All Transactions Summary Report

The All Transactions Summary Report is a sales report that displays a summary of all transactions processed at your business, sorted by payment method.

This article describes how to view the All Transactions Summary 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.

NoteYou may notice discrepancies between your All Sales Report and your All Transactions Summary Report. This occurs because not all transactions are considered to be sales. For more information, see FAQ: What is the difference between a sale and a transaction?

In this article:

    To view the All Transactions Summary 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 All Transactions Summary. The All Transactions Summary Report is displayed.

    Summary cards in the All Transactions Summary Report

    Summary cardsDescription
    TotalThe total number of transactions made during the selected date range.
    SubtotalThe total amount of revenue generated including taxes before any refunds during the selected date range.
    RefundThe total amount refunded to clients during the selected date range.
    Total RevenueThe total amount of revenue generated including taxes after refunds during the selected date range.

    Headings in the All Transactions Summary Report

    HeadingDescription
    Payment TypeThe payment method.
    QuantityThe number of times that a transaction was processed using the payment method during the selected date range.
    SubtotalThe sum of the value of transactions not including refunds using the payment method during the selected date range.
    RefundsThe sum of the value of refunds issued using the payment method during the selected date range.
    Total AmountThe total value of the payment method that your business has taken in during the selected date range.
    SurchargesThe total value of surcharges on transactions using the payment method during the selected date range.

    Advanced filters in the All Transactions Summary Report

    FilterDescription
    Payment MethodUse this filter to determine which sales to include in the report based on the payment methods used.
    Revenue CategoriesUse this filter to determine which sales to include in the report based on the revenue categories they are classified under.
    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.

    Credit card typeUse this filter to determine which transactions to include in the report based on the type of credit card used to complete the transaction.
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