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 View All.
    3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
    4. On the Reports menu, click Sales.
    5. On the Sales menu, click Sale Per Revenue Category. The Sale Per Revenue Category Report is displayed.

    Summary cards in the Sales Summary Per Revenue Category Report

    Summary cardsDescription
    SalesThe total amount of sales during the selected date range.
    TaxesThe total amount of taxes during the selected date range.
    TotalThe total number of revenue categories used during the selected date range.

    Headings in the Sale Summary Per Revenue Category Report

    HeadingDescription
    REVENUE CATEGORYThe name of the revenue category is listed in this column.
    QUANTITYThe total number of sales of the revenue category type during the selected date range is listed in this column.
    SUBTOTALThe 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.
    DISCOUNTThe value of any discounts applied to sales of the revenue category type during the selected date range is listed in this column.
    TAXESThe value of any taxes applied to sales of the revenue category type during the selected date range is listed in this column.
    REFUNDThe value of any refunds applied to sales of the revenue category type during the selected date range is listed in this column.
    TOTAL AMOUNTThe total sales amount for this revenue category after any discounts and including taxes.

    Advanced filters in the Sale Summary Per Revenue Category Report

    FilterDescription
    Bookable AssetsUse this filter to determine which BOOK-A-SPOT™ assets to include in the report.
    Gym Purchase OptionsUse this filter to determine which gym purchase options to include in the report. Gym purchase options are purchase options with Gym Visits Options selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
    LocationsUse this filter to determine which locations 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 through the Elevate Staff App or who are signed into Location A for clients whose home location is Location A. The Location A Online filter will filter for purchases made through the Client Web App or the Achieve Client App by clients whose home location is Location A.

    Auto-RenewUse this filter to determine which Purchase Options to include based on whether auto-renew is on or off.
    ProductsUse this filter to determine which product(s) to include in the report.
    PackagesUse this filter to determine which package(s) to include in the report. For more information, see Creating or modifying a package.
    ClassesUse this filter to determine which classes to include in the report.
    EventsUse this filter to determine which events to include in the report.
    AppointmentsUse this filter to determine which appointment types to include in the report.
    Appointments Purchase OptionsUse this filter to determine which appointments purchase options to include in the report. Appointments purchase options are purchase options with Appointment selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
    Class & Events Purchase OptionsUse this filter to determine which class/event purchase options to include in the report. Class/event purchase options are purchase options with Class/Events selected as the Purchase Option Service Category. For more information, see Creating or modifying a membership or Creating or modifying a session pass.
    Revenue CategoriesUse this filter to determine which sales to include in the report based on the revenue categories they are classified under.
    OthersUse this filter to determine whether to include other purchases in the report.
    GroupsUse 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 MethodUse this filter to determine which sales to include in the report based on the payment methods used.
    DepositUse 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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