Sale Summary Per Revenue Category Report

The Sale Summary Per Revenue Category Report is a sales report that displays an overview of your sales during the selected time period, sorted by revenue categories. This report can be used to analyze your earnings per revenue category.

Note Sales of items that have multiple revenue categories will be included in the totals for each revenue category the items are assigned to. This means that adding up the sales of each revenue category will not give you an accurate number for your total revenue, because some sales will be included more than once. If you want to understand your total revenue during a selected time period, use the All Sales Report.
Note This report includes any sales made during the selected time period, even though the transaction for the sale may not have occurred yet. For example, a sale of a membership made in December will appear in the December report, even though the transaction does not occur until January.
This article describes how to view the Sale Summary Per Revenue Category Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

In this article:

    To view the Sale Summary Per Revenue Category Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Sales.
    4. On the Sales menu, click Sale Per Revenue Category. The Sale Per Revenue Category Report is displayed.

    Headings in the Sale Summary Per Revenue Category Report

    Heading Description
    REVENUE CATEGORY The name of the revenue category is listed in this column.
    QUANTITY The total number of sales of the revenue category type during the selected date range is listed in this column.
    SUBTOTAL The value of the total number of sales of the revenue category type before taxes or discounts during the selected date range is listed in this column.
    DISCOUNT The value of any discounts applied to sales of the revenue category type during the selected date range is listed in this column.
    TAXES The value of any taxes applied to sales of the revenue category type during the selected date range is listed in this column.
    REFUND The value of any refunds applied to sales of the revenue category type during the selected date range is listed in this column.
    TOTAL AMOUNT The total sales amount for this revenue category after any discounts and including taxes.

    Advanced filters in the Sale Summary Per Revenue Category Report

    Filter Description
    Bookable Assets Use this filter to determine which BOOK-A-SPOT™ assets to include in the report.
    Gym Purchase Options Use this filter to determine which Gym Purchase Options to include in the report. Gym Purchase Options are Purchase Options with the Gym Visits Purchase Option Service Category.
    Locations Use this filter to determine which business location(s) to include in the report.

    You can also use this filter to view purchases clients are making online. For example, if one of your business locations is named Location A, there will be both a Location A filter and a Location A Online filter available. The Location A filter will filter for sales made by staff members who are signed into Location A and purchases made through the Achieve Client App by clients whose home location is Location A. The Location A Online filter will filter for purchases made through the Client Web App by clients whose home location is Location A.

    Auto-Renew Use this filter to determine whether auto-renewals of Purchase Options are included in the report.
    Products Use this filter to determine which product(s) to include in the report.
    Packages Use this filter to determine which package(s) to include in the report.
    Classes Use this filter to determine which Classes to include in the report.
    Events Use this filter to determine which Events to include in the report.
    Appointments Use this filter to determine which Appointment Types to include in the report.
    Appointments Purchase Options Use this filter to determine which Appointments Purchase Options to include in the report. Appointments Purchase Options are Purchase Options with the Appointments Purchase Option Service Category.
    Class & Events Purchase Options Use this filter to determine which Class & Events Purchase Options to include in the report. Class & Events Purchase Options are Purchase Options with the Class/Events Purchase Option Service Category.
    Revenue Categories Use this filter to determine which sales to include in the report based on the revenue categories they are classified under.
    Others Use this filter to determine whether to include other purchases in the report.
    Groups Use this filter to determine which clients to include in the report based on their client group.
    NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.
    Payment Method Use this filter to determine which sales to include in the report based on the payment methods used.
    Deposit Use this filter to determine which sales to include in the report based on whether they were made with or without a deposit.
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