Employee Sales Report

With the Employee Sales Summary 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.

Running an Employee Sales Report

1. Navigate to Reports> Employees > Sales.

   

2. Select Date Range for the report.

   

3. Click All Employees and select the service providers you want to include in the report.

   

4. Click Customer to filter the report by a specific client or click Select All to include all customers in the report.

   

5. Click Advanced Filters and click the checkbox Include Past Employees include sales from past employees in the report.

   

6. Click Run Report. The report includes the following information:

   Type of Information	Description
   Appts	Total number of appointments checked out with that employee.
   Unique Customers	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 packages 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.

    

7. Click on any row for a detailed sales summary drill through report.

   The sales summary drill through report will display, which includes each transaction the employee made in the designated time period.

   

8. 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.

   

9. Click the Actions drop-down and click View Receipt for the selected transaction.

   

   You can choose to click Print and print the receipt or send the receipt via email by clicking Send Email.

   

10. Click Export to export the report in Excel or PDF format.

11. Click Print to print a copy of the report.