This report is one of the most commonly used reports to give you an overview of your sales over a period of time.
Choose the date range either with a pre-defined option in the dropdown or by choosing your own From and To date.
If you wish to make a comparison with a previous date range, select one from the "Compare data with" dropdown. Common choices would be:
Time period = Month to date, compared with "Same Period Last month".
Time period = Week to date, compared with "Same Period Last Week".
Click "Run report"
When you run the report, the graph will appear at the top, clicking the chevron in the top right corner of its window will hide it.
Under the graph is listed the total sales, total service, total courses and total product sales. Underneath this, these 3 item types are broken down by the categories within them e.g. Botox category sales, dermal filler sales etc.
Use the filters above the graph to choose what data you wish to see and how you'd like to group it:
"Group By" e.g. see data by each staff member, location or individual items sold.
"Show Totals By" e.g. the grand total or break by time period e.g. by each day.
"Count By" e.g. show the number of sales, value of sales or amount of tax in the sales.
This is a really powerful report! Explore and find the set ups that are most useful to your business.
Important to know
This report includes paid, part paid and unpaid invoices.
It does NOT include voided invoices, payments on account and gift voucher sales (though does include sales that have been paid with gift vouchers).
TIP : 💡
If you have a customer that does not pay and has no intention of paying, this will leave an unpaid invoice that will be counted in sales reports. To avoid them being counted as sales, void these invoices.