With the Sales by Service Provider report, you can retrieve a sales report of an employee or multiple employees that provides a summary of all sales for a given date range.
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Navigate to → → .
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Select a Date Range for the report.
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Click All Employees and select the service providers to include in the report.
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Click Customer to filter the report by one or more customers, or click Select All to include all customers in the report.
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Click Advanced Filters and click the checkbox for Include Past Employees include sales from past employees in the report.
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Click Run Report. The report includes the following information:
Type of Information
Description
Appts
The total number of appointments checked out with that employee.
Unique Customers
The total number of customers checked out with that employee.
Customer Visits
This is the total number of times a checkout has occurred with that employee.
Service
The total number of services checked out with that employee.
Classes
The total number of classes checked out with that employee.
Class Sales
The total amount of class revenue generated for each employee.
Products
The total number of products checked out with that employee.
Avg Product Quantity Sold Per Visit
The average number of products sold per visit by that employee. (# of products sold divided by the # of customer visits).
Product Sales
The total amount of product revenue generated for each employee.
Avg Product Sales Per Visit
The average product revenue generated per visit by that employee.(product sales divided by the # of customer visits.
Memberships
The total number of memberships checked out with that employee.
Membership Sales
The total amount of membership revenue generated for each employee.
Gift Certificates
The total number of gift certificates checked out with that employee.
Gift Certificate Sales
The total amount of gift certificate revenue generated for each employee.
Packages
The total number of packages checked out with that employee.
Packages Sales
The total amount of package revenue generated for each employee.
Tips
The total amount of tip revenue generated for that employee.
Tax
The total amount of tax revenue generated for that employee.
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Click any row for a detailed sales summary drill-down report.
The sales summary drill-down report will display each transaction the employee made in the designated time period.
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Type in the date, customer, employee, or item sold in the Search bar to narrow down your results according to the search keyword that you typed.
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Click the Action drop-down and click View Receipt for the selected transaction.
Click Print to print the receipt, or send the receipt via email by clicking Send Email.
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Click Export to export the report to Excel or PDF format.
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Click Print to print a copy of the report.
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