The Sales Summary Report is an easy-to-use report that's very useful for keeping track of the growth of your business. You can see all your sales for services, classes, packages, products, gift certificates, memberships, and much more.
Watch this video or read the article below to learn about this feature.
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Click Reports.
Sales Summary is the default report.
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The filter settings default to the current month and all employees and customers. To make changes:
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Change the date range by clicking the box and selecting new dates. Click Submit.
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Click the Employees drop-down menu and select one or multiple employees using the checkboxes.
Clear selections using Select None.
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Click the Customers drop-down menu and select one or multiple customers using checkboxes.
Clear selections using Select None.
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Click Advanced Filters to include Tips and Past Employees in the report.
Both are checked by default.
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Click Run Report after applying filters.
You can view all your sales that fall within the parameters of the filters you configured.
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The report breaks out your sales into all possible types.
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Totals for all sales types are pinned to the bottom of the list.
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Scroll in the Type area to see all of the sales types in the report.
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Each type has an info icon
. Hover your cursor over the icon to see an explanation of the type.
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The numbers in the Business Cost and Total Sale columns are hyperlinks to open a detail report on that sales type.
Click a number in the Business Cost column to open the detail for that sales type. The Business Cost column is selected.
Click in the Total Sale column to open the detail with the Total Sale column selected.
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The end of the report shows a Points Summary and a total for outstanding IOUs.
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Hover over the info icons for a description.
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Click in the circle to open the detail report.
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The detail for each sales type provides the following breakdown:
|
Checkout date and time Checked out by Appointment date Customer name Item sold Sold by |
Quantity sold Business cost Price Tax Tip Discount Amount Paid |
Shipping & handling Cash Check GC Package Membership Credit card |
Bank account IOU/Invoice Points Total Merchant account Change due |
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The Sales type description is repeated at the top of the detail screen
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This is the same as the description displayed by the info hover
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Each column starting with Quantity sold has a running total at the bottom of the screen
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You can select the number of rows to show on a page: 50, 100, or 200
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Each detail row has an Action drop-down menu where you can choose View Receipt to view, print, or send the receipt by email
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Sort the detail by clicking any column header
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Reverse the sort order by clicking the heading text again
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Refunds are indicated by the word "REFUND" in red in place of the item sold name
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Use the Search box at the top to search by date, customer, employee, or item sold.
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Scroll bars at the bottom and right let you see all of the data.
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Use the download icon to export the detail report to Excel or PDF.
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Use the printer icon to print a copy of the detail report.
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