This report gives a detailed view of total sales, across memberships, packages, and treatments. Defaulted to the last 365 days, you can adjust the time frame using the Transaction Date filters.
How to use the Shop Summary report
Adjust filters to find what you're looking for:
To adjust any of the filters, click into the filter value at the top of your report.
The filters should be visible when you click into the report, but if you don’t see them click on the words ‘5 filters’ on the right side of your screen, above the report.
Available filters:
Full name
Phone number
Payment method
Email
Transaction date
Promo codes
Helped by (commissions tracking!)
Load time:
Refreshes every 5 minutes
If you wish to see the data faster, we recommend clearing your cache followed by manually refreshing your screen
What's in this report
Total sales
Total sales shows the revenue driven by the total number of purchases on your Patient Rewards app.
Memberships
Memberships shows the revenue driven by the total number of Membership enrollments and monthly payments made through your Patient Rewards app.
Services sold
Services sold shows the revenue driven by the purchase of treatments and/or packages on your Patient Rewards app.
Average order value (AOV)
AOV shows the average dollar amount per transaction made on your Patient Rewards app.
Sales over time
Sales over time shows the revenue driven by sales on your Patient Rewards app over a set period of time.
Memberships vs services sold
Memberships vs services sold shows the total percentage of sales for services versus your memberships.
Transactions
Individual transactions made with high level details including:
Order ID to correspond with transaction details
Full name
Phone number
Email
Helped by (commissions tracking!)
Transaction type
Membership
Service (treatment and/or package)
Payment method
All major credit cards
Affirm
Transaction date
List price
Discount
If they applied a membership or promotional discount
RepeatCash used
Payment processing fee
Refund
Estimated disbursement date
Disbursement amount
(Coming soon) Sales tax collected
Transaction details
Shows individual items that were purchased in the transaction.
💡Pro tip: You can use the Order ID filter to identify which transaction you'd like to review in the transaction details. Please note that transactions with multiple quantities will be listed as different line items, but share the order ID.
Each non-membership transaction will receive a new order ID.
Any monthly payment towards a membership will generate a new order ID each month.
If you need more assistance, chat with us on Messenger.🗨️