The Service and Class Sales Report lists all the services and classes customers have paid for. By filtering the report criteria, you can see the details and transactions for all services and classes that were paid for during a selected date and their receipts.
All sales figures shown are after discounts and refunds. Deductions for points are not included.
Prerequisites: This feature is available for all Vagaro businesses.
Running this report on a phone shows a separate card for each service and class paid for during the date range. Selecting a card will list the transaction details for each purchase in their own cards, and you can view and reprint receipts if necessary.
To run the Service and Class Sales report:
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Go to → → → .
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At the top of the screen, select the Date Range of the time card entries to view.
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Optionally, select the Filters
button in the top-right corner of the screen to filter the contents of the report, then select Run Report:
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Employees: Select the employees whose bookings to include, or select All Employees.
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Customer: Select the customers to include in the report, or select All Customers.
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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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Prices Shown Include Point Deduction: Whether to show prices adjusted with point values already deducted.
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Include Past Employees: Whether to include entries of past employees in the report.
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Sort By: Select the criteria to sort the report by.
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Optionally, select the card of a product to see a list of customer transactions for each service or class that customers paid for.
Selecting each card will show the customer's receipt, which you can Print or Export (to download the receipt to be emailed to the customer) in the receipt's Action
menu.
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Optionally, at any time after running the report, select the Action
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Sort By: Change the order of the cards listed in the report (only when viewing a list of transactions).
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Star or Remove Star: Add or remove a bookmark to this report in the Starred at the top of the → menu.
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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 this report on the web, tablet, Pay Desk, or PayPro lists the classes and services that customers have paid for during the date range. Selecting a service or class will list the transaction details for each purchase in a sale summary, and you can view and reprint each of their receipts if needed.
To run the Service and Class Sales report:
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Go to → → .
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At the top of the screen, set the filters for your report, then select Run Report.
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Date Range: Select the start and end dates of the report, then select Submit.
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Employees: Select any or all employees to include in the report.
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Customer: Select the customers to include in the report, or select All Customers.
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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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Prices Shown Include Point Deduction: Whether to show prices adjusted with point values already deducted.
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Include Past Employees: Whether to include employees who no longer work at your business.
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Optionally, sort the appointments by selecting the column headers at the top of the report.
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At the bottom of the screen, you can select:
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Print: Get a hard copy of the report.
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Export: Save the report to an Excel or PDF file (web version only).
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To view a list of all the transactions and their receipts for a specific product in the report, select the product's link in the Product column.
In the service's or class's 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
or Print
the employee's transactions.
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Select Receipt at the end of a transaction's row to view, reprint, or send the receipt to the customer via email.
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Generating this report will show a list of services and classes that your customers have paid for.
The following information is shown in a card for each class and service:
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Service or Class: The name of the class or service that customers paid for.
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No of Appointments: The total number of appointments or services that customers paid for.
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No of Attendees: The total number of customers who attended the class.
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Service Sale: The total amount spent by customers for this service.
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Service Add-On Sale: The total amount spent by customers for this service's add-ons.
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Class Sale: The total amount spent by customers to attend this class.
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Class Add-On Sale: The total amount spent by customers for this class's add-ons.
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Cost to Business: How much it cost the business to perform the service or class. The amount is calculated as <amount paid by business> minus <amount customer paid>.
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Average Sale: The average amount of money customers paid for the service or class. Some customers may have had discounts or redeemed points, packages, memberships, or Daily Deals. The amount is calculated as <total number of service/class sales> divided by <total number of appointments/classes>.
The following information is shown for each class and service:
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Services/Classes: The name of the class or service that customers paid for.
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No of Appointments/Classes: The total number of appointments or services that customers paid for.
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No of Attendees: The total number of customers who attended the class.
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Service Sale: The total amount spent by customers for this service.
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Service Add-On Sale: The total amount spent by customers for this service's add-ons.
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Class Sale: The total amount spent by customers to attend this class.
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Class Add-On Sale: The total amount spent by customers for this class's add-ons.
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Business Cost: How much it cost the business to perform the service or class. The amount is calculated as <amount paid by business> minus <amount customer paid>.
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Average Sale: The average amount of money customers paid for the service or class. Some customers may have had discounts or redeemed points, packages, memberships, or Daily Deals. The amount is calculated as <total number of service/class sales> divided by <total number of appointments/classes>.
Selecting the service or class name shows its details in a Sales Summary report. Receipts can also be viewed, reprinted, and emailed, if available, by selecting the Receipts button.
When viewing the drill-through information about a service's or class's transactions, the report will show the following information for each sale:
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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.
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Checkout By: The employee who performed the transaction.
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App. Date Customer: The date of the customer's appointment or class.
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Item Sold, Sold By: The service or class that a customer paid for and the employee who performed it.
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Sold By: The employee who will get the commission for the sale, if applicable.
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Qty: The number of services or classes that the customer paid for.
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Business Cost: How much it cost the business to perform the service or class. The amount is calculated as <amount paid by business> minus <amount customer paid>.
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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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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, 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 drill-through information about a service's or class's transactions, the report will show the following information for each sale:
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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.
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Item Sold, Sold By: The service or class that a customer paid for and the employee who will get 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: How much it cost the business to perform the service or class. The amount is calculated as <amount paid by business> minus <amount customer paid>.
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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, 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.
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
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