Center Sales Report

This report lets you track month-to-date sales of your center from all sale types.

Important Notes:

This report:

  • Includes invoices of all sale types 
  • Includes only closed invoices and sold in the specified date range, as follows:
    • For services: Service date is considered as sale date
    • For products, memberships, packages, gift cards, and prepaid cards: Date when they are sold is considered as the sale date
  • Includes payments made by cash, credit, check, and custom payments
  • Doesn't include payments made using memberships, gift cards, prepaid cards because they are considered as sales when they were sold
  • Does not include tax

Common Use Cases

  • To track the sales recognized from sales types
  • Compare the sales values of different sale types

Follow these steps to run the report:

  1. Make sure you are at the center level for which you want to run the report. 
  2. On the Main menu, click the Reports tab.
  3. On the Reports Dashboard, click Daily Reports > Center Sales.
  4. Make your selections in the Filter Criteria and click Refresh.
    The report opens.
  5. Click Refresh to see the report. To export the report, on the top right side of the report, click the Excel  or .CSV icons .  

Filter Criteria

Criteria Options Description
Month-to-Date   By default, the report is set to current month-to-date. To view the report for a different date (and month), click the calendar icon and select the required month and date.

Column Descriptions

Column Description
Date Lists dates from the first day of the month to the specified date.
Services Sale amount shown in Services column is based on the services done on the day and not from services sale.   
For products, memberships, packages, gift cards and pre-paid cards, sale amount is the amount billed on the day.
Products Product sales on the day
Memberships Membership sales on the day
Packages Package sales on the day
Gift Cards Gift card sales on the day
Prepaid Cards Prepaid card sales for a day
Total  The total sales on the day

 

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