Click the Report you're investigating within the Table of Contents on the right.
⚠️ Please note: Terms for Appointment, Service, Staff Member, etc. may be different within your account's configuration.
📊 Sales Reports (Predefined)
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📝 Overview
⚠️ Please note: Sales Reports are only available for accounts with the Point of Sale plugin enabled through the Appointments Marketplace.
The Sales Report (Predefined) allows you to generate sales reports using one of five preset report types. Each predefined report offers a specific way to view and break down sales data.
🛠️ Running the Sales Report (Predefined)
Follow these steps to locate and generate the Predefined Sales Report from the Reports section.
Click here to learn more about Accessing the Sales Report (Predefined)
Click here to learn more about Accessing the Sales Report (Predefined)
Click the Reports tab.
Select Sales Reports (Predefined) on the left.
Select a specific Location, time zone and the date ranges of transactions to view sales data.
Choose one of the five predefined report types from the Select Report section.
Click Run Report.
📈 Report Details
Review the available predefined report types and understand how each one organizes and displays sales data.
Click here to learn more about Report Details
Click here to learn more about Report Details
Daily Summary Sales Report
Provides a summary of sales data for a custom date range. The number of sales transactions processed is listed for the following categories:
Products & Services
Gift Certificates
Prior Date Transactions
Payment Method & Item Type
Sales Rep
Daily Summary Sales Report (By Category)
Provides a summary of sales data by Product Category for a custom date range. The total amount of sales transactions processed displays for each Product Category, including items without a category selected.
Daily Detailed Sales Report (By Transaction & Category)
Lists detailed sales data for transactions processed within a custom date range. Transactions are sorted by Product Category, including items without a category selected.
Daily Detailed Sales Report (By Date & Customer)
Lists detailed sales data for transactions processed within a custom date range. Transactions are sorted by the date they were processed and include the name of the customer who purchased each item.
Daily Detailed Sales Report (By Rep & Date)
Lists detailed sales data for transactions processed within a custom date range. Transactions are sorted by the date they were processed and include the associated Sales Rep.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
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Click the arrow to view frequently asked questions
What’s the difference between Predefined and Custom Sales Reports?
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Click the arrow to see the answer
Predefined Sales Reports use preset formats for quick insights, while Custom Sales Reports allow you to choose filters, columns, and sorting for more tailored results.
Why doesn’t my Sales Report balance?
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Click the arrow to see the answer
The totals in the payment section of the report do not always equal the totals in the sales summary section. The top portion of the report represents sales for the selected period, while the bottom portion represents payments made during that period. For example, if a transaction from a prior month was only partially paid and the remaining balance was paid during the current month, that payment will appear in the payments section for the current period but not in the sales section.
Why don’t I see Sales Reports in my account?
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Click the arrow to see the answer
Sales Reports only appear if the Point of Sale plugin is enabled through the Appointments Marketplace. Accounts without POS will not see these options.
🚀 Sales Report (Custom)
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Click here to learn more
📝 Overview
The Sales Report (Custom) allows you to generate a report based on specific criteria you select. Similar to Appointment and Customer Reports, this option provides flexibility to filter and customize the sales data included in the report.
🛠️ Running the Sales Report (Custom)
Follow these steps to locate and generate the Custom Sales Report from the Reports section.
Click here to learn more about Accessing the Sales Report (Custom)
Click here to learn more about Accessing the Sales Report (Custom)
Click the Reports tab.
Select Sales Reports (Custom) on the left.
In the Filter section, select the criteria that define which sales transactions are included in the report, like specific Location(s), transaction dates, products, tips, Services, Staff Member(s), Coupons, and payment method.
Select a specific time zone. (Optional)
In the Include in Report section, choose which sales details to display (for example: Date, Customer Name, Amount Paid, etc.). If this area is left blank, the report will be blank.
Select an option from the Sort By drop-down list to determine how results are ordered. (Optional)
Click Run Report.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
What’s the difference between Predefined and Custom Sales Reports?
Click the arrow to see the answer
Click the arrow to see the answer
Predefined Sales Reports use preset formats for quick insights, while Custom Sales Reports allow you to choose filters, columns, and sorting for more tailored results.
Why doesn’t my Sales Report balance?
Click the arrow to see the answer
Click the arrow to see the answer
The totals in the payment section of the report do not always equal the totals in the sales summary section. The top portion of the report represents sales for the selected period, while the bottom portion represents payments made during that period. For example, if a transaction from a prior month was only partially paid and the remaining balance was paid during the current month, that payment will appear in the payments section for the current period but not in the sales section.
Why don’t I see Sales Reports in my account?
Click the arrow to see the answer
Click the arrow to see the answer
Sales Reports only appear if the Point of Sale plugin is enabled through the Appointments Marketplace. Accounts without POS will not see these options.
📈 Compensation Report
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Click here to learn more
📝 Overview
The Compensation Report makes it easy for Headquarter and Location Administrators to track the commission generated by appointments when using the Compensation Calculator plugin.
⛔️ Please note: This report will only appear in the Reports section when the Compensation Calculator plugin is activated.
🛠️ Running the Compensation Report
Follow these steps to locate and generate the Compensation Report from the Reports section.
Click here to learn more about Accessing the Compensation Report
Click here to learn more about Accessing the Compensation Report
Click on the Reports tab.
Select the Compensation Report on the left.
In the Filter section, select the applicable options to narrow your results:
Location
Staff Member (defaulted to All Staff Members)
Service (defaulted to All Services)
Date Range
Appointment Status
Select an option from the Sort By drop-down list. (Optional)
Choose one of the View Options to generate the report:
HTML
Lets you view the report as a web page through your internet browser.
Excel
Lets you view the report as a spreadsheet in Microsoft Excel.
Click Run Report.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Why don’t I see the Compensation Report in my Reports tab?
Click the arrow to see the answer
Click the arrow to see the answer
The Compensation Report will only display when:
The Compensation Calculator plugin is activated.
You are logged in as a Headquarters Administrator or Location Administrator.
Why can’t I set percentage compensation for a $0 service?
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Click the arrow to see the answer
A percentage compensation type is not available for services with a $0 cost.