The Sales by Type Report allows you to see the total profit you're earning for each product that is sold, per product type. You also can see the profit margin percentage and points that were redeemed during the sales.
Prerequisites: This feature is available for all Vagaro businesses.
To run the report:
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Go to → → → . The report will automatically run this month's data with no filters.
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Set a Date Range for your report:
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Near the top of the screen, select the Date Range field.
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Select a preset date range, like Last 30 Days or This Year, or select Custom to set a more specific date range. Select Apply to save.
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To filter the report, select the Filter
button and select the following filters as needed:
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Brand: Filter the report for one brand.
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Product Type: Filter the report for one product type. The options available depend on the brand selected.
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Product: Filter the report for one product. The options available depend on the brand or product selected.
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In the same Filter
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Quantity
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Business Cost
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Sales Price
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Profit
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Profit Margins(%)
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Points Redeemed
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Select Run Report.
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Optionally, select the Action
button to print a copy of your report or export it to PDF or Excel.
To run the report:
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Select Reports.
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Set a date range for your report:
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Select the box under Date Range to open the date picker.
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On the right of the date picker, you can select a preset date range, like Last 30 Days or This Year, or manually select a date range in the FROM and TO calendars.
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Select Submit.
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Select your report filters as needed:
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Brand: Filter the report for one brand.
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Product Type: Filter the report for one product type. The options available depend on the brand selected.
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Select Advanced Filters to filter further:
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Product: Filter the report for one product. The options available depend on the brand or product selected.
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Select Run Report.
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Optionally, select Export to export the report to an Excel spreadsheet or PDF. Select Print to get a paper copy.
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Select Export to export the report to an Excel spreadsheet or PDF.
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Select Print to get a paper copy.
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