Reports
How to use the sales report
Sales is the commercial roll-up across bookings, POS, and gift vouchers. Use it when you need gross versus net, tax, fees, discounts, refunds, and which channel or staff member produced the sale.
Sales is the commercial roll-up across bookings, POS, and gift vouchers. Use it when you need gross versus net, tax, fees, discounts, refunds, and which channel or staff member produced the sale.
Sales report
Sales is the commercial roll-up across bookings, POS, and gift vouchers. Use it when you need gross versus net, tax, fees, discounts, refunds, and which channel or staff member produced the sale.
- Category filter: All, Bookings, POS, or Gift Vouchers.
- Transaction status: Paid, Pending, Failed, Refunded. Payment status includes Unpaid, Pending Refund, and Partially Refunded.
- Staff filter shows who was attached to the sale when that data is present.
- The transactions table includes ID, date/time, customer, items, amount, taxes, fees, status, payment status, staff, category, and source (Booking Site, Manual, Facebook, Walk-in).
- Staff sales rows summarize total bookings, discounts, gross sales, net sales, and total for each team member.
- Use Sales for daily close and for comparing walk-in versus online mix.
Tips
- Match the date basis on the Bookings report (purchased vs booking date vs item date) to the question you are answering.
- Export after filters are set so the spreadsheet matches the on-screen story.
- If a report looks empty, confirm the top-bar location and that your role has view:reports.
- Memberships will not appear on the hub until the memberships program is active.