The Sales Summary report is used to give a complete overview of your business's profit and revenue for all things you sell, rent collected, commissions, discounts, customer redemptions, taxes paid, fees charged, refunds given, and tips received. 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.
Prerequisites: This feature is available for all Vagaro businesses.
Running the Sales Summary report on a phone shows a card for each of your sales types, business cost (if applicable), and total sale amount. For a description of how the amounts are calculated in the report, select the tooltip icon.
Scroll to the bottom of the screen to view a summary of your revenue, customer points, and IOUs that your customers owe you.
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Revenue Total (profit) from all sales.
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Points Summary of all points that customers earned and redeemed.
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Total IOU Outstanding that customers owe you.
To run the Sales Summary Report:
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Go to → → → .
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At the top of the screen, select the Date Range of the sales data to view.
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Optionally, select the Filters
button at the top-right corner 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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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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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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Appts. From-To: Specify the date range that appointments were booked.
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Optionally, at any time after running the report, select the Action
menu to perform the following additional tasks:
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Print: Print your report if your device is connected to a printer.
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Export PDF or Export Excel: Save the report to a PDF or Excel file.
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Running the Sales Summary report on the web, tablet, PayDesk, or PayPro shows a summary of each of your sales types, business cost (if applicable), and total sale amount. You'll also see the revenue, customer points, and IOUs that your customers owe you. For a description of how the amounts are calculated in the report, select the tooltip icon.
To run the Sales Summary Report:
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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 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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Advanced Filters: Optionally, select any additional filters to further refine the report.
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Business Location: If your business has multiple locations, select the multi-location businesses or all locations in a group you want to review.
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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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In the transaction details drill-through report, you can also:
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Sort the information by selecting the column headers.
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Search for specific transactions by date, customer name, item sold, or transaction type in the Search bar in the top-left corner of the report.
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Select the transaction ID in the Checkout Date/Checkout By/Transaction ID column, if applicable, to view, reprint, or send the receipt to the customer via email.
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Export
or Print
the transactions.
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At the bottom of the screen, you can select:
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Export: Save the report to an Excel or PDF file (web version only).
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Print: Get a hard copy of the report.
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In the sales summary report, you can also:
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Sort the transactions by selecting the column headers.
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Search for specific transactions by date, customer name, item sold, or transaction type in the Search bar in the top-left corner of the report.
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Export
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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, Tax Total, Points Summary, and Total IOU Outstanding are shown at the bottom of the screen.
When viewing the Business Cost or Total Sale of each sales type, the sales summary drill-through will list the following information:
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Transaction ID: The unique identification number of the transaction.
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Business Name: The name of the business that the transaction was performed at.
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Checkout Date: The date when the customer paid for the service or class. This date may differ from the Appointment Date.
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Checkout By: The employee who performed the transaction. This employee may differ from the one listed for Sold By.
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Appointment Date: The date of the customer's appointment or class.
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Customer: The name of the customer.
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Item Sold: The service or class that a customer paid for and the employee who performed it and will get a commission for it, if applicable.
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Sold By: The employee who will get the commission for the sale, if applicable.
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Quantity: The number of services or classes that the customer paid for.
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Business Cost: The amount specified as the Business Cost in the settings for the service, class, or product.
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Price: The amount that the business charges to perform the service or class.
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Sales Tax(es) (if any have been set up): The amount of tax charged on top of the price.
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Tip: The tip amount given to the employee by the customer.
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Discount: The price reduction given to the customer when paying for the service or class. Some customers may have redeemed points, applied a promotional code or paid with a package, membership, or Daily Deal.
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Amount Paid: The total amount paid by the customer, after taxes and discounts, and including tips.
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Shipping & Handling: The amount charged to the customer to ship items to the customer for the service or class, if applicable.
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Cash: The amount that the customer paid with cash.
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Check: The amount that the customer paid by check.
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Gift Card: The amount that the customer redeemed with gift cards.
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Package: The amount redeemed by the customer from a package.
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Memberships: The amount the customer redeemed by the customer from a membership.
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Credit Card: The amount the customer paid by credit card.
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Bank Account: The amount that the customer paid from their bank account.
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Venmo: The amount that the customer paid using Venmo.
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Vagaro Pay Later: The amount that the customer paid with Vagaro Pay Later.
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IOU/Invoice: The amount that the customer was issued an IOU for or invoiced.
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Points: The number of points that the customer redeemed.
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Net Sale: The revenue earned after discounts, points, packages, and memberships.
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Merchant Account: The amount deposited into the employee's merchant account.
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Change Due: The amount owed back to the customer after payment.
When viewing the Business Cost or Total Sale of each sales type, the sales summary drill-through will list the following information:
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Business Name: The name of the business that the transaction was performed at.
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Checkout Date, Checkout By, Transaction ID: When the transaction was performed, the employee who checked out the customer, and the identifying transaction number.
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App. Date, Customer: The date of the customer's appointment or class, and the customer it was for.
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Item Sold, Sold By: The service or class that a customer paid for and the employee who will get the commission, if applicable.
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Qty: The number of services or classes that the customer paid for.
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Business Cost: The amount specified as the Business Cost in the settings for the service, class, or product.
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Price: The amount that the business charges to perform the service or class.
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Sales Tax: The amount of tax charged on top of the price.
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Tip: The tip amount given to the employee by the customer.
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Discount: The price reduction given to the customer when paying for the service or class. Some customers may have redeemed points, applied a promotional code or paid with a package, membership, or Daily Deal.
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Amt Paid: The total amount paid by the customer, after taxes and discounts, and including tips.
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Shipping & Handling: The amount charged to the customer to ship items to the customer for the service or class, if applicable.
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Cash: The amount that the customer paid with cash.
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Check: The amount that the customer paid by check.
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GC: The amount that the customer redeemed with gift cards.
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Pkg: The amount redeemed by the customer from a package.
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Mbsp: The amount the customer redeemed by the customer from a membership.
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Bank Account: The amount that the customer paid from their bank account.
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Venmo: The amount that the customer paid using Venmo.
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Vagaro Pay Later: The amount that the customer paid with Vagaro Pay Later.
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IOU/Invoice: The amount that the customer was issued an IOU for or invoiced.
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Points: The number of points that the customer redeemed.
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Net Sale: The revenue earned after discounts, points, packages, and memberships.
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Merchant Account: The amount deposited into the employee's merchant account.
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Change Due: The amount owed back to the customer after payment.
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