Run the Sales Summary Report – Vagaro Support

The Sales Summary report shows your business's revenue and profit, including totals for sales, commissions, discounts, taxes, refunds, tips, and more. You can also filter by employee or customer to dig into the details.

Prerequisites: This feature is available for all Vagaro businesses.

Run the Report

Type: The name of each item being sold, like service sales, class sales, discounts, and so on. For descriptions of each type, see Sales Types below.
Business Cost: The business expenses for each row.
Total Sale: The gross value of all transactions before any deductions.
Revenue Total: The actual income earned from sales after removing non-earnings like tax.
Tax Total: The total tax collected from customers that must be remitted to the tax authority.
Profit (Revenue - Business Cost - Tax): What's left over after subtracting business costs and tax from revenue.

The bottom of the report displays the following information:

Points Given: The total points customers earned from purchases.
Points Redeemed: The total points customers used toward purchases.
IOUs Outstanding: The total value of all pending IOUs.

On a Phone

On a phone, the report displays sales types, business costs (if applicable), and total sales as individual cards.

To run the Sales Summary Report:

Select More → Reports → Sales Summary.
At the top of the screen, select the Date Range to report on. The report updates automatically each time you change the date range.
Optionally, in the top-right corner, select Filters , set any of the following filters, and then select Run Report.
- Employees: Show data for all employees or a specific set of employees.
- Customer: Show data for all or a specific set of customers.
- Business Location: If your business has multiple locations, show data for all locations or a specific set of locations. This option is available only if the Multi-Location Reports Access Level is set to View.
- Tip: Include tip data in the report (will be shown at the bottom of the report).
- Include Past Employees: Include data for employee profiles removed from your business.
- Appts. From-To: Show transactions by the date the appointment was completed, regardless of when the payment was made.
  
  Note
  
  This filter differs from Date Range. Date Range filters transactions by the date the payment was processed.
Optionally, in the top-right corner, select Action , then:
- Select Star or Remove Star to bookmark or unbookmark.
- Select Print to get a hard copy of the report.
- Select Export PDF or Export Excel to download this report.

On a Computer, Tablet, Pay Desk, or PayPro

The Sales Summary report shows a summary of each sales type, business cost (if applicable), and total sale amount.

To run the Sales Summary Report:

Select Reports → Sales Summary.
Optionally, in the top-right corner, select Filters , set any of the following filters, and then select Run Report.
- Transaction Date: Show data based on when the transaction was processed.
- Employees: Show data for all employees or a specific set of employees.
- Customer: Show data for all or a specific set of customers.
- Business Location: If your business has multiple locations, show data for all locations or a specific set of locations. This option is available only if the Multi-Location Reports Access Level is set to View.
- Tip: Include tip data in the report (will be shown at the bottom of the report).
- Include Past Employees: Include data for employee profiles removed from your business.
- Appointment Date: Shows transactions by the date the appointment was completed, regardless of when the payment was made.
  
  Note
  
  This filter differs from Transaction Date. Transaction Date filters transactions by the date the payment was processed.
Optionally, sort, print, or export the report:
- Select a column header to sort the report.
- Select Print to get a hard copy of the report.
- Select Export to save the report to an Excel or PDF file (computer version only).

Sales Types

Each Type represents the following:

