Sales for-a-duration reports (v1)
Business owners and zonal managers can use this report to view the items sold during a date range.
In this report, the sale value is zero for services if guests use membership, package, gift card, prepaid card or loyalty points to pay for the service. However, if your business has enabled the Include Redemption in Sales organization-level setting, you will see the redemption value as the sale value.
For day and promo packages, generate the Sales - Day/Promo package report.
For series packages, generate the Sales - Package report.
Column | Service sales for the duration | Product sales for the duration | Membership sales for the duration | Package sales for the duration | Gift card sales for the duration | Prepaid card sales for the duration | Class sales for the duration |
|---|---|---|---|---|---|---|---|
Invoice No | Invoice on which the item was sold | Invoice on which the item was sold | Invoice on which the item was sold | Invoice on which the item was sold | Invoice on which the item was sold | Invoice on which the item was sold | Invoice on which the item was sold |
Class Name | - | - | - | - | - | - | Name of the class |
Guest Code | Unique code that identifies the guest | Unique code that identifies the guest | Unique code that identifies the guest | Unique code that identifies the guest | Unique code that identifies the guest | Unique code that identifies the guest | Unique code that identifies the guest |
Guest | Guest who purchased the item | Guest who purchased the item | Guest who purchased the item | Guest who purchased the item | Guest who purchased the item | Guest who purchased the item | Guest who purchased the item |
Guest center | Center with which the guest profile is currently associated | Center with which the guest profile is currently associated | Center with which the guest profile is currently associated | Center with which the guest profile is currently associated | Center with which the guest profile is currently associated | Center with which the guest profile is currently associated | Center with which the guest profile is currently associated |
Receipt No | Receipt generated after collecting full payment and closing the invoice For open invoices, this column is blank. | Receipt generated after collecting full payment and closing the invoice For open invoices, this column is blank. | Receipt generated after collecting full payment and closing the invoice For open invoices, this column is blank. | Receipt generated after collecting full payment and closing the invoice For open invoices, this column is blank. | Receipt generated after collecting full payment and closing the invoice For open invoices, this column is blank. | Receipt generated after collecting full payment and closing the invoice For open invoices, this column is blank. | Receipt generated after collecting full payment and closing the invoice For open invoices, this column is blank. |
Code | Unique code that identifies the item | Unique code that identifies the item | Unique code that identifies the item | Unique code that identifies the item If the number is masked, reach out to your manager. | |||
Booked date | Date on which the appointment or invoice was created | - | - | - | - | - | |
Serviced on | Date on which the service was performed | Date on which the class was conducted | |||||
Sale date / Sold on | - | Date on which the item was sold | Date on which the item was sold | Date on which the item was sold | Date on which the item was sold | Date on which the item was sold | Date on which the item was sold |
Occasion | - | - | - | - | Occasion for which the gift card was purchased | - | |
Recipient | Guest for whom the gift card was purchased | - | |||||
Template | - | - | - | - | Template associated with the gift card | - | |
Therapist / Sold by | Employee who performed the service | Employee who sold the item | Employee who sold the item | Employee who sold the item | Employee who sold the item | Employee who sold the item | Employee who sold the class |
Employee code | Unique code that identifies the employee who performed the service | Unique code that identifies the employee who sold the item | Unique code that identifies the employee who sold the item | Unique code that identifies the employee who sold the item | Unique code that identifies the employee who sold the item | Unique code that identifies the employee who sold the item | |
Category | Category to which the item belongs | Category to which the item belongs | - | - | - | - | Category to which the item belongs |
Subcategory | Subcategory to which the item belongs | Subcategory to which the item belongs | - | - | - | - | Subcategory to which the item belongs |
Shipping charge | - | Amount charged to the guest for shipping the product This is applicable only to online retail purchases. | - | - | - | - | |
Colors | - | - | - | - | - | ||
Size | - | - | - | - | - | ||
