Sales Reports

Cost of Goods Sold Report
The Cost of Goods Sold Report is a sales report that displays the transaction details for products sold during the selected date range, such as the wholesale price and gross profit for each transaction. This report can be used to track your costs against your retail prices, to measure the […]
All Sales Report
The All Sales Report is a sales report that displays all sales transactions made at your business during the selected date range. This report provides an all-in-one solution for business owners to view and manage transactions, along with a set of filters for advanced report tracking. Filters in this report […]
Troubleshooting: Groupon sales did not appear in the Sales with Revenue Categories Report
Problem: Groupon sales did not appear in the Sales with Revenue Categories Report. This issue is caused by an empty text field in the Groupon integration settings. Solution: To display Groupon sales in the Sales with Revenue Categories Report: Click the Groupon deal that is not appearing in the Sales with Revenue Categories Report. In General Information, under GENERATED REVENUE, […]
Printing a barcode label
You can print the barcodes for any Purchase Option or product in your business from the Inventory on Hand Report. To print a barcode label, you must complete the following steps: Create a barcode label design using the DYMO Label v.8 software. Export the Inventory on Hand Report from WellnessLiving […]
Sales Summary by Location Report
The Sales Summary by Location Report is a sales report that displays a summary of sales during the selected date range, sorted by location. For information about the enterprise version of this report, see Sales Summary by Location Report (Enterprise Report). In this article: To view the Sales Summary By Location […]
Memberships Report
The Memberships Report is a sales report that displays client memberships that are active, on hold, expired, canceled, or converted during the selected date range. You can use the Memberships Report to view the membership details of your clients and perform actions like placing multiple memberships on hold when clients are […]
Batch Reconciliation Report
The Batch Reconciliation Report is a sales report that displays the credit card transactions processed together in batches during the selected date range. You can use the search bar in this report to filter the data by client, purchase ID, transaction ID, or item name. For example, if you only […]
Store Items with Barcodes Report
The Store Items with Barcodes Report is a sales report that displays all Purchase Options and products available during the selected date range with their barcodes. This report can be used to help with inventory management. Purchase Options with barcodes that have been individually edited in a client’s profile aren’t displayed […]