Combined Sales Report

The Combined Report is a detailed sales report that provides information on a variety of sales your business has produced. To learn more, follow the steps below.

Running a Combined Sales Report

1. Click Settings. Then click Combined Report. 

2. Select the Date Range for the report.

Under Service Provider, click the drop-down to select the employees you want to include in the report. Click All Selected to include all service providers in the report.

Under Report Selection, click the drop-down to narrow the report to a specific report category. You can filter it by the Sales Summary, Payment Distribution, Products, Services, Sales, Customer Retention, and Booking performance. 

Click Run Report after selecting the filters you want to apply. 

3. Click Advanced Filters to include information about Customers, Tips, and Past Employees in the report. 

4. Once you click Run Report, you can see:

• Your total sales summary within the date range you selected for the report.
• The total points that have been given and redeemed by customers within the date range you selected for the report.
• The total amount of outstanding IOUs that were issued within the date range you selected for the report. 
• The payment distribution or the types of payments you received, as well as the totals for each payment type within the date range you selected for the report.
• The total amount of product sales.
• The total amount of service/class sales.
• The total amount of sales for each employee.
• The customer retention totals.
• The booking performance totals for each service provider within the date range you selected for the report.