Service / Product Name / Membership / Package / Gift Card # / Prepaid Card # | Item that was sold | Item that was sold | Item that was sold | Item that was sold | Unique code that identifies the gift card If the number is masked, reach out to your manager. | Unique code that identifies the prepaid card | |
Quantity | Quantity of the item sold | Quantity of the item sold | - | - | - | - | Number of classes taken as part of the invoice |
Vendor | - | Vendor with which the product is associated | - | - | - | - | - |
Room | Room in which the service was performed | - | - | - | - | - | Room in which the class was conducted |
Room category | Category to which the room belongs | - | - | - | - | - | Category to which the room belongs |
Type / Membership Sale Type | - | - | Type of the membership
| Type of the package: Series or Custom | - | - | |
Promotion | Promotion that was applied to the item sale If the front-desk staff gave a manual discount, you will see Manual Discount in this column. | Promotion that was applied to the item sale If the front-desk staff gave a manual discount, you will see Manual Discount in this column. | Promotion that was applied to the item sale If the front-desk staff gave a manual discount, you will see Manual Discount in this column. | Promotion that was applied to the item sale If the front-desk staff gave a manual discount, you will see Manual Discount in this column. | Promotion that was applied to the item sale If the front-desk staff gave a manual discount, you will see Manual Discount in this column. | Promotion that was applied to the item sale If the front-desk staff gave a manual discount, you will see Manual Discount in this column. | Promotion that was applied to the item sale If the front-desk staff gave a manual discount, you will see Manual Discount in this column. |
Price | List price of the item | List price of the item | List price of the item | List price of the item | List price of the item | List price of the item | List price of the item |
Discount | Amount discounted manually or as part of a campaign or membership | Amount discounted manually or as part of a campaign or membership | Amount discounted manually or as part of a campaign or membership | Amount discounted manually or as part of a campaign or membership | Amount discounted manually or as part of a campaign or membership | Amount discounted manually or as part of a campaign or membership | Amount discounted manually or as part of a campaign or membership |
Tax | Amount charged to the guest on the final list price of the item; after discounts and redemptions | Amount charged to the guest on the final list price of the item; after discounts and redemptions | Amount charged to the guest on the final list price of the item; after discounts and redemptions | Amount charged to the guest on the final list price of the item; after discounts and redemptions | Amount charged to the guest on the list price of the gift card | Amount charged to the guest on the list price of the prepaid card | Amount charged to the guest on the final list price of the item; after discounts and redemptions |
Membership Redemption | Amount paid for the item using membership credits | Amount paid for the item using membership credits | - | - | - | - | Amount paid for the item using membership credits |
Membership Service Redemption | Amount redeemed using membership service credits | - | - | - | - | - | Amount redeemed using membership service credits |
Loyalty Points Redemption | Amount redeemed using loyalty points | - | - | - | - | - | Amount redeemed using loyalty points |
Prepaid Card Redemption | Amount redeemed using a prepaid card | Amount redeemed using a prepaid card | Amount redeemed using a prepaid card | Amount redeemed using a prepaid card | - | - | Amount redeemed using a prepaid card |
Cashback Redemption | Amount redeemed using a cashback coupon | Amount redeemed using a cashback coupon | Amount redeemed using a cashback coupon | Amount redeemed using a cashback coupon | - | - | Amount redeemed using a cashback coupon |
Package Redemption | Amount redeemed from package service benefits | - | - | - | - | - | Amount redeemed from package class benefits |
Net price | Amount to be paid by the guest excluding tax Net Price = Service Sale Price – (Discount + Redemptions) | Amount to be paid by the guest excluding tax Net Price = Service Sale Price – (Discount + Redemptions) | - | Amount to be paid by the guest excluding tax Net Price = Class Sale Price – (Discount + Redemptions) | |||
Price Paid | Amount paid by the guest | Amount paid by the guest | Amount paid by the guest | Amount paid by the guest | Amount paid by the guest | Amount paid by the guest | Net Price = Class Sale Price – (Discount + Redemptions) |
