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

The Sale Summary by Revenue Category Report is a sales report that displays a summary of sales made at your business during the selected date range, sorted by revenue category. This report can be used to analyze your earnings per revenue category.

This report includes any sales made during the time period that you select in the report, even if the transaction for the sale may not have occurred yet. For example, a sale of a membership made in December will appear in the December report, even though the transaction does not occur until January.

View options in the Sales Summary 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 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.
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 Summary 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 value of sales during the selected date range, after the deduction of refunds and voids. Any discounts applied to the transactions are included in this value, but taxes, surcharges, or tips applied to the transactions aren’t included. Transactions that were failed, voided, and refunded aren’t included in this value.
Returns	The total amount refunded for all revenue categories in the date range you selected, excluding taxes. The amount displayed in this summary card will either be negative, or zero.
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.
Returns Tax	The total amount of taxes refunded for all revenue categories in the date range you selected. The amount displayed in this summary card will either be negative, or zero. This summary card is only visible if taxes have been set up in your store settings.
Total Paid	The sum of all values in the Total Paid column.

Headings in the Sale Summary by Revenue Category Report

Heading	Description
Revenue Category	The name of the revenue category is listed in this column. Click on a revenue category to open the Sales Details by Revenue Category Report pre-filtered for the revenue category you selected.
Quantity	The total number of sales of the revenue category type during the selected date range is listed in this column. Fully or partially refunded transactions aren’t included in the quantity count, but still appear in the Sales Details by Revenue Category Report.
Subtotal	The value of the total number of sales of the revenue category type before taxes or discounts during the selected date range is listed in this column.
Discount Amount	The total value of discounts applied to sales for the revenue category.
Total Net Sales	The value of the Subtotal column subtracted by the Discount Amount and Returns columns. Surcharges are included in their own revenue category. Excludes taxes and tips.
Returns	The total value of any refunds applied to sales for the revenue category. The amount displayed in this column will either be negative, or zero. Includes surcharge refunds, excludes tax refunds.
Returns Tax	The total value of tax refunds for the date range you selected. The amount displayed in this column will be negative, or zero.
Total Taxes	The total value of taxes applied to sales for the revenue category. 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 Paid	The sum of the Total Net Sales and Total Taxes columns, subtracted by the Returns Tax columns.

Advanced filters in the Sale Summary by Revenue Category 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. This filter is only available if your business has multiple locations.
Auto-Renew	Use this filter to determine which Purchase Options to include based on whether auto-renew is on or off.
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.
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 Method	Use this filter to determine which sales to include in the report based on the payment methods used.
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. If any option is selected for this filter, a staff member can click the value under the Quantity or Total Sales columns to open the Sales Details by Revenue Category Report, which will be filtered for the associated revenue category and cash accounting.]
Deposit	Use this filter to determine which sales to include in the report based on whether they were made with or without a deposit.