Sales Summary By Purchase Options Report

The Sales Summary By Purchase Options Report is a sales report that displays an overview of your sales during the selected date range, sorted by Purchase Option. This report can be used to analyze your earnings per purchase option.

This article describes how to view the Sales Summary By Purchase Options 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 Summary By Purchase Options 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 Summary By Purchase Options. The Sales Summary By Purchase Options Report is displayed.

    Headings in the Sales Summary By Purchase Options Report

    HeadingDescription
    OPTIONThe name of the purchase option is listed in this column.
    CATEGORYThe online store category associated with the purchase option is listed in this column.
    QUANTITYThe total number of sales of the purchase option during the selected date range is listed in this column.
    TAXESThe value of any taxes applied to sales of the purchase option during the selected date range is listed in this column.
    TOTAL AMOUNTThe total sales amount for this Purchase Option, including taxes.

    Advanced filters in the Sales Summary By Purchase Options Report

    FilterDescription
    Payment MethodUse this filter to determine which sales to include in the report based on the payment methods used.
    PackagesUse this filter to determine which package(s) 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 the Appointments Purchase Option Service Category.
    Class & Events Purchase OptionsUse this filter to determine which Class & Events Purchase Options to include in the report. Class & Events Purchase Options are Purchase Options with the Class/Events Purchase Option Service Category.
    Auto-RenewUse this filter to determine whether auto-renewals of Purchase Options are included 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 the Gym Visits Purchase Option Service Category.
    LocationsUse 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.

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