Sales Report Explained
The Sales Report contains all data relating to Sales in your account, for a specified time period.
This report can be accessed by choosing Reports > Sales
Please note: The Sales Report contains only data for Sales which
The date of the sale is literally, the date that is in the sale details. When you create a sale from a reservation it asks you to choose 'Now' or 'Reservation Time'. This can be edited at any time. Changing the reservation within the sale does not affect the date on the sale unless manually changed.
The Sales Report can be filtered by a pre-set or custom time period, as well as by employee:
| Field | Description |
| None | No filter is selected. Data for all Employees will show |
| Sale | Lists Sales data when the selected Employee(s) have been specifically set on the sale |
| Item | Lists Sales data when the selected Employee(s) have provided the item (product or service) |
The top of the report displays some featured figures (explained below):
- Total Sales
- Total Revenue
- Customers
- Average Ticket
The Graph section shows
The figures listed are:
- Total Sales: The number of Sales.
- Total Revenue: The sum of all Sales amounts, whether a payment has been made or not.
- Total Revenue (less credits): The 'total Revenue' amount minus any payments made with credited revenue (Gift Cards, Customer Credit and Loyalty Points)
- Total Reservation Revenue: Total revenue derived from Reservations/Services.
- Total Product Revenue: Total revenue derived from Products.
- Total Pass Revenue: Total revenue derived from
Passes . - Total Gift Card Revenue: Total revenue derived from Gift Cards.
- Total Customer Credit Revenue: Total revenue derived from Customer Credit.
- Total Charges Revenue: Total revenue derived from Charges.
- Total Discounts: Total discounted amount (all Discounts, including Vouchers).
- Total Discounts (Vouchers): Total Voucher discounts.
- Total Payments: Total of all Payments, excluding Payments made with Gift Cards, Customer Credit and Loyalty Points.
- Total Payments (Credits): Total of all Payments made with Gift Cards, Customer Credit and Loyalty Points.
- Total Tax: Total tax calculated.
- Total Tips: Total tips collected.
- Total Remainder (unpaid): Total amounts unpaid (remainder)
for Sales within the specified time period. - Customers:
The number of unique Customers. - Loyalty Points Earned: Total of Loyalty Points earned.
- Loyalty Points Spent: Total amount of Loyalty Points used as payments.
Click View sales to view a list of all Sales within the reporting period.
Click Unpaid open sales to view a list of all unpaid (those with an outstanding balance), open Sales within the reporting period.
Click Unpaid closed sales to view a list of all unpaid (those with an outstanding balance), closed Sales within the reporting period.
Click Open sales to view a list of all open Sales within the reporting period.
Click Possible sale anomalies to view a list of all Sales which have been identified as possibly causing reporting discrepancies. These includes Sales for which the date of the sale does not match date of the Reservation(s) within the Sale.
The sections below show a breakdown of data for specific items.
The data in each section can be exported to a CSV file by clicking the Export to CSV button at the top right
Hovering over the pie graph reveals the statistics per segment:
Results can be ordered by clicking on column headings:
The Services section is a breakdown of all revenue generated by each Service.
The Services by Employee section is a breakdown of all Service revenue generated by each Employee.
The Services by Category section is a breakdown of all Service revenue generated by each Category
The Products section is a breakdown of all revenue generated by each Product
The Products by Category section is a breakdown of all Product revenue generated by each Category
The Products by Brand section is a breakdown of all Product revenue generated by each Brand
The Products by Employee section is a breakdown of all Product revenue generated by each Employee
The Passes section is a breakdown of all revenue generated by each Pass
The Passes by Employee section is a breakdown of all Pass revenue generated by each Employee
The Gift Cards by Employee section is a breakdown of all Gift Card revenue generated by each Employee
The Discounts section is a breakdown of all Discounts
The Vouchers section is a breakdown of all Vouchers
The Payments section is a breakdown of Payment methods
The Taxes section is a breakdown of all
The Tips by Employee section is a breakdown of all Tips collected by each Employee
To print the Sales Report, click Print on the right-hand side of the screen.