Sale value | Price at which the item was sold, and it is either due or collected For redemptions, this column is zero. | Price at which the item was sold, and it is either due or collected For redemptions, this column is zero. | Price at which the item was sold, and it is either due or collected For redemptions, this column is zero. | Price at which the item was sold, and it is either due or collected For redemptions, this column is zero. | Price at which the item was sold, and it is either due or collected For redemptions, this column is zero. | Price at which the item was sold, and it is either due or collected For redemptions, this column is zero. | Price at which the item was sold, and it is either due or collected For redemptions, this column is zero. |
Card value | - | - | - | - | Amount available on the card when it was purchased | Amount available on the card when it was purchased | |
Existing Member | - | - | Guest has purchased a membership This column considers both active and inactive memberships. | - | - | - | - |
Member | Guest has an active membership | Guest has an active membership | Guest has an active membership | Guest has an active membership | Guest has an active membership | Guest has an active membership | Guest has an active membership |
First Visit | Guest visited the center for the first time | Guest visited the center for the first time | Guest visited the center for the first time | Guest visited the center for the first time | Guest visited the center for the first time | Guest visited the center for the first time | Guest visited the center for the first time |
Payment Type | Type of payment used to collect the amount | Type of payment used to collect the amount | Type of payment used to collect the amount | Type of payment used to collect the amount | Type of payment used to collect the amount | Type of payment used to collect the amount | Type of payment used to collect the amount |
Refund Amount | - | - | Amount returned to the guest when the item was refunded | Amount returned to the guest when the item was refunded | Amount returned to the guest when the item was refunded | Amount returned to the guest when the item was refunded | - |
Adjusted price | Price to be paid by the guest after redeeming membership service credits | - | - | - | - | - | Price to be paid by the guest after redeeming membership credits |
Gift card | - | - | - | - | - | y | - |
Status | Status of the invoice | Status of the invoice | Status of the invoice | Status of the invoice | Status of the invoice | Status of the invoice | Status of the invoice |
Created By | Employee who created the appointment | Employee who created the invoice | Employee who created the invoice | Employee who created the invoice | Employee who created the invoice | Employee who created the invoice | Employee who created the invoice |
Appointment source / Source | Source from which the appointment was booked | Source from which the appointment was booked | Source from which the appointment was booked | Source from which the class was booked | |||
Closed on | Last date on which the invoice was closed | Last date on which the invoice was closed | Last date on which the invoice was closed | Last date on which the invoice was closed | Last date on which the invoice was closed | Last date on which the invoice was closed | Last date on which the invoice was closed |
Closed By | Employee who last closed the invoice | Employee who last closed the invoice | Employee who last closed the invoice | Employee who last closed the invoice | Employee who last closed the invoice | Employee who last closed the invoice | Employee who last closed the invoice |
Business unit | Business unit to which the item belongs | Business unit to which the item belongs | Business unit to which the item belongs | Business unit to which the item belongs | - | - | Business unit to which the item belongs |
Requested | Guest requested for a specific therapist | - | - | - | - | - | Guest requested for a specific instructor |
Package Discount | Difference between the list price and package price Example: A series package is sold at $90/month with a service benefit priced at $100. When this service benefit is redeemed, the package discount is, ($100 - $90) = $10 This column is applicable only for packages with service discounts. | Difference between the list price and package price Example: A package is sold at $90/month with a class benefit priced at $100. When this class benefit is redeemed, the package discount is ($100 - $90) = $10. | |||||
Membership Discount | Difference between the list price and membership service redemption amount Example: A recurring membership is sold at $90/month with a service benefit priced at $100. When this service benefit is redeemed, the membership discount is ($100-$90) = $10. This column is applicable only for service-credit based memberships. | - | - | - | - | - | Difference between the list price and membership class redemption amount Example: A recurring membership is sold at $90/month with a class benefit priced at $100. When this class benefit is redeemed, the membership discount is ($100-$90) = $10. |