Sales reports

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.

ReportDescription
All SalesDisplays a complete list of sales made during the selected date range. Includes detailed information pertaining to each sale.
All Transactions DetailsDisplays a complete list of transactions made during the selected date range. Includes detailed information pertaining to each transaction: Payment Type, Quantity, Subtotal, Refunds, and Total Amount
All Transactions SummaryDisplays a complete list of transactions made during the selected date range. Includes summarized information pertaining to each transaction.
All purchase options and products with barcodesDisplays a complete list of your purchase options that have barcodes. The barcodes are listed.
Batch ReportDisplays a complete list of transactional information for the current batch. For more information about batches, see Transaction batches and refunds.
Detailed Revenue By ServiceDisplays a complete list of your client visits. Revenue numbers for the selected dates are shown.
Gift CardsDisplays a complete list of gift cards purchased during the selected dates.
Inventory On HandDisplays a complete list of your products with your current inventory. Can be modified to keep up-to-date.
MembershipsDisplays a complete list of memberships purchased during the selected dates.
Projected RevenueDisplays projected revenue from future auto-renew and membership auto-payments. Includes each item’s client and purchase information.
RefundsDisplays 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.
Sale Summary Per Revenue CategoryDisplays a complete list of your revenue categories. Sales numbers for the selected date range are shown.
Sales Summary By Purchase OptionsDisplays a complete list of your purchase options. Sales numbers for the selected date range are shown.
Sales Summary by LocationDisplays a complete list of your locations. Sales numbers for the selected date range are shown.
Sales Per ClientDisplays a complete list of clients who have made a purchase at your business during the selected date range. Includes purchase information.
Sales with Revenue CategoriesDisplays 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.
Service Revenue AnalysisDisplays a complete list of your services. Sales and revenue numbers for the selected dates are shown.
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