The following reports provide data on the services performed at your location for a specified date or date range.
- Service Summary By Group: This report provides a detailed summary of all services performed. It includes details such as the number of appointments and services booked, total booked hours, commission, gross, net, profit margin, and average productivity per unit and hour. You can filter the report by location and date range.
To view the report, navigate to Reports > Sales Reporting & Analysis > Service Summary By Group.
- The report is based on transactions and not booked appointments
- Net service = (Gross Service + Add-on Service) - Disc/Comp
- Service Margin = Net Service - Service Comm
- Gross per unit = Gross Service / Service Units
- Gross per hour = Gross Service / Booked Hours
- Sales Summary By Class: This report provides a summary of total sales for each service and product class. The report includes the total quantity of each item/service sold, revenue and percentage of sales attributed to each subclass. You can the report by location, class, and date range.
To view the report, navigate to Reports > Sales Reporting & Analysis > Sales Summary By Class.
- Sales Summary By Product Type: This report provides a summary of the sales for each product type and breaks the sales out by the product sub-classes that are set up within that product type. You can filter the report for a location and specific date or date range.
The report provides the following details:
- Total quantity of the product sold (excludes returns).
- Gross sales amount (includes discounts).
- Discount amount applied to the sale such as membership discount or a coupon.
- Amount returned on a product or service sub-class. The returned amount appears within parenthesis ().
- Net sales amount (excludes discounts and returns).
- Percentage allocation on each sale. The percentage is calculated as follows: [(sales per subclass / total sales per class) x 100].
To view the report, navigate to Report > Sales Reporting and Analysis > Sales Summary By Product Type.