Sales reports can be used to assess revenue and sales performance across your company. If you want to view more specific aspects of any of these reports, you can filter them using advanced filters. For information about other report types, see Reports.
| Report | Description |
| All Purchase Options and Products with Barcodes | Displays a complete list of your Purchase Options that have barcodes. The barcodes are listed. |
| All Sales | Displays a complete list of transactions made during the selected date range. |
| All Transactions Summary | Displays a list of all transactions made during the selected date range, sorted by payment type. |
| Batch Report | Displays a complete list of transactional information for the current batch. For more information about batches, see Transaction batches and refunds. |
| Cost of Goods Sold | Displays a complete list of transactions made for products during the selected date range. Includes information about the wholesale prices of the products and the gross profit on transactions. |
| Detailed Revenue By Service | Displays a complete list of your client visits. Revenue numbers for the selected dates are shown. |
| Gift Cards | Displays a complete list of gift cards purchased during the selected dates. |
| Inventory on Hand | Displays a complete list of your products with current inventories. |
| Memberships | Displays a complete list of memberships purchased during the selected dates. |
| Projected Revenue | Displays projected revenue from future auto-renew and membership auto-payments. Includes each item’s client and purchase information. |
| Refunds | Displays a complete list of refunds that were made during the selected date range. Includes client, date, purchase, refund method, refund amount, and indicates whether the refund was full or partial. |
| Sales Details by Revenue Category | Displays a list of sales made during the selected date range. Only includes sales that are in revenue categories. Includes detailed information pertaining to each sale. |
| Sales Summary by Location | Displays a summary of sales made during the selected date range, sorted by location type. |
| Sales Summary by Purchase Options | Displays a summary of sales made during the selected date range, sorted by Purchase Option type. |
| Sales Summary by Revenue Category | Displays a summary of sales made during the selected date range, sorted by revenue category. |
| Sales per Client | Displays a complete list of clients who have made a purchase at your business during the selected date range. Includes purchase information. |
| Service Revenue Analysis | Displays a complete list of your services. Sales and revenue numbers for the selected dates are shown. |
