The Sales Summary Report allows you to view a complete overview of your business's profit and revenue for all of your sales types, which are the things you sell, like services and products. It also includes discounts, business costs, points earned and redeemed, and outstanding IOUs. You can also filter the report to view how much individual customers have spent, or the amount of revenue each of your employees has brought in.
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On a Phone |
On the Web, Tablet, or Paydesk |
To run the Sales Summary Report:
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Select → → .
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At the top of the screen, specify the transaction Date Range, or select a Custom start and end date for when the appointments were checked out.
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Optionally, select the Settings
button at the top of the screen to filter the contents of the report:
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Employees: Select any or all employees to include in the report.
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Customer: Select any or all customers to include in the report.
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Tip: Select whether to include tips in the report (will be shown at the bottom of the report).
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Include Past Employees: Whether to include employees who no longer work at your business.
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Appointment Date: Specify the date range that appointments were booked.
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Business Location: Select the business(es) to include in your report. (This option is available only if the Multi-Location Reports access level is set to View.)
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Select Run Report.
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To save this report, select the More button
at the top of the screen, and then select Export PDF or Export Excel.
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To print this report, select the More button
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To view the details of a sales type, select the item in the report.
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To save this report, select the More button
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To print these reports, select the More button
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To run the Sales Summary Report:
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Go to the Sales Summary Report screen:
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On the Web: Go to → .
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On a Tablet or Paydesk: Go to → → .
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To update the report, change the filters at the top of the screen:
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Transaction Date: Select the start From and To dates or a date range for when the appointments were checked out.
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Employees: Select any or all employees to include in the report.
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Customer: Select any or all customers to include in the report.
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Optionally, select Advanced Filters and specify any additional filters:
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Tip: Select whether to include tips in the report (will be shown at the bottom of the report).
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Include Past Employees: Whether to include employees who no longer work at your business.
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Appointment Date: Specify the date range that appointments were booked.
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Business Location: Select the business(es) to include in your report. (This option is available only if the Multi-Location Reports access level is set to View.)
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Select Run Report.
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To save this report, select Export > Excel or PDF.
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To print this report, select Export > Print.
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To view the details of a sales type, select the corresponding amount in the Total Sale column.
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To save these reports, select the Download button
, and then select Excel or PDF.
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To print these reports, select the Print button
.
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When viewing the Sales Summary Report, scroll through the sales types to see the sales amount for the reported time period. Select the tooltip beside a sales type for a description of what it is and how it's calculated in the report. The Revenue Total and Tax Total are summarized at the bottom of the screen.
You can also view the Business Cost and Total Sale for each sales type as detailed reports. The information shown in this report is the same as what is in the Transaction List report.
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Viewing the Business Cost Amount of a Transaction |
Viewing the Total Sale Amount of a Transaction |
The end of the report shows the Points Summary and Total IOU Outstanding. Select the item to view all transactions with the corresponding row highlighted.
When viewing the Sales Summary Report, you will scroll through the sales types to see the sales amount for the reported time period. Select the tooltip beside a sales type for a description of what it is and how it is calculated in the report. The Revenue Total and Tax Total are summarized at the bottom of the screen.
You can also view the Business Cost and Total Sale for each sales type as detailed reports. The information shown in this report is the same as what is in the Transaction List report.
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Viewing the Business Cost Amount of a Transaction |
Viewing the Total Sales Amount of a Transaction |
The bottom of the report shows the Points Summary and Total IOU Outstanding. Select the item to view all transactions with the corresponding row highlighted.
To view the transactions for each sales type, select the transaction, and then select whether to view the Business Cost or Total Sale column. The information shown in this report is the same as what is in the Transaction List report.
Note
If the Multi Location Reports access level is set to View, the report will have an additional row for Business Name.
To view the transactions for each sales type, select the amount in the Business Cost or Total Sale column. The information shown in this report is the same as what is in the Transaction List report.
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