The Comprehensive Sales report provides extensive sales details and a variety of filters such as staff groups, practitioners, specific product/service departments, categories or items.
Step 1
Select the Reports tab along the left side of the page.
Step 2
Under Sales, select Comprehensive Sales.
Step 3
Select the your data filters and set the Output to MS Excel - Detailed (this will ensure the data is downloaded as an editable spreadsheet with details on every transaction in the period).
Then click Create.
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NOTE: If you have deleted a Product & Service, the item will not be listed as a filter. However, the deleted item will remain on your reports. Under the Products & Services filter make sure you do not have the gift card category selected as the gift cards are credits that are not yet used. |
The report will now display each transaction based on you report parameters.