You can use the Daily Summary report to get high-level details of the Sales, Collections, Revenue, Guests, Employees, Register Closure, and Business Unit Sales of a center for a specified date.
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The Daily Summary report has 7 categories. This section gives a summary of the following categories:

  • Sales: The Sales category gives you the details of all the sales (services, classes, products, memberships, packages, gift cards, and pre-paid cards) including the number of items sold and the sales realized after factoring in all the discounts and excluding tax in a center on a specified date. For detailed information, see Daily Summary Report: Sales.
  • Collections: The Collections category gives you details of all the payments received (via cash, card, check, and custom payments) and redemptions (via memberships, gift cards etc.,) ┬áin a center on a specified date. For detailed information, see Daily Summary Report: Collections.
  • Register Closures: The Register Closures category gives you details of Register Closure, Collections, Opening and Closing balance in a center on a specified date. For detailed information, see Daily Summary Report: Register Closures.
  • Revenue and Invoices Summary: The Revenue and Invoices category gives you details of the projected revenue, collections from new and existing members, ┬árevenue details (collections and redemptions), and modified and open sales in a center on a specified date. For detailed information, see Daily Summary Report: Revenue and Invoices Summary.
  • Guests Summary: The Guests category gives you details of the visits by new and existing guests, services availed by them, rebooking details, purchase details, average invoice, service, and sale value by guests, appointment status (canceled, no shows etc.), customer satisfaction, and center utilization of Employee and Room in a center on a specified date. For detailed information, see Daily Summary Report: Guests Summary.
  • Employees Summary: The Employees category gives you details of the therapists generating the highest and lowest service revenue, therapists who are on track and off track in achieving revenue targets, attendance details, tips collected, and petty cash details in a center on a specified date. For detailed information, see Daily Summary Report: Employees Summary.
  • Business Unit Sales Summary: The Business Unit Sales category gives you all the sales (services, classes, products, memberships, packages, gift cards, and pre-paid cards) categorized by Business Units. The sales are realized after factoring in all the discounts and excluding tax in a center on a specified date. For detailed information, see Daily Summary Report: Business Unit Sales Summary.
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