Run the Employee Sales Report – Vagaro Support

The Employee Sales report shows how much each of your employees sold over a date range. See the number of services, classes, products, memberships, and packages sold, their prices, and the tips, taxes, and fees collected. Select an employee’s name to view their individual transactions.

All sales figures shown are after discounts and refunds. Deductions for points are not included.

Prerequisites: This feature is available for all Vagaro businesses.

Run the Report

Service Provider: The employee’s name.
Appts: Appointments checked out with the employee.
Unique Customers: Different customers checked out with the employee.
Customer Visits: Times a customer checked out with the employee. May be lower than Appts if a customer checked out multiple appointments in one visit.
Services: Services checked out with the employee.
Services Sales: Value of those services.
Services Add-Ons: Service add-ons checked out with the employee.
Service Add-On Sales: Value of those add-ons.
Classes: Classes checked out with the employee.
Class Sales: Value of those classes.
Class Add-On Sales: Value of class add-ons checked out with the employee.
Products: Products checked out with the employee.
Avg Product Qty Sold Per Visit: Average products sold per customer visit (products sold ÷ customer visits).
Product Sales: Revenue from products checked out with the employee.
Avg Product Sales Per Visit: Average product sales per customer visit (product sales ÷ customer visits).
Memberships: Memberships checked out with the employee.
Membership Sales: Value of those memberships.
Gift Cards: Gift cards checked out with the employee.
Gift Card Sales: Value of those gift cards.
Packages: Packages checked out with the employee.
Package Sales: Value of those packages.
Tips: Tips intended for the employee.
Taxes: Tax collected on the employee’s transactions.
Fees: Fees collected on the employee’s transactions.
Total: All money collected from the employee’s sales, tips, taxes, and fees.

On a Phone

On a phone, the Employee Sales report shows a separate card for each employee's sales transactions for the selected date range.

To run the Employee Sales report:

Select More → Reports → Sales.
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.
- Employees: Show data for all employees or a specific set of employees.
- Customers: Show data for all or a specific set of customers.
- Business Location: If your business has multiple locations, show data for all locations or a specific set of locations. This option is available only if the Multi-Location Reports Access Level is set to View.
- Include Past Employees: Include data for employee profiles removed from your business.
- Appts. From-To: Show transactions by the date the appointment was completed, regardless of when the payment was made.
  
  Note
  
  This filter differs from Date Range. Date Range filters transactions by the date the payment was processed.
- Sort By: Reorder the report.

On a Computer, Tablet, Pay Desk, or PayPro

The Employee Sales report lists the services, classes, and products that an employee has sold during the date range.

To run the Employee Sales report:

Select Reports → Sales.
Optionally, in the top-right corner, select Filters , set any of the following filters, and then select Run Report.
- Transaction Date: Show data based on when the transaction was processed.
- Employees: Show data for all employees or a specific set of employees.
- Customers: Show data for all or a specific set of customers.
- Business Location: If your business has multiple locations, show data for all locations or a specific set of locations. This option is available only if the Multi-Location Reports Access Level is set to View.
- Include Past Employees: Include data for employee profiles removed from your business.
- Appointment Date: Shows transactions by the date the appointment was completed, regardless of when the payment was made.
  
  Note
  
  This filter differs from Transaction Date. Transaction Date filters transactions by the date the payment was processed.
Optionally, sort, print, or export the report:
- Select a column header to sort the report.
- Select Print to get a hard copy of the report.
- Select Export to save the report to an Excel or PDF file (computer version only).

Drill Through Transaction Details

On a Phone

You can drill into the report to see each transaction.

To drill through each transaction:

Select a card to view 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:
1. Select a transaction to open its receipt.
2. In the top-right corner, select Action , then select Print to resend or print the customer's receipt.

On a Computer, Tablet, Pay Desk, or PayPro

You can drill into the report to see each transaction.

To drill through each transaction:

Select a service provider to see 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 .
Optionally, at the end of the transaction, select Receipt to view, reprint, or send the receipt to the customer via email.

Transaction Details

Each transaction shows the following details:

Transaction ID: The transaction's unique identification number.
Business Name: The name of the business.
Checkout Date: The date the customer paid for the service or class. This can differ from the Appointment Date.
Checkout By: The employee who processed the transaction. This can differ from the employee listed under Sold By.
Appointment Date: The date of the customer's appointment or class.
Customer: The customer's name.
Item Sold: The service or class the customer paid for.
Sold By: The employee who earns the commission for the sale, if any.
Quantity (Qty): The number of services or classes the customer paid for.
Business Cost: How much it cost the business to perform the service or class.
Price: The amount the business charges for the service or class.
Sales Tax(es): The tax charged on top of the price.
Tip: The tip the customer gave the employee.
Discount (Disc): The price reduction the customer received. The customer may have redeemed points, applied a promotional code, or paid with a package, membership, or Daily Deal.
Amount Paid (Amt Paid): The total the customer paid, after taxes and discounts and including tips.
Shipping & Handling: The amount charged to ship items to the customer, if any.
Cash: The amount the customer paid with cash.
Check: The amount the customer paid by check.
Gift Card (GC): The amount the customer redeemed from gift cards.
Package (Pkg): The amount the customer redeemed from a package.
Membership (Mbsp): The amount the customer redeemed from a membership.
Credit Card: The amount the customer paid by credit card.
Bank Account: The amount the customer paid from their bank account.
Buy Now, Pay Later: The amount the customer paid with Affirm.
IOU/Invoice: The amount the customer was issued an IOU for or invoiced.
Points: The number of points the customer redeemed.
Net Sale: The revenue earned after discounts, packages, and memberships
Merchant Account: The amount deposited into the business's or employee's merchant account.
Change Due: The amount owed back to the customer after payment.

Note

On a computer, tablet, Pay Desk, or PayPro, the report appears as a table. Some columns are abbreviated (Qty, Disc, Amt Paid, GC, Pkg, Mbsp), and some are combined into a single column. For example, Checkout Date, Checkout By, and Transaction ID.