Overview
The Shop Summary report (formerly the Transactions report) gives a detailed view of total in-app sales across memberships, packages, and treatments. Use it to reconcile revenue, inspect individual transactions, verify discounts and RepeatCash usage, track payment methods including Affirm, and review estimated disbursement dates and amounts.
This article is for practice owners, managers, and admins who need transaction-level reporting.
Before You Start
You need access to Reports in the Admin Panel.
Open Shop Summary from the Reports section of the left-side navigation.
The report defaults to the last 365 days. Adjust the range with Transaction date filters at the top of the report.
Report data refreshes every 5 minutes. To see updated numbers sooner, clear your browser cache and manually refresh the page.
Why It Matters
Shop Summary is your practice-wide ledger for in-app commerce. It helps you:
Reconcile payouts with Stripe using disbursement dates and amounts.
Verify individual purchases when patients or staff question a charge.
Audit discounts and promo codes applied at checkout.
Track RepeatCash applied toward orders.
Filter by payment method, including Affirm-for financing reconciliation.
Attribute sales to staff when Helped by (commissions tracking) is enabled.
How It Works
Summary charts. The top of the report shows aggregate metrics for the filtered period:
Section | What it shows |
Total sales | Revenue from all in-app purchases |
Average order value (AOV) | Average dollar amount per transaction |
Memberships | Revenue from membership enrollments and monthly payments |
Services sold | Revenue from treatment and package purchases |
Sales per hour | Revenue over time for the selected period |
Sales breakdown | Memberships vs. services sold as a percentage comparison |
Transactions table: Each row represents a transaction with high-level details:
Order ID
Patient full name, phone number, and email
Helped by (commissions tracking, when enabled)
Transaction type
Membership or service (treatment and/or package)
Payment method (major credit cards, Affirm, etc.)
Transaction date
List price
Discount (membership or promotional)
RepeatCash used
Payment processing fee
Refund status
Estimated disbursement date
Disbursement amount
Sales tax collected (coming soon)
Transaction details: Below the transactions table, Transaction details lists individual line items purchased in each order.
Order ID behavior:
Each non-membership transaction receives a new order ID.
Each monthly membership payment generates a new order ID each month.
Transactions with multiple quantities may appear as separate line items sharing the same order ID.
Available filters:
Patient full name
Phone number
Email
Payment method
Transaction date
Promo codes
Helped by (commissions tracking)
If filters are collapsed, click the filter count label (for example, 5 filters) on the right side of the screen above the report.
Step-by-Step Instructions
Open the Shop Summary report
Log in to the Admin Panel.
Click Shop Summary in the Reports section of the left-side navigation.
Review summary charts at the top of the report.
Filter transactions
Click a filter value at the top of the report, or click the filter count label on the right if filters are hidden.
Set one or more filters, for example: Transaction date, patient name, Payment method, or Promo codes.
Confirm the filter to refresh the transactions list and summary charts.
Review a specific order
Locate the transaction in the Transactions table (search by patient name, phone, or email).
Note the Order ID, list price, discount, RepeatCash, fees, and disbursement details.
Scroll to Transaction details to see line items for that order.
Optionally filter by Order ID in Transaction details to isolate multi-quantity orders.
Download the report
With your desired filters applied, use the download/export option in the Shop Summary view.
Save the file for accounting, commission reconciliation, or Affirm transaction records.
Best Practices and Pro Tips
Use Order ID to tie tables together: Filter Transaction details by Order ID when a single checkout includes multiple line items or quantities.
Filter by payment method for Affirm reconciliation: Select Affirm under Payment method to list all financed checkouts. See Manage Affirm payments and transactions (Admin Panel).
Cross-check disputes before refunding: If a transaction is under dispute, refunds are locked. See View and understand disputed payments (Admin Panel).
Pair with patient Order History for profile-context conversations at the front desk.
Review disbursement dates when reconciling monthly Stripe payouts.
Common Mistakes and FAQs
Q: Why don’t I see a patient’s transaction?
A: Confirm the Transaction date range includes the purchase date. Search by phone or email if the name spelling differs. In-app-only purchases appear here; in-office-only charges may not.
Q: Why are there multiple rows with the same Order ID?
A: Multi-quantity or multi-item orders can list separate line items in Transaction details while sharing one Order ID.
Q: Why does each membership month have a different Order ID?
A: Monthly membership payments are separate transactions, each with its own Order ID.
Q: Can I see Affirm installment schedules here?
A: No. RepeatMD shows the full transaction amount paid to your practice. Loan terms and installment schedules live in the patient’s Affirm account.
Q: Where do refunds appear?
A: Refund status appears in the Transactions table. For issuing refunds, see Issue full and partial refunds (Admin Panel).
Q: Why is data a few minutes old?
A: Reports refresh every 5 minutes. Clear cache and refresh the page if you need the latest snapshot sooner.
Next Steps and Support
Verify transactions and investigate discount usage (Admin Panel) — confirm payments and promo codes
Need help? Email support@repeatmd.com