The Service and Class Sales Report lists all the services and classes customers have paid for. Filter the report to view transaction details and receipts for services and classes paid for during a selected date range.
All sales figures shown are after discounts and refunds. Deductions for points are not included.
Prerequisites: This feature is available for all Vagaro businesses.
The report shows the following information:
-
Services/Classes: The name of the service or class paid for.
-
No of Appointments/Classes: The number of appointments or classes paid for.
-
No of Attendees: The number of customers who attended the class.
-
Service Sale: The total paid for this service.
-
Service Add-On Sale: The total paid for this service's add-ons.
-
Class Sale: The total paid to attend this class.
-
Class Add-On Sale: The total paid for this class's add-ons.
-
Cost To Business: The total cost to perform this service or class.
-
Average Sale: The average amount paid per appointment or class. Some sales may include discounts, points, packages, memberships, or Daily Deals. Calculated as total service/class sales divided by total appointments/classes.
On a phone, the Service/Class report shows a separate card for each service and class paid for during the date range.
To run the Service and Class Sales report:
-
Select More
→ → .
-
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.
-
Prices Shown Include Point Deduction: Show data with prices adjusted against point values already deducted.
-
-
Select Export PDF or Export Excel to download this report.
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:
-
Select a transaction to open its receipt.
-
In the top-right corner, select Action
-
You can drill into the report to see each transaction.
-
Select a service or class to drill through to each transaction.
-
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, enter your search terms.
-
Select Export
or Print
.
-
-
At the end of the transaction, select Receipt to view, reprint, or send the receipt to the customer via email.
Comments
6 comments
I do not have drop down for "Service/Class".
If I don't use payment through Vagaro (paid by cash) it's not able to get report by service? Please advise
Hi Shoko. Can you email support@vagaro.com when you get a chance so we can look at this further?
Service report by "category" would be really helpful. There are a lot of services in the menu and the numbers are all combined and I can't find the trending service "category". Also in the "Trends" report, it would be nice if there is an option to see the trend by "category". What's the point of all sales combined in one dollar amount and not know what service is trending?
Hi Jessica. Thank you for your suggestion. Please submit a Feature Request here. Our product team regularly reviews the all of ideas submitted and looks for what will have the biggest impact for everyone, and we add it to our development schedule then. How it works:
• Search to see if your suggestion currently exists, vote for it if you like it.
• If you have a suggestion that’s not listed yet, submit your own.
• Please remember to submit only 1 suggestion per post.
Perhaps I am missing it, but is there a way to just look at 1 class, see all attendees, and what they have paid for just that class? I am able to look at a class and the attendees, but it shows me the total amount the customer has paid for all of the classes they have attended (not just specifically what they paid for that particular class).
Hi Ginger,
On the computer, you can hover over your class on the calendar and see all the attendees. Each attendee has an icon next to their name that shows how they paid for the class. Also, you can use the transaction list and filter transactions by customer to see how much they paid for the class; however, this will show all transactions they have made. If you want to see this from the calendar, I would recommend submitting a feature request.
Thanks,
Jamie
Please sign in to leave a comment.