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Generate a Sales Summary Report
Generate a Sales Summary Report

Track Paid and Unpaid Transactions

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Create and download a sales summary report.

  • Use Cases: System users can track business activities by sorting all revenue for a period into fee types or revenue categories.

Inside the POINT OF SALE >REPORTS section, the Sales Summary Report is called a Sales Tax report.


SETUP REQUIREMENTS

  1. Log in to the admin dashboard.

  2. Go to the side menu and click TRANSACTIONS > SALES SUMMARY.

On the next page, set the report filters.

  1. Manually set To / From dates for Fees and Reservations, or use the blue buttons to set a time period.

  2. Use the default ALL setting for the various filters (e.g. categories, types, and tags), or use the drop-down menus to configure custom settings.

  3. Use the default ALL setting for Fee Status. (optional see below)

  4. Set the Output Type. (see below)

  5. Click Run Report.

Fee status

Club managers and system users sometimes ask why the totals in the Payment Summary report and Sales Summary reports are different. Generally, it is because the Sales Summary Fee Status filter is set to ALL, which includes paid and unpaid transactions, while the Payment Summary includes only paid transactions.

If the system user sets the Sales Summary Fee Status filter to PAID, then the Payment Summary and Sales Summary numbers will be the same in most cases. If the Sales Summary report excludes BALANCE transactions, then the two sets of numbers should match exactly. System Users can also select REFUNDS ONLY to only see refunds processed within the selected time frame.

Output Type

Click the field and select a report option. Use the checkboxes (e.g. Show Taxes) to refine the data in the report.

  • A Summary report includes sales totals, minimal columns, and category folders that expand and close. This is the best option if the system user wants to generate a standard report.

  • A Detail report includes the most amount of information.

  • A Sales Tax report shows the different tax rates and total tax collected during the period.

  • A Revenue by Payment Type report details revenue based on revenue categories, and if broken-down by each payment type used in an organization.

  • A Fee Category report displays a breakdown of revenue by various general categories.

Downloading

To download a report, click the Export to Excel button. CourtReserve saves the table data in an .xlsx file.

VIDEO: GENERAL OVERVIEW AND BEST PRACTICES

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