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.

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?

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 open 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, click All Sales. The All Sales Report is displayed. You can filter the report or change the view to find the information you would like to see.

Headings in the All Sales Report

Heading nameDescription
DateThe date and time that the purchase was made are listed in this column.
Client NameThe client who made the purchase is listed in this column. Relevant details about this customer, 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.
LocationThe 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.
PurchaseThe name of the item that was purchased is listed in this column.
Revenue CategoryIf you use revenue categories to organize your online store, the category of the item that was purchased is listed in this column.
Item PriceThe purchase price of the item that was purchased is listed in this column.
QuantityThe number of items that the client purchased is listed in this column.
Taxes (Category named and calculated based on your Taxes)One or more tax columns will be generated based on the taxes that you have setup for your business. The amount that the client was charged for that tax on this purchase is listed in each column.
Discount CodeIf a discount code was used for the purchase, the code is listed in this column.
SubtotalThe item price and any discounts applied are listed in this column. These amounts are summed with the taxes to calculate the total amount charged to the client, which is listed in the next column.
Total AmountThe total amount of the sale after any discounts and including taxes.
UserThe staff member whose account was used to perform the action is listed in this column. Actions that were not performed directly by a staff member (e.g., automated billing) are listed as automatic payments. Hover over this name to view the IP address from which this action originated.
Auto PaymentThis column will be labelled Auto Payment if auto payment is set up for this purchase, meaning that the purchase is automatically renewed and charged to the client’s account on expiration.
ActionAn arrow is listed in this column. Click the arrow to open a menu for the purchase. From here, you can email the receipt directly to the client, print the receipt using a regular printer, or print the receipt using a receipt printer.
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