To access Sales reports, click the App Drawer button , then click View All > Reports > Sales.
Sales reports can be used to assess revenue and sales performance across your company. These reports can be filtered using advanced filters as needed. For information about other report types, see Reports.
Report types in sales reports
Report | Description |
Displays all sales transactions made during the selected date range. | |
Displays the credit card transactions processed together in batches during the selected date range. For more information about batches, see Transaction batches and refunds. | |
Displays the transaction details for products sold during the selected date range, such as the wholesale price and gross profit for each transaction. | |
Displays the gift cards that were purchased or redeemed during the selected date range. | |
Displays the details of your product inventory during the selected date range. | |
Displays client memberships that are active, on hold, expired, canceled, or converted during the selected date range. | |
Displays the projected revenue for your business from auto-renewals and auto-payments during the selected date range. | |
Displays refunds made during the selected date range. | |
Displays the revenue earned per client for services booked during the selected date range. | |
Displays the sales made at your business during the selected date range, sorted by client and revenue category. | |
Displays a summary of sales made to each client during the selected date range. | |
Displays a summary of sales during the selected date range, sorted by location. | |
Displays a summary of sales made at your business during the selected date range, sorted by payment method. | |
Displays a summary of sales made at your business during the selected date range, sorted by Purchase Option. | |
Displays a summary of sales made at your business during the selected date range, sorted by revenue category. | |
Displays a summary of revenue earned per service, how frequent a specific Purchase Option was used to attend the service, and the attendance summary during the selected date range.
| |
Displays all Purchase Options and products available during the selected date range with their barcodes. |