Organization Sales report (v1)
Business owners and accountants can use this report to view the sale of all items at all the centers.
At the organization level, click the Reports icon.
On the Reports page, search for and select the Organization Sales report.
If the report has many columns, scroll horizontally to the right or left to view all columns.
To view specific data on the report, select the desired filters. For more information, refer to report features on Zenoti.
Click Refresh.
If you generate the report for over a year, click the Email button.
Points to consider
Sale | Sale = List price - Discount + Tax |
Sale date | Day on which the item is paid for For services and classes, the sale is the date on which the service is performed or the class is conducted. |
Invoice | This report considers only closed invoices. You can configure reports to consider even open invoices as sales. |
To view the sales in percentage, select the Show in percentage of total checkbox and click Refresh.
Column | Description |
|---|---|
Zone | Zone to which the center belongs |
Center | Center where the sale was made |
Services | Amount realized from service sales Services performed as part of a membership or package redemption are also considered. But the sales amount realized through such means is zero. |
Products | Amount realized from product sales Products sold as part of a membership or package redemption are also considered. But the sales amount realized through such means is zero. |
Memberships | Amount realized from membership sales |
Packages | Amount realized from package sales |
Gift Cards | Amount realized from gift card sales |
Pre-paid Cards | Amount realized from prepaid card sales |
Total | Total amount realized from all sales |