We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.
Resource | Link |
Retail Sales Report |
Overview
The Retail Sales report helps you understand how your retail products are performing. It breaks down product sales by product, brand, category, and location, showing units sold, revenue, discounts, refunds, and margin so you can see the full performance picture for your retail catalog.
Use this report to analyze sales trends and revenue mix, evaluate margin and profitability, and measure the impact of discounts and promotions. It's especially useful for purchasing and inventory decisions, since you can combine sales data with current on-hand quantities to spot reorder needs, slow movers, and zero-sales items before they tie up shelf space.
Note: This report covers retail product sales only — memberships, packages, and products consumed internally during services aren't included here; use Daily Summary or Detailed Line Item for a full sales view across all item types. Margin figures also depend on unit cost being configured on the product, so double-check that before relying on Retail Margin %. See the Report Caveats section below for more, including the difference between At-Sale and Current Unit Cost.
What this report is best used for
Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.
Use cases | Description | Example questions this report helps answer |
Performance & ordering decisions | Identify what sells and set reorder quantities. Use inventory on hand and sales to avoid stockouts and overstock. |
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Retail sales performance & mix | Quantify sales by product, brand, category, and location. Track units, net, gross, discounts, and tax to see the revenue mix. |
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Margin and profitability | Estimate margin where unit cost is present. Prioritize high-margin items and flag margin erosion from discounts or cost changes. |
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Discounts and promo effectiveness | Measure promo lift and discount impact. Compare periods with/without offers and isolate discounted vs non-discounted sales. |
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Refunds and quality signals | Surface products with high refund counts or refunded dollars. Use refund insights to find quality or expectation issues. |
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Zero‑sales and slow movers | Flag items with zero or low sales in the window. Drive delist, markdown, or merchandising changes. |
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Comparisons over time and location | Track trends and seasonality and benchmark locations. Use time windows for WoW, MoM, and YoY. |
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The first two use cases require additional additional configuration to surface the relevant data. The rest can be completed using the report as-is. See Use Case Example Configurations for setup instructions.
Prerequisites
Prerequisites
Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.
Permissions: You must have the appropriate Data & Reporting permissions enabled to see this report: Financials Reporting > Sales - Self or Everyone
If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
You’ll only see data for assigned locations
Row-level access may further limit visible data
If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, retail products must be sold; margin fields require unit cost configured on products.
Default report configuration
See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.
Group By (default)
The default fields the report is grouped by when you first open it.
Field name | Definition | Example | Filter? |
Location Name | The name of the business location. | Joshua Tree | Yes |
Product Name | The display name of the product as shown to users. | BK Skin Toning Agent 500ml | Yes |
Columns (default)
The default columns displayed when you first open the report.
Field name | Definition | Example | Filter? |
Product Brand Name | The name of the brand associated with the product. | AVEDA | Yes |
Product Quantity Sold | The number of product units sold. | 1 | Yes |
Retail Sale Amount | Retail product sales in dollars before discounts, refunds and tax | $63.00 | No |
Retail Discount | Discount amount on retail product sales in dollars. | -$15.75 | No |
Retail refund amount | Total refunded retail product sales in dollars, excluding tax. | 1 | No |
Retail net amount | Retail product sales in dollars, excluding tax, after discounts and refunds. | $47.25 | No |
Retail Sales Tax | Total tax amount collected on retail product sales in dollars. | $2.36 | No |
Retail Collected Amount | The total amount collected from the client for retail product purchases in dollars. Calculated as retail net amount plus retail tax amount. | $39.50 | No |
Retail net amount Per Order | Average retail product sales per order in dollars. | $47.25 | No |
Retail Margin % | The margin from product sales as a percentage of total product sales, before commissions , using sale-time price, sale-time cost, and applied discounts. | $1.29 | Yes |
Customizable fields
Customizable fields
Explore the fields you can adjust to tailor the report to your needs. Each field includes a definition, example, and whether it can be used in filtering.
