📝 Overview
Sales Reports provide insight into sales activity over a selected date range. There are two available report options: Sales Report (Predefined) and Sales Report (Custom). Each option allows Headquarters and Location Administrators to review sales transactions, summaries, and breakdowns based on different criteria.
⚠️ Please note: Sales Reports are only available for accounts with the Point of Sale plugin enabled through the Appointments Marketplace.
📊 Sales Report (Predefined)
The Sales Report (Predefined) allows you to generate sales reports using one of five preset report types. Each predefined report offers a specific way to view and break down sales data.
🔍 Accessing the Sales Report (Predefined)
Follow these steps to navigate to and open the Predefined Sales Report from the Reports section.
Click here to learn more about Accessing the Sales Report (Predefined)
Click here to learn more about Accessing the Sales Report (Predefined)
Click the Reports tab.
Select Sales Reports (Predefined).
📈 Report Details
Review the available predefined report types and understand how each one organizes and displays sales data.
Click here to learn more about Report Details
Click here to learn more about Report Details
Daily Summary Sales Report
Provides a summary of sales data for a custom date range. The number of sales transactions processed is listed for the following categories:
Products & Services
Gift Certificates
Prior Date Transactions
Payment Method & Item Type
Sales Rep
Daily Summary Sales Report (By Category)
Provides a summary of sales data by Product Category for a custom date range. The total amount of sales transactions processed displays for each Product Category, including items without a category selected.
Daily Detailed Sales Report (By Transaction & Category)
Lists detailed sales data for transactions processed within a custom date range. Transactions are sorted by Product Category, including items without a category selected.
Daily Detailed Sales Report (By Date & Customer)
Lists detailed sales data for transactions processed within a custom date range. Transactions are sorted by the date they were processed and include the name of the customer who purchased each item.
Daily Detailed Sales Report (By Rep & Date)
Lists detailed sales data for transactions processed within a custom date range. Transactions are sorted by the date they were processed and include the associated Sales Rep.
🛠️ Running the Sales Report (Predefined)
Learn how to select locations, date ranges, and report types to generate a predefined sales report.
Click here to learn more about Running the Sales Report (Predefined)
Click here to learn more about Running the Sales Report (Predefined)
Select a specific Location, time zone and the date ranges of transactions to view sales data.
Choose one of the five predefined report types from the Select Report section.
Click Run Report.
🧩 Sales Report (Custom)
The Sales Report (Custom) allows you to generate a report based on specific criteria you select. Similar to Appointment and Customer Reports, this option provides flexibility to filter and customize the sales data included in the report.
🔎 Accessing the Sales Report (Custom)
Follow these steps to locate and open the Custom Sales Report from the Reports section.
Click here to learn more about Accessing the Sales Report (Custom)
Click here to learn more about Accessing the Sales Report (Custom)
Click the Reports tab.
Select Sales Reports (Custom).
🚀 Running the Sales Report (Custom)
Learn how to apply filters, select report fields, and sort results to generate a customized sales report.
Click here to learn more about Running the Sales Report (Custom)
Click here to learn more about Running the Sales Report (Custom)
In the Filter section, select the criteria that define which sales transactions are included in the report, like specific Location(s), transaction dates, products, tips, Services, Staff Member(s), Coupons, and payment method.
Select a specific time zone (optional).
In the Include in Report section, choose which sales details to display (for example: Date, Customer Name, Amount Paid, etc.).
Select an option from the Sort By drop-down list to determine how results are ordered.
Click Run Report.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
What’s the difference between Predefined and Custom Sales Reports?
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Click the arrow to see the answer
Predefined Sales Reports use preset formats for quick insights, while Custom Sales Reports allow you to choose filters, columns, and sorting for more tailored results.
Why doesn’t my Sales Report balance?
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Click the arrow to see the answer
The totals in the payment section of the report do not always equal the totals in the sales summary section. The top portion of the report represents sales for the selected period, while the bottom portion represents payments made during that period. For example, if a transaction from a prior month was only partially paid and the remaining balance was paid during the current month, that payment will appear in the payments section for the current period but not in the sales section.
Why don’t I see Sales Reports in my account?
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Click the arrow to see the answer
Sales Reports only appear if the Point of Sale plugin is enabled through the Appointments Marketplace. Accounts without POS will not see these options.