Sales Report (Predefined)

• LAST UPDATED: 9/26/2016
• PRICE TIER: All Tiers
• APPOINTMENT VERSION: All Versions

The Predefined Sales Report is used to generate a sales report using one of the five preset report types. This report will only show for accounts that have the Point of Sale plugin enabled through the AppointmentPlus Marketplace. 

NOTE: This report is available to Headquarters and Location Administrators.

You can use the report to:

• View a summary of sales data for a custom date range.
• View sales transactions by category, sales rep, and date.

 

To Access the Predefined Sales Report:

1. Click on the Reports tab
2. Select the Sales Reports (Predefined) link

Report Details

There are currently five types of predefined sales report available. Each report type provides a different breakdown of the sales data. 

• Daily Summary Sales Report – Provides a summary of sales data for a custom date range. The amount of sales transactions processed will be listed for the following categories: Products and Services, Gift Certificates, Prior Date Transactions, Payment Method and Item Type, and Sales Rep.

• Daily Summary Sales Report (By Category) – Provides a summary of sales data by Product Category for a custom date range. The total amount of sales transactions processed will show for each Product Category, as well as transactions for items without a category selected.

• Daily Detailed Sales Report (By Transaction & Category) – Lists predefined sales data for transactions processed for a custom date range. Transactions are sorted by Product Category, including items without a category selected.

• Daily Detailed Sales Report (By Date & Customer) – Lists predefined sales data for transactions processed for a custom date range. Transactions are sorted by the date they were processed, and the name of the customer that purchased the item.

• Daily Detailed Sales Report (By Rep & Date) - Lists predefined sales data for transactions processed for a custom date range. Transactions are sorted by the date they were processed, and the name of the associated Sales Rep.

 

To Run the Predefined Sales Report:

1. Start with the Select Location option to only view sales data for a specific location. The drop down will always default to the All Locations option.
2. Next, use the Select Date Range section for view sales transactions for specific dates. This option will always default to the current date.
3. Choose from one of the five available predefined report types in the Select Report section.