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Combined Sales Report

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Kimberly Banow
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The Combined Report is used to generate multiple reports into a single screen:

  • Sales Summary: Shows your sales for services, classes, packages, products, gift cards, and memberships.

  • Payment Distribution: Shows all the payment types you've processed in the software. You can specifically see your total cash, check, and credit card transactions, and other types of payments.

  • Products: Shows all your sales for each product.

  • Product Sales by Customer: Shows the sales made by each of your customers.

  • Services: Shows all your sales for each service and class.

  • Sales: Shows all your sales for each employee.

  • Customer retention: Keeps track of all your new and returning customers.

  • Rebooking: Shows the booking and rebooking performances of all your employees.

  • Rent Collection: Shows the rent collected and owed by your employees and booth renters.

Prerequisites: This feature is only available for all businesses on the web, tablet, Pay Desk, and PayPro. Promo codes require Credit Card Processing and the Online Shopping Cart.

On a Phone

To run the Combined Sales report:

  1. Go to Reports → Customers → Check-In Log.

  2. At the top of the screen, set the filters for your report, then select Run Report.

    • Check-In Log From-To: Select the start and end dates of the report, then select Submit.

    • Kiosk: Select the kiosks to include the report, or select All Kiosks.

    • Customer: Select the customers to include in the report, or select All Customers.

    • Advanced Filters: Optionally, select any additional filters to further refine the report.

      • Include Deleted Kiosks: Whether to include employees who no longer work at your business.

  3. Switch between Grid View and Chart View to show the number of check-ins in a bar chart or as a table.

  4. Optionally, if you're viewing the report in Grid View, sort the list of customers by selecting the column headers at the top of the report.

  5. At the bottom of the screen, you can select:

    • Print: Get a hard copy of the report.

    • Export: Save the report to an Excel or PDF file (web version only).

On the Web, Tablet, Pay Desk, or PayPro

To run the Combined Sales report:

  1. At the top of the screen, select Reports, then in the side menu under the Sales heading, select Combined Report.

  2. At the top of the screen, set the filters for your report, then select Run Report.

    • Date Range: Select the start and end dates of the report, then select Submit.

    • Employees: Select the employees whose sales to include, or select All Customers.

    • Customer: Select one or more customers to include, or select All Customers.

    • Advanced Filters: Optionally, select any additional filters to further refine the report.

      • Report Selection: Select the reports to combine together.

      • Tip: Select whether to include sales that included a tip from the customer.

      • Appointment Date: Select the date when the sale was made.

      • Business Location: If your business has multiple locations, select the multi-location businesses or all locations in a group you want to review.

  3. Optionally, sort the appointments by selecting the column headers at the top of the report.

    check-in_sort.png

  4. At the bottom of the screen, you can select:

    • Print: Get a hard copy of the report.

    • Export: Save the report to an Excel or PDF file (web version only).

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