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 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 Sales Per Client. The Sales Per Client Report is displayed.

    Summary cards in the Sales Per Client 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 sales made during the selected date range.

    Headings in the Sales Per Client Report

    HeadingDescription
    ClientThe 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.

    QuantityThe 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.
    SubtotalThe total value of the sale(s) before taxes and discounts is listed in this column.
    DiscountThe total value of any discounts applied to the sale(s) is listed in this column.
    Total AmountThe total sales amount for this client after any discounts and including taxes.

    Advanced filters in the Sales Per Client 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.

    DepositUse 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 discountsUse this filter to determine whether to include discounted sales 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.
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