will show as Total Taxes.

Taxes from failed, voided, and refunded transactions are excluded.

Headings in the Sales Summary by Client Report

Heading

Description

Client

The client’s name.

If Display Expanded Client Details is ON, in the report settings, this column will also show their email, member ID, and profile image.

Small icons indicate important details like pass status, waiver status, contract status, special notes, unpaid visits, and account balance—hover over them for more info.

Walk-ins are grouped under Walk-In.

Quantity

The number of sales that were made to this client during the selected date range.

Click the quantity to open the client’s purchases in the All Sales Report.

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 Paid

The total amount paid for 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 you have one tax set up, the card will display its name. If you have multiple taxes, it will show as Total Taxes.

Taxes from failed, voided, and refunded transactions are excluded.

Advanced filters in the Sales Summary by Client Report

Filter

Description

Client Groups

Determines 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

Determines which sales to include in the report based on the payment methods used.

Bookable Assets

Determines which Book-a-Spot assets to include in the report.

Display sales with discounts

Determines whether to include discounted sales in the report.

Purchase Options

Determines which types of Purchase Options to include in the report.

Deposit

Determines which sales to include in the report based on whether they were made with or without a deposit.

Relationship Payment

Determines 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.

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.

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