To access the Sales Details by Revenue Category Report, click the App Drawer button 
then click View All > Reports > Sales > Sales Details by Revenue Category.
The Sales Details by Revenue Category Report is a sales report that displays the sales made at your business during the selected date range, sorted by client and revenue category.
View options in the Sales Details by Revenue Category Report
Option | Description |
|---|---|
Accounting method | Determines which sales to include based on accounting method. For more information about accrual and cash accounting methods, see FAQ: Reports. Notes
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Revenue Attribution Method | Determines how items are counted based on their revenue category in the report.
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Summary cards in the Sales Details by Revenue Category Report
Summary cards | Description |
|---|---|
Total Items | The total number of items purchased during the selected date range. Transactions that were failed, voided, and refunded aren’t included in this value. Note: If you charge surcharges to your clients, each surcharge is counted as a separate item in this card. |
Total Net Sales | The total net sales during the selected date range, after the deduction of refunds and voids, and including discounts and surcharges. Taxes and tips aren’t included. Additionally, voids and refunds are deducted from this value, and failed transactions aren't included. Note: When comparing this summary card in this report with the amount reported in the Total Net Sales column in the Sales Summary by Revenue Category report, there may be a difference due to surcharges. |
Custom Tax/Total Taxes | The total value of taxes applied to the items sold during the selected date range. If there’s only one type of tax set up in your store settings, this summary card will be named after the tax you created. If you have two or more taxes set up in your store settings, this summary card will appear as Total Taxes. Taxes from failed, voided, and refunded transactions aren’t included in this value. Note: In Item View with Cash accounting, the card may show an amount in brackets. This is the tax from a split payment paid by gift cards, account balances, and failed ACH. |
Total Paid | The sum of all values in the Total Paid column. |
Columns in the Sales Details by Revenue Category
Column | Description |
|---|---|
Date | The date and time that the sale was made is listed in this column. |
Client | The name, email, phone number, and profile image of the client to whom the sale was made are 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. If the sale was made to a guest, Guest appears in this column. You can click Guest to open their guest profile. |
Location | The location(s) where the transaction was made. This column is only displayed if your business has more than one location. Note: Payments applied to purchases on account made before December 16, 2025 display the client’s home location instead. |
Revenue Category | Any revenue categories selected for the item. If no revenue category was selected, this column will appear empty. When the item listed represents a payment toward another item, such as a payment plan or deposit, the revenue category associated with the originally purchased item is listed. General credits are categorized into the Account Payments revenue category. |
Quantity | The number of items sold to the client on the date is listed in this column. In Item View, if an item was only partially paid using an account payment, the quantity shows as 0 and a note icon appears. Once the final payment is made, the quantity updates to 1. |
Item | The name of the item(s) that were sold. When a payment is made toward an item or account balance, such as a payment plan, deposit, or account payment, the applicable item is listed. If you have surcharges enabled in your store settings, each surcharge is listed as a separate item, labeled as Credit Card Surcharge or ACH Surcharge depending on the payment method used. Note: The following payment types may not display the associated item name in the Account Balance History or sales reports and may instead appear as Account Payment:
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Price | The value of the item before any discounts or taxes is listed in this column. Note: With each partial payment towards the account balance, this report displays the items' original prices at checkout. These figures serve as references for what the client was originally charged. |
Subtotal | The total value of all the items sold, not including discounts, taxes, tips, or surcharges. |
Discount Code | The discount code that was applied to the sale of this item. |
Discount Amount | The amount of the discount applied to the transaction, if any. |
Custom Tax/Total Taxes | The total value of taxes applied to the item sold. If there is only one type of tax set up in your store settings, this column will be named after the tax you have created. If you have two or more taxes set up in your store settings, this column will appear as Total Taxes. Note: For split payments, this report shows the breakdown of payment methods in a tooltip in the Total Net Sales, Custom Tax/Total Taxes, and Tips columns when the Cash accounting method is selected. |
Tips | The total value of any tips applied to the sale of this item. Note: For split payments, this report shows the breakdown of payment methods in a tooltip in the Total Net Sales, Custom Tax/Total Taxes, and Tips columns when the Cash accounting method is selected. |
Total Paid | The total amount paid with the payment methods specified under the Payment Methods column. Note: If a membership conversion is charged entirely to a client's account balance and a prorated credit from a previous membership was applied, this column displays the Total After Credits amount. This is the converted membership price minus the prorated credit, rather than the full membership price. |
Payment Method | The payment method used by the client to complete the transaction. If the client used multiple payment methods to complete the transaction, each payment method will be listed in this column. If the payment method used was a check or a gift card, the associated number will be included in this column. |
Total Net Sales | The total value of sales for this revenue category after discounts and surcharges. Taxes and tips are excluded. Note: For split payments, this report shows the breakdown of payment methods in a tooltip in the Total Net Sales, Custom Tax/Total Taxes, and Tips columns when the Cash accounting method is selected. |
User | The staff member whose account was used to perform the action is listed in this column. Actions that weren’t performed directly by a staff member, such as automated billing, are listed as automatic payments. Hover over this name to view the IP address from which this action originated. |
Frequency | The frequency at which the sale occurs, either Recurring or One-time. |
Filters in the Sales Details by Revenue Category
Filter | Description |
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Bookable Assets | Use this filter to determine which Book-a-Spot assets to include in the report. |
Locations | Use this filter to determine which locations to include in the report. You can also use this filter to view purchases clients are making online. |
Discount Codes | Use this filter to determine which sales to include in the report based on which discount codes were applied to the sale. |
Payment Method | Use this filter to determine which sales to include in the report based on the payment methods used. |
Payment Status | Use this filter to determine which sales to include based on the status of the payment. This filter will only appear if Payment View is selected. |
Deposit | Use this filter to determine which sales to include in the report based on whether they were made with or without a deposit. |
Products | Use this filter to determine which product(s) to include in the report. |
Packages | Use this filter to determine which package(s) to include in the report. To learn how to create a package, see Creating or modifying a package. |
Service Drop-Ins | Determines which drop-in purchases for appointments, Book-a-Spot assets, classes, and events to include in the report. Note: This filter is for services that were paid for using a drop-in, and not for services that were paid with a Purchase Option. |
Events | Use this filter to determine which events to include in the report. |
Appointments | Use this filter to determine which appointment types to include in the report. |
Point of Sale | Determines which sales to include based on their point of sale. Bulk Billing is included as a value for sales that originated from a bulk billing batch. |
Revenue Categories | Use this filter to determine which sales to include in the report based on the revenue categories they are classified under. |
Others | Use this filter to determine whether to include other purchases in the report. |
Purchase or Money Owner | Use this filter to determine which items to include in the report based on who made the purchase; the client who received the item or the client who paid for the item. |
Display sales with discounts | Use this filter to determine whether to include discounted sales in the report. |
Client Groups | Use this filter to determine which clients to include in the report based on their client group. Note: This 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. |
Auto-Renew | Use this filter to determine which Purchase Options to include based on whether auto-renew is on or off. |
Charged Taxes | Use this filter to determine which sales to include in the report based on whether the client was or was not charged taxes. |
Taxes | Use this filter to determine which sales to include in the report based on which tax types were applied to them. The options available in this filter are dependent on the taxes you have set up in your store. Selecting a tax filter will display all sales to which that tax was applied. Selecting the No taxes filter will filter for sales that do not have taxes applied to them. Note: If the tax amount of a sale is manually changed to zero when the sale is made, the sale will still be considered taxed and can be filtered for using the appropriate tax filter. |
Payment Frequency | Use this filter to determine which transactions to include based on their frequency, either One-time, Recurring, or Select All. |