Field name | Definition | Example | Filter? |
Location Name | The name of the business location. | Joshua Tree | Yes |
Product Name | The display name of the product as shown to users. | BK Skin Toning Agent 500ml | Yes |
Product Brand Name | The name of the brand associated with the product. | AVEDA | Yes |
Product Quantity Sold | The number of product units sold. | 1 | Yes |
Retail Sale Amount | Retail product sales in dollars before discounts, refunds and tax | $63.00 | No |
Retail Discount | Discount amount on retail product sales in dollars. | -$15.75 | No |
Retail refund amount | Total refunded retail product sales in dollars, excluding tax. | 1 | No |
Retail net amount | Retail product sales in dollars, excluding tax, after discounts and refunds. | $47.25 | No |
Retail Sales Tax | Total tax amount collected on retail product sales in dollars. | $2.36 | No |
Retail Collected Amount | The total amount collected from the client for retail product purchases in dollars. Calculated as retail net amount plus retail tax amount. | $39.50 | No |
Retail net amount Per Order | Average retail product sales per order in dollars. | $47.25 | No |
Retail Margin % | The margin from product sales as a percentage of total product sales, before commissions , using sale-time price, sale-time cost, and applied discounts. | $1.29 | Yes |
Inventory On Hand | The current quantity of product units available on hand as of the time of the report is run. | 5 | Yes |
Order Date | The calendar date on which the sale occurred (local time). | 2025-12-10 | Yes |
Product Category Name | The name of the category the product belongs to. | Shampoo | Yes |
Product ID | Unique identifier of the product. | c314fbd5-a259-438c-a1ec-b82c0011a222 | No |
Line item ID | Unique identifier for the individual retail line item within the order. | f0b4fb79-a51e-448b-8835-a4e6fa542349 | No |
Staff Name | Full name of the staff member associated with the retail sale. | Aadvik admin | Yes |
Location Group | The location group the business location is associated with, if applicable. | West Coast | Yes |
Product Supplier Name | The name of the supplier or vendor of the product, if provided. | Abundant LA | Yes |
Discount name | The name of the discount applied to this sale (offer name or discount reason). | Unlimited Brazilian | No |
Staff ID | Unique identifier for the staff member associated with the retail sale. | d3b4fb79-a51e-448b-8835-a4e6fa542349 | No |
Location Id | Unique identifier of the business location. | f0b4fb79-a51e-448b-8835-a4e6fa542349 | No |
Location External Id | Identifier for the location from an external system, if provided by the business. | f0b4fb79-a51e-448b-8835-a4e6fa54se2349 | Yes |
Product Size | The size attribute of the product, if provided. | 40ml | No |
Product Color | The color attribute of the product, if provided. | Blue | Yes |
Is Product Active | Flag indicating whether the product is active (true = active). | TRUE | Yes |
Product Sku | The Stock Keeping Unit used to track the product in inventory. | 18084030462 | No |
Current Unit Price | The current retail price of the product in dollars. | $10.50 | No |
Current Unit Cost | The current cost to the business per unit of the product in dollars. | $2.00 | No |
Was Product Discounted | Flag indicating whether a discount was applied to the product (true = discounted). | TRUE | Yes |
Order number | The human readable order number associated with the order containing the retail sale. | 123493 | Yes |
Client name | The full name of the client associated with the retail sale. | Daniela Perez | No |
Retail Margin | The margin in dollars form product sales before commissions and overhead, using sale-time price, sale-time cost, and applied discounts; | $33.00 | No |
At-Sale Unit Price (Average) | The retail price of the product in dollars when the order line item was closed. | $12.00 | No |
At-Sale Unit Cost (Average) | The cost to the business per unit of the product in dollars when the order line item was closed. | $12.00 | No |
At Sale Total Cost | The total cost to the business in dollars when the order line item was closed. Calculated as At-sale unit cost x Product quantity sold. | $12.00 | No |
Retail Refunds Count | The number of refund line items for retail products. | 1 | Yes |
Retail Client Count | The number of distinct clients with at least one retail product purchase. | 2 | No |
Order count | The total number of orders associated with the product | 2 | No |
Discount amount | Total discount amount in dollars applied to this sale, excluding sales tax. | $12.25 | No |
Location Tags | Location tags associated with the business location, if available. | Strip Mall, High Volume, Medium Volume, test | Yes |
Client tag | Client tag associated with the purchasing client, if applicable. | First Visit | Yes |
Order tag | Order tag associated with the order, if applicable. | New Client | Yes |
Report Caveats
There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.
Caveats | Details and Impact |
This report includes retail product sales only — memberships, packages, and service product usage are not included | The word "product" has historically been used loosely in Boulevard to refer to memberships, packages, and retail items together. This report is restricted to retail product line items only. Membership sales, package sales, and products consumed internally during services (service product usage) do not appear here. If a total sales view across all item types is needed, use the Daily Summary or Detailed Line Item report instead. |
Product Quantity Sold excludes refunded units — but Retail Refund Amount includes the refunded dollar value | Product Quantity Sold counts only units associated with forward sale line items. Refunded units are excluded from this count. However, Retail Refund Amount surfaces the dollar value of refunded transactions as a separate measure. If a product was sold and refunded in the same period, Quantity Sold will not reflect the return but Retail Net Amount will be reduced by the refund. Use Retail Refunds Count to track how often refunds are occurring per product. |
At-Sale Unit Cost and Current Unit Cost are different — do not use them interchangeably for margin calculations | At-Sale Unit Cost (Average) reflects the cost recorded at the time the order was closed. Current Unit Cost reflects what is configured on the product today. If a unit cost was updated after a sale — for example, after a product import reset the cost — the two values will differ significantly for historical transactions. Always use At-Sale Unit Cost for margin analysis on past sales. Current Unit Cost is a reference for today's catalog only. Mixing the two will produce incorrect margin figures. |
Retail Margin and Retail Margin % will be zero or incorrect if no unit cost is configured | Retail Margin is calculated as Sale Amount minus Discount minus (At-Sale Unit Cost × Quantity Sold). If no unit cost has been entered on the product profile or on the purchase orders that brought inventory in, the cost component will be zero and Retail Margin will equal Retail Net Amount — overstating profitability. Retail Margin % will also be misleading in this case. Ensure unit costs are configured for all products where margin tracking matters before relying on these fields. |
Inventory On Hand reflects today's stock level — it does not change when a date filter is applied | The Inventory On Hand field is a live snapshot of current on-hand quantity pulled from the product location record at query time. Applying a date filter to this report will filter the sales transactions to that period but will not affect Inventory On Hand — it will always show today's quantity regardless of the selected date range. Do not use Inventory On Hand to reason about historical stock levels; use the Inventory Activity report for that purpose. |
Use Case Example Configurations
Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.
Use case | Description | How to configure the report |
Performance & ordering decisions | Identify what sells and set reorder quantities. Use inventory on hand and sales to avoid stockouts and overstock. |
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Retail sales performance & mix | Quantify sales by product, brand, category, and location. Track units, net, gross, discounts, and tax to see the revenue mix. |
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