Service Sales: The total revenue from in-house or online cart service sales, based on checkout date. The total excludes points redemptions, business cost, tips, discounts, taxes, refunds, and membership, package, and gift card redemptions.
Service Add-On Sales: The total revenue from in-house or online cart service add-on sales. The total excludes points redemptions, business cost, tips, discounts, taxes, and refunds.
Class Sales: The total revenue from in-house or online cart class sales, based on checkout date. The total excludes points redemptions, business cost, tips, discounts, taxes, refunds, and membership, package, and gift card redemptions.
Class Add-On Sales: The total revenue from in-house or online cart class add-on sales. The total excludes points redemptions, business cost, tips, discounts, taxes, and refunds.
In-House Product Sales: The total revenue from product sales made at your business location. The total excludes points redemptions, business cost, tips, discounts, taxes, refunds, and membership, package, and gift card redemptions.
Gift Card Sales: The total revenue from in-house or online cart gift card sales. The total does not include refunds.
Membership Sales: The total revenue from in-house or online cart membership sales. The total does not include refunds.
Package Sales: The total revenue from in-house or online cart package sales. The total does not include refunds.
Rent Collection: The total rent collected from renters, not including commission deductions.
Commission (Deducted from Rent Collection): The total commissions earned by employees from service, class, or product sales.
Service Discounts: The total discounts applied to service sales, shown as negative values.
Service Add-On Discounts: The total discounts applied to service add-on sales, shown as negative values.
Class Discounts: The total discounts applied to class sales, shown as negative values.
Class Add-On Discounts: The total discounts applied to class add-on sales, shown as negative values.
Product Discounts: The total discounts applied to in-house or online cart product sales, shown as negative values.
Gift Card Discounts: The total discounts applied to gift card sales, shown as negative values.
Membership Discounts: The total discounts applied to membership sales, shown as negative values.
Package Discounts: The total discounts applied to package sales, shown as negative values.
Gift Card Redeemed: The total value of purchases paid with a monetary, service-, or class-based gift card, shown as a negative value.
Package Redeemed: The total value of purchases paid with a package visit, shown as a negative value.
Tax: The total taxes collected from transactions where the applicable tax rate was applied.

Drill Through Transaction Details

On a Phone

You can drill into the report to see each transaction.

Select a card to view its customer transactions.
Optionally, work with the transactions:
- Select Search to find transactions by date, customer name, item sold, or transaction type.
- In the top-right corner, select Action , then select Print to get a hard copy, or Export PDF or Export Excel.
Optionally, view a customer's receipt:
1. Select a transaction to open its receipt.
2. In the top-right corner, select Action , then select Print to resend or print the customer's receipt.

On a Computer, Tablet, Pay Desk, or PayPro

You can drill into the report to see each transaction.

If a Business Cost or Total Sale value is blue, select it to view the transactions for that row.
Optionally, work with the transactions:
- Select a column header to sort by that column.
- In the Search by date, customer, employee, item sold, or transaction ID field, search for a transaction.
- Select Export or Print .
At the end of the transaction, select Receipt to view, reprint, or send the receipt to the customer via email.

Transaction Details

Each transaction shows the following details:

Transaction ID: The transaction's unique identification number.
Business Name: The name of the business.
Checkout Date: The date the customer paid for the service or class. This can differ from the Appointment Date.
Checkout By: The employee who processed the transaction. This can differ from the employee listed under Sold By.
Appointment Date: The date of the customer's appointment or class.
Customer: The customer's name.
Item Sold: The service or class the customer paid for.
Sold By: The employee who earns the commission for the sale, if any.
Quantity (Qty): The number of services or classes the customer paid for.
Business Cost: How much it cost the business to perform the service or class.
Price: The amount the business charges for the service or class.
Sales Tax(es): The tax charged on top of the price.
Tip: The tip the customer gave the employee.
Discount (Disc): The price reduction the customer received. The customer may have redeemed points, applied a promotional code, or paid with a package, membership, or Daily Deal.
Amount Paid (Amt Paid): The total the customer paid, after taxes and discounts and including tips.
Shipping & Handling: The amount charged to ship items to the customer, if any.
Cash: The amount the customer paid with cash.
Check: The amount the customer paid by check.
Gift Card (GC): The amount the customer redeemed from gift cards.
Package (Pkg): The amount the customer redeemed from a package.
Membership (Mbsp): The amount the customer redeemed from a membership.
Credit Card: The amount the customer paid by credit card.
Bank Account: The amount the customer paid from their bank account.
Buy Now, Pay Later: The amount the customer paid with Affirm.
IOU/Invoice: The amount the customer was issued an IOU for or invoiced.
Points: The number of points the customer redeemed.
Net Sale: The revenue earned after discounts, packages, and memberships
Merchant Account: The amount deposited into the business's or employee's merchant account.
Change Due: The amount owed back to the customer after payment.

Note

On a computer, tablet, Pay Desk, or PayPro, the report appears as a table. Some columns are abbreviated (Qty, Disc, Amt Paid, GC, Pkg, Mbsp), and some are combined into a single column. For example, Checkout Date, Checkout By, and Transaction ID.