Sales Report
Some would say this is your most important report. By tweaking the filters at the top, you can generate information such as a list of every sale that came through your business. You can view how much each employee has sold, how much each category has sold, and how much each location has sold. You can tailor this report to generate sale information about nearly every one of your products or services.
This report can be generated in either Accrual Basis or Cash Basis. By default, it's generated using Accrual Basis as the accounting method.
Understanding the report's filters
- Start and End Date - This report looks at sales you have made within a window of time. To manually change that window's start and end date, you can either type the date in or use the calendar button to select the date. The outer arrows on the pop up calendar change the year. The inner buttons change the month. You can also use the rolling averages feature described below.
- Location - You can filter by multiple business locations or find sales from your Online Store. Choose a location from the drop down list and click Generate. By default, the report is set to All Locations.
- Category - Choose a revenue category from the multi select filter. By default only those categories with sales during the selected date range will appear on the drop down list. If no sales were made for the category, then the category will not listed.
- Sales Rep - If you have identified sales reps in your system, then any sales they make can be filtered. Choose the sales rep name from the drop down list and click Generate to view only their specific sales.
- Payment Method - Use the up or down arrows to scroll through the payment method list and highlight the payment method you want to report upon. To highlight more than one, hold down the CTRL key (Apple Command key for MACs) on your keyboard when you select the payment methods.
- Supplier Name - Checking this box will list the supplier name next to all sales.
- Include Auto Pays - Checking this box includes AutoPays run during the selected date range. By default this option is selected. When you uncheck the Include AutoPays Checkbox, the report will list the POS sale for every contract -- even contracts with AutoPay items.
- Tagged Clients Only - If you tagged a list of clients in the system, checking Tagged Clients Only shows only sales of those clients who are on the tagged list. Click here to learn more about tagging.
- Employee - You can run the report by employee to see how many sales each made and for how much. Choose the employee name form the drop down list and click Generate. Filtering the sales report by employee name requires that you assign each employee their own log in and that they use it every time they make a sale.
- Detail - By default the report is generated in Detail View, which shows the client name and item purchased. If you choose Summary View, the report lists only the total amounts for cash, checks, credit cards, and other (the payment method other is generally purchases on account, but may include other non cash equivalent methods that allow sales with a greater than $0 value. Payment methods are setup under Toolbox => Setup => Payment Methods). Combined AutoPay sales will be displayed as a single sale with each transaction separated into its own line item.
- Cash/Accrual - You can choose from the dropdown menu to filter the report by sales made on an Accrual Basis, a Cash Basis, or can choose All Sales. If you choose the All Sales Filter, then the report will display all sales including purchases of account payment items that were made using a non-cash equivalent (e.g., trade) payment method.
Click here to learn about report icons and date filters.
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