Combined Sales Report

The Combined Report is a detailed sales report that provides information on a variety of sales you've generated. You specifically can see the following:

• 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.
• Any outstanding IOUs issued within the date range you selected for the report. 
• The payment distribution or the types of payments charged, as well as the totals for each payment type within the date range you selected for the report.
• The total amount of product sales within the date range you selected for the report.
• The total amount of service/class sales within the date range you selected for the report.
• The total amount of sales done by service providers within the date range you selected for the report.
• Customer retention totals within the date range you selected for the report.
• Booking performance totals for each service provider within the date range you selected for the report.

Let's get started!

1. Click Settings. Next, click Combined Report. 

2. Select the Date Range for the report.

3. Next, select the Service Provider. Click All Selected to include all service providers in the report.

4. You also have an option to narrow the search further by clicking on the Report Selection drop-down menu. Here, you can filter the report by Sales Summary, Payment Distribution, Products, Services, Sales, Customer Retention, and Booking performance. 

5. Click Run Report when you are finished making the selections. 

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

7. Once you click Run Report, you will see the following:

• 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.
• Any outstanding IOUs issued within the date range you selected for the report. 
• The payment distribution or the types of payments charged, as well as the totals for each payment type within the date range you selected for the report.
• The total amount of product sales within the date range you selected for the report.
• The total amount of service/class sales within the date range you selected for the report.
• The total amount of sales done by service providers within the date range you selected for the report.
• Customer retention totals within the date range you selected for the report.
• Booking performance totals for each service provider within the date range you selected for the report.