Sales reports

To access Sales reports, click the App Drawer button , then click View All > Reports > Sales.

Sales reports can be used to assess revenue and sales performance across your company. These reports can be filtered using advanced filters as needed. For information about other report types, see Reports.

Report types in sales reports

Report	Description
All Sales	Displays all sales transactions made during the selected date range.
Batch Reconciliation	Displays the credit card transactions processed together in batches during the selected date range. For more information about batches, see Transaction batches and refunds.
Cost of Goods Sold	Displays the transaction details for products sold during the selected date range, such as the wholesale price and gross profit for each transaction.
Gift Cards	Displays the gift cards that were purchased or redeemed during the selected date range.
Inventory	Displays the details of your product inventory during the selected date range.
Memberships	Displays client memberships that are active, on hold, expired, canceled, or converted during the selected date range.
Projected Revenue	Displays the projected revenue for your business from auto-renewals and auto-payments during the selected date range.
Refunds	Displays refunds made during the selected date range.
Revenue by Service	Displays the revenue earned per client for services booked during the selected date range.
Sales Details by Revenue Category	Displays the sales made at your business during the selected date range, sorted by client and revenue category.
Sales Summary by Client	Displays a summary of sales made to each client during the selected date range.
Sales Summary by Location	Displays a summary of sales during the selected date range, sorted by location.
Sales Summary by Payment Method	Displays a summary of sales made at your business during the selected date range, sorted by payment method.
Sales Summary by Purchase Option	Displays a summary of sales made at your business during the selected date range, sorted by Purchase Option.
Sales Summary by Revenue Category	Displays a summary of sales made at your business during the selected date range, sorted by revenue category.
Service Revenue Summary	Displays a summary of revenue earned per service, how frequent a specific Purchase Option was used to attend the service, and the attendance summary during the selected date range. Note: The revenue can change over time if clients use a time-based Purchase Option more than once.
Store Items with Barcodes	Displays all Purchase Options and products available during the selected date range with their barcodes.

Report types in sales reports

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