How to Run the Comprehensive Sales Report

  • Updated

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.

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.




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