All Sales Report

Your All Sales Report is a sales report that displays a detailed summary of every sale made at your business during a specified time. You can filter the results of this report based on time frame (e.g., day, week, month, year) or using advanced filters to filter sales based on location (i.e., point of sale or online), service type (e.g., classes, appointments and events), Purchase Options, payment types, accounting methods (accrual-based or cash-based) and so on.

This article describes how to view the All Sales Report, and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.
Note You may notice discrepancies between your All Sales Report and your All Transactions Summary Report. This occurs because not all transactions are considered to be sales. For more information, see FAQ: What is the difference between a sale and a transaction?

NoteTransactions of $0 are treated as cash transactions.

Note The sales amount listed at the top of the All Sales Report includes taxes. If you require your true sales figure for tax filing purposes, you must subtract the Taxes amount from the Sales amount.

In this article:

    To view the All Sales Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Sales.
    4. On the Sales menu, click All Sales. The All Sales Report is displayed.

    Headings in the All Sales Report

    Heading Description
    Date The date and time the sale was made.
    Client The client to whom the sale was made. Relevant details about the client, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.
    Transaction ID The transaction ID of the sale.
    Location The location where the client made the purchase. Hover over or click the location name to view that location’s general information, such as address.

    If a staff member sold the item to a client, the sale will be assigned to the location that the staff member was signed into when they made the sale.

    If the client made the purchase online, the sale will be assigned to their home location but will be displayed differently depending on how the purchase was made. For example, if their home location is Location A, and they made the purchase through the Client Web App, “Location A Online” will be listed in this column. If the client made the purchase through the Achieve Client App, “Location A” will be listed in this column.

    Revenue Category If you use revenue categories to organize your online store, the category or categories of the item that was sold are listed in this column.
    Purchase Item The name of the item that was sold.
    Taxes One or more tax columns will be generated based on the taxes that you have set up for your business. Each column will list the amount of tax charged for the sale.
    Price The sale price of the item that was sold.
    Quantity The number of units of the item sold to the client.
    Redemption Code If a Groupon code was used for the purchase, the code is listed in this column.
    Discount Code If a discount code was used for the purchase, the code is listed in this column.
    Subtotal The sale amount for the quantity of the item that was sold to the client, including any discounts applied to the sale.
    Tax The total tax amount charged to the client for the sale.
    Total The total amount of the sale, including taxes. The amount listed in this column is the sum of the Subtotal and Tax column.
    Total Paid W/ Payment Method The total amount paid with the payment method specified in the next column. If the client used multiple payment methods to make the purchase, there will be an entry in the report for each payment method.
    Payment Method The payment method used by the client to make the purchase. If the client used multiple payment methods to make the purchase, there will be an entry in the report for each payment method.
    Point of Sale The platform through which the sale was made. The possible platforms that can be displayed in this column are:

    • ClassPass Booking – Bookings made through ClassPass.
    • Google Booking – Bookings made through Reserve with Google.
    • Import – Sales imported from your previous software provider that were made before you started using WellnessLiving.
    • Elevate App – Sales made using the Elevate Staff App.
    • Achieve App – Purchases made by clients using the Achieve Client App.
    • Auto-payments – Auto-payments such as membership payments or installment plan payments.
    • Undefined – The source of the sale is unclear and should be investigated.
    • Studio – Sales made at your physical location(s).
    • Online – Purchases made by clients using the Client Web App.
    • Widget Purchase – Purchases made by clients using your widgets.
    • Directory Listing – Bookings made by clients using your WellnessLiving Directory listing.
    User The staff member who made the sale. Sales that were not made directly by a staff member (e.g., automated billing) are listed as automatic payments. If a client made the purchase online, the client’s name will be listed. Hover over the name in this column to view the IP address from which the sale was made.
    Auto Payment If the sale was an auto payment for a Purchase Option, Auto Payment will be listed in this column. If the sale was an auto renewal for a Purchase Option, Renew will be listed in this column.
    Action Click the More button An image of the more button which is three gray dots stacked vertically. in this column to open the menu. From the menu, you can select one of the following options: Email Receipt, Print Receipt, and Receipt Printer. See Receipts to learn more.

