INTRODUCTION
Feature Summary: Generate and download comprehensive sales summary reports for your organization.
Use Cases: Use this report to track business performance by categorizing revenue for a specific period, allowing you to analyze earnings by various filters.
SETUP REQUIREMENTS
Log in to the admin dashboard.
Go to the side menu and click TRANSACTIONS > SALES SUMMARY.
Note: If you are using the CourtReserve Point of Sale feature, the Sales Summary Report is listed as the Sales Tax Report in the POINT OF SALE > REPORTS section.
▶️ For a visual walkthrough of this report, see the video tutorial here.
Report Criteria
Enable any combination of filters to narrow the results in the report.
Preset Filters - Select from predefined filter options to quickly customize your report settings. Preset Filters are available for the following options:
Cash Basis (End of Month): Generate the report based on cash accounting, where revenue is recognized at the time of payment.
Individual Instructor Revenue (Last Week): Provides a breakdown of revenue generated by each instructor over the past 7 days.
Revenue Generated (Last Month): Summarizes all income generated within the previous month, including payments from memberships, reservations, and events.
Membership Revenue Generated (Last Month): Focuses specifically on revenue from memberships collected in the previous calendar month.
These filters can be used as is, or as a reference point to get reporting on specific revenue. If a Preset Filter is not needed, admins can manually set the report filters.
Session(s) ALL - Filter data by one or more specific event sessions, or include all sessions by default.
Group By Session - Check to organize the report to group transactions by individual session.
Fee Date From / Fee Date To - Set the date range for fees to include in the report.
Reservation Date From / Reservation Date To - Set the date range for reservations to include in the report. Includes reservations, lessons, and events.
Fee Status - Use the default ALL setting for Fee Status (optional see below).
7. Include Refunds - Choose whether to include refunded amounts in the report.
Payment Date From / Payment Date To - Set the date range for payments included in the report.
Payment Types - Filter by specific payment methods, such as credit card, cash, or check or leave default of ALL.
Refund Destinations - Use this filter to narrow your report by specific refund destination accounts, such as credit card, account credit, or e-check. If left at the default ALL, all refund desitnations will be included. This filter is only available when the Include Refunds checkbox is selected or Refunds Only is selected as the Fee Status, providing admins with a focused view of refund activity.
Note: The Payment Types and Refund Destinations filters operate independently, meaning you can filter for specific Payment Types without affecting the Refund Destination filter results and vice versa. For example, in the screenshot below, the report is configured to display credit card payments AND account credit refunds from April 2025. The filters are applied separately, meaning the selection of one does not limit the other.
Fee Category - Filter by specific Fee Categories, like membership fees, miscellaneous fees, or court reservation fees or leave default of ALL.
Revenue Categories - Filter by select Revenue Categories or leave default of ALL.
Reservation Types - Filter by different reservation types or leave default of ALL.
Event Categories - Filter by event categories to narrow down the report to specific types of events or leave default of ALL.
Tag(s) - Filter by custom tags assigned or leave default of ALL.
League(s) - Filter by specific leagues, if applicable, or leave default of ALL.
League Session(s) - Filter by specific league sessions or leave default of ALL.
Memberships - Filter by different membership types or leave default of ALL.
Instructors - Filter by individual instructors to track revenue generated by specific coaches or leave default of ALL.
Hide Rows with $0.00 Sales - Check to exclude rows with no sales activity to streamline your report.
Show Taxes - Check to include tax amounts in the report.
Output Type - Select the Output Type (see below).
Click Run Report.
Output Type
Click the field and select a report option.
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 Revenue Categories report includes line items with assigned revenue categories.
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.
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 report 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.
Download the Report
To download a report, click the Export to Excel button. CourtReserve saves the table data in an .xlsx file.