Combined Sales Report

The Combined Report is a more detailed sales report that includes a variety of report categories. It specifically includes the following:

Sales Summary - shows all your sales for services, classes, packages, products, gift certificates, 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.
Product sales - shows all your sales for each product
Service and Class sales - shows all your sales for each service and class
Employee sales - shows all your sales for each employee
Customer retention - keeps track of all your new and returning customers
Booking and Rebooking performance - shows the booking and rebooking performances of all your employees

Follow the steps below to learn more.

See articles about the individual reports that can be included for details on what you'll see and how to use the reports.

Click Reports then Combined Report under Sales.
Set up the basic filters:
1. Select a Date Range to see sales for a selected period.
2. Under Employees, choose one or more service providers to include.
3. You can select one or more Customers to see just the sales for those selected.
Open Advanced Filters for more options:
1. Report Selection: click the drop-down list, and then select reports to include.
2. Tip: check this option to include tips in the report.
3. Check Include Past Employees to include them.
Click Run Report after adding filters.

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