Sales Per Client Report

The Sales Per Client Report is a sales report that displays an overview of sales made to each of your clients during the selected date range.

This article describes how to view the Sales Per Client 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 Sales Per Client 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 Sales Per Client. The Sales Per Client Report is displayed.

    Headings in the Sales Per Client Report

    Heading Description
    Client The name, email, member ID, and profile image of the client is listed in this column. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.

    Walk-ins are grouped together under the client name Walk-In.

    Quantity The number of sales that were made to this client during the selected date range is listed in this column. Click the quantity to open the All Sales Report.
    Subtotal The total value of the sale(s) before taxes and discounts is listed in this column.
    Discount The total value of any discounts applied to the sale(s) is listed in this column.
    Total Amount The total sales amount for this client after any discounts and including taxes.

    Advanced filters in the Sales Per Client Report

    Filter Description
    Bookable Assets Use this filter to determine which BOOK-A-SPOTâ„¢ 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.

    Deposit Use this filter to determine which sales to include in the report based on whether they were made with or without a deposit.
    Display sales with discounts Use this filter to determine whether to include discounted sales 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.
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