The Sales by Service Provider report is used to show a high-level breakdown of your total sales by category for your employees and customers for a specified date range. The data shows how many services, classes, products, memberships, and packages were sold, what the price was, as well as the amount of tips, taxes, and fees collected. You can also view a detailed summary of transactions for an employee by selecting their name in the report.
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 employee's sales transactions for the selected 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 Employee Sales report:
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Go to → → → .
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At the top of the screen, select Date Range to change the date range of the data.
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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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Include Past Employees: Whether to include entries of past employees in the report.
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Appts. From-To: Select a date range that appointments were scheduled to be performed.
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Sort By: Select whether to sort the report by Entry Date or Employee.
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To view the transactions for each employee during the date range, select an entry in the report. You can also select a transaction to view the transaction's receipt and even print or download it by selecting the Action menu, then choosing Print or Export.
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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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Sort By: Change the order of the cards listed in the report.
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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 services, classes, and products that an employee has sold during the date range. Selecting an employee's name will list all of the transactions in a sales summary for the selected date range and allow you to view and reprint receipts if needed.
To run the Employee 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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Transaction Date: Select the start and end dates of the report, then select Submit.
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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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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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Include Past Employees: Whether to include employees who no longer work at your business.
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Appointment Date: Select a date range that appointments were scheduled to be performed.
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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 employee in the report, select the employee's name in the Service Provider column.
In the product'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 the following information about your employees' sales:
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Service Provider: The name of the employee.
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Appts: The number of appointments checked out with the employee.
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Unique Customers: The number of different customers who were checked out with the employee.
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Customer Visits: The number of times that a customer checked out with the employee. It may be lower than the number of appointments if the customers checked out multiple appointments in one visit.
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Services: The number of services checked out with the employee.
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Services Sales: The value of the services checked out with the employee.
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Services Add-Ons: The number of service add-ons checked out with the employee.
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Service Add-On Sales: The value of the service add-ons checked out with the employee.
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Classes: The number of classes checked out with the employee.
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Class Sales: The value of the classes checked out with the employee.
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Class Add-On Sales: The number of class add-ons checked out with the employee.
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Products: The number of products checked out with the employee.
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Avg Product Qty Sold Per Visit: The average quantity of items checked out with the employee per customer visit. This number is calculated as the <number of products> divided by the <number of visits>.
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Product Sales: The revenue generated by the products checked out with the employee.
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Avg Product Sales Per Visit: The average value of the products checked out with the employee. This number is calculated as the <product sales amount> divided by the <number of visits>.
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Memberships: The number of memberships checked out with the employee.
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Membership Sales: The value of the memberships checked out with the employee.
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Gift Cards: The number of gift cards checked out with the employee.
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Gift Card Sales: The value of the gift cards checked out with the employee.
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Packages: The number of packages checked out with the employee.
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Package Sales: The value of the packages checked out with the employee.
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Tips: The amount of tips customers intended for the employee.
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Taxes: The amount of tax that was collected from customer transactions checked out with the employee.
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Fees: The amount of fees that was collected from customer transactions checked out with the employee.
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Total: The total amount of money that the employee collected from all sales, tips, taxes, and fees from transactions checked out with the employee.
Selecting the employee's name shows a Sales Summary report with the details for all transactions during the selected date range. Receipts can also be viewed, reprinted, and emailed, if available, by selecting the Receipts button.
This drill-through report provides 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: How much it cost the business to perform the service or class. The amount is calculated as the (amount paid by business) minus the (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(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.
This drill-through report provides 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: How much it cost the business to perform the service or class. The amount is calculated as the (amount paid by business) minus the (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(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.
This drill-through report provides 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: How much it cost the business to perform the service or class. The amount is calculated as the (amount paid by business) minus the (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, 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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