    Advanced filters in the All Sales Report

    Filter Description
    Accounting Method Use this filter to determine whether the report is displayed using an accrual accounting method or a cash-based accounting method.  For more information, see FAQ: What is the difference between accrual and cash-based accounting?
    Appointments Purchase Options Use this filter to determine which Appointments Purchase Options to include in the report. Appointments Purchase Options are Purchase Options with the Appointments Purchase Option Service Category.
    Purchase or Money Owner Use this filter to determine which items to include in the report based on who made the purchase; the client who received the item or the client who paid for the item.
    Locations Use this filter to determine which business location(s) to include in the report.

    You can also use this filter to view purchases clients are making online. For example, if one of your business locations is named Location A, there will be both a Location A filter and a Location A Online filter available. The Location A filter will filter for sales made by staff members who are signed into Location A and purchases made through the Achieve Client App by clients whose home location is Location A. The Location A Online filter will filter for purchases made through the Client Web App by clients whose home location is Location A.

    Discount Codes Use this filter to determine which sales to include in the report based on which discount codes were applied to the sale.
    Payment Method Use this filter to determine which sales to include in the report based on the payment methods used.
    Deposit Use this filter to determine which sales to include in the report based on whether they were made with or without a deposit.
    Revenue Categories Use this filter to determine which sales to include in the report based on the revenue categories they are classified under.
    Others Use this filter to determine whether to include other purchases in the report.
    Point of Sale Use this filter to select which sales to display in the All Sales Report or on a client’s Purchases page based on where or how the sale was made. Your options are:

    • ClassPass Booking – Bookings made through ClassPass.
    • Google Booking – Bookings made through Reserve with Google.
    • Import – Sales imported from your previous software provider that were made before you started using WellnessLiving.
    • Elevate App – Sales made using the Elevate Staff App.
    • Achieve App – Purchases made by clients using the Achieve Client App.
    • Auto-payments – Auto-payments such as membership payments or installment plan payments.
    • Undefined – The source of the sale is unclear and should be investigated.
    • Studio – Sales made at your physical location(s).
    • Online – Purchases made by clients using the Client Web App.
    • Widget Purchase – Purchases made by clients using your widgets.
    • Directory Listing – Bookings made by clients using your WellnessLiving Directory listing.
    NoteThe Point of Sale filter only tracks sales made after September 11, 2019 with the exception of client purchases made on the Client Web App.
    Class & Events Purchase Options Use this filter to determine which Class & Events Purchase Options to include in the report. Class & Events Purchase Options are Purchase Options with the Class/Events Purchase Option Service Category.
    Display sales with discounts Use this filter to determine whether to include discounted sales in the report.
    Groups Use this filter to determine which clients to include in the report based on their client group.
    NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups a, b, and c, the filter will find clients from group a, group b, group c, and any combination thereof, as opposed to only finding clients who belong to all three groups.
    Gym Purchase Options Use this filter to determine which Gym Purchase Options to include in the report. Gym Purchase Options are Purchase Options with the Gym Visits Purchase Option Service Category.
    Auto-Renew Use this filter to determine whether auto-renewals of Purchase Options are included in the report.
    Charged Taxes Use this filter to determine which sales to include in the report based on whether the client was or was not charged taxes.
    Taxes Use this filter to determine which sales to include in the report based on which tax types were applied to them. The options available in this filter are dependent on the taxes you have set up in your store. Selecting a tax filter will display all sales to which that tax was applied. Selecting the No taxes filter will filter for sales that do not have taxes applied to them. If the tax amount of a sale is manually changed to zero when the sale is made, the sale will still be considered taxed and can be filtered for using the appropriate tax filter.
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