Sales with Revenue Categories Report

The Sales with Revenue Categories Report is a sales report that displays a detailed list of sales made at your business during the selected date range, sorted by client and revenue category.

This article describes how to view the Sales With Revenue Categories 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.

In this article:

    To view the Sales With Revenue Categories 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 Sales With Revenue Categories. The Sales With Revenue Categories Report is displayed.

    Headings in the Sales With Revenue Categories Report

    Heading Description
    Date The date and time that the sale was made is listed in this column.
    Client The name, email, phone number, and profile image of the client who the sale was made to 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.
    Location The location that the sale was made at is listed in this column.
    Purchase The item that was sold is listed in this column.
    Category The revenue category that the item is organized under is listed in this column.
    Item Price The value of the item before any discounts or taxes is listed in this column.
    Quantity The number of items sold to the client on the date is listed in this column.
    Discount Code If a discount was applied to the sale, the value of the discount is listed in this column.
    Subtotal The value of the sale after discounts and before taxes is listed in this column.
    Taxes The value of taxes applied to the sale is listed in this column.
    Total Amount The total amount of the sale after discounts and including taxes.
    User The 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 Payment If payment was made using auto-payment, this column is labelled Auto-Payment.

    Advanced filters in the Sales With Revenue Categories Report

    Filter Description
    Bookable Assets Use this filter to determine which BOOK-A-SPOTâ„¢ assets to include in the report.
    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.
    Products Use this filter to determine which product(s) to include in the report.
    Packages Use this filter to determine which package(s) to include in the report.
    Classes Use this filter to determine which Classes to include in the report.
    Events Use this filter to determine which Events to include in the report.
    Appointments Use this filter to determine which Appointment Types to include in the report.
    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.
    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.
    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.
    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.
    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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